Core Viewpoint - The company has successfully mass-produced and sold lightweight edge BMC management chips for edge computing and server markets in response to the growing demand for data analysis and processing at the edge due to the rise of AI applications [1] Group 1 - The company received inquiries from investors regarding its collaboration with Intel on edge computing chips [1] - The demand for intelligent experiences in various terminals is driving the need for extensive data analysis and processing [1] - Business deployment scenarios and data generation are gradually shifting towards edge and endpoint solutions [1]

芯海科技（深圳）股份有限公司 关于核心技术人员调整的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 芯海科技（深圳）股份有限公司（以下简称"公司"）核心技术人员乔 爱国先生因个人原因申请离职，并已完成工作交接手续，当前就劳动合同关系解除日期处于劳动仲裁 中，具体离职日期以仲裁结果为准，离职后将不再担任公司任何职务。 ● 乔爱国先生与公司签有保密协议，乔爱国先生与公司不存在涉及职务发 证券代码：688595 证券简称：芯海科技 公告编号：2026-002 债券代码：118015 债券简称：芯海转债 二、新增核心技术人员的基本情况 明专利等知识产权权属纠纷或潜在纠纷，本次核心技术人员调整涉及劳动仲裁事项，不影响公司知识产 权的完整性，不会对公司持续经营能力、技术优势及核心竞争力产生重大不利影响，不会影响现有核心 技术、研发项目的工作开展。 一、核心技术人员离职的具体情况 公司核心技术人员乔爱国先生因个人原因申请辞职，并已完成工作交接手续，当前就劳动合同关系解除 日期处于劳动仲裁中，具体离职日期以仲裁结 ...

| 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2026-002 | | --- | --- | --- | | 债券代码：118015 | 债券简称：芯海转债 | | 芯海科技（深圳）股份有限公司 关于核心技术人员调整的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 芯海科技（深圳）股份有限公司（以下简称"公司"）核心技术人员乔 爱国先生因个人原因申请离职，并已完成工作交接手续，当前就劳动合同关系解 除日期处于劳动仲裁中，具体离职日期以仲裁结果为准，离职后将不再担任公司 任何职务。 乔爱国先生与公司签有保密协议，乔爱国先生与公司不存在涉及职务发 明专利等知识产权权属纠纷或潜在纠纷，本次核心技术人员调整涉及劳动仲裁事 项，不影响公司知识产权的完整性，不会对公司持续经营能力、技术优势及核心 竞争力产生重大不利影响，不会影响现有核心技术、研发项目的工作开展。 一、核心技术人员离职的具体情况 公司核心技术人员乔爱国先生因个人原因申请辞职，并已完成工作交接手 续，当前就劳动合同关系解除日期处 ...

Core Viewpoint - Chipsea Technology's stock price has shown a positive trend with a year-to-date increase of 10.64%, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of January 16, Chipsea Technology's stock price rose by 2.08% to 36.29 CNY per share, with a trading volume of 99.29 million CNY and a turnover rate of 1.94% [1]. - The stock has increased by 3.63% over the last five trading days, 14.41% over the last 20 days, and 4.76% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Chipsea Technology reported a revenue of 615 million CNY, representing a year-on-year growth of 19.59% [2]. - The company recorded a net profit attributable to shareholders of -62.98 million CNY, which is a year-on-year increase of 45.23% [2]. Group 3: Business Overview - Chipsea Technology, established on September 27, 2003, and listed on September 28, 2020, specializes in the research, design, and sales of chip products [2]. - The company's revenue composition includes 46.45% from MCU chips, 25.92% from AIoT chips, 25.81% from analog signal chain chips, and 1.79% from other sources [2]. - The company operates within the semiconductor industry, specifically in digital chip design, and is involved in various concept sectors such as smart home, wearable technology, and wireless charging [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Chipsea Technology increased by 11.16% to 12,800, while the average circulating shares per person decreased by 8.99% to 11,240 shares [2]. - The company has distributed a total of 49.92 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 3.27 million shares, marking its entry as a new shareholder [3].

Core Insights - The article highlights the strategic focus of Chipsea Technology on developing high-performance chips for smart devices and automotive applications, emphasizing a long-term commitment to technology and ecosystem collaboration [2][3][4] Group 1: Company Overview - Chipsea Technology was established in 2003 and has over 20 years of experience in analog signal processing and high-precision measurement technology [3] - The company has adopted a pragmatic development path by focusing on niche markets and forming deep partnerships with leading tech companies like Lenovo and Xiaomi [4] Group 2: Product Development and Market Strategy - Chipsea's products, including high-performance analog signal chain chips and high-precision ADCs, are integrated into consumer electronics, showcasing a complete process from data collection to intelligent decision-making [2] - The company is gradually expanding into the automotive electronics sector, focusing on body control, sensor signal chains, and motor drives, leveraging its experience in consumer electronics [4][5] Group 3: Challenges and Industry Dynamics - The development of automotive-grade chips is significantly more challenging than consumer electronics, requiring extensive time and financial investment, with typical development cycles of 7 to 8 years and costs reaching hundreds of millions [5][6] - Chipsea faces competition from established international players like Infineon and Renesas, who dominate the automotive chip market due to their extensive engineering experience and system-level solutions [5][6] Group 4: Strategic Initiatives - The company is shifting from a product replacement mindset to a systemic ecosystem-building approach, actively collaborating with international automotive electronic suppliers [6] - Chipsea is constructing a comprehensive Integrated Product Development (IPD) process to ensure effective risk management and alignment with market demands [6][8] Group 5: Talent and Industry Collaboration - The company emphasizes the need for interdisciplinary talent that understands both chip design and automotive electronic systems, advocating for deeper integration of industry, academia, and research [7][8] - By establishing a multi-dimensional risk management framework, Chipsea aims to balance risks and returns in long-term, high-investment chip development [8]

Group 1 - The core viewpoint emphasizes the importance of innovation-driven development strategies for companies to seize opportunities in emerging industries and ensure high-quality growth [1] - Companies are increasingly focusing on technological innovation and transformation to explore new market segments and prepare for future development [1] Group 2 - New Yi Chang has become a leader in the LED die bonding machine sector by continuously enhancing its R&D efforts over the past 20 years, now targeting the robotics sector based on its manufacturing and operational expertise [2] - Jia Yuan Technology is expanding its production capacity for high-performance PCB copper foil and has invested in Wuhan Endatong to enter the optical module field, aiming to leverage opportunities in the rapidly developing AI industry [2] - Chipsea Technology is building a multi-dimensional risk control framework to balance risks and returns in long-cycle, high-investment chip R&D, emphasizing the importance of interdisciplinary talent in industry chain competition [3] - Jieput's strategic decision to focus on the optical connection field by 2025 aims to create synergies with existing technologies and establish a stronger technological moat [3]

Core Viewpoint - Chipsea Technology's stock price has shown fluctuations, with a recent decline of 2.01% on January 13, 2023, while the company has experienced a year-to-date increase of 7.29% in stock price [1][2]. Group 1: Stock Performance - As of January 13, 2023, Chipsea Technology's stock price is reported at 35.19 CNY per share, with a trading volume of 92.28 million CNY and a turnover rate of 1.80%, resulting in a total market capitalization of 5.071 billion CNY [1]. - The stock has increased by 2.86% over the last five trading days, 6.12% over the last 20 days, and 3.93% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Chipsea Technology achieved a revenue of 615 million CNY, representing a year-on-year growth of 19.59%, while the net profit attributable to shareholders was -62.98 million CNY, reflecting a year-on-year increase of 45.23% [2]. - The company has distributed a total of 49.92 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chipsea Technology is reported at 12,800, an increase of 11.16% from the previous period, with an average of 11,240 circulating shares per shareholder, a decrease of 8.99% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.2724 million shares as a new shareholder, while several funds have exited the top ten list [3].

Core Viewpoint - The company is focusing on the development of artificial intelligence technology, particularly in the AI consumer terminal sector [1] Group 1: Company Developments - The company has announced its attention towards AI technology advancements [1] - The company's EC chips will be featured in the upcoming AI PC MagicBook Pro 16, set to launch in March 2024, and the AI PC MagicBook Pro 14 series, scheduled for February 2025 [1] - The company's pressure touch products have already been applied in Quark AI glasses [1]

Core Viewpoint - The signal chain analog chip market in China is rapidly developing, with significant growth potential driven by domestic technological advancements, funding, and policy support, despite the dominance of international companies [1][6]. Industry Overview - Signal chain analog chips are crucial for processing various analog signals in the digital world, acting as a bridge between the physical and digital realms [2]. - The industry encompasses a wide range of products, including amplifiers, comparators, ADCs, DACs, and various interface products [3]. Industry Chain - The upstream of the signal chain analog chip industry includes semiconductor materials, wafer manufacturing, and semiconductor equipment, while the midstream focuses on production, and the downstream includes applications in communication, automotive electronics, industrial, consumer electronics, and medical devices [5]. Current Industry Status - The global market for signal chain analog chips has shown consistent growth from 2016 to 2022, with a contraction in 2023 due to the semiconductor industry's downturn, but is expected to recover in 2024, reaching a market size of $11 billion, a 4.8% increase year-on-year [6]. Competitive Landscape - The global market is dominated by major international players like Texas Instruments and Analog Devices, while domestic companies in China, such as SiRuPu and XinHai Technology, are emerging but still face challenges in technology and market share compared to their international counterparts [6]. Industry Development Trends - The industry is moving towards miniaturization, low power consumption, and high performance, driven by advancements in AI, electric vehicles, and industrial automation [9]. - The domestic replacement process is accelerating, particularly in high-end sectors, as the Chinese government investigates anti-dumping measures against imported analog chips [10][11]. - Demand for signal chain analog chips is expected to grow steadily due to the proliferation of consumer electronics and the increasing electronicization of vehicles, especially with the rise of autonomous driving technologies [12].

除本公告另有界定者外，本公告所用詞彙與上海天數智芯半導體股份有限公司（「本公 司」）所刊發日期為2025年12月30日的招股章程（「招股章程」）所界定者具有相同涵義。 警告：鑒於股權高度集中於少數股東，股東及潛在投資者務請注意，即使買賣少量H 股，H股價格仍可能大幅波動，故買賣H股時應格外謹慎。 上海天數智芯半導體股份有限公司 分配結果公告 | 摘要 | | | --- | --- | | 公司資料 | | | 股份代號 | 9903 | | 股份簡稱 | 天數智芯 | | 開始買賣日期 | 2026年1月8日* | | * 請參閱本公告末頁附註 | | | 價格資料 | | | 發售價 | 144.60港元 | | 發售價進行調整 | 不適用 | | 發售股份及股本 | | | 發售股份數目 | 25,431,800 | | 香港公開發售的發售股份的最終數目 | 2,543,200 | | 國際發售的發售股份的最終數目 | 22,888,600 | | 於上市後已發行股份數目 | 254,317,736 | | 所得款項 | | | 所得款項總額 （附註） | 3,677.4百萬港元 | | 減： 按發售價 ...