【太平洋科技-每日观点&资讯】（2025-06-18）

Market Overview - The main board saw significant gains with notable stocks such as Jierong Technology (+10.03%), Dongxin Heping (+10.02%), and Hengbao Shares (+10.02) leading the charge [1] - The ChiNext board also performed well, with Chuangshi Technology (+20.02%) and Dineike (+16.03%) among the top gainers [1] - The Sci-Tech Innovation board had its leaders as Aiwei Electronics (+6.58%) and Fuliwang (+5.55%) [1] - Active sub-industries included SW Communication Terminals and Accessories (+1.29%) and SW Panels (+0.77%) [1] Domestic News - A breakthrough in 3D Glass IPD production was reported by Aibang Semiconductor Network, with over 10 million units delivered, marking the global first for stable output in this technology [1] - Huawei has filed a patent for a "quad-chiplet" packaging design, potentially for its next AI chip, Ascend 910D, which shares architectural similarities with NVIDIA's Rubin Ultra [1] - TSMC's Arizona factory has begun producing chips for major tech companies like Apple, NVIDIA, and AMD, utilizing N4 process technology [1] - Li Auto unveiled its new high-voltage SiC power module, LPM, which will debut with the i8 model next month and be used in all future electric vehicles [1] Company Announcements - BOE Technology Group announced plans to acquire a 30% stake in Xianyang Rainbow Optoelectronics Technology Co., Ltd., with a registered capital of 427.42 million yuan [3] - Lanshan Co. authorized its management to dispose of up to 800 million yuan of financial assets within 12 months, representing 30% of the company's total assets for 2024 [3] - Nanya Technology announced a cash dividend of 1 yuan per 10 shares for its 2024 annual equity distribution, with a record date of June 23, 2025 [3] - Lianchuang Optoelectronics declared a cash dividend of 0.054 yuan per share for its 2024 annual equity distribution, with variations based on shareholder type [3] International News - The U.S. Senate proposed a tax bill to temporarily increase investment credits for semiconductor manufacturers, raising the tax credit from 25% to 30% for factory investments [1] - Nordic Semiconductor announced the acquisition of Neuton.AI's intellectual property and core technology assets, enhancing its low-power wireless solutions for edge devices [1] - Sony is collaborating with Western Digital on HDDs using Heat-Assisted Magnetic Recording (HAMR) technology, with Western Digital becoming a key partner for laser diodes [1] - LG Display plans to invest approximately 6.656 billion yuan in building an OLED panel factory in Paju, South Korea, focusing on next-generation high-end OLED panels [1]