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太平洋电子周报:英伟达将为中国推出一款基于Blackwell架构的AI芯片
NvidiaNvidia(US:NVDA) Tai Ping Yang·2025-05-26 02:30

Investment Rating - The industry is rated as "Neutral," indicating that the expected overall return in the next six months will be between -5% and 5% relative to the CSI 300 index [27]. Core Insights - The SW Electronics sector experienced a decline of 2.17% this week, underperforming the CSI 300 index, which fell by only 0.18% [11]. - The semiconductor sector, particularly in Taiwan and Philadelphia, has shown signs of a pullback due to macroeconomic and geopolitical factors [11]. - The report highlights that the DRAM spot price for DDR3 4Gb increased to $1.08 as of May 23, indicating a positive trend in memory prices [18]. - Flash memory prices also saw slight increases, with MLC 64Gb rising by $0.11 to $4.97 and MLC 32Gb increasing by $0.06 to $2.75 [19]. Company Announcements - TCL Technology announced a major asset restructuring report [5]. - Weir Group is planning to issue H shares to enhance its international strategy and financing capabilities [5]. - XiDi Micro plans to increase capital in its wholly-owned subsidiary in Hong Kong by $30 million to support its expanding business [6]. - ST Hengtai is in the process of applying to revoke its stock delisting risk warning [7]. - Guokai Micro is planning a significant asset restructuring through share issuance and cash payments [7]. Industry Data Tracking - The report notes that the SW Electronics sector has underperformed the CSI 300 index by 2.56% year-to-date, with a total decline of 3.90% since the beginning of 2025 [11]. - The report also tracks the performance of various electronic sub-sectors, with integrated circuit packaging and consumer electronics components showing the largest declines [11]. - The report provides a detailed analysis of price trends in the panel market, with the price of a 32-inch LCD TV panel remaining stable at $39.00 [22].