爱芯元智是人工智能推理系统芯片（"SoC"）的供应商，专注为边缘计算与终端设备AI应用打造高性能感知与计算平台。 随着AI产业热潮的持续，阿里巴巴-W（09988.HK）、智谱（02513.HK）等AI概念股获得了资本市场的广泛青睐。 而根据最新消息，又有一家AI芯片相关的企业——爱芯元智（00600.HK）开启了招股，即将登陆港股市场。 具体来看，此次爱芯元智拟全球发售1.05亿股H股，采用B机制发行。其中，香港公开发售1049.16万股（可予重新分配），占约10%；国际发售约9442.36万 股，占约90%；另有15%的超额配股权。 发售价为28.20港元/股，以该发行价计算，假设超额配股权未获行使，预期募集资金净额约为27.90亿港元。其中，约60%将用于优化现有技术平台及推出新 产品；约15%用于未来四年投资研发项目；约5%用于未来四年的销售扩张；约10%用于股权投资或收购以整合上下游行业资源；剩余约10%用作营运资金及 其他一般公司用途。 爱芯元智的招股期为2026年1月30日至2月5日，预期将于2月10日正式挂牌上市，每手100股，入场费为2848.44港元。 | 目大華社 申請認購的 | | 申 ...

Core Viewpoint - Sidus Space Inc (NASDAQ:SIDU) shares are experiencing a rebound due to progress on the LizzieSat-4 mission, which is expected to enhance the company's position in the satellite and data solutions market [1][4]. Group 1: Mission Progress - LizzieSat-4 has entered the active integration phase, with Maris Tech Ltd's AI and video edge-computing payload set to be launched later this year [2]. - The companies are transitioning from planning to execution, with hardware testing beginning next week and full integration onto the spacecraft to follow [3]. - The mission aims to demonstrate edge computing and real-time video processing in orbit, targeting applications in space and defense analytics [3]. Group 2: Market Reaction - The update reinforces Sidus Space's potential as a turnkey satellite and data-solutions provider, particularly in light of anticipated AI-driven demand [4]. - Successful testing and timely launch could validate the LizzieSat architecture and lead to more hosted-payload contracts [4]. - Sidus Space shares closed up 3.13% at $3.62, indicating positive market sentiment [11]. Group 3: Stock Performance - Sidus Space is trading 9.5% above its 20-day simple moving average (SMA) and 149.8% above its 100-day SMA, reflecting strong long-term momentum [6]. - The stock has increased by 48.19% over the past 12 months and is closer to its 52-week highs than lows [6]. - The current RSI is at 53.82, indicating neutral territory, while the MACD shows bearish pressure, suggesting mixed momentum [7]. Group 4: Business Model - Sidus Space operates as a Space-and-Defense-as-a-Service company, providing complex space hardware, satellite design, manufacturing, launch, and data solutions for government and commercial missions [8]. - The company aims to establish a space-based infrastructure of multi-mission satellites equipped with various sensors for monitoring services across multiple sectors [8]. Group 5: Market Positioning - The Benzinga Edge scorecard indicates strong momentum for Sidus Space, with a score of 96.24, suggesting the stock is outperforming the broader market [9]. - Key resistance for the stock is identified at $5.50, while key support is at $3.50 [12].

Core Insights - Maris-Tech Ltd. has received a follow-on purchase order for intelligence gathering operational products, with delivery scheduled for Q2 2026, marking a transition from development to operational deployment [1][2][3] Company Overview - Maris-Tech is a leader in AI-based edge computing technology, providing solutions for mission-critical defense and security operations, enabling real-time situational awareness and intelligence gathering [3] - The company's platforms are utilized in various applications, including UAVs, UGVs, armored vehicles, and dismounted soldier systems, focusing on ultra-low-latency video processing and onboard AI analytics [3] Recent Developments - The recent order follows a successful product development phase where Maris-Tech collaborated with the customer to refine specialized technologies for intelligence gathering [2] - The CEO of Maris-Tech, Israel Bar, emphasized that the follow-on order validates the company's technology and its applicability in the intelligence gathering sector [3]

Core Insights - One Stop Systems, Inc. (OSS) has received a $1.1 million initial order from a leading aerospace prime contractor to support next-generation in-flight entertainment systems, with expected delivery by Q4 2026 [1][2] - The contract involves the provision of 200 ADB-10G ruggedized Ethernet switches, which are anticipated to generate over $6.5 million in revenue over the next five years [2][3] Company Overview - OSS specializes in rugged Enterprise Class compute solutions for AI, machine learning, and sensor processing at the edge, catering to demanding environments [4][6] - The company’s product offerings include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software, utilized across various industries including defense and commercial aerospace [5][6] Market Position - The award from a top-tier aerospace contractor highlights the increasing adoption of OSS's networking platforms in commercial in-flight entertainment applications, indicating a strong market presence [3] - OSS aims to build long-term relationships with aerospace customers, which can scale across multiple platforms and production cycles, enhancing its growth potential in both commercial and defense markets [3]

Core Viewpoint - Maris-Tech Ltd. and Sidus Space have achieved a significant integration milestone as Maris-Tech's advanced payload is set to fly aboard Sidus' LizzieSat-4 mission, with hardware testing and platform integration commencing ahead of the planned launch later this year [1][2][3] Group 1: Integration and Testing - The transition from planning to active integration has been marked, with testing of Maris-Tech's payload hardware scheduled to begin next week [2] - Upon completion of initial testing, the payload will be integrated onto the LizzieSat-4 satellite, moving both companies closer to flight readiness [2][3] Group 2: Technical Significance - The integration milestone is critical for preparing LizzieSat-4 for launch, highlighting the maturity of the LizzieSat platform and its capability to support advanced customer technologies [3] - Maris-Tech's payload aims to demonstrate high-performance edge computing and video processing capabilities in orbit, supporting real-time data handling and advanced analytics for space and defense applications [3][4] Group 3: Company Profiles - Maris-Tech is recognized as a leader in video and AI-based edge computing technology, providing intelligent video transmission solutions for various industries, including defense and aerospace [5] - Sidus Space offers flexible and cost-effective solutions in satellite manufacturing and technology integration, with a commitment to rapid innovation and optimization of space systems [6]

Core Insights - The demand for AI is driving the transition of various AI-related tasks to edge devices, which include cameras, self-driving vehicles, drones, and industrial systems [1] Group 1 - The transition to edge devices is essential as they need to perceive and act in real-time to meet the increasing demand for AI applications [1]

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Post Hearing Information Pack, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Post Hearing Information Pack. Post Hearing Information Pack of Axera Semiconductor Co., Ltd. 愛芯元智半導體股份有限公司 (the "Company") (A joint stock comp ...

Core Insights - Coherent Corp. (COHR) and Arm Holdings plc (ARM) are key players in the high-growth tech infrastructure sector, with Coherent focusing on optical materials and semiconductors, while Arm specializes in semiconductor and software design [1] Group 1: Coherent Corp. (COHR) - Coherent reported a 17.3% year-over-year increase in revenues for the first quarter of fiscal 2026, driven by strong demand in the AI sector [2] - The company achieved a 1,081-basis-point year-over-year expansion in operating margin, indicating effective scalability essential for growth in the AI market [2] - Coherent's diverse product pipeline, including the rapid adoption of 800G transceivers, positions it well to meet the increasing demand for AI [3] - The company has a strong balance sheet with $875 million in cash reserves and only $48 million in debt, providing flexibility for investments [4] - Despite its growth trajectory, Coherent faces competitive pressure in the Silicon Carbide (SiC) market from companies like Wolfspeed and ON Semiconductor [5] - The Zacks Consensus Estimate for COHR indicates a 15.1% growth in sales and a 44.5% increase in EPS for fiscal 2026 [10] Group 2: Arm Holdings plc (ARM) - Arm Holdings benefits from a dual-sided network effect that connects software creators and hardware manufacturers, enhancing its position in mobile technology [6] - The company is recognized as a significant player in the AI and IoT sectors, with major clients like Apple, Qualcomm, and Samsung relying on its energy-efficient architecture [7] - However, ARM faces risks in China as local companies shift towards RISC-V, which could impact its growth in that market [8] - The Zacks Consensus Estimate for ARM shows a 21.5% growth in sales and a 5.5% increase in EPS for fiscal 2026 [11] - ARM is trading at a forward P/E ratio of 52.89, significantly higher than Coherent's 34.72, indicating a valuation gap [12] Group 3: Investment Recommendation - Coherent is recommended for portfolio addition due to its higher EPS growth outlook, attractive valuation, and robust liquidity position, despite ARM's dominance in mobile architecture [14]

Core Insights - Analog Devices (ADI) is focusing on automation, AI, and edge computing, with initiatives like the release of CodeFusion Studio 2.0 to simplify AI deployment [1] - The company has strengthened its supply chain by selling its Penang manufacturing plant while securing a long-term supply agreement [2] - ADI's differentiated chips enable powerful on-device computing, positioning the company favorably in industrial, medical, and AI-driven applications [3] Financial Performance - In fiscal Q4 2025, ADI reported revenue of $3.08 billion, a 26% year-over-year increase, with operating income at $945 million and a margin of 30.7% [8] - Free cash flow for fiscal 2025 was $4.3 billion, representing 39% of revenue, with cash and equivalents at $2.5 billion [9] - For Q1 fiscal 2026, ADI projects revenue of approximately $3.1 billion and adjusted EPS of $2.29, with analysts expecting fiscal 2026 EPS around $10.01 [10] Analyst Sentiment - Following recent earnings beats, analysts have raised price targets for ADI, with Stifel setting a target of $330 and KeyBanc at $375 for 2026 [4][12] - Analysts view ADI as a key beneficiary of rising Edge AI adoption, supported by its diversified exposure across industrial, communications, and healthcare markets [13] - The consensus rating for ADI stock is a "Strong Buy," although the average price target of $307.21 is close to the current stock level, indicating high expectations for growth [14]

Core Viewpoint - Sandisk is emerging as a top-performing stock in 2025, with a year-to-date increase of over 100%, significantly outperforming larger competitors like Nvidia and Microsoft [1][3][4]. Group 1: Stock Performance - Sandisk's stock price has risen from $275.25 on January 2 to $501.29, marking a year-to-date increase of 105.15% [1][3]. - In comparison, Nvidia's stock is down 3% and Microsoft's is down 6% over the same period [3]. Group 2: Company Developments - The company's impressive growth is attributed to its separation from Western Digital in early 2025, which previously acquired Sandisk in 2016 [4]. - Following the spin-off, Sandisk has gained strong investor interest due to its products being utilized in consumer electronics and edge computing applications [4]. Group 3: Future Growth Potential - Management believes that data centers will be the next major long-term growth engine, with significant investments in AI infrastructure expected to exceed $1 trillion by 2030 [5][6]. - Sandisk reported Q1 fiscal 2026 revenue of $2.3 billion, a 23% year-over-year increase, although net income was $112 million, down from $211 million a year earlier [7]. - The company is collaborating with five major hyperscale customers to enhance its data center presence, positioning itself to benefit from the growing demand for AI-driven storage solutions [8]. Group 4: Market Outlook - The upcoming earnings report scheduled for January 26 is anticipated to be a significant indicator of future performance, with potential to further boost the stock if results are strong [9].