Core Insights - The company announced that its subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has successfully developed a MEMS-OCS (Optical Circuit Switch) device, which has passed customer validation and received a purchase order for small-batch trial production of 8-inch wafers [1][2] - The MEMS-OCS technology is crucial for precise optical signal switching and is expected to enhance overall system performance while reducing costs and power consumption, making it applicable in data center networks and supercomputing clusters [1] - The development of MEMS-OCS represents a significant milestone in China's ability to manufacture core optical components domestically, addressing the growing demand for optical switching in the AI era [2] Company Developments - Silex Beijing has achieved a breakthrough in MEMS-OCS technology after over a thousand days of dedicated research and development, with all performance metrics meeting customer standards [2] - The company is focused on establishing a "Pure-Foundry" model to enhance domestic capabilities in MEMS technology and wafer manufacturing, accelerating the process of domestic substitution [2] - In Q1 2025, the company's revenue was 264 million yuan, a year-on-year decrease of 2.24%, while the net profit attributable to shareholders was 2.64 million yuan, marking a turnaround from losses [2] Market Outlook - According to CignalAI, the OCS market is projected to exceed $1.6 billion by 2029, driven by the increasing demand for AI computing power from major companies like OpenAI, DeepMind, Microsoft, and Google [2] - The MEMS optical devices, including OCS, are expected to see a broader market potential as AI technologies continue to evolve [2]

该MEMS-OCS 基于8英寸MEMS工艺和设计技术制造，结构复杂精密，是一组由指定数量平面镜所构成 的微镜阵列，可用于精确调节光链路的折射方向，实现光链路之间的信号切换与双向传播，提高运算系 统的整体性能及稳定性，同时降低系统成本与功耗，可在数据中心网络、超算系统集群等场景中得到广 泛应用。 智通财经APP讯， 赛微电子(300456.SZ)发布公告，近日，公司控股子公司赛莱克斯微系统科技(北京)有 限公司(以下简称"赛莱克斯北京")代工制造的某款 MEMS(Micro-Electro-Mechanical Systems 的缩写，即 微电子机械系统，简称为微机电系统)OCS(Optical Circuit Switch 的缩写，即光链路交换器件)通过了客 户验证，赛莱克斯北京收到该客户发出的采购订单，启动首批MEMS-OCS 8 英寸晶圆的小批量试生 产。 ...

格隆汇8月15日丨赛微电子(300456.SZ)公布，近日，北京赛微电子股份有限公司控股子公司赛莱克斯微 系统科技(北京)有限公司(简称"赛莱克斯北京")代工制造的某款MEMS(Micro-Electro-Mechanical Systems 的缩写，即微电子机械系统，简称为微机电系统)OCS(Optical Circuit Switch的缩写，即光链路交换器件) 通过了客户验证，赛莱克斯北京收到该客户发出的采购订单，启动首批MEMS-OCS8英寸晶圆的小批量 试生产。 ...

根据产业发展规律及公司此前境内外产线的实际运营经验，不同类别 MEMS 芯片一般都需要经历从工艺开发到风险试产、规模量产的过程，所耗时间存在客 观差异。敬请广大投资者谨慎决策，注意投资风险。 特此公告。 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、误导性陈述或重大遗漏。 近日，北京赛微电子股份有限公司（以下简称"公司"）控股子公司赛莱克 斯微系统科技（北京）有限公司（以下简称"赛莱克斯北京"）代工制造的某款 MEMS（Micro-Electro-Mechanical Systems 的缩写，即微电子机械系统，简称为 微机电系统）OCS（Optical Circuit Switch 的缩写，即光链路交换器件）通过 了客户验证，赛莱克斯北京收到该客户发出的采购订单，启动首批 MEMS-OCS 8 英寸晶圆的小批量试生产。 该 MEMS-OCS 基于 8 英寸 MEMS 工艺和设计技术制造，结构复杂精密，是一组 由指定数量平面镜所构成的微镜阵列，可用于精确调节光链路的折射方向，实现 光链路之间的信号切换与双向传播，提高运算系统的整体性能及稳定性，同时降 低系统成本与功耗，可在数据中心网 ...

格隆汇8月15日丨赛微电子(300456.SZ)在互动平台表示，公司在与个别客户交流的过程中得知其产品有 部分应用在其下游客户的机器人领域，但截至目前涉及的金额及占比较低；公司在过去的发展过程中 （主要为瑞典产线）服务了数十家生物医疗科技公司，包括了全球医疗设备及器械领域的知名头部企业 以及新兴创新企业，合理判断所开发制造的MEMS生物芯片已被应用于DNA测序、血液检测、超声扫 描、CT成像、药物开发、药物注射、药物长效释放等各类开发、筛查、诊断、治疗和监测等医疗场 景。公司未知该等客户的产品是否已被应用于脑机接口。 ...

证券日报网讯 8月13日晚间，赛微电子发布公告称，公司全资子公司运通电子有限公司因经营发展需 要，将其注册地址由"香港特别行政区上环永乐街66号昌泰商业大厦9B"变更为"海港城海洋中心16楼 1627"。近日，该全资子公司已在香港特别行政区公司注册处完成注册地址变更登记，并领取了新的 《商业登记证》。同时，公司全资子公司运通电子根据境外业务发展需要，使用自有资金10，000港币 投资设立全资子公司运通电子技术发展有限公司。近日，该全资子公司已在香港特别行政区公司注册处 完成注册登记，并取得香港特别行政区公司注册处签发的《公司注册证明书》及《商业登记证》。 （文章来源：证券日报） ...

证券代码：300456 证券简称：赛微电子 公告编号：2025-063 北京赛微电子股份有限公司 关于全资子公司变更注册地址并对外投资 设立全资子公司的公告 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、误导性陈述或重大遗漏。 一、全资子公司变更注册地址情况 北京赛微电子股份有限公司（以下简称"公司"）全资子公司运通电子有限 公司（以下简称"运通电子"）因经营发展需要，将其注册地址由"香港特别行 政区上环永乐街66号昌泰商业大厦9B"变更为"海港城海洋中心16楼1627"。近 日，该全资子公司已在香港特别行政区公司注册处完成注册地址变更登记，并领 取了新的《商业登记证》，变更后的登记信息如下： 1、公司中文名称：运通电子有限公司 2、公司英文名称：GLOBAL ACCESS ELECTRONICS LIMITED （1）对外投资基本情况 公司全资子公司运通电子根据境外业务发展需要，使用自有资金10,000港币 投资设立全资子公司运通电子技术发展有限公司。 近日，该全资子公司已在香港特别行政区公司注册处完成注册登记，并取得 香港特别行政区公司注册处签发的《公司注册证明书》及《商业登记 ...

Core Viewpoint - Zirconia ceramics play a crucial role in advanced ceramics and are essential materials in modern high-tech industries. The market for zirconia ceramics in China is projected to reach 4.32 billion yuan in 2024, reflecting a year-on-year increase of 6.2% [1][14]. Industry Overview - Zirconia ceramics are high-performance materials based on zirconium oxide (ZrO2), known for their toughness, bending strength, and wear resistance. They are widely used in aerospace, automotive manufacturing, electronic information, and biomedical fields [3][8]. - The production process of zirconia ceramics involves several steps, including forming, debinding, and sintering, with various methods employed for each stage [5][6]. Industry Chain - The upstream of the zirconia ceramics industry involves the preparation and purification of raw materials, primarily zirconia powder, which is essential for high-quality ceramic production. The downstream includes various applications in sectors such as aerospace, automotive, electronics, and biomedical [8][10]. Market Dynamics - The market for zirconia ceramics is expanding due to continuous development in application fields. The demand for zirconia ceramics is expected to grow, particularly in the dental industry, where the market for dentures is projected to increase from 10.099 billion yuan in 2021 to 15.981 billion yuan by 2028 [12][14]. Competitive Landscape - Leading companies in the zirconia ceramics market include Guocera Materials, Dongfang Zirconium, and Sanxiang New Materials, which dominate the market due to their production scale, technological advantages, and brand influence [16]. Development Trends - The industry is witnessing ongoing technological innovations, including the development of nanomaterials and new sintering techniques, which enhance material performance and reduce production costs. The application of 3D printing technology is also becoming more prevalent [21][22]. - There is a growing emphasis on green and sustainable development within the zirconia ceramics industry, focusing on reducing emissions, optimizing production processes, and recycling resources [23][24].

Market Performance - The main board led the gains with notable increases in stocks such as Furi Electronics (+10.04%), Beiwai Technology (+10.03%), and Liding Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, highlighted by Longyang Electronics (+20.00%) and Jinxi Modern (+19.96%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.00%) and Xunjiexing (+15.81%) leading the way [1] - Active sub-industries included SW Military Electronics III (+3.42%) and SW Robotics (+3.42%) [1] Domestic News - ZhiGe Technology, an AR glasses optical manufacturer, recently completed a financing round of over 100 million yuan, establishing China's first fully automated mass production line for diffractive waveguides with a monthly capacity of 100,000 pieces [1] - Semiconductor investment alliance member, Saiwei Electronics, announced that its subsidiary, Silex, has received a purchase order for a MEMS silicon oscillator after passing customer validation [1] - TSMC has begun equipment installation for its second 2nm plant in Kaohsiung, expected to enter trial production by the end of this year [1] - He Sheng New Materials announced a 250 million yuan investment in Yizhi Electronics, acquiring a 10% stake in the company, which specializes in high-end server CPU chip design [1] Company Announcements - Aohai Technology reported the repurchase of 534,100 shares, representing 0.19% of its total share capital [3] - Sanhuan Group announced the repurchase of 5,133,800 shares, accounting for 0.2679% of its total share capital [3] - OmniVision Technologies projected its H1 2025 revenue to be between 13.722 billion yuan and 14.022 billion yuan, reflecting a year-on-year increase of 13.49% to 15.97% [3] - Industrial Fulian reported a total repurchase of 7,697,400 shares, which is 0.04% of its total share capital [3] Overseas News - TrendForce predicts that major memory suppliers in South Korea and the U.S. will significantly reduce or halt production of LPDDR4X in 2025 and 2026, leading to supply-demand imbalances [1] - Samsung Electronics made a strategic investment in Israeli startup Teramount Ltd. to secure critical high-speed data transmission technology for next-generation semiconductor packaging [1] - Meta announced plans to dispose of certain data center assets valued at $2.04 billion, reclassifying them as "held for sale" [1] - Qualcomm reported Q3 FY2025 revenue of $10.4 billion, a 10% year-on-year increase, with net profit of $2.666 billion, up 25% year-on-year, driven by strong performance in automotive and IoT sectors [1]

Market Overview - US stock market experienced significant declines last Friday, with the Dow Jones falling by 1.23%, Nasdaq down by 2.24%, and S&P 500 decreasing by 1.6% [1] - Major tech stocks also saw losses, including Amazon down 8.27%, Meta Platforms down 3.03%, Apple down 2.50%, Nvidia down 2.33%, Tesla down 1.83%, Microsoft down 1.76%, and Google A down 1.44% [1] Employment Data - In July, the US non-farm payroll added only 73,000 jobs, significantly below expectations, with previous two months' data revised down by 258,000 [2] - The unemployment rate rose to 4.2% [2] AI Developments - Sam Altman announced that OpenAI's valuation has reached $300 billion, with plans to release numerous products in the coming months [2] - Anthropic has blocked OpenAI's API access ahead of the GPT-5 release [2] - Google released its IMO 2025 gold medal model, Gemini 2.5 Deep Think, potentially competing with GPT-5 [3] Clinical Trials - Elon Musk's brain-machine interface company is set to launch clinical trials for brain chips in the UK, aimed at helping paralyzed patients control devices with their thoughts [4] Military Contracts - The US Army is simplifying its collaboration model with Palantir, potentially leading to a contract worth $10 billion [5] Pharmaceutical Research - Eli Lilly announced long-term results from its TRAILBLAZER-ALZ 2 Phase III clinical study, confirming the long-term value of early intervention in Alzheimer's disease [6] Oil Production - OPEC+ has agreed to significantly increase oil production, raising daily output by 548,000 barrels in September [7] A-Share Market Strategy - Analysts suggest that the recent short-term index adjustments are not concerning, maintaining a "slow bull market" trend [9] - The market is supported by three core logic points: bottom-line thinking in macro and capital market policies, the emergence of new growth drivers, and the influx of incremental capital [9] - Concerns about the impact of US stock market adjustments on A-shares are mitigated by historical data indicating that A-shares are less affected during the early stages of a bull market [9] AI Coding Tools - Barclays reported that the AI website building tool Lovable achieved $100 million in annual recurring revenue within eight months, surpassing other well-known AI tools [11] - Lovable's platform allows users to input ideas in a chat interface, with AI generating backend code and completing integrations, termed "vibe coding" [11] Regulatory Developments - The National Development and Reform Commission of China is taking measures to address "involution" competition among private enterprises [12] - The People's Bank of China is establishing a macro-prudential and financial stability committee and promoting the digital yuan [12] Company Announcements - China Shenhua is considering issuing shares and cash to acquire assets from the State Energy Group, involving 13 company equities, leading to a stock suspension [16] - Jichuang Vision is planning a change in control, resulting in stock suspension [17] - Sanan Optoelectronics intends to acquire 100% of Lumileds Holding B.V. for $239 million to enhance its product line and profitability [18]