半导体早参丨A股美股半导体联袂上涨，芯导科技拟4亿元收购瞬雷科技

Market Performance - On August 4, the Shanghai Composite Index rose by 0.66% to close at 3583.81 points, the Shenzhen Component Index increased by 0.46% to 11041.56 points, and the ChiNext Index gained 0.50% to 2334.32 points [1] - In the overnight U.S. market, the Dow Jones Industrial Average increased by 1.34%, the S&P 500 rose by 1.47%, and the Nasdaq Composite climbed by 1.95% [1] - The Philadelphia Semiconductor Index rose by 1.75%, with notable increases in stocks such as Micron Technology (up 2.76%) and ARM (up 1.80%) [1] Industry News - Shanghai has issued measures to support enterprises in enhancing basic research, focusing on key scientific issues and encouraging participation from industries like integrated circuits, biomedicine, and artificial intelligence [2] - Tencent's Mix Yuan has released four open-source small models suitable for low-power scenarios, which can run on consumer-grade graphics cards and are available on platforms like GitHub and Huggingface [2] Company Updates - ChipLink Integrated reported a revenue of 3.495 billion yuan for the first half of 2025, a year-on-year increase of 21.38%, while the net profit attributable to shareholders was a loss of 170 million yuan, reducing losses by 63.82% [3] - ChipLink has completed its process foundry layout and is transitioning from wafer foundry to system-level foundry services, offering a one-stop chip system foundry service [3] - ChipDao Technology has disclosed a major asset restructuring plan to acquire 100% of Shunlei Technology, aiming to enhance its position in the power semiconductor sector [3] - The acquisition will allow ChipDao to leverage Shunlei's customer resources to enter automotive electronics and industrial sectors [3] Semiconductor Market Trends - The demand for edge AI computing is expected to rise due to the proliferation of AI large models and devices like AI smart glasses and AI phones [4] - The semiconductor hardware market is projected to grow steadily, driven by high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips [4] - The semiconductor materials ETF focuses on companies in the semiconductor equipment and materials sectors, benefiting from the expansion of semiconductor demand driven by the AI revolution and domestic substitution trends [4]