Daily Information By Lansheng Technology


1. Lansheng technology news, according to media reports, the well-known automotive electronics manufacturer ZF has announced that it will purchase silicon carbide modules from STMicroelectronics. The multi-year contract signed by the two parties reportedly involves the supply of SiC modules in quantities of several million.


2. Wingtech Technology:

(1) Won Samsung's 2023 ODM orders for mobile phones and tablet products

Under the cold winter of consumer electronics, Wingtech Technology (600745) recently won Samsung's 2023 ODM (Original Design and Manufacturing) orders for mobile phones and tablet products.

(2) 33.2 billion acquisition of Nexperia Semiconductors to lay out a new track

In 2018, Wingtech Technology spent 26.854 billion yuan to purchase some GP and LP shares of #Nexperia Group, indirectly holding 75.86% of Nexperia Group's shares. In 2020, it will spend another 6.334 billion yuan to acquire the remaining shares of Nexperia. After the completion of the two transactions, the company will indirectly hold 98.23% of the equity of Anshi Group.


3. Benefiting from the pull of Ai demand, the electronics industry chain has clearly felt the demand for goods (for example, Nvidia has added AI chip orders to TSMC, and customers have increased Ai server BMC chip research and development projects, etc.). On the whole, Lansheng Technology believes that the performance of the electronic semiconductor industry will increase quarter by quarter, and the second half of the year is expected to usher in an upward turning point driven by demand recovery + inventory replenishment. components, materials) and the industrial chain benefiting from demand reversal.


Lansheng Technology Limited (https://www.lanshengic.com/) is a global distributor of electronic components that has been established for more than 10 years, headquartered in Shenzhen China, who mainly focuses on electronic spot stocks.

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