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Home > Latest

Organization: Global semiconductor revenue is expected to exceed $1 trillion by 2030.

date
28/08/2025
On August 28, the latest report from market research firm Counterpoint predicts that global semiconductor revenue is expected to double to over $1 trillion between 2024 and 2030, driven by AI transformation to build infrastructure from GenAI to Agentic AI to Physical AI and consumer access points.
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According to a brief news update from Meijing AI, on August 28th, Minsheng Securities released a research report giving a recommendation rating to Shaanxi Coal Industry (601225.SH). The reasons for the rating mainly include: 1) A decrease in non-GAAP net profit in Q2 2025 compared to the previous quarter, with a significant increase in income tax; 2) A decrease in the scale of trading financial assets, reducing the impact on profits; 3) Steady growth in self-produced coal production and sales in H1 2025, with stable costs; 4) Increased coal production and sales in Q2 2025 compared to the previous quarter; 5) The sales volume of electricity in Q2 2025 increased both year-on-year and quarter-on-quarter; 6) A 5% interim dividend in the first half of 2025, with a dividend yield of 0.18%. (Daily Economic News)
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Every Economy AI Express, Huaxia Securities released a research report on August 28th, giving Kailaiying (002821.SZ) a buy rating. The rating reasons mainly include: 1) Rich reserves of small molecule commercialization orders, further improvement in gross profit margin; 2) Rapid development of large molecule business, formulation, clinical CRO and other businesses continue to recover; 3) Accelerated global market expansion, steady progress in overseas production capacity construction. (Daily Economic News)
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