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.
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Lianyong Microelectronics: Orders for 8-inch heavily doped epitaxial wafers are booming; 12-inch 28nm logic chip silicon wafers have been supplied in batches.
According to Mars Finance, Lianyong Microelectronics (605358.SH) released an investor relations activity record announcement, stating that the company's overall shipment volume remains high, with strong order demand. Among them, orders for 8-inch heavily doped epitaxial wafers are robust. The company's monthly production capacity of 6-inch substrates and polished wafers reaches 750,000 pieces, the vast majority of which are further processed into 6-inch epitaxial wafers for shipment. All substrates required for epitaxial wafer production are supplied by the company itself, achieving complete self-sufficiency and control. In the advanced process field, the Jiaxing base is positioned to supply 12-inch lightly doped polished wafers for 28nm and below advanced processes, and is also developing lightly doped epitaxial wafers, primarily supplying analog and logic chip customers. Currently, it has achieved mass production supply of silicon wafers for 28nm logic chips. (Cailian Press)
Jiming Health established a microelectronics company in Shanghai with a registered capital of 10 million yuan.
According to Mars Finance, Tianyancha App shows that Shanghai Jiming Microelectronics Co., Ltd. was established on July 7th, with Tian Yunfei as the legal representative and a registered capital of 10 million RMB. Its business scope includes integrated circuit chip design and services, software development, import and export of goods, and import and export of technology. Shareholder information shows that the company is wholly owned by Jiming Health.
Lead Microelectronics, which has seen two consecutive days of price increases, is planning to increase its capital to acquire a controlling stake in Lead Microelectronics, a company that produces indium phosphide.
Mars Finance reported on July 1st that Lead Electronics announced that its stock price had deviated by more than 20% cumulatively over two consecutive trading days (June 30th and July 1st, 2026), constituting abnormal stock trading fluctuations. To optimize its product structure and expand its business areas, the company plans to acquire and integrate the electronic materials business of a target company, thereby further strengthening its overall profitability. The company intends to sign an "Investment Agreement" with Qingyuan Lead and Lead Microelectronics, agreeing to invest in Lead Microelectronics through capital increase, acquiring more than 50% of the target company's equity and achieving controlling interest. After the capital increase, the company intends to acquire controlling interest in Lead Microelectronics, which will then be included in the company's consolidated financial statements. (Company Announcement)
Gekko Microelectronics, which has seen two consecutive days of limit-up trading: The company's 200-megapixel product development is progressing smoothly and preliminary cooperation intentions have been reached with some customers, but no products have yet been shipped to customers.
Mars Finance reports that Gekko Microelectronics (688728.SH) issued an announcement regarding abnormal stock trading fluctuations and trading risks. Recently, the company's ultra-high pixel product introduction to major clients and its Lingang 12-inch wafer fab have attracted significant attention. Internal verification confirms that the company's 200-megapixel product development is progressing smoothly, and preliminary cooperation intentions have been reached with some clients, but no product shipments have yet occurred. For many years, the company has focused on the CIS and display driver chip field, and the Lingang fab currently mainly produces the company's high-end CIS products. The company will continue to focus on its core business of process development and product research and development. Information disseminated by relevant market institutions does not represent the company's actual operating progress and does not constitute a business commitment. The realization of the above projects will be affected by various factors such as the policy environment, market demand, and the company's own operating conditions, and there is a risk that they may not be achieved. (Cailian Press)
Samsung Electro-Mechanics wins 454 billion won contract for AI server capacitors from a US customer
Samsung Electro-Mechanics announced on Tuesday that it has signed a 454 billion won (approximately $293 million) contract with a U.S. customer to supply multilayer ceramic capacitors (MLCCs) for its artificial intelligence (AI) servers. Samsung Electro-Mechanics stated that the contract is valid from January to December 2027. The company did not disclose the customer's identity due to a confidentiality agreement. However, industry insiders believe that the customer is a major U.S. cloud service provider (CSP). (Sina Finance)
AVIC Optoelectronics: The company's high-speed interconnect and liquid cooling products for the computing power market are in high demand.
According to Mars Finance, AVIC Optoelectronics stated on its interactive platform that the company's high-speed interconnect and liquid cooling products for the computing power market are in high demand, and its capacity utilization rate is at a high level. Regarding capacity expansion, the company has implemented several targeted production increase plans, and all expansion work is progressing smoothly.