Are you concern trolling?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Gaoche Shares: The current equipment orders on hand are saturated, and the net profit is expected to exceed 1.44 billion yuan in 2023
Gaoche Co., Ltd. stated on the interactive platform that the company's equipment orders are currently saturated and the factory production schedule is normal. Equipment orders mainly come from the expansion of new production capacity in the silicon wafer segment and the replacement of old production capacity stock. It is expected that the demand for replacement of old production capacity stock and overseas demand may increase in 2024.
Gaoche Co., Ltd. recently issued a pre-performance announcement, predicting that the net profit attributable to the owners of the parent company in 2023 will be 1.44 billion to 1.48 billion yuan, which is expected to increase by 651.388 million yuan compared with the same period last year (statutory disclosure data). 691.388 million yuan, a year-on-year increase of 82.60%~87.67%.
The company expects to achieve a net profit of 1.40 billion to 1.46 billion yuan attributable to the owners of the parent company after deducting non-recurring gains and losses in 2023. Compared with the same period last year (statutory disclosure data), it is expected to increase by 649.7683 million yuan to 709.7683 million yuan, a year-on-year increase of 86.61%~94.61%.
Gaoche Co., Ltd. stated that the global demand for new photovoltaic installed capacity will continue to be strong in 2023. The company has given full play to the closed-loop technical advantages of "cutting equipment + cutting consumables + cutting technology" to continuously improve product competitiveness. Photovoltaic equipment, diamond wire, and silicon wafer cutting and processing services have All businesses continued to develop rapidly and achieved substantial growth in performance. Orders for photovoltaic equipment have increased significantly, and the company's leading position has been consolidated; diamond wire production capacity and shipments have increased significantly, and it has basically achieved full production and sales, and its competitiveness continues to improve; the production capacity of the silicon wafer cutting and processing service business continues to be released, and the advantages of professional cutting technology continue to lead, The scale of shipments has increased significantly.
Gaoche Co., Ltd. recently issued a pre-performance announcement, predicting that the net profit attributable to the owners of the parent company in 2023 will be 1.44 billion to 1.48 billion yuan, which is expected to increase by 651.388 million yuan compared with the same period last year (statutory disclosure data). 691.388 million yuan, a year-on-year increase of 82.60%~87.67%.
The company expects to achieve a net profit of 1.40 billion to 1.46 billion yuan attributable to the owners of the parent company after deducting non-recurring gains and losses in 2023. Compared with the same period last year (statutory disclosure data), it is expected to increase by 649.7683 million yuan to 709.7683 million yuan, a year-on-year increase of 86.61%~94.61%.
Gaoche Co., Ltd. stated that the global demand for new photovoltaic installed capacity will continue to be strong in 2023. The company has given full play to the closed-loop technical advantages of "cutting equipment + cutting consumables + cutting technology" to continuously improve product competitiveness. Photovoltaic equipment, diamond wire, and silicon wafer cutting and processing services have All businesses continued to develop rapidly and achieved substantial growth in performance. Orders for photovoltaic equipment have increased significantly, and the company's leading position has been consolidated; diamond wire production capacity and shipments have increased significantly, and it has basically achieved full production and sales, and its competitiveness continues to improve; the production capacity of the silicon wafer cutting and processing service business continues to be released, and the advantages of professional cutting technology continue to lead, The scale of shipments has increased significantly.
Runyou New Materials has received tens of millions of yuan in angel + round financing, focusing on the R&D and production of high-purity quartz sand and quartz products.
Recently, Runyou New Materials received tens of millions of yuan in angel + round financing from Qizhen Innovation Venture Capital. Qizhen Venture Capital news shows that this round of financing will be mainly used for the company’s production capacity construction, team expansion and new product research and development.
Runyou New Materials was established in September 2022 and focuses on the research, development and production of high-purity quartz sand and quartz products. The "Zhejiang Runyou New Material Technology Co., Ltd.'s annual output of 40,000 tons of high-purity quartz products and semiconductor silicon-based new materials project" under construction is listed as a major industrial project in Zhejiang Province. After completion, it will form a high-purity enterprise with an annual output of 40,000 tons. The production capacity of quartz products and new semiconductor silicon-based materials can effectively solve the supply bottleneck problem of domestic high-purity quartz products. The performance and quality of the company's quartz sand and quartz products for the photovoltaic field have been highly recognized by downstream customers and have been shipped in batches. In the future, we will further develop and produce semiconductor-grade quartz materials and products to meet the needs of customers for multiple product types.
On July 4, 2023, the groundbreaking ceremony for Zhejiang Province’s “thousands of trillions” major projects was held. Zhejiang Runyou New Material Technology Co., Ltd., located in Wuyi County, Jinhua City, has an annual output of 40,000 tons of high-purity quartz products and semiconductor silicon-based new material projects. It participated in this centralized start-up event.
manqiangrexue
Brigadier
And as people have explained to you the importance of market forces, which seem to be too difficult for you to understand, that is the exact same situation.
Common people don't buy lithographs, do they? Before the sanctions, it was either be the best or be obsolete. SMEE didn't have the funding or drive to be the best but it would be too dangerous for the Chinese government to let it be gone, so it stood in the shadows behind ASML working with government funds seemingly without use. Then when the sanctions happened, suddenly we see why it was useful and wise to keep it right where it was, so that China wouldn't be starting from scratch, but from a point where a very expensive and hard-fought sprint could close the gap and render the sanctions harmless (or actually beneficial).
No, it wouldn't, as everyone has demonstrated to you. Everything was made and ready for refinement, but they were not market-viable in an environment where they would have to compete with ASML.
There was never a standing point from anything you said. "Wayyyyyy longer" isn't a number. It took wayyyyyy longer for me to get to work this morning because of the traffic and I was late 6 minutes.
So basically, what I said, they were making crappy ICE cars, then leapfrogged to come out ahead in EV. This decade, the whole world was trying to scale up EV; it was not catching up but moving ahead.
No, that's you confusing being a viable player with being the globally dominant player and also you confusing a globally competitive environment with a closed domestic environment. In this specific Chinese environment in which there is great need and foreign competition as self-banned, SMEE only needs to make a working product to be successful; it doesn't actually need to make a product that is competitive with AMSL right off the bat. So, could a Chinese car company go from scratch to making a working car in 5 years and producing millions for a Chinese domestic market in which the only choice was this car or bicycling? Yes, easily. Does that apply to SMEE? Only the environmental part. The scratch foundation assumption is untrue because it's not going from scratch; it's going from a base where it was following the global leader much closer behind than anyone knew and is now already making 7nm equivalent chips in a market where 5nm is the lowest that is viable.
No, that's how bad your understanding is right now.
Prototypes have existed for over a decade. You're going backwards.
This guy is all sorts of trolling. Been banned like 15+ times. It's the same person who presented these ideas (among others):
1. AI can kill humanity by tricking a stupid person trying to make a protein shake into making a prion disease to wipe out humanity.
2. Asian men are less violent to women than other races because Asian men and women are the same size. How was it determined that they are the same size? Because him and his female cousin are the same size. Case closed.
3. How violent a man is can be determined by the amount of body hair on him.
With all the discussion, I almost forgot about posting this:
SSB500 was the machine that they were selling before.
SSB520 was the one who was announced in 2021 with enhanced resolution, when the stooges in D.C. decided to blacklist SMEE.
But then there is this new one called SSB545 and looks massive in comparison with the other two. So this one could be for really high end packaging stuff with very high throughput.
SSB500 was the machine that they were selling before.
SSB520 was the one who was announced in 2021 with enhanced resolution, when the stooges in D.C. decided to blacklist SMEE.
But then there is this new one called SSB545 and looks massive in comparison with the other two. So this one could be for really high end packaging stuff with very high throughput.
did you see the pattern of latest development from SMEE.
SMEE basically reborn.
first they update their website with high end Overlay Metrology equipment and specifically mentioned 7nm. now this very high end packaging equipment. and this year Lithography production too.
this is indeed a big sign..
Yes, but I think we should keep the actual news and factual information rolling about the topic as the situation evolve but avoid further unproductive discussions. I forget from time to time that we shouldn't feed these trolls.
I am referring to this back and forth rather than lithography discussions in general. It’s quite clear this discussion with @tacoburger has run the course
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