Group 1 - The core viewpoint of the article highlights significant stock movements in the Hong Kong and US markets, driven by strategic partnerships, positive financial reports, and market trends [1][2][3][4][5][6][7]. Group 2 - Ocean Group (01991) saw a surge of over 13.3% after announcing a strategic partnership with CONSCIOUSNESS FOUNDATION LTD. to establish a joint venture focused on AI smart hardware, marking a significant step in its AI strategy [1]. - Gaming stocks continued to rise, with Melco International Development (00200) up 5.49% and Sands China (01928) up 3.26%, supported by a 24% year-on-year increase in Macau's gaming revenue for January [1]. - China Energy Storage (02399) increased by over 9.2% following its announcement to acquire 100% of Wuzhong Ruichu Technology for RMB 64 million [2]. - The real estate sector showed recovery, with Sunac China (01918) rising 8.2% as market confidence improved in January [3]. - Gold stocks collectively rose, with China’s gold reserves increasing to 74.19 million ounces, marking a continuous increase for 15 months [4]. - In the US market, Lexin Fintech (LX.US) rose 6.04% amid a broader market rally, with the Dow Jones reaching a historic high of 50,115.67 points [5]. - SpyGlass Pharma (SGP.US) debuted on the US market with a 65% increase, focusing on chronic eye disease treatments [6]. - Bitcoin-related stocks rebounded significantly, with Strategy (MSTR.US) up 26.11% [7].

Core Viewpoint - The strategic partnership between Tianyu Semiconductor and EYEQ Lab Inc. marks a significant step in Tianyu's international expansion, focusing on the supply of high-quality silicon carbide (SiC) epitaxial wafers for power semiconductor applications [1][2]. Group 1: Strategic Cooperation - Tianyu Semiconductor has signed a three-year strategic cooperation agreement with EYEQ Lab, prioritizing the procurement of SiC epitaxial wafers [1]. - The agreement includes the supply of high-specification epitaxial products ranging from 6 to 8 inches and voltage ratings from 650V to 20,000V, supporting EYEQ Lab's R&D and production [1]. - This partnership establishes a deep cooperation framework around epitaxial wafer supply and application, enhancing Tianyu's presence in the international market [1][2]. Group 2: Market Positioning - The Korean market has been dominated by European, American, and Japanese manufacturers, particularly in the high-end SiC epitaxial wafer sector, where stability and consistency are crucial [2]. - Tianyu's entry into the Korean customer system signifies a shift in its international strategy from "product export" to "system integration" [2]. - The collaboration enhances Tianyu's presence in the Asian high-end power semiconductor supply chain and lays a solid foundation for future expansion in Japan, South Korea, and Southeast Asia [2]. Group 3: Technological Capabilities - Tianyu Semiconductor is recognized as China's largest manufacturer of SiC epitaxial wafers, with industry-leading maturity in 6-8 inch wafer processes [3]. - The company has achieved breakthroughs in key technologies such as thick epitaxy, high-voltage epitaxy, and low defect density control, with stable mass production capabilities for 20kV products [3]. - These technological advantages are critical for downstream device performance and yield, making Tianyu a trusted partner for international clients [3]. Group 4: Production Capacity and Global Strategy - The cooperation signals a substantial advancement in Tianyu's global layout, with the new Dongguan base expected to release production capacity over the next two years [5]. - The stable international orders will enhance capacity utilization, optimize cost structures, and support the company's bargaining power in the global market [5]. - Tianyu is forming a development path centered on "technological leadership, capacity expansion, and global layout," ensuring competitiveness in the high-end epitaxial wafer market [5]. Group 5: Future Outlook - Tianyu plans to deepen cooperation with clients in Japan, South Korea, Europe, and North America, aiming to play a more strategic role in the global third-generation semiconductor supply chain [6]. - The partnership with EYEQ Lab is a milestone in Tianyu's globalization process, establishing a stronger foundation for future international competition [6].

Core Viewpoint - Tianyu Semiconductor (02658.HK) experienced a significant increase in stock price, rising over 11% in early trading on February 9, reaching a price of 54.1 HKD with a trading volume of 13.5692 million HKD [1] Company Summary - Tianyu Semiconductor's stock price rose by 10.63% as of the time of reporting [1] - The trading volume for Tianyu Semiconductor was reported at 13.5692 million HKD [1]

Core Viewpoint - Tianyu Semiconductor (02658) has signed a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab, which is expected to enhance its market position in the global semiconductor industry [1] Group 1: Strategic Partnership - The agreement involves Tianyu Semiconductor supplying high-quality SiC epitaxial wafers with specifications covering 6 to 8 inches and voltage ratings from 650V to 20,000V [1] - EYEQ Lab will have priority procurement rights for the SiC epitaxial wafers provided by Tianyu Semiconductor under the same conditions [1] - The partnership is set to last for three years, aiming to create a long-term stable supply-demand synergy [1] Group 2: Business Implications - The board believes that the strategic cooperation aligns with the overall interests of the company and its shareholders, promoting long-term development [1] - The collaboration will leverage Tianyu Semiconductor's industrial capabilities and scale advantages in the SiC epitaxial wafer sector, combined with EYEQ Lab's expertise in SiC power device design and manufacturing [1] - This initiative aims to accelerate the large-scale commercialization of products and expand market space for both companies [1]

Core Viewpoint - Tianyu Semiconductor (02658) has signed a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab, which is expected to enhance its market position in the global semiconductor industry [1] Group 1: Company Developments - Tianyu Semiconductor's stock price increased by over 11% in early trading, reaching a price of 54.1 HKD with a trading volume of 13.57 million HKD [1] - The agreement with EYEQ Lab involves the supply of high-quality SiC (Silicon Carbide) epitaxial wafers, covering specifications from 6 to 8 inches and voltage ratings from 650V to 20,000V [1] - The strategic partnership is set to last for three years, with EYEQ Lab prioritizing the procurement of SiC wafers from Tianyu Semiconductor under equal conditions [1] Group 2: Industry Implications - The collaboration aims to leverage Tianyu Semiconductor's capabilities in SiC epitaxial wafers and EYEQ Lab's expertise in SiC power device design and manufacturing [1] - This partnership is expected to create a long-term stable supply-demand synergy, accelerating the large-scale commercialization of products [1] - The initiative is designed to expand market opportunities for both companies and strengthen Tianyu Semiconductor's competitive position within the global semiconductor supply chain [1]

Core Viewpoint - The announcement reveals that Tianyu Semiconductor has entered a strategic cooperation agreement with South Korea's EYEQ Lab Inc. in the silicon carbide (SiC) epitaxial wafer sector, marking a significant transition from a domestic-focused company to a key player in the global high-end supply chain [1][5]. Company Summary - Tianyu Semiconductor is a leading player in the SiC epitaxial wafer market in China, focusing on the production and sales of 4/6/8-inch SiC epitaxial wafers, with applications in sectors such as new energy vehicles, photovoltaics, and rail transportation [2][4]. - The company has achieved mass production of 8-inch SiC epitaxial wafers, which are becoming a new growth engine, and plans to enhance its production capacity at its new base in Dongguan by the end of 2025 [3][4]. Industry Summary - EYEQ Lab is recognized as a leading enterprise in the third-generation semiconductor SiC power semiconductor sector, possessing comprehensive technical capabilities from device design to manufacturing [2][3]. - The collaboration between Tianyu Semiconductor and EYEQ Lab is expected to create a stable supply-demand cooperation system, enhancing both companies' capabilities in the SiC supply chain [3][4]. - The strategic partnership aligns with national strategies to develop the SiC industry, which is crucial for emerging industries such as new energy vehicles and photovoltaic power generation [5][6].

Core Viewpoint - Tianyu Semiconductor (02658) experienced a strong stock performance, closing at 48.9 HKD with a 4.09% increase, following the announcement of a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab [1] Group 1: Strategic Cooperation - The agreement establishes a long-term partnership focused on the supply and application of silicon carbide (SiC) epitaxial wafers [1] - Tianyu Semiconductor will provide high-quality SiC epitaxial wafers with specifications ranging from 6 to 8 inches and voltage ratings from 650V to 20,000V, suitable for both unipolar and bipolar power electronic devices [1] - EYEQ Lab will have priority in purchasing the SiC epitaxial wafers from Tianyu Semiconductor under equivalent conditions, with the agreement valid for three years [1] Group 2: Benefits and Market Position - The board believes that the strategic cooperation aligns with the overall interests of the company and its shareholders, promoting long-term development [1] - Both parties will leverage their respective strengths: Tianyu Semiconductor's industrial capabilities and scale in the SiC epitaxial wafer sector, alongside EYEQ Lab's technical expertise in SiC power device design and manufacturing [1] - The collaboration aims to accelerate the large-scale commercialization of products and expand market space, further solidifying the company's competitive position in the global semiconductor supply chain [1]

Core Viewpoint - Tianyu Semiconductor (02658) experienced a strong stock performance, closing at 48.9 HKD with a 4.09% increase, following the announcement of a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab [1] Group 1: Strategic Cooperation - The agreement establishes a long-term partnership focused on the supply and application of silicon carbide (SiC) epitaxial wafers [1] - Tianyu Semiconductor will provide high-quality SiC epitaxial wafers ranging from 6 to 8 inches and voltage ratings from 650V to 20,000V, suitable for both unipolar and bipolar power electronic devices [1] - EYEQ Lab will have priority in purchasing the SiC epitaxial wafers from Tianyu Semiconductor under the same conditions, with the agreement valid for three years [1] Group 2: Benefits and Market Position - The board believes that the strategic cooperation aligns with the overall interests of the company and its shareholders, promoting long-term development [1] - Both parties will leverage their respective strengths: Tianyu Semiconductor's industrial capabilities and scale in the SiC epitaxial wafer field, and EYEQ Lab's technical expertise in SiC power device design and manufacturing [1] - The collaboration aims to accelerate the large-scale commercialization of products and expand market space, further solidifying the company's competitive position in the global semiconductor supply chain [1]

Core Viewpoint - Tianyu Semiconductor (02658) has signed a strategic cooperation agreement with South Korean semiconductor manufacturer EYEQ Lab, focusing on the supply and application of silicon carbide (SiC) epitaxial wafers, which is expected to enhance the company's market position in the global semiconductor industry [1]. Group 1: Stock Performance - On February 6, Tianyu Semiconductor's stock price rose by 4.09%, closing at HKD 48.9, despite broader market trends [1]. Group 2: Strategic Cooperation Agreement - The agreement establishes a long-term partnership between Tianyu Semiconductor and EYEQ Lab, focusing on high-quality SiC epitaxial wafers ranging from 6 to 8 inches and voltage ratings from 650V to 20,000V [1]. - EYEQ Lab will have priority procurement rights for the SiC epitaxial wafers provided by Tianyu Semiconductor under the same conditions [1]. - The agreement is valid for three years and aims to leverage both companies' strengths to create a stable supply-demand synergy in the SiC market [1]. Group 3: Benefits and Goals - The board of directors believes that this strategic cooperation aligns with the overall interests of the company and its shareholders, promoting long-term development [1]. - The collaboration aims to accelerate the large-scale commercialization of products and expand market space, thereby strengthening the company's competitive position in the global semiconductor supply chain [1].

Core Viewpoint - Tianyu Semiconductor (02658.HK) has entered into a strategic cooperation agreement with EYEQ Lab Inc. to leverage their strengths in the third-generation semiconductor sector, focusing on the supply and application of silicon carbide (SiC) epitaxial wafers [1][2]. Group 1: Strategic Cooperation - The parties agree to establish a strategic partnership, recognizing each other as important collaborators and aiming for mutual development through deepened business cooperation [1]. - EYEQ Lab will prioritize purchasing SiC epitaxial wafers from the company under equal terms and conditions [1]. Group 2: EYEQ Lab Overview - EYEQ Lab is a leading South Korean company specializing in third-generation SiC power semiconductors, focusing on the design, research and development, manufacturing, and application solutions for SiC power devices and modules [2]. - EYEQ Lab possesses comprehensive technical capabilities, including device design, process development, wafer manufacturing, and packaging testing, with core technologies and mass production experience in high-voltage, high-frequency, and high-efficiency SiC power semiconductors [2].