Core Viewpoint - Chongqing Zhenbao Technology Co., Ltd. has officially received acceptance for its IPO application on the Sci-Tech Innovation Board, becoming the first company from Chongqing to be accepted this year [1] Group 1: Company Overview - Zhenbao Technology is one of the few companies in China that has achieved mass production of non-metallic components for advanced integrated circuit manufacturing equipment and high-generation, high-voltage display panel manufacturing equipment [1] - The company's main products include equipment components made of silicon, quartz, silicon carbide, and alumina ceramics, as well as surface treatment services such as thermal spraying regeneration, anodizing, and precision cleaning [1] Group 2: Financial Performance - The company's projected revenue for the years 2022 to 2024 is 386 million yuan, 506 million yuan, and 635 million yuan respectively, while the net profit attributable to the parent company is expected to be 81.62 million yuan, 108 million yuan, and 152 million yuan, indicating a continuous improvement in profitability [2] Group 3: Client Relationships - Zhenbao Technology has established partnerships with major domestic display panel manufacturers such as BOE, Huaxing Optoelectronics, and Tianma Microelectronics, as well as international integrated circuit manufacturers like Intel, GlobalFoundries, United Microelectronics, and Texas Instruments [2] - The company maintains business relationships with key domestic integrated circuit manufacturers including Jinghe Integrated, China Resources Microelectronics, Chipone Technology, Wuhan Xinxin, Jita Semiconductor, and Guangdong Core Semiconductor [2] Group 4: Industry Position and Impact - Zhenbao Technology is recognized as a national high-tech enterprise, a national specialized and innovative "little giant" enterprise, and has received various accolades such as a national intellectual property advantage enterprise and a demonstration enterprise for technological innovation in Chongqing [2] - The IPO is expected to enhance the company's role in promoting the localization process in the semiconductor sector, aiding China's semiconductor industry in breaking foreign technology monopolies and achieving a higher level of self-reliance [2]

ab 1 July 2025 Global Research Memory Semis Monthly July '25 Edition: HBM supply / demand remains healthy HBM supply / demand to remain in check Investors often ask us whether the disconnect between our HBM supply forecasts (i.e., shipments from HBM vendors) and demand estimates (based upon end-consumption) should be cause for concern. For now, we do not believe so. HBM typically ships into consignment inventories at TSMC, ahead of the CoWoS process taking place. This then can last up to 2 months. The packa ...

My symptoms were extreme pain. So much in pain that maybe you'll throw up or you can't get off the ground. I've missed practices because of that. Just, you know, hugging the toilet. I live with autoimmune disease, so I thought maybe it was autoimmune anemia. But the source of her pelvic pain and heavy bleeding was something else. Fibroids, benign tumors that can grow in the uterus. I didn't know it was something like this, big like an orange. One doctor told me at the time I was maybe like 37 and he said, " ...

Stablecoins & stablecoin issuers:▪️ Fastest-growing market sector▪️ Most financially lucrative market sector▪️ Most competitive market sector▪️ Most data-rich market sector https://t.co/MGPByOmKTa ...

Learn more about @ethereum's lending sector:https://t.co/0au69mlBzB ...

Let's talk about the jobs report because we got a a pretty positive report at least on the headline number. Unemployment rate goes down to 4.1%.1%. You have been um flagging the wages for bluecollar workers.You know, a lot of people didn't expect to see that at this time in the cycle with the Fed being restrictive with the tariffs in place. What do you think is is leading to the resilience in the job market and do you have any concern about what's under the surface there as far as where those jobs were crea ...

So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...

AI and Computing Power Demand - The demand for computing power is insatiable, indicating a long runway for investment in physical infrastructure like semiconductors and cloud [1][2][3] - The expansion between Oracle and Open AI is 45 gigawatts worth of capacity, highlighting the significant energy requirements of AI development [3] - The U S is likely to lead the AI race due to its self-sufficiency and relatively cheap energy production compared to Europe and the U K [5] Energy Sector and Infrastructure - The energy sector and energy infrastructure requirements are intrinsically linked to the need for computing power, leading hyperscalers to invest in energy sources like nuclear [4] - The quest for cheaper, more efficient energy is crucial for supporting data center expansion and AI development [5] Market and Economic Factors - The jobs data is considered "Goldilocks" because of better-than-expected job numbers and a solid labor market, alongside slower wage growth [6][7] - The Federal Reserve is in no urgency to cut rates, which the market seems to prefer, valuing a strong labor market over immediate rate cuts [7] Technology Sector Performance - Technology sector exhibits strong earnings growth and benefits from productivity gains, making it an attractive area for investment [9] - Lower bond yields and interest rates, potentially resulting from future rate cuts, would particularly benefit growth areas like the technology sector [10]

Core Insights - Intel Corporation is facing increasing revenue exposure in China amid geopolitical and regulatory challenges [1] - Concerns have been raised regarding the impact of U.S. semiconductor export curbs initiated in late 2022 on Intel's business [1]

First, let's get some breaking uh economic data just crossed. Rick Santelli has that for us. Rick.Yes. And there's a lot of it. If we look at the factory orders, durable goods, let's start there.Factory orders for May up 8.2%. Up 8.2%. I have five years here. I don't have a higher number. That is a huge number.And that follows a slightly revised minus 3.7% that moves to minus 3.9%. We started out the year in single digits. It certainly seems though this is telling us that all the trade pulled forward may in ...