Arm当地时间周一表示，正扩大其灵活访问AI授权计划，以涵盖其Armv9 边缘AI平台，旨在通过降低 进入门槛和加速设计周期吸引开发AI 的初创企业和设备制造商。Arm 表示，包括硬件公司Raspberry Pi、Hailo 和SiMa.ai在内的公司都参与了该计划。 据报道，开放许可计划加强了Arm与AI初创公司的联系，，使 Arm能将其技术嵌入新兴的AI设备中， 否则这些厂商会因昂贵的许可证而失去竞争力。 Arm表示，已有超300家公司加入该计划，其中400款芯片设计已完成并准备投入生产。本月早些时候， 高通消息人士称，该公司已将其旗舰芯片转向Arm的v9架构。 ...

国巨10月20日晚间公告，公开收购日本芝浦电子已于今天完成，应募率达87.3%，相关工作预计今年Q4 完成。 对于并购后的效益，国巨表示可提供更多研发资源，促进芝浦电子技术领先地位；投入财务资源，进一 步支持芝浦电子成长；提升芝浦电子在日本的生产能力和设备，为未来成长做准备；同时可通过国巨全 球经销商平台和全球化客户的基础，扩大芝浦电子全球市场的客户覆盖范围，加速全球市占率成长。 国巨与芝浦电子将于21日于日本东京举办联合记者会，国巨董事长陈泰铭及芝浦电子社长葛西晃将一同 出席，公布合并成果与效益。国巨指出，公开收购芝浦电子为扩展感测器业务，整合资源扩大营运规模 以提升国际竞争力。 ...

研调机构 Counterpoint 在最新的报告中指出，2025年第2季Foundry 2.0 市场营收年增19%，主要受先进 制程与先进封装同步走强，预期第3季将延续成长、季增达中个位数百分比。 先进封装成为另一股主力。Counterpoint预估，第2季OSAT板块年增将由5%加速至11%，其中日月光贡 献最大。Counterpoint并指出，AI GPU与AI ASIC的2.5D/3D先进封装将在2025–2026年持续驱动OSAT成 长。 Counterpoint资深分析师William Li表示，随先进封装技术重要性走高，芯片设计公司对封装的依赖度将 持续上升。 在供应商表现方面，台积电受惠于3nm量产爬升、4/5nm在AI GPU带动下维持高稼动，以及CoWoS扩 产，第2季市占自去年同期31%跳升至38%，稳居龙头；该季度整体Foundry 2.0营收的年增贡献中， TSMC独占七成以上。 ...

全球首创NP3.0技术，树立动力电池安全与性能新标杆 倡导"为循环而生"，引领全球电池产业可持续发展 9月，宁德时代发布了全球首创的NP3.0技术及神行Pro电池，构建了全方位的安全保障体系。通过整合 阻燃电解液、纳米点包覆正极等八大核心技术，NP3.0技术致力于在极端热失控场景下，确保电池系 统"高压不断电、动力不丢失、无明火无烟"，为L3/L4智能驾驶时代提供关键安全支持。作为首款搭载 该技术的产品，神行Pro电池创新性地采用"Wave电芯"结构，能量密度提升超3%，并助力电池包刚度提 升25%。神行Pro长寿命长续航版续航达758公里，而超充版峰值充电能力可达12C，即使在极寒环境下 也能实现20分钟补能410公里。 在慕尼黑国际汽车展期间，宁德时代于全球电池循环经济高端论坛上，向全行业发出"为循环而生"的倡 议。宁德时代认为，实现电池循环经济是系统性工程，必须从电池设计的源头融入循环理念，通过技术 与商业模式创新，构建起一个标准统一、数据透明、全员参与的全球协作平台，从而最大化每一块电池 的生命周期价值，引领产业走向可持续的未来。 率先通过新国标考验，确立钠电安全应用新高度 宁德时代钠新电池成功通过新 ...

Core Insights - NIO held an internal meeting on October 17, where founder and CEO Li Bin emphasized the importance of achieving profitability in Q4 2025 [1] - The meeting aimed to rally the team towards meeting the profitability target, which Li Bin has publicly reiterated multiple times over the past year [1] - The VAU (Vision and Action) framework is used by NIO for goal and process management, with Li Bin reviewing past results and setting new targets each quarter [1] Group 1 - The meeting was attended by mid-to-senior level employees, focusing on the Q4 profitability goal [1] - Li Bin stated that achieving profitability is a critical measure of the company's operational efficiency and management capability [1] - There are approximately seventy days left to meet the Q4 2025 profitability deadline [1]

同样作为存储巨头的美光科技，此前在财报电话会议上也缓解了市场对正在开发的HBM4的担忧。该公 司表示："为了满足主要客户的需求，我们已向客户交付了带宽最高提升至11Gbps（千兆位/秒）的 HBM4样品（CS），并计划于明年上半年出货首批产品。" 该公司还表示："我们将在几个月内敲定 2026财年的HBM供应合同。" 据媒体报道，三星正在加紧推进HBM4的研发，其计划于10月27日至31日在2025年三星科技展上发布第 六代12层HBM4，并计划于今年晚些时候量产。 ...

Core Viewpoint - The company plans to acquire 100% equity of Rongpai Semiconductor through a combination of share issuance and cash payment, enhancing its asset scale, revenue, and net profit after the transaction [1] Group 1: Acquisition Details - The company intends to purchase the equity from 16 shareholders of Rongpai Semiconductor, with the transaction expected to be completed by October 21, 2025, when trading will resume [1] - The acquisition will result in Rongpai Semiconductor becoming a wholly-owned subsidiary of the company [1] Group 2: Business Focus of Rongpai Semiconductor - Rongpai Semiconductor specializes in the design, research and development, and sales of high-performance, high-quality analog chips [1] - The product range includes digital isolators, isolation interfaces, isolation drivers, isolation sampling, and optical MOS, applicable in automotive electronics, industrial control, new energy, smart meters, and smart home appliances [1] - The company has achieved breakthroughs in domestic isolation chips through its proprietary iDivider technology, securing multiple invention patents in the isolation field [1] Group 3: Expected Impact on the Company - The completion of the acquisition is anticipated to enhance the company's sustainable development capabilities and profitability [1] - The transaction is expected to provide investors with continuous and stable returns [1]

上海富芮坤的经营范围包括集成电路芯片、电子产品及其软件的研发、设计和销售，从事货物与技术的进出口业务。 10月20日，星宸科技发布公告称，公司已完成现金收购上海富芮坤微电子有限公司53.3087%股权的工商变更登记，交易对价为人民币21,430.743万元，上海 富芮坤成为公司控股子公司并纳入合并报表范围。 星宸科技表示，公司通过收购其控制权，能够进一步拓展在端侧AI SoC芯片设计领域的战略布局，在关键自研技术基础上补强连接、音频及低功耗的能 力，为星宸科技主芯片IP平台赋予强力升级的"感知+计算+连接"一体化竞争力，打造领先业内的完整SoC自研IP平台。 （校对/黄仁贵） ...

Core Viewpoint - Darui Electronics (300976) reported strong financial performance for the third quarter of 2025, with significant year-on-year growth in revenue and net profit, indicating a robust operational status and effective business strategies [1][2]. Financial Performance - For the first three quarters, the company achieved total revenue of 2.278 billion yuan, a year-on-year increase of 28.59% [1][2]. - The net profit attributable to shareholders reached 231 million yuan, up 26.84% year-on-year, while the net profit excluding non-recurring gains and losses was 217 million yuan, reflecting a 33.02% increase [1][2]. - In the third quarter alone, revenue was 873 million yuan, representing a 29.48% increase compared to the same period last year, with net profit at approximately 99 million yuan, up 28.92% [1][2]. Asset and Equity Growth - As of the end of the third quarter, total assets amounted to 4.327 billion yuan, marking a 3.7% increase from the end of the previous year [1][2]. - The equity attributable to shareholders was approximately 3.524 billion yuan, reflecting a growth of 3.36% compared to the previous year [2]. Business Expansion - The company completed a controlling acquisition of Weiste New Materials Technology Co., enhancing its market position in carbon fiber composite materials, which will provide optimal solutions for high-end consumer electronics [3]. - Darui Electronics' wholly-owned subsidiary, Shenzhen Ruichuang Future Investment Co., participated in investing in Shenzhen Zhuoyuan Darui Artificial Intelligence Venture Capital Partnership, further aligning with the company's core business in hard technology projects [3].

Core Viewpoint - Shanghai Hehui Optoelectronics Co., Ltd. has announced its plan to issue up to 2.802501 billion overseas listed ordinary shares and list on the Hong Kong Stock Exchange, marking the company's formal initiation of international capital operations [2] Company Overview - Hehui Optoelectronics focuses on the research, production, and sales of high-resolution AMOLED semiconductor display panels, which are primarily used in consumer electronic products such as tablets, laptops, smartphones, and smart wearables [2] Market Position - According to the latest data from a third-party market research firm, Hehui Optoelectronics ranks second among global manufacturers of large-sized AMOLED semiconductor display panels from 2022 to 2024, while holding the top position in the Chinese market [2] Strategic Importance - The move to list in Hong Kong is viewed as a significant strategic initiative for Hehui Optoelectronics to deepen its global footprint. The company aims to leverage capital market financing to expand production capacity and enhance research and development capabilities, thereby solidifying its technological leadership in the AMOLED display sector [2]