Dynamic(603175.SH)

Samsung: The Taylor chip factory is expected to be put into production in 2026

Samsung Elec: System LSI Biz Sees Rising Memory Costs Increasing Cost Pressure on Mobile Customers

Samsung Elec: System LSI Biz Sees Rising Memory Costs Increasing Cost Pressure on Mobile Customers

The price of storage chips is rising, and the production of thousand-yuan smartphones may be reduced

The price of storage chips has risen, and it is expected that the supply tightness will not ease until the second half of 2027. Although major domestic smartphone manufacturers are facing a shortage of storage, the situation is not severe, and they are willing to procure under moderate price increases. In contrast, smaller manufacturers, primarily targeting the thousand-yuan smartphone market, will face greater pressure

King Yuan Electronics Buys Machinery Equipment Worth NT$1.49 Billion

King Yuan Electronics Buys Machinery Equipment Worth NT$1.49 Billion

China’s Dynamic Electronics Surges After Doubling Investment in Thai AI PCB Plant Amid High Demand

Dynamic Electronics' shares surged 9.4% to CNY74.85 after announcing plans to double its investment in a Thai PCB factory to CNY3.3 billion due to high demand for AI computing products. The factory's production capacity will increase from 117,400 to 166,500 square meters, extending the construction period to 24 months. This expansion aims to enhance production of high-end multi-layer PCBs and strengthen international partnerships, with significant overseas sales contributing to 83% of annual revenue. Major clients include Continental, Jabil, and Tesla.