Zheshang Electronics Bullish on Yandong Micro: Silicon Photonics, Memory, Advanced Logic

Very Bullish

What Happened

Zheshang Electronics issued a strong bullish call on Yandong Micro, citing its breakthroughs in silicon photonics, memory (4F2+CBA), and advanced logic, with upcoming domestic computing catalysts.

Bottom Line

Yandong Micro is positioned as a high-elasticity foundry benefiting from multiple semiconductor technology trends.

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