来源：内容来自 semiwiki，谢谢。 关键要点 最近对 120 多名匿名半导体专业人士进行的一项调查提供了关于业界如何评估非易失性存储器 (NVM) 技术以及下一步发展方向的客观看法。 2024 年 NVM 调查于 2024 年底启动，并通过包括 SemiWiki 在内的各种半导体相关平台和门户 网站进行推广，吸引了来自北美、欧洲和亚洲的工程师、架构师和决策者的参与。调查重点关注 内存 IP 的选择方式、哪些技术正在接受审查，以及决策者最看重哪些因素。 最近对 120 多名半导体专业人士进行的一项调查评估了业界对非易失性存储器 (NVM) 技 术的看法。 81% 的受访者目前正在评估或已经使用过 NVM IP，表明他们正在积极做出设计决策。 ReRAM 得到了超过 60% 的受访者的认可，使其成为传统嵌入式闪存的显著替代品。 81% 的受访者表示他们目前正在评估或曾经使用过 NVM IP。这些团队正在制定实际的设计决 策。受访者群体涵盖半导体供应商、IP 公司和系统开发商，从大型跨国公司到专注于特定设计团 队，应有尽有。职位涵盖从工程师到首席技术官 (CTO) 等各个岗位。 当被问及新兴的NVM类型时，R ...

截至2024年12月31日，特斯联的在手订单金额约为23亿元。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 特斯联智慧科技股份有限公司 （以下简称 " 特斯联 "）于2025年4月30日更 新招股书，继续推进港交所主板上市进程，中信证券和海通国际担任联席保荐人。 成立于 2015年的特斯联 作为 一家致力于以 AIoT技术推动产业升级及空间智能以实现可持续发展 的高科技企业 ， 聚焦 AIoT领域模型、AIoT基础设施 和 AIoT智能体三大战略方向 ——其中， AIoT领域模型是特斯联空间智能的分析引擎；AIoT基础设施及其全栈智算产品套件是特斯联空间智 能生态的基础；AIoT智能体 则 是特斯联空间智能解决方案的统筹交互界面。 这里不妨补充一点， 特斯联 的 研发团队由三位电气和电子工程师协会会士（ IEEE Fellow）：首 席技术官华先胜博士、首席科学家邵岭博士、首席科学家杨旸博士领导 ，三位均连续多年入选斯坦 福大学发布的全球前 2%顶尖科学家榜单的终身影响力排行榜和年度科学影响力排行榜双榜。截至 2024年12月31日，特斯联 ...

F o u r t h Q u a r t e r 2 0 2 4 E a r n i n g s P r e s e n t a t i o n April 30, 2025 1 Disclaimers Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. KORE's actual results may differ from their expectations, estimates and projections and consequently, you should not rely on these forward-looking statements as predictions of future events. Forward-looking statements ...

Sequans Announces Filing and Availability of 2024 Annual Report on Form 20-FApril 30, 2025 2:08 PM EDT | Source: Sequans CommunicationsParis, France--(Newsfile Corp. - April 30, 2025) - Sequans Communications S.A. (NYSE: SQNS), a leading provider of 4G and 5G semiconductors and modules for the Internet of Things, announced today that its Annual Report on Form 20-F for the year ended December 31, 2024 has been filed with the Securities and Exchange Commission ("SEC") and is available on the Com ...

Core Insights - IHS Holding Limited's shares have increased by 37.9% over the past year, outperforming the industry and the S&P 500, which returned 35.3% and 10% respectively [1] - The stock closed at $4.95, below its 52-week high of $5.75 but above its 52-week low of $2.44, indicating solid upward momentum and price stability [4] - The company is experiencing strong demand for its infrastructure in emerging markets, particularly in Africa, driven by the increasing deployment of 5G [7][9] Financial Performance - In Q4 2024, IHS generated revenues of $437.8 million, reflecting a 39.3% year-over-year increase on an organic basis [7] - The Zacks Consensus Estimate for IHS' 2025 earnings has increased by 30.9% to 72 cents per share, indicating a year-over-year growth of 114.7% [12] - The stock has a forward 12-month price-to-earnings ratio of 6.52X, which is below the industry average of 7.95X, suggesting an attractive valuation for investors [13] Market Position and Growth Drivers - IHS has a total of 16,495 towers in Nigeria, its largest market, reflecting a 0.6% year-over-year increase [8] - The company added approximately 100 towers and over 800 tenants across the SSA market in 2024, supported by the deployment of 5G [9] - IHS has successfully renewed and extended all MTN MLAs, including a deal with Airtel Nigeria to add 3,950 new tenancies [10] Strategic Outlook - The company is well-positioned to leverage its market-leading position and capitalize on the growing demand for communications infrastructure solutions [8] - Solid momentum in the communication infrastructure market, driven by the proliferation of IoT and accelerated 5G rollout, positions IHS favorably for strong growth [15] - Positive analyst sentiment and robust growth prospects indicate it is an opportune time for potential investors to consider IHS [16]

作者｜黄楠 编辑｜袁斯来 2025年，当全球物联网设备的连接数量预计突破300亿，AIoT作为人工智能与物理实体的超级连接器，随着5G、生成式AI、空间计算等技术交叉融合，正以 迅猛态势重塑产业格局。 在这场万物智联的变革中，中国AIoT企业展现出三大优势：端侧AI算力突破让设备更聪明，行业大模型沉淀使场景更专业，生态协同能力让产业更联动。 人与机器共存背后，是其基于核心技术突破在垂直场景的大规模落地，实现从算法应用、数据中台、边缘设备到家庭、城市的全面智能化，以"AI+IoT"双轮 驱动模式撬动起一个千亿级市场。 近日，AIoT独角兽特斯联完成递表后首次招股书更新，发布2024年业绩并公布了全新空间智能战略方向。 招股书显示，截至2024年12月31日，特斯联2024年度收入达18.43亿元，相较2023年同比提升83.2%。2022-2024年公司业绩分别为7.38亿、10.06亿、18.43 亿，年复合增长率高达58.0%，是业内增长最快的企业之一，增长韧性与发展潜力强劲。 特斯联重庆AI Park 物理世界作为新一代智能终端的天然试验场，场景复杂多变。目前特斯联已构建了覆盖多种空间的AIoT场景矩阵， ...

China TransInfo Technology (002373.SZ) Quick Take: Mixed 1Q25 Print – Op. Profit Miss but Earnings Beat on Investment Income CITI'S TAKE Flash | Transinfo reported 1Q25 results with 1Q25 revenue edging up 2% YoY to Rmb1.6bn, 18% ahead BBGe, and 1Q25 GM expanded 0.6ppts YoY to 29.7%, 4.6ppts below BBGe. 1Q25 opex stood at Rmb555mn (flat YoY), 34% higher than BBGe, thus the 1Q25 operating loss came in at Rmb77mn. Helped by the gain from a fair value change in investment of Rmb302mn, 1Q25 net profit was Rmb221 ...

证券研究报告 | 公司点评 | 通信设备 业绩高增长，受益于 AI 端侧放量 ——移远通信 2024 年年报及 2025 年一季报点评报告 投资要点 ❑ 业绩持续高增，净利率同比提升 2024 年，公司实现营业收入 185.94 亿元，同比增长 34.14%，归母净利润 5.88 亿 元，同比增长 548.49%，扣非归母净利润 5.32 亿元，同比增长 9287.32%。销售 毛利率 17.61%，同比下降 1.33pp，销售净利率 3.11%，同比增长 2.50pp。 2025 年一季度，公司实现营业收入 52.21 亿元，同比增长 32.05%，归母净利润 2.12 亿元，同比增长 286.91%，扣非归母净利润 2.01 亿元，同比增长 290.77%。 销售毛利率 17.81%，同比提升 0.88pp，销售净利率 4.04%，同比提升 2.71pp。 业绩实现高增，主要受益于物联网行业需求景气，公司在通信模组业务和智能化 解决方案板块均实现较好增长。同时公司规模效应凸显，通过管理效率的提升， 使净利润实现高速增长。 ❑ 行业整体需求回暖，公司份额全球领先，业务布局多元 2024 年以来，物联网行业景 ...

每经记者 朱成祥 每经编辑 陈俊杰 4月30日下午，上交所举行2024年度沪市主板人工智能专题集体业绩说明会，参与公司有瑞芯微 （603893.SH，股价170.47元，市值714.11亿元）、三六零（601360.SH，股价10.23元，市值716.05亿 元）等。 瑞芯微认为，AI（人工智能）大模型不断迭代升级、使用效果全面提升，特别是在今年春节期间以 DeepSeek为代表、国内各家头部大模型公司快速迭代的一系列开源大模型，同时小参数量、适合端侧 部署的模型呈现越来越好的效果。这为边端侧AI应用发展带来颠覆性变革。随着AI端侧开发门槛显著 降低，得益于本地处理的实时性、低网络依赖、隐私保护等优势，AI技术在汽车、机器人、教育、家 庭、医疗等场景，以及可见的工业、农业、服务业等领域加速落地应用，将引发未来可预见的5~10年 边端侧的AIoT（智能物联网）高速发展。 对此，瑞芯微表示："公司自2018年推出第一代人工智能处理器NPU以来，经过持续迭代、不断推出多 款内置NPU的AIoT SoC（系统级芯片），已形成内置0.2TOPs（每秒可执行一万亿次）到6TOPs NPU算 力的AIoT SoC完整布局， ...

Core Viewpoint - The company, Beijing Soundwin Electronics Co., Ltd., has released its first quarter report for 2025, emphasizing the accuracy and completeness of the financial information disclosed, while also highlighting the company's focus on integrated security solutions and operational services [7][29]. Financial Data - The company reported an operating income of 30,173.91 million yuan for the year 2024, with a net profit attributable to shareholders of -5,119.57 million yuan, indicating a significant financial loss [25][26]. - The company has not made any adjustments or restatements to previous accounting data [3][22]. Shareholder Information - As of the report date, the company has a total of 1,139,100 shares held in the repurchase account, accounting for 1.39% of the total share capital [5]. - The controlling shareholder, Guangxi Tianfu Investment Co., Ltd., has released 14 million shares from pledge as of March 12, 2025 [23]. Business Overview - The company specializes in comprehensive security solutions and operational services, leveraging core technologies in artificial intelligence and IoT platforms [10][11]. - The company has developed various security solutions for sectors such as urban rail transit, finance, healthcare, and hazardous materials management, showcasing a broad application of its services [12][13][14]. Operational Services - The company provides 24/7 remote monitoring services through its integrated data platform, ensuring effective risk management and operational support [17]. - The operational services include monitoring alarm services, security inspection services, and centralized image judgment services, aimed at enhancing security efficiency and quality [18][19][20].