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 | ...

Core Insights - Penumbra, Inc. has completed enrollment in the STORM-PE clinical trial, which is a pioneering study comparing computer-assisted vacuum thrombectomy (CAVT™) using Penumbra's Lightning Flash™ with anticoagulation versus anticoagulation alone for treating acute intermediate-high risk pulmonary embolism [1][2] - The trial enrolled 100 patients and aims to provide high-quality evidence on the effectiveness of CAVT in improving right heart function and clinical outcomes in patients with pulmonary embolism [1][2][4] - Pulmonary embolism is a significant health concern, with an estimated 900,000 symptomatic cases occurring annually in the U.S., and a mortality rate of 10-30% within one month of diagnosis [3] Company Overview - Penumbra, Inc. is recognized as the world's leading thrombectomy company, focusing on innovative technologies for medical conditions such as ischemic stroke and venous thromboembolism [6] - The company's Lightning Flash portfolio features advanced mechanical thrombectomy systems designed to remove blood clots efficiently, utilizing dual clot detection algorithms and a specialized catheter design [4][6] - Penumbra operates in over 100 countries, aiming to enhance patient outcomes and quality of life through its innovative medical solutions [6]

Core Insights - MACOM Technology Solutions Inc. has announced new additions to its RF and optical portfolio aimed at the SATCOM industry, including high bandwidth optical transmitters and RF over Fiber modules [1] - The company will showcase these solutions at the International Microwave Symposium (IMS) in San Francisco from June 17 to 19, 2025 [1] RF Amplifiers - New C-Band and X-Band Power Amplifiers (PAs) have been introduced, targeting commercial SATCOM and defense applications, with C-Band PAs operating from 5.85 – 6.75 GHz and X-Band PAs from 7.7 – 8.5 GHz, both achieving output power levels of 60 W and 130 W [2] - The C-Band PAs utilize MACOM's GaN-on-SiC production process for high linear power and efficiency [2] Ku-Band - The CMPA1E1F060 Ku-Band GaN-on-SiC SATCOM MMIC offers 60 W continuous wave saturated output power and a power added efficiency (PAE) of 35%, available in various package options [3] Ka-Band - The CMPA2H3B025D GaN High Power PA operates from 27 – 31 GHz, achieving up to 25 W of typical saturated output power and over 25% PAE, targeting both commercial and defense SATCOM applications [4] RFoF Modules - The Th-Mod MATT-60M1 transmitter and receiver modules provide up to 70 GHz bandwidth, suitable for antenna remoting and RFoF applications, offering low noise and high linearity [5] - The Open VPX RFoF solution includes MAVT-50C1 modules that provide up to 50 GHz of bandwidth over single mode fiber, designed for various RFoF applications [6] Company Overview - MACOM designs and manufactures high-performance semiconductor products for Telecommunications, Industrial and Defense, and Data Center industries, serving over 6,000 customers annually [8] - The company has achieved multiple certifications, including IATF16949, AS9100D, ISO9001, and ISO14001, and operates facilities across the United States, Europe, and Asia [8]

Market Overview - The main board led the gains with notable increases in stocks such as Hai Neng Da (+10.03%), Yuan Long Ya Tu (+10.02%), and Ji Da Zheng Yuan (+10.02%) [1] - The ChiNext board saw significant growth with Zheng Yuan Zhi Hui (+20.03%) and Cheng Tian Wei Ye (+20.00%) leading the charge [1] - The Sci-Tech Innovation board was also active, with Jin Cheng Zi (+20.01%) and Zhong Ke Fei Ce (+6.23%) showing strong performance [1] - Active sub-industries included SW Military Electronics III (+1.74%) and SW Semiconductor Equipment (+1.63%) [1] Domestic News - Ai Bang Semiconductor announced the large-scale production of modules equipped with self-developed silicon carbide chips, marking a complete self-sufficiency in the automotive power semiconductor field [1] - Ao Xin Semiconductor's FC-BGA high-end packaging IC substrate project has officially opened, with an annual production capacity of 36 million substrates and an expected annual output value exceeding 2 billion yuan [1] - Jing Tong Technology has introduced its first batch of 2.5D/3D advanced packaging equipment, which includes 11 high-precision devices from Japan, set to enhance production efficiency [1] - Jie Fa Technology has shipped over 300 million chips, achieving a self-research rate of 100% for analog IP and over 90% for digital IP, actively promoting the domestic production process [1] Company Announcements - Xi Di Wei reported a reduction in shares by a major shareholder, with Chongqing Wei Chun holding 9.23% of the total shares before the reduction [2] - Ge Bi Jia announced a cash dividend of 0.976630 yuan per 10 shares based on a total share capital of 144,630,000 shares [2] - Guo Zi Software declared a stock bonus of 4 shares for every 10 shares held, along with a cash dividend of 1.8 yuan per share [2] - Anshuo Information revealed a government subsidy expected to impact pre-tax profits by 6.42 million yuan, accounting for 42.55% of the latest audited net profit attributable to shareholders [2] Overseas News - Major global DRAM manufacturers are transitioning from DDR4 specifications to advanced process products, with Micron confirming plans to cease DDR4 shipments over the next 2-3 quarters [3] - Dongjin Semiconductor has signed a licensing agreement with Merck to implement its self-developed OLED materials [3] - Micron announced an expansion of its investment in the U.S. from $125 billion to $200 billion, including an additional $25 billion for memory manufacturing and $50 billion for R&D [3] - The price of server DDR5 products is expected to see slight increases in Q3, with potential price risks in Q4 as production capacity ramps up [3]

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].

Core Viewpoint - ACM Research, Inc. is actively participating in the 15th Annual ROTH London Conference, indicating its commitment to engaging with institutional investors and showcasing its semiconductor processing solutions [1][2]. Company Overview - ACM Research, Inc. specializes in developing, manufacturing, and selling semiconductor process equipment, which includes cleaning, electroplating, stress-free polishing, vertical furnace processes, track, PECVD, and wafer- and panel-level packaging tools [3]. - The company aims to provide customized, high-performance, and cost-effective process solutions that enhance productivity and product yield for semiconductor manufacturers [3].

Core Insights - Amazon is leveraging an emerging trend where major tech firms are purchasing power directly from existing nuclear power plants, specifically acquiring 1.92 gigawatts of electricity from Talen Energy's Susquehanna nuclear power plant in Pennsylvania [1][4] - This agreement modifies a previous arrangement that was halted by regulators due to concerns over unfair cost burdens on customers [2][3] - The revised power purchase agreement will now be billed like other grid-connected customers, with the deal extending through 2042 [4] Group 1: Amazon's Power Purchase Agreement - The new deal allows Amazon to power its AWS cloud and AI servers using electricity from the Susquehanna plant [1] - The previous arrangement involved building a data center next to the plant, which was rejected by regulators [2][3] - The current agreement will include transmission fees that support grid maintenance and development [3][4] Group 2: Industry Trends and Collaborations - Microsoft initiated this trend last year with a $1.6 billion project to restart a reactor at Three Mile Island, generating 835 megawatts [7] - Meta also joined the trend by purchasing clean energy attributes from a 1.1 gigawatt nuclear power plant in Illinois [7] - Amazon and Talen plan to explore building small modular reactors (SMRs) and expanding existing nuclear power generation [4][8] Group 3: Future Developments - The expansion of existing power plants is seen as a more feasible method to increase nuclear energy output [5] - Amazon has invested in an SMR startup, X-energy, which aims to add 300 megawatts of nuclear capacity in the Pacific Northwest and Virginia [8] - The goal of these initiatives is to add new energy to the PJM grid, addressing potential regulatory concerns [9]

Good evening everyone. Have you ever thought about how your body will age. Somewhere between the age of 30 and 40, we start losing muscle mass at a rate of about 1% each year.That's normal. It's called sarcopenia. We get slower. We get more limited. and we get vulnerable to diseases.On top of these physical challenges, we also have mental and psychological challenges. Anxiety and depression are on the rise and even our teenagers are now stressed. So, what if there was one habit, one practice that you can ad ...

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" ...

Speaker Mike Johnson says Republicans are on track to pass President uh Trump's tax and spending bill by a July 4th deadline, but the House and Senate are still facing challenges over potential changes to the bill. Join us now, former House Speaker Kevin McCarthy. Uh he's the uh he's the chairman of the Alpha Institute.Walked in here whistling with so I mean he's in such a good mood. It's like he's always happy. Come on.Great to be an American years ago. number and and Becky immediately said, "Well, you're ...