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hot_img Changxin Technology was listed on the Sci-Tech Innovation Board on July 27, with a valuation of approximately 580 billion yuan. The entire supply chain, including equipment, materials, and packaging testing, may benefit

Domestic DRAM storage IDM leader Changxin Technology will officially list on the Sci-Tech Innovation Board on July 27, with an issuance valuation of approximately 580 billion yuan and a total fundraising amount of 29.5 billion yuan, of which about 22.066 billion yuan is for equipment purchase and installation costs. Industry insiders believe that 2026-2027 is the golden window period for the introduction of domestic equipment.In terms of the supply chain, on the equipment side, North Huachuang has shipped a large volume of various categories such as etching and thin film deposition, Zhongwei Company continues to validate and mass-produce etching and thin film equipment, Huahai Qingshi CMP equipment has entered the core supply chain, and Jingce Electronics and Jingzhida testing equipment are benefiting simultaneously. On the materials side, Yake Technology precursor products cover advanced process needs, Guanggang Gas provides special gases and bulk gases, Jinhong Gas has a gas production order cycle of 15 years, Tongcheng New Materials ArF/KrF photoresists have entered mass production, Jingrui Electric Materials has a market share of over 40% in high-purity hydrogen peroxide, but high-end photoresists are still in the validation stage, and Debang Technology is in the sample testing stage. On the packaging and module side, Huatian Technology is a packaging supplier, Jiangbolong and Demingli have reached procurement agreements, while Maijie Technology is still in the introduction phase. On the distribution side, Shangluo Electronics has been authorized, and there are expectations for supply strategy adjustments after listing. Several listed companies hold shares indirectly through industrial funds, with Shangfeng Cement holding approximately 0.1517% of the equity before issuance.

The ANTONE Hong Kong Web4.0 closed-door private board meeting was held, partnering with MY Group to promote AI-Fi and Web4.0 ecosystem development

According to official news, on July 5th, the ANTON Hong Kong Web4.0 closed-door private board meeting was successfully held. This meeting focused on in-depth exchanges regarding AI-Fi, Web4.0, real ecological applications, and co-construction with ecological partners.At the meeting, Mr. Allen Dave, the Chief Executive Officer (CEO) and Executive Director of MY Group Technology Company, attended and delivered a speech, stating that MY Group will continue to provide ecological resources, global market capabilities, real application scenarios, and capitalization strategy support for ANTON. Both parties will engage in deeper collaboration around AI-Fi and Web4.0.It is reported that ANTON is an important component of MY Group's AI-Fi ecological layout, dedicated to exploring the integration of AI and decentralized finance. Through the BAS bionic intelligent agent cluster, AI financial strategy system, and on-chain rule mechanisms, it aims to build intelligent financial protocols for the Web4.0 era.Industry insiders believe that with the continuous integration of AI technology and on-chain financial infrastructure, AI-Fi is gradually becoming one of the important application directions in the Web4.0 era. The deep collaboration between ANTON and MY Group is expected to further promote the transition of AI finance from conceptual narratives to real-world applications.MY Group's current ecosystem covers various fields, including social traffic entry, global payment systems, public chain infrastructure, digital asset trading ecosystems, and AI intelligent financial systems. In the future, both parties will continue to advance cooperation in areas such as AI-Fi infrastructure construction, real application implementation, and global community ecological expansion by leveraging their respective advantages.This Hong Kong private board meeting further clarified the strategic collaborative relationship between ANTON and MY Group under the new cycle of intelligent finance, jointly promoting the development of the AI-Fi and Web4.0 ecosystem.
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