Jinhong Gas: The company's high-purity carbon dioxide products are mainly supplied to domestic semiconductor companies, with no overseas exports.
Related
Yishitong: The company's synthetic high-purity quartz sand products are in the verification stage of upstream materials and raw materials.
According to Mars Finance, Yishitong stated on its interactive platform that its synthetic high-purity quartz sand products are currently focusing on downstream verification in areas such as semiconductor and optical quartz ingots, and quartz rods for Q-fiber cloth (glass cloth). The related industry chain involves many links, and the company's products are currently in the upstream materials and masterbatch verification stage, with small-batch shipments expected in 2026. (Cailian Press)
Yuguang Gold & Lead: We are currently conducting product trials and business negotiations with several downstream customers for our 7N grade high-purity indium, 7N grade high-purity tellurium, and 7N grade high-purity cadmium products.
Mars Finance reported on July 2nd that Yuguang Gold & Lead stated on its interactive platform that its high-purity metal materials for the semiconductor industry are currently in the pilot-scale testing phase. The company has successfully produced 7N-grade high-purity indium, 7N-grade high-purity tellurium, 7N-grade high-purity zinc, and 5N-grade high-purity selenium, among other products. Its five existing production lines have achieved stable and continuous mass production. The company is currently conducting product trials and business negotiations with several downstream customers for 7N-grade high-purity indium, 7N-grade high-purity tellurium, and 7N-grade high-purity cadmium, with smooth progress. Going forward, the company will launch industrialization projects in due course based on the progress of pilot-scale testing and market conditions, continuously developing and improving its high-purity metal technology and market competitiveness. (Science and Technology Treasure Broadcast)
Hongming Electronics: The company's MLCCs, feedthrough capacitors, ceramic wafers, electronic pastes, and ceramic packaging shells are all compatible with high-reliability equipment scenarios for high-end domestic computing power platforms.
Mars Finance reports that Hongming Electronics stated on its interactive platform on the 8th that, in addition to MLCCs, the company's feedthrough capacitors, ceramic wafers, electronic pastes, and ceramic packaging shells are all suitable for high-reliability equipment scenarios in China's high-end domestic computing power platforms. Currently, these related businesses account for a relatively small percentage of revenue, and the company will steadily advance market expansion according to its established strategy. (Cailian Press)
Optical Technology: Net profit is expected to increase by 170%-190% year-on-year in the first half of the year, driven by continued growth in market demand for high-speed optical modules and optical devices.
According to Mars Finance, Guangku Technology (300620.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 140 million and RMB 150 million, representing a year-on-year increase of 170%-190%. During the reporting period, benefiting from accelerated global investment in AI computing infrastructure and data center construction, the market demand for high-speed optical modules and optical devices continued to grow. At the same time, the company adhered to technological innovation, continuously launched new products, and actively expanded its domestic and international customer base, resulting in steady revenue growth. The significant year-on-year increase in net profit attributable to shareholders of the listed company was mainly due to the effective boost to profits from increased revenue. Furthermore, with the expansion of production and sales scale, economies of scale became apparent, and the company continued to promote cost reduction and efficiency improvement, comprehensively enhancing its overall profitability. Note: The company's Q2 net profit is expected to be between RMB 95 million and RMB 106 million, and Q1 net profit was RMB 45 million. Based on this, Q2 net profit is expected to increase by 113%-136% quarter-on-quarter. (Cailian Press)
Sun Guoliang of Muxi Technology: Orders for some products are already booked until next year or even later; the MXC600 chip series has already been shipped in large quantities.
Mars Finance reported on July 8th that during the "Vibrant China Research Tour" in Shanghai, Sun Guoliang, Chief Product Officer and Senior Vice President of Muxi Technology, revealed that orders for some of the company's products are already booked into next year and beyond. The MXC600 chip series is the company's main product this year and is already shipping in large quantities. Regarding the contradiction in the market between "hardware shortages" and "concerns about computing power surplus," he believes that currently, general-purpose, easy-to-use, stable, and reliable computing power is scarce, even extremely difficult to obtain. The surplus computing power refers to computing power applicable to some non-general-purpose architectures, capable of running only previous-generation models or certain niche models, which constitutes a certain degree of overcapacity. (Science and Technology Innovation Board Daily)
The report shows that the US semiconductor industry is facing a shortage of highly skilled workers, with a projected gap of nearly 160,000 by 2030.
According to Mars Finance, a joint employer survey analysis conducted by McKinsey & Company, SEMI (Semiconductor Equipment and Materials International), and the National Science Foundation shows that the shortage of highly skilled workers across the United States is worsening, with the projected shortage of up to 157,000 full-time skilled workers by 2030. This could delay the construction of multi-billion dollar new semiconductor factories across the country and constrain future chip production. (Cailian Press)