证券代码:000670 盈方微电子股份有限公司(以下简称"公司")股票(证券品种:A股股票, 证券简称:盈方微,证券代码:000670)将于 2026年1月 20日(星期二)开市 时起开始复牌。 一、公司股票停牌情况 公司因筹划发行股份和/或支付现金相结合的方式购买资产并募集配套资金 的事项存在不确定性,为了维护投资者利益,避免对公司证券交易造成重大影响, 根据深圳证券交易所的相关规定,经公司申请,公司股票(证券品种:A 股股票, 证券简称:盈方微,证券代码:000670)自 2026年1月6日开市起开始停牌, 具体内容详见公司于 2026年1月6日披露的《关于筹划重大资产重组事项的停 牌公告》(公告编号:2026-001)。 停牌期间,公司按照相关规定于 2026年1月 13 日披露了《关于筹划重大资 产重组事项的停牌进展公告》(公告编号:2026-004)。 证券简称:盈方微 公告编号:2026-008 盈方微电子股份有限公司 关于披露发行股份及支付现金购买资产并募集配套 资金暨关联交易预案的一般风险提示暨公司股票复 牌的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚 假记载、误导 ...

Core Viewpoint - Yunyinggu Technology Co., Ltd. is positioned as a leading supplier in the AMOLED display driver chip market, with significant market shares and a focus on high-performance display solutions for major smartphone manufacturers [2][3]. Company Overview - Yunyinggu is the fifth largest supplier of AMOLED display driver chips globally and the largest in mainland China, with a market share of 12.4% in 2024 [2]. - The company also ranks second globally in the Micro-OLED display backplane/driver market with a market share of 40.7% in 2024 [2]. Business Model and Technology - The company operates on a Fabless business model, collaborating strategically with wafer foundries, OSAT companies, and display panel manufacturers to enhance user experience [3]. - Yunyinggu has developed a comprehensive technology stack for display driver solutions, including chip design, compensation algorithms, and circuit layout [3]. Market Position and Growth - The company's AMOLED display driver chips are used by major smartphone brands, contributing to over 25% of the global market share [3]. - The supply share of Yunyinggu's AMOLED display driver chips increased from 2.4% in 2022 to 5.7% in 2024 [4]. Financial Performance - The company reported total revenues of approximately RMB 5.51 billion, RMB 7.20 billion, RMB 8.91 billion, and RMB 8.96 billion for the years 2022, 2023, 2024, and the ten months ending October 31, 2025, respectively [5]. - Despite revenue growth, the company recorded net losses of RMB 1.24 billion, RMB 2.32 billion, RMB 3.09 billion, and RMB 1.95 billion for the same periods [6]. Industry Context - The global display driver chip industry is closely linked to the overall development of the panel supply chain, with China being the largest consumer electronics market driving demand [6]. - By 2024, China's AMOLED panel production capacity is expected to account for 55.0% of global capacity, projected to rise to 60.8% by 2029 [6]. Investment and Future Plans - The company has received investments from notable firms such as Sequoia, Xiaomi Changjiang, Huawei Hubble, and Qualcomm [7]. - The funds raised from the IPO will support R&D for AMOLED TDDI chips, Micro-OLED and Micro-LED display drivers, strategic investments, and general operational expenses [8].

Core Viewpoint - Tesla is making significant advancements in its AI capabilities by restarting the Dojo supercomputer project, driven by the completion of its self-developed AI5 chip, which is crucial for its autonomous driving and robotics initiatives [2][3]. Group 1: Dojo Project and AI5 Chip - The Dojo project, initially proposed by Elon Musk in 2019, aims to create Tesla's own computing foundation to support its Full Self-Driving (FSD) system and AI models, reducing reliance on external chips [3]. - The AI5 chip boasts impressive performance, with a single SoC performance comparable to NVIDIA's Hopper level and a dual-chip configuration nearing Blackwell level, while being more cost-effective and energy-efficient [3][4]. - The AI5 chip's operational performance ranges between 2000 to 2500 TOPS, approximately five times that of the current HW4 chip, enabling more complex FSD algorithms and potentially serving as the "brain" for Tesla's robots [5]. Group 2: Production and Future Developments - Sample production and small-scale deployment of the AI5 chip are set to advance in 2026, with mass production expected to be completed by 2027, involving partnerships with Samsung and TSMC for manufacturing [5][6]. - Tesla has already initiated early development of the AI6 chip, which is planned for release in 2028, featuring a modular design that integrates deeply with the Dojo supercomputer [6]. Group 3: Software and Business Model Changes - Starting February 14, 2026, Tesla will transition its FSD from a one-time purchase model to a monthly subscription model, marking a significant shift in its software business strategy [7]. - This change aims to lower the usage barrier and increase adoption rates while establishing a stable revenue stream from software, supporting the rollout of new features like fully autonomous driving and Robotaxi testing [7]. - Analysts estimate that the full deployment of Dojo could enhance Tesla's valuation by up to $500 billion, highlighting the potential impact on its future business ventures, including robotics and shared mobility [7].

Core Insights - The report highlights the top 50 AI companies in China for 2025, with a focus on their valuations and industry distribution [1][10]. Group 1: Company Rankings - Cambricon leads the list with a valuation of 630 billion RMB, marking a 165% increase from the previous year [1][3]. - Moore Threads ranks second with a valuation of 310 billion RMB, while Muxi holds the third position at 250 billion RMB [1][3]. - The top 10 list is dominated by AI chip-related companies, with seven out of ten positions occupied by firms such as Horizon Robotics and Rockchip [1][3]. Group 2: Geographic Distribution - Over 60% of the listed companies are based in Beijing and Shanghai, with Beijing contributing 19 companies and Shanghai 14 [1][5]. - Shenzhen has six companies on the list, while Guangzhou has four, indicating a concentration of AI firms in major urban centers [1][5]. Group 3: Industry Segmentation - The report categorizes companies into various segments, with 14 companies in the computing hardware sector, an increase of nine from last year [2][6]. - Data analysis and decision-making companies account for 11 firms, up by four, while content generation, visual recognition, and autonomous driving each have eight companies represented [2][6]. Group 4: Youngest Companies - The youngest companies on the list, established in 2023, include "The Dark Side of the Moon" and "Bai Chuan Intelligent," both valued between 150-220 million RMB [7]. - Other young entrants include "Zero One Everything" and "Yuan Shen," showcasing the emergence of new players in the AI sector [7].

1 月 19 日，据韩媒报道，全球半导体巨头 SK 海力士宣布，将向全体员工发放人均超 1.3 亿韩元（约合 64 万元人民币）的绩效奖金，创下公司历史最高 纪录；同时重启员工持股计划，以绑定核心人才长期利益。 此次高额奖励的背后，是 SK 海力士业绩的大幅增长。为充分分享经营成果，公司打破了长期以来 "奖金不超过 10 个月基本工资" 的内部限制，首次将全 年预计营业利润的 10% 纳入利润分享计划。 不过，该计划也存在潜在变数。SK 海力士在公告中提示，韩国国会正在推进《公司法第三次修订案》审议，其中明确要求企业回购的自有股必须注销。 若法案在本月或 3 月正式通过，企业将无法用自有股开展员工激励，本次持股计划或面临调整甚至取消。相关修订案将于 21 日进入议案审查小组讨论环 节。 SK 海力士表示，利润分享与持股计划的双重落地，旨在实现员工与股东的利益绑定，进一步增强团队归属感与凝聚力。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 合作洽谈，进入公众号：服务—>商务合作 按照 SK 海力士披露的数据，公司全 ...

Company Overview - The company was established in 2012 and is headquartered in Nanshan Technology Park, Shenzhen, a hub for high-tech companies [5] - It is recognized as a national-level "specialized and innovative" small giant enterprise, indicating its status as a technology leader [5] - The core business focuses on the research and sales of high-performance power semiconductors, which are essential components for energy conversion and control in electronic devices [5] Unique Aspects - The company employs a "light wafer fab" model, balancing in-house production of critical processes while outsourcing standardized procedures, ensuring both quality control and operational flexibility [10] - It boasts a strong technical team, with many members recruited from leading domestic and international firms, enabling the company to master advanced chip design technologies [10] - The flagship product is a WLCSP ultra-small packaged chip, known for its thinness, small size, excellent heat dissipation, and durability, primarily used in battery protection circuits for smartphones, tablets, and smartwatches, where it holds the top position in China [10] - The company has successfully entered the automotive supply chain, providing chips to major automotive manufacturers like BYD and Geely, thus becoming a key player in the domestic automotive chip ecosystem [10] - The shareholder base includes prominent companies such as OPPO, Xiaomi, Intel, and CATL, providing not only financial backing but also significant industry collaboration resources [10] Reasons for Going Public - The company aims to raise funds to invest in cutting-edge technology research and development [11] - It seeks to enhance its brand influence and industry standing [11] - The goal is to contribute to narrowing the gap with leading foreign companies, promoting China's core chip autonomy and industrial upgrade [11]

Core Viewpoint - AIC Semi, a Shanghai-based wireless communication chip design company, has officially initiated its A-share IPO process, marking a significant entry into the domestic WiFi chip market [1]. Company Overview - AIC Semi was established in August 2018 with a registered capital of 73.76 million yuan. The company operates without a controlling shareholder, which enhances its research independence and decision-making flexibility [2]. - The core research team consists of top talents with extensive entrepreneurial experience and technical expertise, providing a solid foundation for product development [2]. Competitive Advantage - AIC Semi's core competitiveness lies in the WiFi6 chip sector, having achieved large-scale production of its self-developed WiFi6 chip, which is the first in China to pass WiFi Alliance certification. The company holds multiple certifications, creating a differentiated barrier in the market [3]. - The AIC8800 series chips are notable products, with the AIC8800D80P supporting dual-band WiFi6 and achieving data rates of up to 600.4 Mbps, successfully integrated into Lenovo's 5G portable WiFi [3]. Market Position and Partnerships - AIC Semi has gained broad market recognition, collaborating with major companies across various sectors, including consumer electronics and smart home devices, establishing a diversified supply chain [5]. - The domestic WiFi chip market has been historically dominated by international firms like Qualcomm and Broadcom, but AIC Semi has emerged as a leading domestic supplier, leveraging cost-effectiveness and localization advantages [5]. Industry Landscape - The domestic WiFi chip sector is becoming increasingly competitive, with several listed companies creating a differentiated competitive ecosystem. Notable competitors include Espressif Systems, Allwinner Technology, and Broadcom, with AIC Semi positioned to compete alongside them [7]. - AIC Semi's IPO will likely enhance its funding reserves, accelerating technological iterations and market expansion in the WiFi chip sector, thereby solidifying its competitive position in the domestic substitution process [9].

Future Horizons 认为，全球半导体行业未来一年将面临高度不确定性，预计2026 年市场增长率 将在正负 12% 左右。该研究公司最新发布的市场报告指出，2025年22%的增长率过于集中，并不 代表整个行业的全面复苏。 Future Horizons 表示，如果人工智能基础设施需求疲软，智能手机和汽车等传统市场未能反弹， 半导体行业今年可能面临急剧下滑。 雪上加霜的是，关于芯片出货量何时恢复、平均售价能否继续上涨以及对传统节点晶圆厂（尤其是 在中国）的过度投资将如何影响市场等问题仍悬而未决。该研究公司将当前的AI热潮与2020-2021 年疫情引发的激增相比较，并警告称，正如那轮周期戛然而止一样，这一轮也可能如此。 全球最大的芯片制造商台积电本周发表了更为乐观的言论，称人工智能的繁荣是"真实的"，人工智 能驱动的需求"无论如何都将在未来很多年里持续下去"。 AI泡沫，可能在两年内破裂 许多互联网公司的倒闭导致电信公司在互联网基础设施方面出现产能过剩。作为最大的互联网基础 设施硬件供应商，思科的收入在1999年和2000年实现了超过50%的增长，但在2001年却下降了 23%。2001年，半导体市场 ...

转自：中核集团 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 最新科技消息 GL 837 我国首台串列型高能氢离子 品三节节生气 六十六 近日，由 中核集团 中国原子能科学研究院自主研制的 我国首台串列型高能氢离子注入机（ POWER-750H）成功出束，核心指标达到国际先进水平。 这标志着我国已全面掌握串列型 高能氢离子注入机的全链路 研发 技术，攻克了功率半导体制造链关键环节，为推动高端制造 装备自主可控、保障产业链安全奠定坚实基础。 离子注入机与光刻机、刻蚀机、薄膜沉积设备并称为芯片制造 "四大核心装备"，是半导体制 造不可或缺的"刚需"设备。此次高能氢离子注入机的成功研制，是核技术与半导体产业深度 融合的重要成果，将有力提升我国在功率半导体等关键领域的自主保障能力，更为助力"双 碳"目标实现、 加快形成新质生产力提供强有力技术支撑。 长期以来，我国高能氢离子注入机完全依赖国外进口，其研发难度大、技术壁垒高，是制约 我国战略性产业升级的瓶颈之一。原子能院依托在核物理加速器领域数十年的深厚积累，以 串列加速器技 ...

Core Viewpoint - The article discusses the successful development of specialized glass bottles for photoresist, marking the end of China's 100% reliance on imports for this technology, which is crucial for semiconductor manufacturing [6][27]. Group 1: Importance of Photoresist - Photoresist is essential for the chip manufacturing process, as it allows for the precise etching of circuit patterns onto silicon wafers [8][12]. - The characteristics of photoresist, such as high sensitivity and purity, directly influence the precision of photolithography machines [12]. Group 2: Specialized Glass Bottles - The specialized glass bottles for photoresist are designed to block UV light and maintain the chemical stability of the photoresist inside [18]. - These bottles are made from high-purity borosilicate glass, which minimizes contamination from metal ions, and feature advanced sealing mechanisms to prevent oxidation and hydrolysis [20][21]. Group 3: Challenges in Domestic Production - The production of specialized glass bottles involves high technical barriers, with the top three global manufacturers controlling 75% of the market [23]. - The market for these bottles is limited, and they are closely integrated with photoresist formulations and semiconductor manufacturing processes, creating significant entry barriers for new players [26]. Group 4: Implications of Domestic Production - The domestic production of specialized bottles resolves the issue of "having photoresist but no bottles," providing a stable return expectation for local companies [27]. - This development signifies a positive cycle for China's semiconductor industry, moving from isolated breakthroughs to systemic advancements [28].