| | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | 媒体采访 业绩说明会 | | 活动类别 | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名 | 华富基金、易方达基金、招商基金、交银施罗德基金、平安基金、泰信基 | | 称 | 金、诺德基金、民生加银基金、国联民生证券、中泰证券 | | 时间 | 2025 年 10 月 9 日 15:00-16:00 | | | 2025 年 10 月 10 日 15:00-16:00 | | 地点 | 线上会议 | | 上市公司接 | 董事会秘书、财务负责人：谭周旦 | | 待人员姓名 | 证券事务代表：刘佳佳 | | | 一、介绍公司基本情况 | | | 二、互动问答 | | | 1、公司主业 LED 驱动电源业务下游需求情况如何？ | | | 照明行业新建安装市场需求 2025 年上半年受美国对等关税政策影响，LED | | | 延缓，存量市场替换速度放缓，整体市场规模出现收缩。下半年受关税政 | | 投资者关系 | 策缓和，市场需求升温。 | | 活动主要内 容介绍 | 根据 Tre ...

Core Viewpoint - The article discusses the shift in the semiconductor industry towards advanced materials for thermal management, particularly the adoption of 12-inch silicon carbide (SiC) substrates by TSMC, moving away from gallium nitride (GaN) [2][5]. Group 1: Thermal Management Challenges - The increasing density and power consumption of chips due to AI accelerators and high-performance computing (HPC) applications are creating significant thermal management challenges [2][3]. - Traditional ceramic substrates are becoming inadequate for the thermal flux demands of modern chip designs, necessitating a shift to more efficient materials [2][3]. Group 2: Advantages of Silicon Carbide (SiC) - SiC is recognized for its high thermal conductivity, reaching approximately 500 W/mK, which is significantly higher than common ceramic substrates like alumina or sapphire [2]. - The material's unique properties, including high mechanical strength and thermal shock resistance, make it suitable for both 2.5D and 3D packaging architectures [4][5]. - TSMC's transition to SiC is seen as a strategic move to enhance thermal management capabilities, aligning with the industry's need for efficient heat dissipation solutions [5][6]. Group 3: TSMC's Strategic Shift - TSMC plans to phase out its GaN business by 2027, reallocating resources to SiC, which is viewed as more aligned with long-term market needs for thermal management [5]. - The company aims to leverage its existing 12-inch wafer manufacturing experience to facilitate the integration of SiC, minimizing the need for new manufacturing systems [3][5]. - TSMC's focus on ensuring crystal integrity and surface flatness in SiC substrates is critical for achieving high yield rates in production [3][5]. Group 4: Competitive Landscape - Other leading companies, such as Intel, are also prioritizing thermal management as a core competitive advantage, indicating a broader industry trend [6]. - While alternatives like diamond and graphene offer high thermal conductivity, their cost and scalability issues limit their mainstream adoption, positioning SiC as a practical compromise [6].

Group 1 - Apple has announced a product launch event scheduled for September 9, where it is expected to unveil the new iPhone series (tentatively named iPhone 17) and new Apple Watch models, which could positively impact the operations of related companies like Largan Precision and Yujingguang [1][2] - The upcoming iPhone launch is seen as a critical test of Apple's innovation capabilities in the AI era, especially after the company delayed significant upgrades to Siri, missing opportunities to compete with OpenAI's ChatGPT and Google's Gemini [2] - Analysts predict that Apple's strategy may continue to focus on ultra-thin iPhones, which are being compared to a MacBook Air, although this may come at the cost of battery life and camera performance [2] Group 2 - Largan Precision and Yujingguang, key suppliers for iPhone lenses, are expected to benefit from the new iPhone 17 launch, with Largan's revenue reaching 5.413 billion TWD in July, marking a 31% month-over-month increase [2] - Despite challenges such as exchange rate fluctuations and tariffs, Largan's chairman expressed optimism for August's revenue performance to surpass that of July [2]

Group 1 - The company, Yunfeng Financial, announced its strategic expansion into cutting-edge fields such as Web 3.0, real-world assets (RWA), digital currencies (e.g., stablecoins), ESG zero-carbon assets, and artificial intelligence (AI) [1]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克为何抛弃政治？ 2. 特斯拉生产经营 方面的消息 3.德国车企的最新消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 马斯克为何抛弃政治？ 6月16日至17日 创投公司 Y Combinator（YC） 在美国旧金山首次 举办的一场 免费人工智慧（AI） 创业会议 AI Startup School 旨在聚集全球顶尖的 AI领域人才 启发并培养 下一代AI创业家 不少业界大咖 都在会议上发言 马斯克也通过 远程连线方式 回答了大家 最关心的几个问题 让我们来看看这位 硅谷钢铁侠 到底在想些什么！ 马斯克在川普政府中 担任DOGE的特别顾问 试图用他的商业思维 来精简联邦政府的运作 但现实可没那么简单 官僚体系的阻力 让他吃了不少苦头 虽然取得一些成果 但远没有达到最初的目标 看来他还是应该回到 他最擅长的领域 技术创新 在这次连线中说得很直白 华盛顿是个 有趣的支线任务 但是我还是要回到 我的主线任务 那就是打造技术 这话听起来就像他在 玩一场大型RPG游戏 华盛顿只是用来换换脑子 涨涨经验 真正的BOSS战 还在科 ...

Group 1 - Intel is undergoing significant reforms under new CEO Pat Gelsinger, who took office in March 2023, with plans to meet supply chain partners in Taiwan during the 40th anniversary dinner in May [1] - Gelsinger will not deliver a keynote speech at COMPUTEX but is expected to share insights on industry prospects at the anniversary event [1] - Intel's annual report indicated that the company's performance in 2024 did not meet shareholder expectations, prompting a commitment to transformation and strengthening its product and foundry businesses [2] Group 2 - The upcoming COMPUTEX event will feature key industry figures, including NVIDIA's CEO Jensen Huang and Qualcomm's CEO Cristiano Amon, discussing future technologies such as AI and edge computing [2] - Gelsinger emphasized the need for Intel to develop competitive rack-scale system solutions to meet customer demands for lower costs and higher efficiency in cloud AI data centers [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 来自 technews ，谢谢。 陈立武在3月27日发布的英特尔年度报告中提到，英特尔2024年的表现确实未达到股东们的期望， 他将持续推动转型，并承诺打造更强大的产品业务和晶圆代工业务。 陈立武也在年度报告中表示，将强化英特尔在云端AI数据中心市场的地位；有鉴于客户对更低成 本 、 更 高 效 能 运 算 的 显 著 需 求 ， 英 特 尔 必 须 开 发 具 竞 争 力 的 机 架 级 系 统 解 决 方 案 （ rack-scale system solutions），「这将会是我和团队的关键优先事项。」 参考链接 https://technews.tw/2025/04/22/lip-bu-tan-may-computex-taiwan/ 点这里加关注，锁定更多原创内容 美国芯片大厂英特尔（Intel）正逢多事之秋，新CEO陈立武3月上任后大刀阔斧改革，根据供应链 消息，英特尔将于5 月中旬于台北国际电脑展（COMPUTEX）开展前举办在台40周年晚宴，陈立 武也将亲自来台与供应链伙伴会面，固桩意味浓厚。 据了解，陈立武不会在5月20日至23日举行的 ...

Group 1 - The recent news indicates that the Chinese version of the RTX 5090D graphics card may face a sales suspension, but it is not officially banned yet, pending further announcements from NVIDIA [2] - NVIDIA has informed all AIC graphics card manufacturers to pause the supply of RTX 5090D due to limited inventory, and the card's AI inference performance is weaker compared to its counterparts [2] - The U.S. government has imposed export controls on NVIDIA's H20 chips to China, which will impact NVIDIA's financials with an estimated cost of around $5.5 billion, while AMD anticipates a loss of $800 million due to new semiconductor licensing requirements [3]