Montage Technology expects in-hand orders for interconnect chips in the fourth quarter of 2.5 billion to 2.79 billion yuan
On November 2, multiple listed companies disclosed progress in businesses including chips and robotics: Montage Technology expects the in-hand order amount for interconnect chips to be delivered in the fourth quarter to be 2.5 billion yuan to 2.79 billion yuan; DapuStor's PCIe 6.0 controller chip and SSD products are expected to enter mass production in 2027, and Yuanjie Technology's 100G PAM4 EML products have already shipped in volume. Yilian Technology's humanoid robot and embodied intelligence businesses are still in the cultivation and early cooperation stage.
Body · AI translation
On November 2, multiple listed companies disclosed their latest developments in chips, robots, and other areas through interactive platforms and investor relations activity records:
[Chips]
Montage Technology: The in-hand order value for interconnect chips expected to be delivered in the fourth quarter is RMB 2.5 billion to RMB 2.79 billion.
DapuStor: R&D on PCIe 6.0 controller chips and SSD products is progressing smoothly, with mass production expected in 2027.
[CPO]
Yuanjie Technology: The 100G PAM4 EML product has already shipped in volume, and the company holds a positive attitude toward shipments of products in the NPO and CPO directions next year.
[Robots]
Yilian Technology: The company's humanoid robot and embodied intelligence-related businesses as a whole remain in the cultivation and early cooperation stage.
Jia Dian Co., Ltd.: The company has no robot products and is carrying out digital transformation to replace manual labor with robotic arms.
[Others]
Suzhou Good-Ark: It has currently partnered with multiple perovskite tandem customers, and products have achieved small-batch shipments.
Pingmei Shenma: Recently, the price of prime coking coal has shown an upward trend, but the profit elasticity remains uncertain.
Huayi Technology: It will actively expand the application boundaries of core intelligent driving products.
Seazen Holdings: In the future, it will further advance multi-level REITs financing channels.
International Composite Materials: T-cloth has been supplied in small batches to mainstream customers, and there is still a large gap in current supply.
Ruilian New Materials: It continues to seek high-quality investment targets, with a focus on the electronic materials and pharmaceutical fields.
Hunan Yuneng: It is expected that high-end lithium iron phosphate will remain in a tight supply state in 2027.
Shuijingfang: Over the long term, it will still adhere to a high-end brand strategy.