Nvidia(US:NVDA) 远峰电子·2025-09-16 12:09Market Performance - The main board led the gains with notable increases in stocks such as Huasheng Tiancai (+10.03%), Changfei Fiber (+10.01%), and Shiyun Circuit (+10.00) [1] - The ChiNext board saw significant growth with stocks like Online and Offline (+20.01%) and Meilixin (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Puran Co. (+20.00%) and Longxin Zhongke (+14.89%) leading the way [1] - Active sub-industries included SW Robotics (+3.85%) and SW Other Computer Equipment (+3.71%) [1] Domestic News - OmniVision has officially entered NVIDIA's supply chain, participating in the NVIDIA DRIVE AGX Thor autonomous driving ecosystem, marking a technological breakthrough in smart driving [1] - According to Counterpoint Research, Taiwan's semiconductor manufacturing companies are projected to increase their market share in the semiconductor foundry market to 38% by Q2 2025, up from 31% year-on-year, driven by a 19% increase in foundry revenue due to AI demand [1] - Longxin Zhongke announced that the development of its first GPGPU chip, 9A1000, is nearly complete, with tape-out expected in Q3 [1] - A report from the Jiangsu Semiconductor Industry Association indicated that imports of certain products from the US increased by 37% from 2022 to 2024, while import prices dropped by 52% [1] Company Announcements - Jiulian Technology announced plans for a major asset restructuring, intending to acquire 51% of Nengtong Technology for controlling interest [2] - Pinming Technology declared a cash dividend of 3.00 yuan per 10 shares, amounting to 0.30 yuan per share, without any capital reserve transfer or bonus shares [2] - Chen Zhan Optoelectronics reported a financial assistance agreement with its subsidiary, with a loan amount not exceeding 9 million USD for one year [2] - Jun Ding Da completed a shareholding reduction plan, with a major shareholder now holding 4,305,713 shares, representing 5.4920% of total equity [2] Overseas News - Counterpoint Research reported that the European smartphone market is expected to recover in Q2 2025, with a year-on-year shipment increase of 4%, led by Samsung (31% market share) and Apple (25%) [2] - The Japanese Ministry of Economy, Trade and Industry announced a subsidy of up to 536 billion yen (approximately 25.87 billion yuan) to Micron for its DRAM factory in Hiroshima [2] - Altera completed a 51% acquisition by Silver Lake, with Intel retaining 49%, positioning Altera as the largest independent FPGA solutions provider [2] - CoreWeave disclosed a cloud computing contract worth 6.3 billion USD (approximately 44.83 billion yuan) with NVIDIA, ensuring capacity purchase until April 2023 [2]