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赛微电子(300456.SZ):芯东来光刻机业务属于成熟制程 不涉及先进制程
SMEISMEI(SZ:300456) 智通财经网·2025-11-21 13:53

Group 1 - The company, Saiwei Electronics, announced that its stock price has deviated by over 30% in cumulative closing price over three consecutive trading days, indicating abnormal trading fluctuations [1] - Swedish Silex has convened a board meeting to discuss its IPO plans, with a preliminary timeline established; however, details regarding valuation, equity structure, financing scale, and future plans remain uncertain and contingent on subsequent developments [1] - The company holds a 45.24% stake in Swedish Silex, and any arrangements regarding this stake will be considered in light of the company's overall strategic development and Silex's plans, which also carry uncertainties [1] Group 2 - The company's subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd., has received a purchase order for a MEMS-OCS product after passing customer validation, initiating small-batch trial production of 8-inch wafers [2] - As of the announcement date, the MEMS-OCS chips have not yet entered mass production, and the company cannot accurately predict the timeline or potential order volume from small-batch production to mass production, indicating inherent uncertainties [2] - The company plans to purchase a stake in Beijing Chip East Semiconductor Technology Co., Ltd. for no more than 60 million yuan; however, the transaction has not yet been finalized, and the mature process of Chip East's lithography business may limit its immediate impact on reducing supply risks and increasing domestic equipment application [2]