继去年11月西安奕材IPO申请获得科创板受理之后，近日，又一家未盈利半导体硅片企业——上海超硅半导体股份有限公司（简称"上海超硅"） 的科创板IPO申请获受理。 招股书显示，上海超硅主要从事全球半导体市场需求最大的300mm和200mm半导体硅片的研发、生产、销售，同时公司还从事包括硅片再生以及硅棒后道加工等 受托加工业务，已经发展为国际知名的半导体硅片厂商。 值得注意的是，上海超硅虽然尚未实现盈利，但经过数轮融资，其背后有上海、重庆等多家地方国资入股。同时，上海超硅预计将募资近50亿元。 | | | | | TIL: /4/U | | --- | --- | --- | --- | --- | | 序号 | 项目名称 | 实施主体 | 总投资金额 | 使用募集资 | | | | | | 金投入金额 | | 序号 | 项目名称 | 实施主体 | 总投资金额 | 使用募集资 | | --- | --- | --- | --- | --- | | | | | | 金投入金额 | | | 集成电路用 300 毫米薄层硅外延片扩产项目 | 上海超硅 | 298,081.96 | 296,534.96 | | 2 | ...

12 June 2025 | 9:11PM HKT GC Tech: Focuslight (688167.SS): Laser and Optics components, rising demand from local SPE and data center We talked to Focuslight (688167.SS, not covered) management recently. Key takeaways 1. Key growth drivers in 2025: Management views laser and optical products for (1) pan-semiconductor, (2) optical communication, (3) AR/ VR market as key drivers this year, and expects to see double digit revenues YoY growth in 2025E. The company has global customer base and is shifting some of ...

行情速递 ① 主板领涨， 海能达(+10.03%)/元隆雅图(+10.02%)/吉大正元(+10.02%)/旭光电子(+5.32%)/ 巨人网络(+3.90%)/ ②创业板领涨， 正元智慧(+20.03%)/澄天伟业(+20.00%)/博创科技(+7.02%)/ ③科创板领涨， 金橙子(+20.01%)/中科飞测 (+6.23%)/慧辰股份(+5.60%)/ ④活跃子行业， SW军工电子Ⅲ(+1.74%)/SW半导体设备(+1.63%)/ 国内新闻 ① 艾邦半导体网，近期搭载芯聚能自主碳化硅主驱芯片的模块规模生产/标 志着公司在车规级功率半导体领域完成"芯片设计-模块制造"全链条自主化/ 规模化生产/ ② 半导体地图， 奥芯半导体FC-BGA高阶封装IC基板项目正式开业并完成 首批产品交付/整线配备全球领先的高端设备/年产能达3600万颗封装基板/ 年产值超20亿元/满产后有望突破30亿元/ ③ 半导纵横，晶通科技首批2.5D/3D高阶封装设备正式入驻厂区/此次入驻 的设备包含日本Tazmo的激光解键合设备/东台镭射钻孔机等共计11台/这些 设备将在未来2至3周内分批次进厂/逐步投入生产运营/这些高阶设备集成 ...

Core Viewpoint - ASML is a crucial player in the semiconductor manufacturing industry, known for its advanced EUV lithography technology, which is essential for producing high-performance microchips at scale [2][3][6][9]. Group 1: Company Overview - ASML is a Dutch company that designs and builds complex equipment for the semiconductor manufacturing industry, serving major clients like Taiwan Semiconductor Manufacturing, Samsung, and Intel [3][4]. - The company holds over 20,000 active patents protecting its technology, ensuring a strong competitive edge against potential rivals [10][7]. Group 2: Market Demand - The demand for semiconductor chips is expected to grow significantly, driven by advancements in technology and applications such as AI, home automation, and healthcare, with the global microchip market projected to grow at an average annual rate of 10.7% through 2034 [11][12][13]. Group 3: Financial Performance - ASML has demonstrated reliable profitability, consistently earning enough to sustain operations without incurring debt, even during challenging periods [14]. - The company has a forward-looking dividend yield of 1% and has engaged in substantial stock buybacks, repurchasing over $27 billion worth of its own stock since 2020 [16][17]. Group 4: Investment Opportunity - ASML's stock is currently considered undervalued, trading 27% below its peak from last July, with analysts setting a consensus price target of $857, indicating a potential upside [18][19]. - Despite some volatility and inconsistent revenue growth, ASML is viewed as a reliable investment for those willing to endure short-term fluctuations for long-term gains in the technology sector [20][23].

Some companies that were once worth a billion dollars can go to zero. Easily done. Rich Wong Excel said 20% of unicorns this week will just fail.This is pretty rough and tough, but my gut would be it's roughly 20% will be good enough to get public in the end. 20% will totally maybe 25 in each site just for arbitrary sake. And then 50% in the middle are meaningful enough to be valuable but not so meaningful that they'll get public and they'll be merged.They'll combine with someone else that'll be PE. But it' ...

作者：MD 出品：明亮公司 近日，知名投资播客 Inv est Like the Best 再次邀请到 Be nchmark 的合伙人 Bill Gurley，全面 讨论 了当下美国一级市场的现实问题，以及 AI企业目前的估值和投资矛盾。 在访谈中， Bill剖析了当前风险投资行业的结构性变化与挑战。 他指出，MegaFund的崛起使得资金 规模成倍增长， 早期和后期投资界限模糊， 巨额资本推动了大量 AI和科技独角兽的诞生。然而， 这些公司中存在大量"僵尸独角兽"，即融资巨大但增长乏力、真实价值存疑的企业。 Bill强调，当前 市场中，无论是GP、LP还是创始人 ，可能 缺乏准确标记资产和主动修正估值的动力， 导致账面价 值与实际价值严重背离，激励机制错位。 在访谈中， Bill 还分析了零利率环境下的投资（投机）环境，资本过剩延长了公司 "存活期"，使得 本应被市场淘汰的企业依然存在，市场竞争格局变得异常复杂。与此同时，IPO和并购窗口的关闭让 大量资本被 困 在一级市场 ， LP的流动性问题日益突出， 甚至名校捐赠基金也不得不通过发债或抛 售私募资产来应对资金压力。 Bill 还 认为， AI浪潮的到来 ...

FREMONT, Calif., June 13, 2025 (GLOBE NEWSWIRE) -- ACM Research, Inc. (“ACM”) (NASDAQ: ACMR), a leading supplier of wafer processing solutions for semiconductor and advanced packaging applications, today announced its participation in the 15th Annual ROTH London Conference at Park Lane, Hamilton Place, London on Wednesday, June 25, 2025. Management will be available for one-on-one and small group meetings with institutional investors throughout the day. For more information about the conference or to reques ...

南方财经记者吴佳楠 广州报道 然而，尽管拥有芯片广泛的终端市场，长期缺少芯片制造工厂，晶圆供需极不平衡却一直是广东的短 板。 时间拨回至2020年，当年2月，《广东省人民政府办公厅关于印发广东省加快半导体及集成电路产业发 展若干意见的通知》对外发布，提出优化发展设计业、重点发展制造业、积极发展封测、设备及材料， 完善整体产业链条。同年9月，第23届中国集成电路制造年会首次在广东举行。现场，来自集成电路设 计、制造、封装测试、专用设备及材料领域的国内外知名企业行业代表、科研院所、教授专家，以及国 家大基金和投资机构代表800余位齐聚广东，为广东发展集成电路产业建言献策。 "这是广东第一次聚焦制造领域举办的中国集成电路制造年会，大家蜂拥报名，当时现场座位都不够 坐，业内实在是好奇广东对发展半导体的定位是什么？以及如何与上海、北京等地错位发展？广东是能 快速消费芯片的地方，是不是也适合做半导体这样需要长周期投资的产业？"一名曾参加上述峰会的业 内人士告诉南方财经记者。 广东作为我国开放前沿，率先拥抱全球化，加快外向型经济发展，在芯片这一技术资金密集型领域，过 去易享受到全球化带来的红利，在当下也更易受到"小院高墙" ...

[Müzik] Merhabalar, hoş geldiniz. Ortak gelecek demokrasi olmadan olmaz. Demokrasi olmadan sorunlar yaşıyoruz ve ben aslında hayatımda yaşadığım sorunların mücadelesini verdim. Bugün biraz böyle hikayemi anlatıyor olacağım size. Ben 15 yaşında çocuk işçi olarak Tekstilde çalışmaya başladım. Yani Bingöl'e geldim. Bingöl'de sosyal bir sorundan kaçı da İstanbul'a gelmiştim. İstanbul'da ilk bulduğum iş kod kumlamaydı. Kod kumlama kodların beyazlatılması için kullanılan bir teknik. Bir tangın içine kum dolduruyo ...

New leadership and recapitalization to accelerate commercialization of proprietary silicon nitride technologies in medical and high-growth markets SALT LAKE CITY, Utah, June 12, 2025 (GLOBE NEWSWIRE) -- SINTX Technologies, Inc. (NASDAQ: SINT) (“SINTX” or the “Company”), the only FDA-registered producer of implantable silicon nitride and a global leader in advanced ceramics, today announced a renewed corporate vision and strategic plan to accelerate commercialization and unlock the full value of its intellec ...