半导体早参丨东芯股份称砺算科技已向部分客户送样；互联网大厂下场“角逐”芯片

Market Overview - As of September 3, the Shanghai Composite Index fell by 1.15% to close at 3813.56 points, while the Shenzhen Component Index decreased by 0.65% to 12472.00 points. The ChiNext Index, however, rose by 0.95% to 2899.37 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average down by 0.05%, the S&P 500 up by 0.51%, and the Nasdaq Composite up by 1.02%. The Philadelphia Semiconductor Index fell by 0.23% [1] Industry Insights - Dongxin Co., Ltd. has indicated that Lixuan Technology has begun sample deliveries to some clients and is continuously optimizing its products, with plans to advance production and sales [2] - Meixin Sheng is expanding its product offerings in the automotive and robotics sectors, including sensors, automotive lighting, interface chips, and LiDAR, with a notable market share breakthrough in robotics and expected mass production in automotive applications [2] - Shanghai Yezhi Chip Technology Co., Ltd. has undergone a business change, adding new shareholders including Ant Group's Shanghai Yunwei Enterprise Management Consulting Co., Ltd. and increasing its registered capital from 1 million RMB to approximately 1.296 million RMB [2] - Google, as a major buyer of Nvidia's top computing chips, continues to promote its self-developed AI chips despite its cloud services being rented out to clients like OpenAI and Meta [2] Semiconductor Industry Outlook - Huatai Securities believes that advanced process foundries have structural growth potential, supported by sustained demand for AI chips. The ongoing iteration of large pre-trained models by major companies like OpenAI and xAI is expected to drive demand for pre-training computing power and rapidly growing inference semiconductor needs [3] - The semiconductor equipment and materials industry is identified as a crucial area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological mergers and acquisitions [3]