The first 300mm silicon based gallium nitride wafer for Micro LED is available

Tech 2023-05-28 16:13:16 Source: Network

The first 300mm silicon based gallium nitride wafer for Micro LED has been released, and the "National Water Network Construction Plan Outline" has been issued. JPMorgan Chase is developing an investment consulting AI, and Brain Computer Interface Company has obtained FDA approval for its first human clinical trialLeading sector: AI computing powerNvidia expects a revenue of $11 billion in the second quarter, with a fluctuation of 2%

The first 300mm silicon based gallium nitride wafer for Micro LED has been released, and the "National Water Network Construction Plan Outline" has been issued. JPMorgan Chase is developing an investment consulting AI, and Brain Computer Interface Company has obtained FDA approval for its first human clinical trial

Leading sector: AI computing power

Nvidia expects a revenue of $11 billion in the second quarter, with a fluctuation of 2%. Previously, analysts had expected $7.18 billion, with performance guidance significantly exceeding market expectations. Moreover, NVIDIA stated that as market interest in artificial intelligence surges, the company is "significantly" increasing its product supply related to its data center business. Analysts believe that AI computing power is the true resource and scarce product within AI, and NVIDIA, as a representative enterprise of AI infrastructure, its performance brings computing power certainty. Listed companies within the sector include:Zhongji Xuchuang, Cambridge TechnologyEtc.

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The first 300mm silicon based gallium nitride blue LED wafer for Micro LED has been released, and Micro LED technology is crucial for applications such as XR and wearable devices

Recently, MojoVision, a developer of MicroLED micro displays, announced the successful lighting of the first 300mm blue silicon based gallium nitride MicroLED array wafer, marking the fourth time MojoVision has set a new display industry record in the past five years. Dr. Rajeeva Lahri, a member of the MojoVision advisory committee, stated that this breakthrough has established a roadmap for companies to use 300mm wafer compatible processes to create commercial MicroLED technology.

Micro LED display screens are RGB display arrays composed of a large number of micro LED units, with pixel density much higher than existing display technologies (up to 1500PPI or above), and longer lifespan and lower power consumption than OLEDs and LCDs made of organic materials. MojoVision said that MicroLED technology provides the display with key performance, efficiency and shape advantages, which are crucial for applications such as extended reality (XR), wearable devices, cars, consumer electronics and high-speed communications. Market research firm DSCC predicts that MicroLED display sales will increase to $1.395 billion (9.861 billion RMB) in 2027. In listed companies,

Juzi TechnologySeries products such as LEDAOI and MiniLEDAOI have been sold in bulk. Based on self-developed 3DAOI, the company will be able to expand into more new fields such as semiconductor packaging testing and MicroLED.

Leyard MicroLED has been mass-produced and applied in the field of large screen display, followed by VR/AR and smartwatch applications, and will eventually be widely applied in display fields such as mobile phones, car displays, and consumer televisions.

Issuance of the Outline of the National Water Network Construction Plan

The Central Committee of the Communist Party of China and the State Council recently issued the "Outline of the National Water Network Construction Plan". The Outline proposes that by 2025, a number of backbone projects of the national water network will be built, and the construction of the national backbone network will be accelerated. By 2035, the overall pattern of the national water network will be basically formed, the main framework and arteries of the national water network will be gradually completed, the provincial, municipal and county water networks will be basically improved, and a national water security system will be built that is compatible with the basic realization of socialist modernization.

Southwest Securities Yan Yangchun pointed out that in 2022, the investment in water conservancy construction exceeded one trillion yuan for the first time. During the "14th Five Year Plan" period, the national plan completed 5.2 trillion yuan of water conservancy investment, an increase of 57% compared to the actual investment amount during the "13th Five Year Plan" period. The current progress is 35.7%, and it is expected to accelerate implementation in the future, playing an important role in stabilizing the economy. In listed companies,

Qianjiang Water ConservancyOur main business is the production and supply of electricity and water, as well as pipeline engineering. Zhejiang Province, where we are located, is an economically developed province in China, with a solid economic foundation for the development of the water industry.

Nachuan SharesAdhering to the business goal of being a first-class domestic provider of complete solutions for water supply and drainage systems, its series of products have covered areas such as urban infrastructure construction rainwater collection and rainwater pipe networks, and comprehensively involve water ecosystems.

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