电子行业周报：SK海力士新建先进封装厂，高容量SSD价格上调

Investment Rating - The report maintains an "Overweight" rating for the electronic industry [1]. Core Insights - The report highlights the acceleration of the computing chip industry driven by AI, with Samsung planning to launch the AI chip Mach-1 by the end of 2024 and accelerate the development of the Mach-2 chip [4][7]. - The first 5G-A integrated sensing technology trial in marine environments has been successfully validated, indicating potential benefits for the related industry chain [4][17]. - SK Hynix is set to invest approximately $3.87 billion in building an advanced chip packaging plant in the U.S., which is expected to benefit the advanced packaging industry chain [4][19]. - NAND Flash Wafer prices continue to rise, with the 512Gb NAND Flash Wafer exceeding $4, suggesting a positive outlook for the storage chip industry chain [5][18]. Summary by Sections 1. Core Insights and Investment Recommendations - The computing chip industry is expected to benefit from rising AI-driven demand, with Samsung's Mach-1 and Mach-2 chips at the forefront [4]. - Integrated sensing technology for 5G-A has shown promising results, which could support low-altitude and marine economic development [4]. - SK Hynix's investment in advanced packaging is anticipated to enhance the importance of this sector in the computing era [4]. 2. Market Review - The A-share Shenwan Electronics Index fell by 0.28% from April 1 to April 3, underperforming the CSI 300 Index by 1.14 percentage points [8]. - Among the sub-sectors, optical optoelectronics performed best with a 3.41% increase, while other electronic sectors saw declines [10]. 3. Industry News - Samsung is enhancing its competitiveness in AI semiconductor fields by forming a team focused on improving HBM memory capacity and quality [16]. - The successful trial of 5G-A integrated sensing technology in Liaoning province marks a significant advancement in marine safety management [17]. 4. Company Dynamics - Companies like Huada Technology and Shanghai Beiling reported declines in revenue and net profit for 2023, indicating challenges in the current market environment [27]. - Dongxin Co. has successfully passed AEC-Q100 testing for its SLC NAND Flash and NOR Flash products, expanding its automotive-grade product line [24].