随着数字化的发展，嵌入式系统已成为支撑智能设备运转的核心。从可穿戴设备的实时健康监测到自动驾驶汽车的环境感知，从工业机器人的精密控制到 5G 基站的高速数据处理，这些场景对内存的性能、功耗和成本提出了日益严苛的要求。传统存储技术逐渐显露出短板：静态随机存取存储器（SRAM） 虽能提供高速访问，但高昂的成本和有限的容量使其难以满足大规模数据处理需求；动态随机存取存储器（DRAM）虽具备较高的存储密度，却需要复杂 的刷新电路支持，功耗控制难题始终制约着其在嵌入式领域的深度应用。 在此情况下，伪静态随机存取存储器（PSRAM）凭借独特的技术架构脱颖而出，成为嵌入式内存领域的新选择。这种融合了 SRAM 接口便利性与 DRAM 存储密度优势的创新产品，正在重塑嵌入式存储的市场格局。 01 PSRAM 是什么？ PSRAM（Pseudo Static Random Access Memory，伪静态随机存储器）是面向嵌入系统、消费电子、IoT物联网、可穿戴设备、端侧AI产品打造的新型存储 方案。顾名思义，其是一种通过技术手段模拟SRAM操作特性的DRAM。 要理解PSRAM的优势，我们需要先了解传统存储器的特点。SRA ...

Core Viewpoint - In the first half of the year, 52 A-share companies reported their performance forecasts, with over 60% showing positive results, particularly in the electronics sector where companies like TaiLing Micro, XinDong LianKe, XinPeng Wei, and ChangChuan Technology saw median net profit growth exceeding 80%, with the highest reaching 267% [1] Group 1: TaiLing Micro (688591) - TaiLing Micro's performance surge is attributed to its innovative applications in AIoT, such as low-power Bluetooth chips for smart glasses, enhancing battery life from one charge per day to three [2] - The company secured significant orders from major retail chains by integrating multi-mode chips into electronic price tags, enabling seamless Bluetooth and Wi-Fi switching [2] - With local foundries prioritizing its production, TaiLing Micro's cost has decreased, and its gross margin has soared to 60% [2] Group 2: XinDong LianKe (688582) - XinDong LianKe has successfully penetrated the MEMS sensor market, traditionally dominated by foreign giants, by focusing on high-end applications like attitude sensors for commercial satellites and dynamic measurement for autonomous vehicles [4] - The company has received over 400 million yuan in orders for commercial aerospace and smart driving sectors in the first half of 2025, surpassing its total revenue for the previous year [4] - XinDong LianKe manages the entire process from chip design to packaging, ensuring production stability despite supply chain disruptions, achieving a gross margin of 85% [4] Group 3: XinPeng Wei (688508) - XinPeng Wei excels in the analog chip market, with its products integrated into various applications, including electric vehicle chargers and photovoltaic inverters [5][6] - The company reported a 70% revenue increase in industrial automation and automotive electronics sectors for the first half of 2025, driven by its versatile product strategy [6] - XinPeng Wei benefits from domestic chip policies, leading to a surge in orders for imported alternatives [6] Group 4: ChangChuan Technology (300604) - ChangChuan Technology has capitalized on the booming semiconductor testing equipment market, driven by the global demand for AI chips and HBM storage chips [8] - The company offers competitive pricing, with its testing machines being 30% cheaper than international counterparts while maintaining similar performance [8] - Following a successful fundraising of 3.1 billion yuan, ChangChuan Technology plans to double its production capacity for high-end testing machines, positioning itself strongly in the AI chip testing market [8] Group 5: Industry Insights - The success of these companies stems from their focus on niche markets like AIoT chips and MEMS sensors, allowing them to excel without directly competing with industry giants [9] - Many domestic firms are achieving performance levels comparable to international leaders while offering more attractive pricing [9] - Emerging sectors such as low-altitude economy, AI terminals, and electric vehicles are creating new growth opportunities in the semiconductor industry, benefiting early movers [9]

点击蓝字，关注我们 · 政府及企业订单恢复 （2023年新签约客户194名，较2022年175名增长10.9%）。 · 海外市场扩张 （已覆盖全球160个城市，800+客户，包括阿联酋、新加坡等）。 | | 2022年 | | 2023年 | | 2024年 | | | --- | --- | --- | --- | --- | --- | --- | | | 人民幣 | 96 | 人民幣 | 95 | 人民幣 | 45 | | | | | (人民幣千元,百分比除外) | | | | | AI產業數智化. | 472.456 | 64.0 | 624,103 | 62.0 | 1.640.645 | 89.0 | | AI城市智能化. | 152.660 | 20.7 | 224.047 | 22.3 | 144.633 | 7.8 | | AI智慧生活 .. | 80.806 | 10.9 | 76,738 | 7.6 | 30.886 | 1.7 | | AI智慧能源 .. | 32,366 | 4.4 | 81,360 | 8.1 | 26.935 | 1.5 | | 總計 | 738,288 | 10 ...

A symbiotic relationship between Russia and Central Asia looks likely to endure. Their tensions will no doubt endure too https://t.co/KdAPXu9kRd ...

截至2025年7月7日 10:00，中证消费电子主题指数(931494)成分股方面涨跌互现，鹏鼎控股(002938)领涨3.33%，闻泰科技(600745)上涨0.88%，格科微 (688728)上涨0.58%；东山精密(002384)领跌。消费电子ETF(561600)最新报价0.8元，拉长时间看，截至7月4日，消费电子ETF近1年净值上涨23.28%。 流动性方面，消费电子ETF盘中换手1.14%，成交185.15万元。拉长时间看，截至7月4日，消费电子ETF近1年日均成交1514.55万元，排名可比基金前2。 消息面上，行业媒体报道，市场调查机构CounterPointResearch近日发布博文，报告称在2025年第2季度中国智能手机市场批发销量上，华为和苹果领跑市场 增长。细分到品牌方式，华为同比增长12%，并且在618促销期间的销量增长非常明显。而苹果方面，得益于iPhone16Pro和iPhone16ProMax机型的促销，在 今年5月开始的活动中极大地提振了销量，相比较去年同期增长8%。 上海证券分析指出，部分消费电子相关标的具备性价比：4月份由于宏观因素对股价的冲击，消费电子中以"苹果产业链 ...

[Music] And as we close out this holiday weekend, there is good news tonight about a small town's big moment, a celebration of community and tradition. In Bristol, Rhode Island, is the new 1785. This is Americana right here. This is my country.That's because the 4th of July is this town's time to shine. Happy 4th. Happy birthday, America.For 240 years, Bristol has kept the party going every year, making it the oldest continuous July 4th celebration in the country. [Music] This is our Christmas. We start pre ...

"I am a citizen of the United States and have only that passport. No matter what happens, I will fight for and die in America."Elon Musk https://t.co/XHvkPicERP ...

A symbiotic relationship between Russia and Central Asia looks likely to endure. Their tensions will no doubt endure too https://t.co/A8ZXBNBbxm ...

Core Viewpoint - Moderna has experienced a significant decline in stock performance and sales due to waning demand for its coronavirus vaccine, losing over 90% of its value since its peak in 2021 [1][2][7] Company Background - Moderna initially gained prominence during the pandemic, generating up to $18.4 billion in annual revenue from its coronavirus vaccine, leading to substantial profits [4] - The company has since faced challenges as vaccine demand decreased, and its RSV vaccine sales have also underperformed [5] Cost Management and R&D Focus - In response to declining sales, Moderna has initiated a cost realignment plan aiming to reduce GAAP operating costs by up to $1.7 billion by 2027 [6] - The company is prioritizing research and development, with plans to launch as many as 10 new products in the next three years, although these launches are not guaranteed [6] Future Product Pipeline - Moderna anticipates having around 10 products on the market in 10 years, including several cancer vaccines and a cytomegalovirus vaccine, along with potential respiratory virus vaccines [11] - The company has a strong success rate in late-stage trials, with an 83% probability of success in phase 3 trials compared to the industry average of 69% [12] Revenue Projections - By 2028, Moderna expects to break even on an operating cash cost basis and generate $6 billion in revenue, with new product launches from 2026 to 2028 projected to yield a compounded annual growth rate of 25% or more [12] - Even with partial success in product launches, Moderna could achieve significant revenue growth over the next decade [13]

Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, aimed at both novice and experienced investors [1] - The newsletter provides insights on key trends, catalysts driving valuations, product sales forecasts, and integrated financial statements for major pharmaceutical companies [1] - The author, Edmund Ingham, has over 5 years of experience in the biotech sector and has compiled detailed reports on more than 1,000 companies [1]