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国金证券4月17日发布研报称,给予利扬芯片(688135.SH)买入评级,目标价格为21.2元。评级理由主要包括:1)下行周期内提前布局算力类等中高端测试产能;2)Chiplet成为AI芯片主流方案,带动芯片测试“量价齐升;3)行业至暗时期已过,底部反转或将到来。(每日经济新闻)

Guojin Securities released a research report on April 17 stating that it gave Liyang Chip (688135.SH) a purchase rating, and the target price was 21.2 yuan. The main reasons for the rating include: 1) early deployment of production capacity for mid-to-hig

Zhitong Finance ·  Apr 17 08:27
Guojin Securities released a research report on April 17 stating that it gave Liyang Chip (688135.SH) a purchase rating, and the target price was 21.2 yuan. The main reasons for the rating include: 1) early deployment of production capacity for mid-to-high-end tests such as computing power during the downturn cycle; 2) Chiplet became the mainstream solution for AI chips, driving chip testing “a sharp rise in volume and price; 3) the dark period of the industry has passed, and the bottom may be reversed. (Mainichi Keizai Shimbun)

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