Group 1: Company Overview - Guangli Micro is a leading supplier of EDA software and wafer-level electrical testing equipment, focusing on improving chip yield and rapid monitoring technology [2] - The company has developed a comprehensive solution combining EDA design software, WAT testing equipment, and semiconductor data analysis tools to enhance chip performance, yield, and stability throughout the product lifecycle [2] Group 2: Personnel and R&D Investment - As of September 2023, the company has a total of 471 employees, representing a 48.11% increase compared to the end of the previous year, reflecting rapid personnel growth [3] - The company emphasizes innovation and R&D as key drivers for sustainable development, with increased investment in DFM and DFT software and various electrical testing equipment [3] Group 3: Product Development and Market Strategy - Guangli Micro has been focusing on semiconductor data analysis systems, leveraging nearly 20 years of experience in yield enhancement [3] - The company is developing an online monitoring software that addresses challenges related to real-time data acquisition and analysis, requiring significant R&D personnel investment [4] Group 4: Investment and Expansion - In 2023, the company established two industry investment funds targeting semiconductor firms with core technologies and competitive advantages [5] - Recent investments include setting up subsidiaries in Shenzhen and Singapore, and collaborating with local EDA companies to establish a semiconductor verification center [5] Group 5: Industry Environment and Future Outlook - The semiconductor industry is experiencing a slowdown in development and capital investment due to external trade conditions and terminal demand, impacting most companies in the sector [5] - Despite short-term challenges, the company remains confident in maintaining stable growth in operational performance through continuous improvement of EDA tools and yield solutions [5]
广立微(301095) - 2023年12月29日投资者关系活动记录表