Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed. Core Insights - The technology industry experienced 196 financing events globally from December 22, 2025, to January 1, 2026, with 181 events in China and 15 abroad, highlighting significant investment activity in advanced manufacturing, artificial intelligence, and enterprise services [9]. - The semiconductor sector is witnessing advancements with the global release of high-purity P-type SiC substrates and the development of the first 12-inch high-quality silicon carbide epitaxial wafer, which are expected to enhance production efficiency and reduce costs in the semiconductor industry [33][38]. - The artificial intelligence sector is advancing with new technologies such as the TurboDiffusion framework for video generation, which can accelerate video creation by up to 200 times, and the introduction of the "Shan Hai" S30FP/S30P SPU IP, which provides comprehensive security solutions for high-performance computing chips [4][41]. Summary by Sections Financing Overview - A total of 196 financing events occurred in the technology sector during the specified period, with advanced manufacturing, artificial intelligence, and enterprise services leading the way in terms of the number of events [9]. IPO Updates - Several companies went public, including: - InSilico Medicine listed on the Hong Kong Stock Exchange, focusing on AI-driven drug discovery, significantly reducing the time for drug development from an average of 4.5 years to 12-18 months [11][12]. - Tiansu Measurement listed on the Shenzhen Stock Exchange, providing independent third-party measurement and testing services across various industries [15][16]. - Nobikang also listed on the Hong Kong Stock Exchange, specializing in AI solutions for railway and power companies [18][19]. Semiconductor Sector Developments - SuperChip launched a high-purity P-type SiC substrate, addressing critical impurities that have historically hindered the industry, thus enhancing the reliability of high-voltage IGBT devices [33][36]. - Hantian Technology developed the world's first 12-inch high-quality silicon carbide epitaxial wafer, which is expected to significantly improve production efficiency and lower costs in the semiconductor industry [38][40]. - Arm Technology introduced the "Shan Hai" S30FP/S30P SPU IP, enhancing security for high-performance computing applications [41][42]. AI and Quantum Technology Innovations - The report highlights advancements in AI, including a collaboration between Shenshu Technology and Tsinghua University to accelerate video generation, and IBM's new framework for large language model planning [4][41]. - In quantum technology, IonQ has established a significant presence in South Korea with its quantum computing capabilities, marking a strategic expansion in the global infrastructure [4][6].
从实验室到全球基建：IonQ 百比特算力落子韩国