Company Overview - Zhongke Yihai Microelectronics Technology (Suzhou) Co., Ltd. was established in January 2017 and is recognized as a national "specialized and innovative" small giant enterprise, a national high-tech enterprise, a leading enterprise in Suzhou, and a potential unicorn in Jiangsu Province [6] - The company specializes in programmable logic IP cores and EDA tools, focusing on FPGA, adaptive SoC, and reconfigurable computing systems for product design and services [6] Product Innovation - The company has launched a single-axis fiber optic gyroscope board card based on the EQ6HL9S technology, which is essential for measuring angular velocity around a single axis and is critical in modern navigation systems [1] - The main chip used in the board card is the EQ6HL9S-F2CSG100, which is a low-power FPGA with high performance and cost-effectiveness, featuring rich logic resources and various hard IP system-level modules [3] Technical Specifications - The integrated Fanout chip includes a 32Mbit flash memory, an ADC with a maximum conversion precision of 14 bits and a frequency of 80 MSPS, and a DAC with a maximum conversion precision of 14 bits and a frequency of 125 MSPS [3][5] - The board card supports various applications such as analog signal acquisition, digital signal processing, and logic control, providing a high-performance mixed-signal processing platform [1][3] Application Areas - The single-axis fiber optic gyroscope board card is applicable in various fields including drones for yaw, pitch, or roll control, robots for stability adjustments, and as a high-performance alternative to MEMS gyroscopes in low-cost inertial systems [7]

Core Viewpoint - The semiconductor industry faces critical challenges in data transmission speed and security, driven by the explosive growth of AI, connected vehicles, 5G, and IoT, leading to increased demand for high-performance computing and low-power chips [1] Group 1: Industry Challenges and Innovations - The bottlenecks in memory bandwidth and data processing security are becoming increasingly prominent [1] - Interface IP and security IP technologies are identified as core drivers for breakthroughs in the industry, directly impacting chip performance, compatibility, and attack resistance [1] - Rambus, established in 1990, is a pioneer in this field, redefining data transmission standards between memory and systems with innovative high-speed interface technologies [1] Group 2: Rambus Solutions - Rambus offers solutions such as DDR memory interfaces, HBM3/4, and PCIe 5/6, significantly enhancing performance limits in data centers and edge computing [1] - The company provides a range of security IP solutions, including root of trust technology, security protocol engines, inline cryptographic engines, and post-quantum cryptography accelerators [1] - These comprehensive security and interface IP solutions contribute to a robust product portfolio for Rambus [1] Group 3: Upcoming Event - Rambus will host a technology discussion on July 9, 2025, in Beijing, focusing on AI and automotive sectors, featuring industry partners and technical experts [2][3] - The morning session will cover the latest interface and security IP solutions for AI and advanced applications, including quantum-safe encryption and various memory technologies [6] - The afternoon session will delve into automotive safety solutions, addressing trends and challenges faced by hardware and software designers in smart connected vehicles [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源： 内容来自IT168 。 6 月 28 日消息，据《科创板日报》报道，紫光展锐（上海）科技股份有限公司上市辅导备案材料 获备案登记，辅导机构为国泰海通。 知情人士透露，紫光展锐拟计划在今年或明年登陆科创板，此前尚未实现盈利。还有公司相关人士 透露，希望尽快在 2025 年实现盈亏平衡。 今年 3 月，紫光展锐完成了公司股份制改革，公司名称已经由"紫光展锐（上海）科技有限公 司"变更为"紫光展锐（上海）科技股份有限公司"。 紫光展锐是国内最大的芯片设计公司之一，是全球面向公开市场的3家5G芯片供应商之一。2023年 6月，马道杰加盟紫光展锐担任董事长，积极推进紫光展锐的上市进程。2024年9月，紫光展锐获 得约40亿元的新一轮股权融资；2024年11月，紫光展锐再完成近20亿元的股权增资，投资人包括 紫光展锐创始人陈大同旗下的元禾璞华等。2024年12月，紫光展锐成功召开第一次股东会会议， 正式设立股东会。此次完成股份制改革，意味着公司进入IPO冲刺的新阶段。 与此同时，紫光展锐的业绩、研发能力也在持续增长中。紫光展锐披露，公司2024年实现营业收 入145亿元 ...

金磊 发自 凹非寺 量子位 | 公众号 QbitAI 一则融资消息，让一家"陌生又熟悉"的 国产GPU 公司浮出了水面。 它很陌生，因为目前在网上几乎鲜有与之相关的报道或新闻。 但又很熟悉，因为它正是由商汤于2024年底分拆独立而来。 它就是 曦望Sunrise ，专注高性能GPU研发，定位于"更懂AI的芯片公司"。 早在去年分拆独立之际，曦望Sunrise便已经获得了融资。 而时隔仅半年，量子位获悉到其又完成了最新一轮 近10亿元 融资，投资方有三一集团旗下 华胥基金、第四范式、游族网络、北京利尔、松禾资本、海通开元等。 先看产品 从曦望Sunrise的公司介绍来看，它要打造的高性能自研GPU有两个关键词，叫做 "用得起" 和 "用得上" 。 它们各自的特点如下： △ 从左至右：曦望S1、曦望S2-M1、曦望S2-X1 从量子位获悉到的消息来看，S1已经做到了量产，出货超2万片；S2也已量产，性能追平 A100，难得的是，S2秉承了汤晓鸥要求的"原创精神"，从指令集到GPGPU IP架构、算子 S1：云边视觉推理专用芯片，用于视频分析模型推理，服务于商汤CV产品线计算需求 S2：大模型推理GPGPU，兼容C ...

Core Viewpoint - FORTIOR (峰绍科技) is set to launch an IPO on the Hong Kong Stock Exchange, aiming to raise approximately HKD 19.64 billion through the issuance of 16.2995 million H-shares at a price of HKD 120.5 per share [1][3]. Group 1: IPO Details - The company has entered into cornerstone investment agreements with 10 investors, collectively subscribing to approximately USD 112 million worth of shares [3]. - The expected net proceeds from the IPO are around HKD 18.46 billion [1]. Group 2: Financial Performance - FORTIOR's revenue for 2022, 2023, and 2024 is projected to be approximately RMB 3.23 billion, RMB 4.11 billion, and RMB 6.00 billion, respectively [7]. - The gross profit for the same years is expected to be around RMB 1.85 billion, RMB 2.17 billion, and RMB 3.16 billion, with net profits of RMB 1.42 billion, RMB 1.75 billion, and RMB 2.22 billion [7]. Group 3: Use of Proceeds - Approximately 34% of the net proceeds from the IPO will be allocated to enhancing research and innovation capabilities [8]. - About 10% is planned for enriching the product portfolio and expanding downstream applications [8]. - Approximately 16% will be used to expand the overseas sales network and promote products in international markets [8]. - Around 30% is expected to be allocated for strategic investments and/or acquisitions [8]. - An additional 10% is anticipated for working capital and general corporate purposes [9].

点 击 蓝 字 关 注 我 们 本文全文共 2384 字，阅读全文约 8 分钟 函告称，由全国汽车标准化技术委员会电子与电磁兼容分技术委员会组织起草的《汽车控制芯片通用 技术要求及试验方法》《汽车底盘系统控制芯片技术要求及试验方法》两项行业标准已形成征求意见稿。 现将标准征求意见稿和征求意见稿编制说明发出，请研究提出书面意见并填写征求意见反馈表，于截止日 期前将意见反馈至秘书处。征求意见截止日期：2025年8月4日。 关于公布第76批道路运输车辆达标车型的公告 | 交通运输部关于公布第76批道路运输车辆达标车型的公告 | | --- | 6月23日，交通运输部网站公布《关于公布第76批道路运输车辆达标车型的公告》。 关于公布第76批道路运输车辆达标车型的公告 关于公开征求《汽车控制芯片通用技术要求及试验方法》等2项行业标准意见的函 道路运输车辆达标车型表（第77批）公示 公告称，根据《中华人民共和国安全生产法》《中华人民共和国节约能源法》《中华人民共和国道路运 输条例》《道路运输车辆技术管理规定》《道路运输车辆燃料消耗量检测和监督管理办法》等有关规定及相关 技术要求，第76批道路运输车辆达标车型已通过技术审查 ...

Group 1 - The core viewpoint is that Haowei Group, formerly known as Weir Shares, has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step in its global expansion strategy [2][6]. - Haowei Group is recognized as one of the top ten Fabless semiconductor companies globally, with an annual shipment of 11.2 billion units and over 2,300 active global customers, securing its position as a leading player in the image sensor market [4][6]. - The company has achieved a market capitalization of 155.66 billion yuan, driven by the strategic leadership of Yu Renrong, who is regarded as China's chip tycoon [4][6]. Group 2 - Haowei Group operates three main product lines: CIS (Camera Image Sensors), display solutions, and analog solutions, targeting high-growth markets [8]. - In the smartphone sector, Haowei holds a market share of 10.5% in CIS chips, while dominating the automotive CIS market with a 32.9% share, showcasing its competitive edge [9]. - The company has a robust patent portfolio with 4,865 authorized patents and employs 2,387 R&D personnel, establishing a strong technological barrier [9]. Group 3 - Financially, Haowei Group has demonstrated significant growth, with revenue increasing from 20.04 billion yuan in 2022 to 25.71 billion yuan in 2024, and gross profit rising from 4.74 billion yuan to 7.24 billion yuan during the same period [10]. - In Q1 2025, the company reported a year-on-year revenue growth of 14.68% and a net profit surge of 55.25%, indicating strong financial performance [10]. - The company's gross margin improved from 21.76% to 31.03%, while net profit margin increased from 2.59% to 13.31%, reflecting enhanced profitability [10]. Group 4 - The listing on the Hong Kong Stock Exchange is a crucial move for Haowei Group's internationalization strategy, aimed at expanding financing channels and accelerating capacity expansion and technological development [13]. - The company is transitioning from a single product supplier to a comprehensive solution provider, focusing on cutting-edge fields such as edge AI and MR [13]. - With the global trend of domestic chip replacement, Haowei Group is positioned to leverage capital to gain a strategic advantage in the global semiconductor competition [13].

——存储芯片周度跟踪（2025.06.23-2025.06.27） ◼ 核心观点 NAND：CFM称部分原厂 NAND 产能转向先进制程，预计 2025年下 半年 1Tb NAND 供应增加。根据 DRAMexchange，上周（20250623- 0627）NAND 颗粒 22 个品类现货价格环比涨跌幅区间为 0.00%至 3.82%，平均涨跌幅为 1.56%。其中 5 个料号价格持平，17 个料号价 格上涨，0 个料号价格下跌。根据 CFM 闪存市场报道，2025 年下半 年起，部分存储原厂产能将陆续切换新制程，推动单 die 1Tb NAND 供应增长，并积极在手机、PC、服务器等应用领域加速客户认证工 作。未来，随着原厂产能向大容量 NAND 逐渐倾斜，加上国内厂商 产能快速爬坡，市场竞争将进一步加剧。 电子 行业研究/行业周报 CFM 称大容量 NAND 供应或增加，DDR4 高位横盘 DRAM：美光在 1-gamma DRAM 技术节点已取得显著进展。根据 DRAMexchange，上周（20250623-0627）DRAM 18 个品类现货价格 环比涨跌幅区间为 0.14%至 24.70%，平均 ...

[晨会纪要 Table_NewTitle] 20250630 重点推荐 财经要闻 [Table_Reportdate] 2025年06月30日 [证券分析师： Table_Authors] 刘思佳 S0630516080002 liusj@longone.com.cn 证券分析师： 王洋 S0630513040002 wangyang@longone.com.cn 联系人： 李嘉豪 lijiah@longone.com.cn 晨 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [table_summary] ➢ 1.商品周期与工业企业利润——资产配置周报（2025/06/23-2025/06/27） ➢ 2.寒武纪（688256）:云边端共铸国产算力脊梁，软硬件同迎寒武破晓时代——公司深度 报告 ➢ 3.关税影响显现，营收利润率拖累明显——国内观察：2025年5月工业企业利润数据 ➢ 4.1-5月外销表现优于内销，重视具身智能率先落地物流场景机遇——机械设备行业简评 ➢ 1.中国人民银行货币政策委员会召开2025年第二季度例会 ➢ 2.李强主 ...

Core Viewpoint - Fengcai Technology (688279.SH, 01304.HK) is set to launch its IPO in Hong Kong from June 30 to July 4, 2025, with an expected listing date of July 9, 2025, under the sponsorship of China International Capital Corporation (CICC) [4][5]. Group 1: IPO Details - The company plans to issue 16,299,500 H-shares, with a maximum offering price of HKD 120.50 per share, plus various fees [2][5]. - The total fundraising amount is estimated to be approximately HKD 19.64 billion, with the potential to reach HKD 25.97 billion if the overallotment option is fully exercised [5][6]. - The IPO will involve 90% of shares allocated for international offering and 10% for public offering, with a 15% overallotment option [5][6]. Group 2: Use of Proceeds - Approximately 34% of the net proceeds will be allocated to enhancing research and innovation capabilities, while 10% will be used to enrich the product portfolio and expand downstream applications [6][7]. - About 16% is earmarked for expanding the overseas sales network and promoting products in international markets, and 30% will be directed towards strategic investments and/or acquisitions [7]. - The remaining 10% will be utilized for working capital and general corporate purposes [7]. Group 3: Shareholder Structure - Post-IPO, the controlling shareholders, including Mr. Bi Lei and Dr. Bi Chao, will hold approximately 33.59% of the shares, representing 33.65% of the voting rights [8][9]. - The shareholder structure includes various other investors, with significant stakes held by institutional investors [9]. Group 4: Company Overview - Fengcai Technology specializes in the design and development of BLDC motor driver control chips, covering all major components of general motor drive control systems [9]. - The company is recognized as the only Chinese enterprise among the top ten in the BLDC motor control and driver chip market, holding a market share of 4.8% as of 2023 [9].