Core Viewpoint - The Huawei HiSilicon concept continues to strengthen, leading to significant stock price increases in related companies such as Shenzhen Huaqiang, which hit the daily limit, and others like JingSai Technology, which rose over 19% [1] Company Performance - Shenzhen Huaqiang experienced a daily limit increase in stock price [1] - JingSai Technology saw a stock price increase of over 19% [1] - HuiNa Technology and LiYuan Information both recorded stock price increases of over 10% [1] - Other companies such as Saiwei Electronics, Xinmei Shares, Huitian New Materials, and HaoShangHao also experienced stock price increases [1]

(本文来自第一财经) 深圳华强涨停，汇纳科技、晶赛科技涨超10%，赛微电子、力源信息、新媒股份、回天新材、好上好跟 涨。 ...

Core Insights - Beijing Saiwei Electronics Co., Ltd. has initiated small-batch trial production of MEMS-OCS after receiving a purchase order from a client, marking a significant milestone for its subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd. [1] - The MEMS-OCS is manufactured using 8-inch MEMS technology and is designed to enhance the performance and stability of optical networks while reducing system costs and power consumption [1] - Silex Beijing has been increasing its R&D investment to develop MEMS processes and wafer manufacturing capabilities, aiming to provide high-quality services to various sectors, particularly local Chinese clients [1] Company Developments - The successful validation and order for MEMS-OCS indicate a positive trajectory for Silex Beijing in the MEMS market [1] - The MEMS-OCS device consists of a micro-mirror array that allows precise control of light paths, which is crucial for applications in data centers and supercomputing systems [1] - The company is focused on establishing a "Pure-Foundry" model to enhance domestic capabilities in MEMS technology and accelerate the process of domestic substitution [1]

Core Viewpoint - The company, Saiwei Electronics, aims to become a comprehensive semiconductor service provider, focusing on MEMS chip process development and wafer manufacturing, while expanding its service capabilities to chip design companies [2]. Group 1: Company Performance - As of August 15, 2025, Saiwei Electronics' stock closed at 21.45 yuan, an increase of 8.44%, with a turnover rate of 14.87%, trading volume of 882,800 hands, and a transaction value of 1.849 billion yuan [1]. Group 2: Business Development - The core business of the company includes MEMS chip process development and wafer manufacturing, with ongoing construction of pilot chip production lines and packaging testing lines to provide various services to chip design companies [2]. - The company has international operational experience and maintains communication with domestic and foreign investment and cooperation partners [2]. Group 3: Market Activity - On August 15, 2025, the net inflow of main funds into Saiwei Electronics was 22.2949 million yuan, while speculative funds saw a net outflow of 132 million yuan, and retail investors had a net inflow of 110 million yuan [3].

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]

Core Viewpoint - The company, Saiwei Electronics, announced that its subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a MEMS Optical Circuit Switch (MEMS-OCS) after successful customer validation, initiating small-batch trial production of 8-inch wafers [1] Group 1: Product Development - The MEMS-OCS is manufactured using 8-inch MEMS technology and design, featuring a complex structure composed of a specified number of micro-mirror arrays [1] - This technology allows for precise adjustment of the refraction direction of optical links, enabling signal switching and bidirectional transmission [1] Group 2: Market Application - The MEMS-OCS is expected to enhance the overall performance and stability of computing systems while reducing system costs and power consumption [1] - Potential applications include data center networks and supercomputing clusters, indicating a broad market scope for the product [1]

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。 ...

Core Viewpoint - The company has successfully validated and initiated trial production of its MEMS-OCS product through its subsidiary, marking a significant step in enhancing optical switching technology for various applications [1] Group 1: Company Developments - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order from a client for its MEMS-OCS product [1] - The MEMS-OCS is based on 8-inch MEMS technology and is designed to improve the performance and stability of computing systems while reducing costs and power consumption [1] Group 2: Product Features and Applications - The MEMS-OCS consists of a micro-mirror array that allows precise adjustment of light path refraction, enabling signal switching and bidirectional transmission [1] - This technology is expected to find extensive applications in data center networks and supercomputing clusters [1]

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 ...

证券日报网讯 赛微电子（300456）8月15日在互动平台回答投资者提问时表示，公司拥有国际化运营经 验，持续与境内外投资/合作伙伴保持沟通联系。 ...