1月20日消息，德国CISPA亥姆霍兹中心研究人员公布了一项名为"StackWarp"的安全漏洞，消息初期被 传为波及AMD Zen架构全系列处理器，引发行业关注。不过，AMD迅速响应，不仅公布了漏洞完整详 情、受影响产品型号及修复措施，还发布声明澄清事实，平息市场恐慌。 图源： cyberkendra AMD在声明中明确表示，该漏洞通过内部测试、外部研究社区合作及漏洞赏金计划被发现，编号为 AMD-SB-3027与CVE-2025-29943，属于"客户栈指针损坏漏洞"，官方将其划定为低危（Low Severity）。"SB-3027公告所涉及的低危漏洞正是这些努力的成果，相关补丁自去年7月起便已可用于 AMD EPYC产品。"AMD强调，其持续通过多重举措保障终端用户及客户安全。 据AMD官网安全报告解释，StackWarp漏洞源于访问控制措施存在缺陷，未能阻止虚拟机管理程序对一 项内部配置位进行设置，本质是由翻转未公开的MSR寄存器位引发的CPU栈损坏问题。公开资料显 示，该漏洞主要利用CPU栈引擎对栈指针实施确定性篡改，从而打破AMD SEV-SNP完整性。根据AMD 给出的补丁方案，为了彻底阻断攻击 ...

1月20日消息，据韩媒报道，根据最新数据，合计占全球NAND产能 60%以上的两大原厂三星电子和SK 海力士，今年将缩减在闪存上的晶圆投片量，这可能会进一步加剧NAND供应的短缺！ 这种策略已立竿见影地反映在价格上，TrendForce预测，2026年第一季度NAND闪存合约价将环比大涨 33%至38%，并特别指出三星与SK海力士保守的生产基调是主要推手。 转自：国芯网 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 合作洽谈，进入公众号：服务—>商务合作 据悉，三星电子计划今年累计投入468万片NAND晶圆，而2025年是 490 万片；SK海力士今年产能规模 为170万片，而2025年是 190 万片。两家企业今年合计产能同比下降约 6.2%。 业界分析认为，三星与SK海力士之所以在需求看好时选择减产，主要基于三大核心考量，首先DRAM 目前的盈利远高于NAND闪存，因此大厂在设备投资的顺序上，自然更倾向于盈利能力更强的DRAM， 导致NAND闪存的产能扩充受到排挤。 其次随着AI数据中心对大容量SSD的需求激增 ...

Core Insights - The article emphasizes the strategic decision of SenseTime to build its own computing infrastructure instead of selling to tech giants, which has proven to be a strong asset during the AI industry's value verification phase [4][6]. - SenseTime's refusal to be acquired and its focus on creating AI as a foundational infrastructure rather than a mere plugin for larger companies is highlighted as a key factor in its resilience [4][6]. Group 1: Market Transition - The AI industry is undergoing a significant market logic shift, moving from a phase where capital was willing to pay premiums for technology concepts to a phase focused on value verification and stable cash flows [6][8]. - SenseTime's strong performance amidst this transition serves as a testament to its strategic foresight and comprehensive layout in the AI sector [6][8]. Group 2: Financial Performance - By mid-2025, SenseTime's revenue from generative AI has significantly increased to 77%, indicating a successful transition from traditional business models [11]. - As of mid-2025, SenseTime's cash reserves reached 13.16 billion yuan, showcasing a robust financial position that supports its growth and risk mitigation strategies [12]. Group 3: Infrastructure Development - SenseTime began investing in its computing infrastructure as early as 2018, recognizing the need for AI-specific cloud services, which were scarce at the time [14][16]. - By August 2025, SenseTime's operational computing power reached approximately 25,000 PetaFLOPS, with ongoing expansion of its Shanghai Lingang AI Data Center [16]. Group 4: Competitive Positioning - SenseTime's strategy of building a comprehensive technology base allows it to avoid being trapped in low-end markets and instead pursue high-value growth opportunities [17]. - The company's dual approach of serving both B2B and B2C markets positions it favorably against competitors, with a more reasonable valuation compared to other tech firms [22]. Group 5: Long-term Strategy - SenseTime's commitment to building a solid technological foundation has enabled it to extend its growth curves and avoid the pitfalls of price wars in the AI sector [17][21]. - The company's focus on creating a "big device + big model + application" strategic triangle is crucial for its long-term success and market differentiation [17].

当地时间1月20日，美国商务部工业与安全局（BIS）发布一项临时最终规则（ Streamlining Export Controls for Drone Exports ），旨在对特朗普政府发布的行政令《释放美国无人机主导地位》进行落地 执行。该规则的核心目标，是在美国家安全框架内，对民用无人机（UAV）出口管制结构进行一次更 为精细化的重构。 该规则于1月21日刊登于《联邦公报》，同步生效，并保留30天的事后征求意见窗口。 第二项、也是更具政策指向性的变化，体现在对受导弹技术（MT）控制的无人机，有限开放 STA许可 例外。按照既有规则，只要无人机触发MT控制（例如航程超过300公里，或具备较大容量喷洒系统）， 原则上即不得使用STA，出口需逐案申请许可。 本次规则首次在制度层面"撬开"这一限制，允许部分 MT 控制的非军事无人机，在满足严格性能阈值条 件的前提下，向 Country Group A:5（美国核心盟友）使用STA进行出口。 具体而言，无论是长距离货运无人机，还是农业喷洒型无人机，只要其能力不足以"运载 500公斤载荷 并飞行300公里以上"，即可被纳入STA的适用范围。这一设定直接对标《导弹 ...

Core Viewpoint - E-Tech has transformed from a follower to a leader in the automotive electronics sector in China, establishing itself as a key player in providing standardized solutions across various automotive domains [2][7]. Group 1: Market Position and Product Matrix - Since its establishment in 2002, E-Tech has developed a comprehensive product matrix covering body control, intelligent cockpit, power domain, and intelligent driving, which provides a solid foundation for one-stop electronic system services for automakers [2]. - In the Chinese market for pre-installed body controllers in passenger vehicles, E-Tech holds a 25.50% market share, maintaining the top position for three consecutive years [3]. - E-Tech also leads in the market for pre-installed remote physical keys with a 13.83% share, and ranks among the top three in the cockpit domain and display assembly market for domestic brands [3]. Group 2: Partnerships and Global Reach - E-Tech has built a strong network of partnerships with major domestic automakers such as Changan, Great Wall, SAIC, and Geely, as well as new energy vehicle companies like Li Auto, Xpeng, and Leap Motor [3]. - Internationally, E-Tech provides automotive electronic EMS services to renowned suppliers like Bosch, with products being used in luxury brands such as Volvo and Audi, showcasing its capability to meet international quality standards [3]. Group 3: Technological Advancements and Future Prospects - The automotive industry is undergoing significant transformation towards electrification, intelligence, and connectivity, creating a favorable environment for explosive growth in automotive electronics [4]. - E-Tech has established a complete intellectual property system with 182 authorized patents and has achieved ASPICE CL2 certification, actively participating in industry standard formulation [4]. - The company is poised for further breakthroughs in smart cockpit and intelligent driving areas, supported by its recent entry into the capital market, which will provide necessary funding for technological innovation and capacity expansion [4][7].

2026年1月20日，上海证券交易所官网披露重磅信息：南京沁恒微电子股份有限公司（简称"沁恒微"）首次公开发行股票并在科创板上 市的审核程序正式终止 。此次终止源于公司及保荐机构华泰联合证券主动撤回申请文件，距离2025年6月30日IPO申请获受理仅过去7 个月，成为年内科创板又一例中途折戟的科创企业案例。 上海证券交易所文件 上证科审〔2026〕 37 号 关于终止对南京沁恒微电子股份有限公司 首次公开发行股票并在科创板上市审核 的决定 上海证券交易所 2026 年 01月 20 日印发 作为国家级专精特新小巨人企业、国家知识产权优势企业，沁恒微的IPO进程曾备受市场关注。公司专注于连接技术和微处理器内核研 究，是国内少数实现核心IP自主化的集成电路设计企业，主营业务聚焦接口芯片和互连型MCU芯片的研发、设计与销售，产品广泛应 用于工业控制、物联组网、计算机及手机周边等核心领域。其核心技术路径颇具特色，摒弃了行业内普遍采用的"外购IP整合组装"模 式，坚持"先打IP地基、再建芯片高楼"的产业化策略，构建了包括处理器、PHY、控制器、协议栈在内的矩阵化自主IP体系，将芯片国 产化推进至"核心组件级自主"的2. ...

深圳市江波龙电子股份有限公司 股东询价转让计划书 股东宁波龙熹一号自有资金投资合伙企业(有限合伙)、宁波龙乙自有资金 投资合伙企业(有限合伙)、宁波龙熹三号自有资金投资合伙企业(有限合伙)、 宁波龙舰自有资金投资合伙企业(有限合伙)、宁波龙熹五号自有资金投资合伙 企业(有限合伙)保证向本公司提供的信息内容真实、准确、完整,没有虚假记 载、误导性陈述或重大遗漏。 证券代码:301308 证券简称:江波龙 公告编号:2026-003 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 1月19日，公司披露定价结果，5家股东合计1257.44万股股份以212.09元/股的价格完成询价转让，对应总金额约26.67亿元；尽管该价格较1月20日341.99元 的收盘价折价36.92%，但仍获得59家机构踊跃报价，最终54家机构成功获配，全额认购转让股份。 本次转让的出让方分别为龙熹一号、龙熹二号、龙熹三号、龙舰管理及龙熹五号，对应位列第四、第五、第六、第八及第十大股东。据1月16日公司披露 的询价转让计划书，截至当日，这5家股东的持股比例分别为龙熹一号与龙熹二号各4.18%、龙熹三号3.9 ...

Group 1: Industry Overview - The article discusses various semiconductor companies and their products, highlighting the competitive landscape in the semiconductor industry, particularly in silicon wafer, GaN, and SiC substrates [1][14]. - It emphasizes the growth potential of companies involved in advanced packaging and testing technologies, which are crucial for the semiconductor supply chain [9][18]. Group 2: Key Companies and Products - Notable companies mentioned include TCL Zhonghuan, Shanghai Microelectronics, and Innoscience, which are recognized for their contributions to silicon wafer production and GaN technology [1][14]. - The article lists various semiconductor equipment manufacturers, such as North Huachuang and AMEC, which are pivotal in the semiconductor manufacturing process [4][6]. Group 3: Market Trends - There is a growing demand for power semiconductors, particularly in electric vehicles and renewable energy applications, driving innovation and investment in this sector [14][17]. - The article notes the increasing importance of EDA (Electronic Design Automation) tools in the design and manufacturing of semiconductors, with several companies providing specialized software solutions [2][3]. Group 4: Investment Opportunities - The semiconductor industry is highlighted as a key area for investment, with potential growth driven by advancements in technology and increasing market demand [1][14]. - Companies focusing on innovative materials and processes, such as GaN and SiC technologies, are positioned to benefit from the transition to more efficient power solutions [14][17].

Core Viewpoint - The article highlights the launch of Zhongwei Semiconductor's first non-volatile memory chip, CMS25Q40A, marking its entry into the storage sector and emphasizing its low-power, high-compatibility, and high-reliability features [1][4]. Group 1: Product Launch and Features - Zhongwei Semiconductor officially announced its first non-volatile memory chip, CMS25Q40A, a 4M bit low-power SPI NOR Flash product [1]. - The chip features a 2048 programmable page architecture with a single page capacity of 256 bytes, supporting multi-mode erase functions [1]. - Key advantages include a wide voltage supply design (1.65V-3.6V), a 120MHz SPI high-speed interface for data transmission efficiency, and features like power loss protection and write protection [1]. Group 2: Market Position and Strategy - As a leading player in the domestic smart home MCU market and second in the consumer electronics MCU market, Zhongwei Semiconductor has established a robust core technology system covering 8-bit/32-bit MCUs, high-precision analog, and power drive [4]. - The launch of the NOR Flash product is expected to transition the company from a single controller supplier to a "MCU + storage" one-stop solution provider, enhancing customer stickiness [4]. - The product matrix improvement is anticipated to help Zhongwei Semiconductor capture incremental demand in emerging fields such as smart vehicles and edge computing [4]. Group 3: Competitive Landscape and Challenges - The NOR Flash market is becoming increasingly competitive, with a projected global market size of $3.1 billion in 2025, increasing to $3.8 billion in 2026 [5]. - Major players like Zhaoyi Innovation and Puran have established strong market barriers, with Zhaoyi holding a 23% global market share [5]. - As a new entrant, Zhongwei Semiconductor faces challenges such as technological iteration pressure and the risk of "loss-making promotion" in the market [5]. Group 4: Future Outlook - The storage industry is entering an AI-driven super cycle, with structural growth in NOR Flash demand driven by emerging applications like edge AI devices and smart vehicles [7]. - The launch of the first NOR Flash product is seen as just the beginning, with the need for rapid product series development, cost advantage establishment, and deepening customer collaboration being critical for Zhongwei Semiconductor to secure its position in the competitive storage market [7].

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 ...