【太平洋科技-每日观点&资讯】（2025-05-12）

Market Performance - The main board saw significant gains with Wuhan Fanggu rising by 10.04%, Aopu Optoelectronics by 10.01%, and Tianjian Technology by 10.00% [1] - The ChiNext board led with Kela Software increasing by 13.98%, Hanbang High-tech by 6.55%, and Shuo Beid by 5.97% [1] - The Sci-Tech Innovation board was also up, with Aerospace Nanhu gaining 11.11%, Holaiwo by 8.77%, and Guobo Electronics by 5.66% [1] Domestic News - Yangjie Technology has initiated a 1 billion yuan project for SiC automotive-grade power semiconductor module packaging, focusing on IGBT modules and SiC MOSFETs, aiming for import substitution and international competitiveness [1] - Rockchip announced the launch of the new AI vision chip RV1126B, which has passed mass production testing and will begin bulk supply this month, featuring a 4-core Arm Cortex-A53 CPU and a self-developed 3TOPS NPU [1] - TCL Huaxing is supplying Lenovo's Moto Razr 60 series with the latest generation of display materials, achieving a 13% reduction in power consumption compared to the previous generation [1] - Nanchip Technology has launched a vehicle-grade high-speed CAN/CAN FD transceiver SC25042Q, entering the CAN transceiver market with strong anti-electromagnetic interference capabilities [1] Company Announcements - Changguang Huaxin announced it has received government subsidies totaling 10.3997 million yuan, with 8.1775 million yuan related to revenue [2] - Hongsoft Technology is planning a share transfer of 8,023,408 shares, representing 2.00% of its total equity, by HomeRun Capital Management Limited [2] - Dahua Technology has signed a maximum guarantee contract with ICBC for 10 million yuan to provide joint liability guarantees for its subsidiary Zhejiang Huayi Technology [2] - Weston reported a reduction in shareholding by a major shareholder, with a decrease from 7.00% to 5.79% after selling 1,066,500 shares [2] Overseas News - Intel is in discussions with NVIDIA, Microsoft, and Google regarding its 18A process, which may serve as a strong alternative to TSMC's N2 process [3] - OpenAI has agreed to acquire the AI coding tool Windsurf for approximately 3 billion USD, which allows developers to navigate and modify code using AI [3] - Apple's silicon design team is developing new chips for future devices, including its first smart glasses and more powerful Macs [3] - Infineon has released a new generation of 750V silicon carbide MOSFETs for automotive and industrial applications, with a conduction resistance range of 7mΩ to 140mΩ [3]