Market Performance - The main board saw significant gains with companies like Kosen Technology (+10.04%), Heertai (+10.01%), and Taijing Technology (+5.86%) leading the charge [1] - The STAR Market also performed well, highlighted by Canxin Technology (+20.00%) and Chip Origin Technology (+13.24%) [1] - Active sub-industries included SW Digital Chip Design (+3.23%) and SW Semiconductor Materials (+1.41%) [1] Domestic News - Xiaomi announced the launch of its 15 Ultra smartphone featuring a 6000mAh battery with a 10% higher silicon content, claiming it to be the "strongest Xiaomi battery" with a daily usage endurance of 1.46 days and over 1000 effective charge cycles [1] - Xiaomi's founder Lei Jun announced the full-scale rollout of Xiaomi HAD, an end-to-end intelligent driving solution, with the Xiaomi SU7 Ultra pre-installed [1] - DeepSeek has open-sourced DeepGEMM, a library designed for efficient FP8 general matrix multiplication, which is implemented in CUDA and does not require compilation during installation [1] - Nullmax and Renesas Electronics signed a strategic cooperation agreement to develop reliable and user-friendly intelligent driving solutions by combining their respective strengths in AI software algorithms and chip performance [1] Company Announcements - Fudan Microelectronics reported a revenue of 3.59 billion yuan for 2024, a year-on-year increase of 1.51%, with a net profit of 573 million yuan [3] - Qingyi Optoelectronics announced a revenue of 1.11 billion yuan for 2024, up 20.35%, with a net profit of 172 million yuan, reflecting a 28.80% increase [3] - Juguang Technology reported a revenue of 619 million yuan for 2024, a year-on-year growth of 10.32% [3] - Yinjixin announced a revenue of 1.43 billion yuan for 2024, a 17.53% increase, with a net profit of 124 million yuan, marking a significant growth of 322.73% [3] Overseas News - Micron has begun shipping samples of its next-generation 1γ (1-gamma) 10nm DDR5 memory, achieving a data transfer rate of 9200MT/s, a 15% increase over previous products, while reducing power consumption by over 20% [3] - Canalys reported a strong performance in global AI computer shipments, reaching 15.4 million units in Q4 2024, accounting for 23% of total computer shipments, with Apple holding a dominant market share of 54% [3] - TrendForce indicated that global smartphone panel shipments reached 2.157 billion units in 2024, a year-on-year increase of 11.4%, attributed to rising sales of new smartphone models and demand for second-hand and refurbished devices [3] - Meta is discussing a $200 billion AI data center project [3]
【太平洋电子-每日观点&资讯】（2025-02-27）
远峰电子·2025-02-26 13:03