【太平洋科技-每日观点&资讯】（2025-06-04）

Market Overview - The main board leads the market with notable gains from companies such as Dalu Technology (+10.06%), Hengbao Co. (+9.99%), and Yuyin Co. (+9.94%) [1] - The ChiNext board shows strong performance with Zangqu Technology (+14.54%) and Sifang Precision (+10.57%) [1] - The Sci-Tech Innovation board is led by Gallen Electronics (+9.81%) and Zhongjuxin-U (+8.05%) [1] - Active sub-industries include SW Games III (+2.50%) and Semiconductor Equipment (+2.08%) [1] Domestic News - The Semiconductor Investment Alliance reports that Xili Optoelectronics has completed a multi-million financing round, focusing on high-bandwidth, low-energy optical engine system integration chips [1] - TSMC announces the establishment of a new chip design center in Munich, Germany, aimed at developing high-performance, energy-efficient chips for automotive, industrial, and AI applications, expected to be operational in Q3 this year [1] - AVIC Optoelectronics launches a high-temperature and high-pressure fiber optic connector, enhancing performance in extreme conditions for the oil logging industry [1] - Hongwei Technology's self-developed SiC SBD chip has passed customer validation and is now in mass production, with a 1200V SiC module under development [1] Company Announcements - Daotong Technology announces progress on share repurchase, having repurchased 2,774,733 shares, accounting for 0.41% of total shares by May 31, 2025 [2] - Tailin Micro adjusts its 2024 profit distribution cash dividend total from 48,330,249.17 yuan to 48,482,674.05 yuan [2] - Taijing Technology reports share repurchase progress, with 2,610,880 shares repurchased, representing 0.67% of total shares by May 31, 2025 [2] - Juguang Technology announces share repurchase progress, having repurchased 503,820 shares, accounting for 0.5575% of total shares by May 31, 2025 [2] Semiconductor Industry Insights - SoftBank and Intel establish Saimemory to lead the development of low-power AI memory chips, targeting high-bandwidth memory alternatives [3] - Apple reveals research indicating future AirPods may monitor heart rate using built-in microphones and AI models, utilizing heart sound data [3] - Samsung is considering integrating AI services from US startup Perplexity AI into its Galaxy smartphone series, moving away from Google services [3] - TrendForce reports a 5.5% quarter-over-quarter decline in DRAM industry revenue to $27.01 billion in Q1 2025, driven by falling contract prices and inventory adjustments [3]