远峰电子·2025-07-29 12:24Market Performance - The main board led the gains with notable increases in stocks such as XinYa Electronics (+10.02%), Hengsheng Electronics (+10.01%), and WoGe Optoelectronics (+10.00%) [1] - The ChiNext board saw significant growth, particularly with XingFu Blue Ocean (+20.02%) and Guotou Intelligent (+18.52%) [1] - The Sci-Tech Innovation board also performed well, with Dongxin Co. (+20.01%) and Fangbang Co. (+20.00%) leading the charge [1] - Active sub-industries included SW Communication Network Equipment and Devices (+6.34%) and SW Printed Circuit Boards (+3.36%) [1] Domestic News - Yifang Commercial Technology launched its first AR glasses, NOMO-1, featuring over 82% light transmittance and a 120Hz refresh rate [1] - MuXi released the XiYun C600 chip, enhancing its training and inference capabilities with HBM3e memory and a storage capacity of 144GB [1] - Chengdu Silan's automotive semiconductor packaging project commenced with a total investment of 1.5 billion yuan, expanding production lines for automotive-grade power modules [1] - TSMC's advanced packaging plant in Arizona is expected to begin construction in the second half of next year, aligning with the development of a 2nm wafer plant [1] Company Announcements - Siwei Tuxin announced the acquisition of seven invention patents covering various technologies including autonomous driving and navigation [3] - Shijia Photon reported a total revenue of 993 million yuan for H1 2025, a year-on-year increase of 121.12%, with a net profit of 217 million yuan, up 1712% [3] - Zhongcheng Technology signed a significant contract with China Mobile for a big data cloud platform service project valued at approximately 50.52 million yuan [3] - Liansheng Technology received a government subsidy of 13.5 million yuan, representing 12.24% of its latest audited net profit [3] Overseas News - The VSAP advanced packaging technology laboratory project in Da Nang has officially launched, focusing on cutting-edge packaging technology research [4] - Nvidia has ordered 300,000 H20 chips from TSMC to meet strong demand in the Chinese market [4] - Texas Instruments announced the release of a new low-cost processor, AM62L, designed for various industrial and general applications [4] - The U.S. Department of Justice announced that an EDA company agreed to pay over $140 million to resolve allegations of illegal sales of chip design software to Chinese institutions [4]