半导体硅片作为芯片制造的核心基材，其生产流程涵盖切割、研磨、抛光、清洗、检测等多个关键环 节，每个环节均需专用高端设备支撑。 西安奕斯伟硅产业基地二期项目作为国内硅材料产业升级的重点项目，其设备采购清单不仅彰显了项目 的技术定位，更折射出全球半导体硅片设备领域的产业格局与供应链分布特征。 本文基于项目公开中标数据，系统梳理所需产品清单，深入剖析产品生产国家及区域分布逻辑，为行业 同仁提供参考。 一、项目核心产品清单及品类梳理 结合项目中标公告，本次采购产品覆盖硅片生产全流程，涵盖加工设备、清洗设备、检测设备、辅助系 统四大类，共计37个采购标段，精准匹配半导体硅片从成型到成品的全链条生产需求，兼顾产能落地与 工艺精度提升。 （一）加工设备：硅片成型的核心支撑 加工设备是硅片生产的核心，直接决定硅片的厚度、平整度、边缘精度等关键指标，本次采购涵盖切 割、研磨、抛光三大核心工序设备，兼顾多规格硅片加工需求： （二）清洗设备：保障硅片纯度的关键环节 半导体硅片对表面洁净度要求极高，微小杂质或颗粒都会影响芯片性能，本次采购的清洗设备覆盖生产 全流程，实现多场景精准清洗： （三）检测设备：把控产品质量的核心屏障 切割类 ...

Core Viewpoint - Zhiyang Innovation (688191) announced a suspension of trading on February 4, 2026, to plan the acquisition of control over Shenzhen Lingming Photon Technology Co., Ltd. This transaction is expected to constitute a major asset restructuring and related party transaction, but will not change the company's control [1][4]. Group 1: Company Overview - Zhiyang Innovation was established in 2006 and listed on the Sci-Tech Innovation Board on April 8, 2021. It specializes in providing intelligent operation and maintenance analysis management systems for the power, water conservancy, rail transit, and new energy sectors, focusing on AI platforms, big data, and digital twin solutions [5]. - As of February 4, 2026, Zhiyang Innovation's stock price was 38.41 yuan per share, with a market capitalization of approximately 8.898 billion yuan [5]. Group 2: Acquisition Details - The acquisition will be pursued through various methods, including issuing ordinary shares, possibly issuing convertible bonds, and cash payments. The company plans to raise supporting funds for this acquisition [4]. - The specific valuation of Lingming Photon has not been determined yet, and the transaction is still in the planning and negotiation stages, indicating uncertainty [4]. - Initial communications have been established with key transaction parties, including Zhuhai Lingming Technology (Partnership) and Zang Kai, who is also the legal representative of Lingming Photon [4]. Group 3: Lingming Photon Overview - Lingming Photon was founded in May 2018 by a top team of overseas PhDs and has offices in Shenzhen, Hangzhou, Deqing, and Shanghai Zhangjiang, employing over 100 people, with more than 80% being R&D personnel [7]. - The company has received numerous awards, including being recognized as a national-level specialized and innovative "little giant" enterprise and a high-tech enterprise [7]. - Lingming Photon specializes in single-photon avalanche diodes (SPAD), which are core components for enabling 3D perception in modern electronic devices, widely used in automotive, smartphones, robotics, and smart home applications [7][8]. Group 4: Technology and Market Position - Lingming Photon focuses on commercializing cutting-edge SPAD and 3D sensing research through BSI 3D stacking technology, achieving excellent performance and system integration [8]. - The company provides a range of SPAD dToF sensor products, which have been chosen by leading clients in the automotive and consumer electronics sectors due to their superior performance and production capabilities [8]. - Lingming Photon ensures stable production quality by adhering to multiple international standards, including ISO 9001 and AEC-Q100 [8]. Group 5: Legal Challenges - Lingming Photon is currently involved in multiple intellectual property disputes with leading lidar company Suoteng Juchuang [9].

Group 1 - Texas Instruments (TI) is in advanced negotiations to acquire Silicon Labs for approximately $7 billion, representing a significant premium over Silicon Labs' recent market valuation of $4.4 billion [1] - This acquisition would be TI's largest since its $6.5 billion purchase of National Semiconductor in 2011, and it aims to enhance TI's presence in the Internet of Things (IoT) sector [1] - Following the news, TI's stock fell over 2% in after-hours trading, while Silicon Labs' stock surged more than 33% [1] Group 2 - TI's recent quarterly earnings outlook exceeded Wall Street expectations, with data center revenue increasing by 70% year-over-year, indicating strong growth potential in this segment [2] - The company is set to receive $1.6 billion in federal funding for factory construction in Texas and Utah, and plans to invest over $60 billion in seven U.S. factories by June 2025 to expand its production capacity [2] - The global semiconductor industry is currently undergoing consolidation, with companies pursuing mergers and acquisitions to gain competitive advantages in the AI industry [2]

Core Viewpoint - The company, Sitwei (Shanghai) Electronic Technology Co., Ltd., forecasts significant growth in both revenue and net profit for the year 2025, showcasing strong resilience and growth potential across multiple business segments [1][3]. Revenue Forecast - The company expects to achieve an operating revenue of between 8.8 billion to 9.2 billion yuan for 2025, representing an increase of 2.832 billion to 3.232 billion yuan compared to the previous year's revenue of 5.968 billion yuan, with a year-on-year growth rate of 47% to 54% [3]. Profit Forecast - The projected net profit attributable to shareholders is estimated to be between 976 million to 1.03 billion yuan, an increase of 584 million to 638 million yuan from the previous year's net profit of 393 million yuan, reflecting a year-on-year growth rate of 149% to 162% [3]. - The net profit after deducting non-recurring gains and losses is expected to be between 966 million to 1.02 billion yuan, showing a growth of 574 million to 629 million yuan, with a growth rate of 147% to 161% [3]. - Excluding the impact of share-based payment expenses, the net profit attributable to the parent company is projected to be between 1.023 billion to 1.077 billion yuan, indicating a year-on-year growth of 105% to 116% [3]. Business Growth Drivers - The company attributes its substantial growth to breakthroughs in core areas such as smartphones, automotive electronics, smart security, and emerging machine vision, leading to collaborative revenue growth across various segments [4]. - In the smartphone sector, the company has deepened cooperation with multiple clients, resulting in a significant increase in the shipment of high-end 50-megapixel products based on Lofic HDR® 2.0 technology, which has greatly boosted revenue in this area [4]. - The automotive electronics sector has emerged as a key growth engine, with a substantial increase in the shipment of new products for smart assisted driving, contributing to a leap in revenue [5]. - In the smart security sector, the company has continued to increase its market share in high-end security and smart home applications, while also maintaining steady revenue growth in the emerging machine vision field [5]. Operational Performance - As revenue and profit levels grow in tandem, the company's operational capabilities are continuously improving, with all operational indicators showing positive trends. The operating cash flow for 2025 is expected to remain positive, providing a solid financial foundation for ongoing R&D investments and business expansion [5].

昨天，联芸科技（688449）发布2025年度业绩快报，初步核算显示，受益于行业回暖及核心竞争力提升，公司全年营收 利润双增，扣非净利润增幅显著，经营态势稳健向好。公司提示，本次数据未经审计，具体以年度定期报告为准。 | | | | -- | | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期 | 增减变动幅度(%) | | 营业总收入 | 133,134.22 | 117,378.39 | 13.42 | | 营业利润 | 14.219.78 | 11.821.37 | 20.29 | | 利润总额 | 14,209.64 | 11,805.86 | 20.36 | | 归属于母公司所有者的 净利润 | 14.209.64 | 11.805.86 | 20.36 | | 归属于母公司所有者的 扣除非经常性损益的净 | 10.148.57 | 4.406.79 | 130.29 | | 利润 | | | | | 基本每股收益(元) | 0.31 | 0.32 | -3.13 | | 加权平均净资产收益率 | 7.86% | 17.33% | 减少 9.47个百分点 | | ...

Core Viewpoint - SpaceX has acquired Elon Musk's AI company xAI for $250 billion, aiming to create the world's most valuable private enterprise by integrating rocket, satellite internet, AI technology, and social media platforms [2][12]. Group 1: Acquisition Details - The acquisition price of $250 billion is based on xAI's recent funding round of $20 billion [2]. - Musk's statement emphasizes the goal of creating a vertically integrated innovation engine for ambitious projects both on Earth and in space [2][3]. Group 2: AI Development Strategy - Musk highlights the need for AI computing capabilities to transition to space to meet global energy demands sustainably, as current ground-based solutions are insufficient [3][6]. - SpaceX plans to launch a constellation of 1 million satellites to create an orbital data center, utilizing near-constant solar energy, which will significantly reduce operational costs [6]. Group 3: Technical Roadmap - The plan includes launching 100 tons of satellites annually, each generating 100 kilowatts of computing power, which would add 100 gigawatts of AI computing capacity each year [6]. - Musk predicts that within 2 to 3 years, space will become the most cost-effective method for generating AI computing power, enabling unprecedented speed and scale in AI model training [6]. Group 4: Starship's Role - The Starship rocket is identified as a critical tool for deploying the necessary satellites for the space data center [7]. - Musk anticipates that Starship will significantly increase payload capacity, with plans to deliver millions of tons of cargo to orbit annually [8]. Group 5: Long-term Vision - Musk envisions using Starship to establish a permanent research and manufacturing base on the Moon, which could produce satellites for deeper space deployment [9]. - The potential exists to send 500 to 1000 terawatts of AI satellites into deep space annually through lunar manufacturing [9]. Group 6: Business Integration - This acquisition marks Musk's third major corporate restructuring, following the merger of xAI with X last year [10][11]. - The integration of SpaceX, xAI's Grok chatbot, and social media platform X creates a highly valuable private enterprise, with Musk's companies operating as a cohesive unit [12][15].

业内普遍认为，黄仁勋的警告本质上揭开了全球半导体产业的"算力军备赛"序幕。当AI芯片的需求迫使 台积电在十年内完成"自我复制"，整个供应链的重构已不可避免。从设备厂商的技术迭代到材料企业的 产能爬坡，从封装测试环节的效率提升到全球产能布局的战略调整，每一个环节的竞争都将决定企业能 否分享AI算力时代最确定的十年红利。这场由算力需求引发的产能革命，不仅将重塑台积电的全球制 造版图，更将改写全球半导体产业的竞争规则，而那些能够率先抓住机遇的企业，终将在这场生死竞速 中占据先机。 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。 当AI大模型的参数向着万亿级狂飙，半导体产业的产能天花板正被骤然击穿。2026年1月31日晚，英伟 达CEO黄仁勋在台北"兆元宴"后的临时记者会上，半开玩笑且语气坚定的向台积电发出扩产呼吁："为 满足英伟达一家对先进制程晶圆的爆发式需求，台积电必须全力以赴扩产"。黄仁勋进一步预判："未来 十年台积电的产能可能会成长超过 100%，是非常显著的规模扩张，是人类史上最大规模的基础设施投 资，而光是为英伟达的需求就得翻倍。" 黄仁勋指出，当前AI训练与推理芯片的硅片消耗速 ...

这两天，朋友圈被这条消息炸了——94岁的张忠谋，坐着轮椅，见了61岁的黄仁勋。 不是简单的商业会面。这是半导体界的"冰与火之歌"，是芯片王朝的权力交接，是两个疯子跨越33岁年 龄差的终极对话！ 你们知道这意味着什么吗？这意味着，当你还在为35岁被裁员焦虑时，有人94岁依然坐在全球科技命脉 的牌桌上！这意味着，当你觉得60岁该退休时，有人正穿着皮衣点燃全球AI革命！ 轮椅不是弱势，那是王座！ 两个疯子子的创业史 张忠谋57岁创办台积电时，全世界都觉得他疯了。 "57岁了！该退休的年纪创什么业？""芯片代工？这是什么鬼模式？""台湾想搞半导体？做梦！" 但就是这个"疯子"，用37年时间，把台积电做到了全球芯片代工市场份额55%！苹果、英伟达、高通、 AMD——全球所有科技巨头，都得跪着求他产能！ 眼神中的帝国 看到照片那一刻，我浑身起鸡皮疙瘩。 94岁的张忠谋被助理推着入场，脸上布满老年斑，双手放在轮椅扶手上——但你看他的眼神！那根本不 是老人的眼神！那是鹰！是狮！是巡视自己帝国的王！ 而对面站着的黄仁勋，一身黑色皮衣，手臂纹身若隐若现，像个摇滚巨星——不，他本来就是摇滚巨星， 只是恰好统治了全球AI芯片市场。 ...

一名中国籍前谷歌（ Google）工程师因窃取美国人工智能（AI）核心技术机密 （ 包括 TPU GPU 等 ）， 上周 在美国旧金山联邦法院被裁定七 项盗窃商业机密及七项经济间谍罪名成立，每项罪名或面临 10的监禁刑期。 案件发生于 2022 至 23 年，现年 38 岁的 丁林伟 从 Google 的网 络中偷取了超过二千页内有 AI 商业机密的资料，然后在中国成立 AI 公司 谋取利益 。 被告人丁林伟在 2022 年 5 月至 2023 年 4 月任职谷歌期间的相关行为经庭审审理，最终被裁定 14 项罪名成立，其中包括经济间谍罪和商业秘 密盗窃罪。检方指控，丁林伟在复制谷歌内部技术文档的同时，还为 自己在 中国 的初创 企业争取风险投资。 合作洽谈，进入公众号：服务—>商务合作 美国司法部通过一份追加起诉文件指出，被盗取的资料涵盖七大类商业秘密，这些内容完整披露了谷歌 AI 数据中心的设计、搭建与运营核心方案， 其中包括张量处理单元（TPU）的底层技术规格、谷歌内部 TPU 指令集，以及与高带宽内存（HBM）访问、芯片间互连相关的性能参数。此外， 丁林伟还被证实窃取了描述 TPU 系统架构的文档，以及 ...

日前，国内存储龙头江波龙（301308）发布2025年度业绩预告，公司全年业绩实现跨越式增长，归母净利润同比增幅最高超210%，扣非净利润增幅更是 突破700%。 | | | | | | 单位: 月元 | | --- | --- | --- | --- | --- | --- | | 项 目 | 本报告期 | | | | 上年同期 | | 归属于上市公司 | | 125,000 | 1 | 155,000 | 49.868.45 | | 股东的净利润 | 比上年同 期增长 | 150.66% | 1 | 210.82% | | | 扣除非经常性损 | 比上年同 | 113.000 | 1 | 135,000 | 16.654.26 | | 益后的净利润 | 期增长 | 578.51% | 1 | 710.60% | | | 营业收入 | | 2,250,000 | 1 | 2,300,000 | 1.746.365.03 | 业绩预告显示，2025年1-12月，江波龙预计实现营业收入225亿元至230亿元，较2024年同期的174.64亿元稳步增长；归母净利润预计达12.5亿元至15.5亿 元，同比增长150 ...