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裕太微(688515) - 裕太微电子股份有限公司投资者关系活动记录表_(2024年1月23日)

Group 1: Company Overview - The company is YuTai Microelectronics Co., Ltd., with stock code 688515 [1] - The investor relations activity took place on January 23, 2024, in the company meeting room [2] Group 2: Investor Relations Activity - The activity included a brief overview of the company's Q4 2023 operational performance [2] - The event was attended by key personnel including the Chairman and General Manager, Shi Qing, and the Board Secretary, Wang Wenqian [2] Group 3: Key Discussion Points - Operators are motivated to adopt 2.5G PHY due to upgrades in WIFI6 and WIFI7, as well as fiber-to-the-home initiatives [2] - The company has already begun mass shipments of 2.5G PHY, with ongoing increases in orders [2] - The technology barrier for network card chips involves the integration of PHY and switching technologies, which is relatively complex [2] Group 4: Disclosure Information - The activity did not involve the disclosure of any significant information [3] Group 5: Participants - Notable participants included representatives from various fund management companies, such as Huaxia Fund Management Co., Ltd. and Fortune Fund Management Co., Ltd. [4]