华润微688396 时间: 2025年7月3日星期四 60.41分综合得分 较强 趋势方向 主力成本分析 20日主力成本 47.63 元 当日主力成本 47.34 元 5日主力成本 46.31 元 46.53 元 60日主力成本 周期内涨跌停 过去一年内该股 涨停 1次 跌停 0 次 北向资金数据 44.87 中期支撑位 | 持股量1356.52万股 | 占流通比1.02% | | --- | --- | | 昨日净买入-18.00万股 | 昨日增仓比-0.014% | | 5日增仓比-0.119% | 20日增仓比-0.153% | 技术面分析 47.79 短期压力位 46.45 短期支撑位 47.79 中期压力位 目前短线趋势不慎明朗，静待主力资金选择方向； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 资金流数据 2025年07月03日的资金流向数据方面 | 主力资金净流出105.58万元 | | --- | | 占总成交额-1% | | 超大单净流出1068.92万元 | | 大单净流入963.34万元 | | 散户资金净流入278.76万 | 关联行业/概念板块 半导体 0.3 ...

Core Viewpoint - The Chinese semiconductor industry has undergone significant development from 2000 to 2021, driven by the collaboration of national, corporate, and financial forces, culminating in a complex landscape shaped by globalization and subsequent challenges from geopolitical tensions [2][57]. Group 1: Historical Development - From 2000 to 2012, the Chinese semiconductor industry entered its "root and sprout" phase, establishing an initial industrial chain [1]. - The year 2014 marked a pivotal moment with the establishment of the National Integrated Circuit Industry Investment Fund, which provided essential financial support for the industry [4][6]. - Between 2014 and 2017, this financial influx accelerated the growth of Chinese semiconductor companies through mergers, acquisitions, and investments, integrating them into the global supply chain [1][5]. Group 2: Financial Forces - The emergence of various financial institutions, such as Zhilu Capital and Wuyuefeng Capital, provided market-oriented investment capabilities, enhancing the ability to acquire overseas semiconductor firms [8][10]. - Notable acquisitions included the purchase of Rui Neng Semiconductor for 800 million RMB, which significantly advanced China's position in the power semiconductor sector [9]. - The establishment of the Zhongguancun Rongxin Industrial Alliance in 2015 facilitated collaboration among various investment institutions, enhancing the success rate of overseas acquisitions [22]. Group 3: Corporate Forces - Major corporations like Unisoc and Changjiang Electronics have expanded their influence through strategic acquisitions, such as Unisoc's purchase of RDA Microelectronics for 910 million USD, enhancing its capabilities in mobile communication chips [13][31]. - The collaboration between large enterprises and national funds has enabled significant mergers, such as Changjiang Electronics' acquisition of STATS ChipPAC for 780 million USD, positioning it among the top semiconductor packaging and testing companies globally [11][13]. - The rapid growth of these companies has contributed to the establishment of a competitive landscape in the semiconductor industry, with firms like Unisoc becoming a leading player in the global market [13][31]. Group 4: Challenges and Adjustments - The period from 2018 to 2020 saw increasing challenges due to U.S. sanctions and trade tensions, which hindered the ability of Chinese companies to pursue overseas acquisitions [39][46]. - The establishment of the second phase of the National Integrated Circuit Industry Investment Fund in 2019 aimed to strengthen domestic capabilities and support key sectors like IC design and AI [47][48]. - By 2021, the focus shifted towards restructuring and preparing for a new phase of development, as the global landscape for semiconductor investments became increasingly restrictive [56][54]. Group 5: Future Outlook - The Chinese semiconductor industry is entering a phase of self-reliance and independence, with a focus on enhancing domestic capabilities and reducing reliance on foreign technology [57]. - The collaboration among national, corporate, and financial forces is expected to continue driving innovation and growth in the sector, despite external pressures [57].

What's the significance of this backflip. Well, it's a really interesting one, actually, because I think you need to put it in the context of exactly how long it was in place. I mean, it was only at the end of May that US officials sent out these letters to two leading chip design software firms and asked them to stop selling their technology to China.But just this morning we had the announcement from Siemens. They led the charge, of course, the German company, by putting out a statement and saying that, in ...

OFC 50 : Nvidia Copper Interconnection - SEMI VISION 02/07/2025, 16:04 OFC 50 : Nvidia Copper Interconnection Original Articles by SemiVision Research (Nvidia) SEMI VISION APR 08, 2025 · PAID Share OFC : Nvidia Copper Interconnection If you would like to explore the silicon photonics roadmaps of TSMC and NVIDIA in greater depth, please refer to our previously published articles for more detailed analysis and insights. How TSMC's Silicon Photonics Could Impact NVIDIA's Future 2025 GTC Review: The Silicon Pho ...

Meanwhile, Intel shares 4% lower after Reuters report that the chipmaker is considering a major change to its foundry business. CEO Lift Boutan reportedly exploring a shift away from the company's 18A manufacturing process due to fears that it cannot compete with Taiwan Semi's offering. Intel would instead focus on its 14A process, which it hopes will be more competitive in luring new customers.Stacey Rasen is managing director, senior semiconductor analyst at Bernstein. He's got a market perform rating and ...

ico vs the entire solana blockchain ...

Maravilhosa tarde, gente. E aí, como é que vocês estão. Quero iniciar fazendo uma pergunta para que a gente possa refletir juntos.Você já parou para pensar que talvez o que te impede de crescer é justamente se esquecer de onde você veio. Antes de continuarmos, eu quero me apresentar. Chamo Vanderlei Cardoso.Eu há mais de 7 anos desenvolvo pessoas. Amo trabalhar com pessoas, trabalhar com gente, mas nem sempre foi assim. Quando pequeno, então essa foto aqui em mais de 20 anos, alguns falavam que eu era fofin ...

Muito boa tarde, boa noite, não sei já essa hora. Que alegria tá aqui, gente. Muito obrigado pelo convite.Não teria o lugar melhor para falar sobre raízes do que na minha Vz Alegre. Eu sou filho de Via Alegre. E o tema desse TED é de raízes que impulsionam.Eu vou trazer, vou fazer algo diferente, vou falar, vou fazer uma fotojornada, ou seja, eu peguei esse termo, eu criei essa palavra emprestada de fotojornalismo. Eu vou através de algumas fotos falar um pouquinho sobre a minha trajetória, desde as minhas ...

Almere, the NetherlandsJuly 2, 2025 ASM International N.V. (Euronext Amsterdam: ASM) will report its second quarter 2025 financial results at approximately 6:00 p.m. CET on Tuesday, July 22, 2025. ASM will host the quarterly earnings conference call and webcast on Wednesday, July 23, 2025, at 3:00 p.m. CET. Conference-call participants should pre-register using this link to receive the dial-in numbers, passcode and a personal PIN, which are required to access the conference call. A simultaneous audio webcas ...

Business Overview and Strategy - Power Integrations (PI) is the only high-voltage (HV) pure play semiconductor company[11, 33, 55, 68] - The company focuses on system-level solutions for high-voltage power conversion, leveraging proprietary technologies and extensive IP protection[12, 13] - PI's unique "Fabless IDM" manufacturing model ensures best-in-class supply, quality, and cost[31] Market and Growth Opportunities - PI's addressable market is expanding and diversifying, projected to double from 2022 to 2027, reaching $8 billion[11, 33, 36, 38, 109] - The company's revenue mix is shifting towards industrial, automotive, and appliance sectors, which accounted for over 70% of the mix[108] - GaN (Gallium Nitride) is identified as the future of HV power conversion, and PI is a leader in GaN technology[11, 33, 56, 68] Financial Performance and Sustainability - 52% of 2024 sales came from product families introduced in 2001 and prior, demonstrating annuity revenue streams from long-lived products[29] - The company targets a low-double-digit CAGR (Compound Annual Growth Rate) for revenue growth and aims for a non-GAAP gross margin of 50-55% and a non-GAAP operating margin of 25-30%[109] - In 2024, 95% of Power Integrations' revenues were EU Taxonomy-Eligible[74] - EcoSmart technology saved an estimated 11.5 TWh of standby energy in 2024[77] - Free cash flow was 15% of revenue in 2024, and 185% of free cash flow was returned to stockholders between 2022 and 2024[113]