两家公司曾于 2024 年宣布达成交易协议，瀚孚光电原本通过管理层收购的方式，以 292 万美元的价 格收购总部位于美国新泽西州的安科光电旗下芯片业务及磷化铟晶圆制造业务。此次收购还让瀚孚光 电得以吸纳原安科光电的核心技术团队，并完整继承了其在光电领域四十余年的技术积淀。 特朗普在行政令中称，该交易 "对美国国家安全构成潜在损害"。这也是特朗普政府为限制中国获取先 进半导体技术，采取的又一项最新举措。 行政令要求，瀚孚光电需在 180 天内剥离相关资产；除非美国外国投资委员会（CFIUS）批准其延长 履行期限。该委员会是美国联邦政府的一个机密审查机构，主要职责是基于国家安全考量，对涉及美 国企业的外资收购交易进行审查。 在 2025 年 5 月的一份新闻稿中，Emcore 表示，与瀚孚光电的交易涉及将其已停止的芯片业务的大部 分资产转移出去，包括与位于加利福尼亚州阿尔罕布拉的 InP 晶圆制造业务相关的设备、合同、知识 产权和库存。 瀚孚光电在其网站上将自己描述为"一家总部位于加利福尼亚州的公司，专门从事为光通信行业生产和 开发高效磷化铟（InP）光子器件"。 该公司在其公司简介页面上写道："我们的故事始于对 ...

Market Overview - The main board saw significant gains with stocks like Dashi Intelligent (+10.13%), Rijiu Optoelectronics (+10.02%), and Zhongjing Technology (+10.02%) leading the charge [1] - The ChiNext board also performed well, highlighted by Yihau New Materials (+20.00%) and Boshang Optoelectronics (+20.00%) [1] - The Sci-Tech Innovation board was led by Qilin Xinan (+13.50%) and Xindao Technology (+12.16%) [1] - Active sub-industries included SW Integrated Circuit Testing (+3.22%) and SW Vertical Application Software (+3.06%) [1] Domestic News - Muxi Co., Ltd. has completed its IPO guidance status, focusing on providing full-stack GPU chips and solutions for heterogeneous computing, applicable in smart cities, cloud computing, and more [1] - TCL Huaxing Optoelectronics received a funding proposal of RMB 50 million for a new display materials testing line project [1] - Nuo Tian's silicon carbide semiconductor equipment and substrate production base has officially commenced operations, with applications in various high-tech fields [1] - The smart glasses market in China saw a shipment of 494,000 units in Q1 2025, a year-on-year increase of 116.1%, with audio and audio recording glasses leading the segment [1] Company Announcements - Chicheng Co. announced a stock dividend distribution of 3 shares for every 10 shares held, along with a cash dividend of RMB 1.00 per 10 shares [3] - Fenda Technology reported a decrease in shareholding by its major shareholder, with the combined holding dropping from 21.50% to 19.43% [3] - Weimao Electronics received a patent for a device that simulates working conditions for electric irons, showcasing its innovation in high-end home appliance components [3] - Silan Micro announced a cash dividend distribution of RMB 0.04 per share, totaling RMB 66.56 million [3] International News - The U.S. plans to revoke the exemption for global semiconductor manufacturers to use American technology in China, affecting companies like Samsung and TSMC [2] - Cadence welcomed VLAB Works, a leader in virtual platforms, to enhance its virtual development environment offerings [2] - SK Hynix is set to launch its first customized HBM memory product in the second half of 2026, targeting major clients like NVIDIA and Microsoft [2] - Wolfspeed, a U.S. chip manufacturer, announced plans to file for bankruptcy under a restructuring agreement to eliminate significant debt [2]