Group 1 - The core viewpoint of the article is that Lianang Micro (605358) has seen a sequential increase in average shipment prices since Q1 2025, indicating a positive trend in pricing for the company [1] - The current silicon wafer product prices have not yet returned to historical highs, suggesting potential for further price increases as the silicon wafer industry and related downstream applications improve [1]

杭州立昂微电子股份有限公司 2026 年第一次临时股东会 会议资料 2026 年 1 月 26 日 1 目 录 | 杭州立昂微电子股份有限公司 | 2026 年第一次临时股东会会议须知 | 3 | | --- | --- | --- | | 杭州立昂微电子股份有限公司 | 2026 年第一次临时股东会会议议程 | 4 | | 一、关于 2025 | 年度日常关联交易的执行情况及 2026 年度日常关联交易预计情况的议案 | 5 | | 二、关于公司 2026 | 年度为控股子公司提供担保的议案 | 7 | 2 证券代码：605358 证券简称：立昂微 债券代码：111010 债券简称：立昂转债 杭州立昂微电子股份有限公司 2026 年第一次临时股东会会议须知 为维护股东的合法权益，确保杭州立昂微电子股份有限公司 2026 年第一次临时股东会的 正常秩序和议事效率，根据《公司法》、《公司章程》和《股东会议事规则》的有关规定，现将 会议须知通知如下： 一、本次会议期间，全体参会人员应维护股东的合法权益，确保会议的正常秩序和议事效 率为原则，自觉履行法定义务。 二、为保证本次会议的严肃性和正常秩序，除出席会议的股东 ...

Group 1 - TSMC's strong Q4 earnings report exceeded expectations, leading to a historic high in its stock price, which positively influenced semiconductor stocks in the A-share market [1] - TSMC's CEO and CFO announced a capital expenditure plan for 2026 that could reach $56 billion, a significant increase of 37% from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2 - Notable stock performances in the semiconductor sector included Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and several other companies like Shanghai Hejing and Yitang shares rising over 6% [2] - The year-to-date performance of these stocks shows significant gains, with Hengkun New Materials up 45.28% and Tianyue Advanced up 17.32% [2]

Core Viewpoint - Lian Micro has developed the industry's first commercialized and mass-producible technology that integrates a gate length of 0.15um for power transistors, low-noise transistors, PN diodes, E/D logic, and RF switches into a single chip [1] Group 1: Technology Development - Lian Dongxin's technology features a 0.15um E-mode low-noise pHEMT and a 0.15um D-mode power pHEMT, achieving industry-leading performance for power amplifiers and low-noise amplifiers on the same chip [1] - The technology includes various GaAs pHEMT process technologies at 0.15um and 0.25um, as well as GaN HEMT process technologies [1] Group 2: Application Areas - The developed technology can be applied in satellite communication as well as ground communication terminal communications [1] - Chips for low Earth orbit satellite communication have already achieved mass shipments, while chips for ground communication terminals have passed customer validation [1]

Core Viewpoint - Lian Microelectronics (605358.SH) has successfully mass-produced automotive-grade VCSEL chips for laser radar applications in smart driving, becoming the first global manufacturer to achieve this milestone [1] Group 1: Product Development - Lian Microelectronics' VCSEL chip products are now utilized in laser radar for smart driving, humanoid robots, and lawnmowers, indicating a diverse application range [1] - The company has developed a 2D addressable high-power VCSEL technology, which is a significant advancement in the automotive radar sector [1] Group 2: Market Position - Lian Microelectronics is recognized as the first manufacturer to mass-produce automotive-grade laser radar VCSEL chips, highlighting its leadership in the industry [1] - The company currently does not have products for automotive 4D millimeter-wave radar, indicating a focused strategy on laser radar technology [1]

Core Viewpoint - Lian Micro (605358.SH) has successfully mass-produced automotive-grade VCSEL chips for laser radar applications in smart driving, becoming the first global manufacturer to achieve this milestone [1] Group 1: Product Development - Lian Micro's VCSEL chip products are utilized in laser radar for smart driving and have achieved large-scale shipments [1] - The company has developed a 2D addressable high-power VCSEL technology, which is a significant advancement in the automotive radar sector [1] Group 2: Market Position - Lian Micro is recognized as the first manufacturer globally to mass-produce automotive-grade laser radar VCSEL chips [1] - The company's products are also applied in various fields, including humanoid robots and lawn mowing robots, indicating a diverse application range [1] Group 3: Technology Comparison - The company distinguishes between 4D millimeter-wave radar and laser radar, noting that they differ in principles, performance, application scenarios, and costs [1] - Currently, Lian Micro does not have products applied in automotive 4D millimeter-wave radar technology [1]

Core Viewpoint - Lian Microelectronics (605358.SH) has successfully commercialized its pHEMT process, integrating multiple functionalities into a single chip for low Earth orbit satellite communication, achieving mass production and significant shipments [1] Group 1: Technology and Product Development - Lian Microelectronics' pHEMT technology allows for the integration of power transistors, low-noise transistors, PN diodes, E/D logic, and RF switches on a single chip with a gate length of 0.15um [1] - The company has successfully implemented this technology in the low Earth orbit satellite communication sector, with large-scale shipments of products including power amplifiers (PA), low-noise amplifiers (LNA), and RF switches (SW) [1] Group 2: Future Applications - Lian Microelectronics aims to apply its GaN RF chip technology in the satellite field as a future target [1]

Core Viewpoint - Lian Microelectronics (605358.SH) has successfully mass-produced automotive-grade VCSEL chips for laser radar applications in smart driving, becoming the first global manufacturer to achieve this milestone [1] Group 1: Product Development - Lian Microelectronics' VCSEL chip products are utilized in laser radar for smart driving and have achieved large-scale shipments [1] - The company has developed a two-dimensional addressable high-power VCSEL technology, which is a significant advancement in the automotive radar sector [1] Group 2: Market Applications - The VCSEL chips are applied in various fields, including smart driving, humanoid robots, and lawn mowing robots, showcasing the versatility of the technology [1] - The company currently does not have products for automotive 4D millimeter-wave radar, indicating a focus on laser radar technology [1]

格隆汇1月12日丨立昂微(605358.SH)在互动平台表示，立昂东芯pHEMT工艺可将栅长0.15um的功率 管、低噪声晶体管、PN二极管、E/D逻辑及射频开关集成于单芯片并实现商业化量产，目前已用于低轨 卫星通信领域并已实现大批量出货，实现包括功率放大器（PA），低噪声放大器（LNA）以及射频开 关（SW）等功能。此外，立昂东芯的氮化镓射频芯片工艺也将实现卫星领域应用作为目标。 ...

Core Viewpoint - Lian Microelectronics (605358.SH) has successfully mass-produced automotive-grade VCSEL chips for laser radar applications in smart driving, becoming the first global manufacturer to achieve this milestone [1] Group 1: Product Development - Lian Microelectronics' VCSEL chip products are utilized in laser radar for smart driving and have achieved large-scale shipments [1] - The company has developed a 2D addressable high-power VCSEL technology, which is a significant advancement in the automotive sector [1] Group 2: Market Applications - The VCSEL chips are applied in various fields, including smart driving, humanoid robots, and lawn mowing robots [1] - The company currently does not have products for automotive 4D millimeter-wave radar applications, indicating a focus on laser radar technology [1]