IT之家 2 月 27 日消息，日本政府今日确认，先进半导体制造商 Rapidus 近来获得了 2676 亿日元的新投资，与原始投资额合计约为 2750 亿日元。 日本政府还在 2026 财年的预算中为 Rapidus 编列了 1500 亿美元的投资和 9300 亿日元的进一步支助，如果加上此前已提供的补贴，Rapidus 可获得的资金 总额已来到 3 万亿日元（IT之家注：现汇率约合 1317.51 亿元人民币）。在此基础上，Rapidus 有望获得商业银行的担保贷款，进一步充实资金储备。 这批新投资中有 1676 亿日元来自 32 家私营企业，另外 1000 亿日元则由日本政府通过情报处理推进机构 IPA 向 Rapidus 提供。此举意味着日本政府成为了 Rapidus 的最大股东，持股比例超越 36%，不过日本政府现阶段仅持有 11.5% 的投票权，但同时拥有"金股"，具备对重大事项的一票否决权。 ...

2月24日，盛合晶微半导体有限公司（以下简称"盛合晶微"）科创板IPO通过上交所上市审核委员会审 议，标志着这家半导体先进封测企业的上市进程取得关键性突破。 | | 盛合晶微半导体有限公司(SJ Semiconductor Corporation) | | 招股说明书 | | --- | --- | --- | --- | | 序号 | 股东 | 持股数额(万股) | 持股比例(%) | | 1 | 无锡产发基金 | 17,500.00 | 10.89 | | 2 | 上海玉旷 | 10,960.00 | 6.82 | | 3 | 深圳远致一号 | 9,866.67 | 6.14 | | 4 | 上海芮峰 | 4,570.00 | 2.84 | | 5 | 厚望长芯式号 | 4,240.00 | 2.64 | | 6 | 中移殷权 | 4,152.24 | 2.58 | | 7 | 厚望长芯 | 4,000.00 | 2.49 | | 8 | Gnk | 4,000.00 | 2.49 | | 9 | 金浦晟际 | 3,900.00 | 2.43 | | 10 | 環枣创字 | 3,766.67 | 2.34 ...

Core Viewpoint - The global memory chip industry has shifted to a seller's market, with price increases expected to continue throughout 2026 [2] Group 1: Market Dynamics - SK Hynix reports that DRAM and NAND inventory levels are critically low, with only about 4 weeks of supply remaining, leading to increased bargaining power for suppliers [2] - The demand for memory chips is driven by the surge in AI models and high-performance computing, which exceeds industry expectations [2] - The production capacity for high bandwidth memory (HBM) has been sold out in advance, indicating a significant supply-demand gap [2] Group 2: Financial Performance - SK Hynix's financial report for the fiscal year ending December 31, 2025, shows record-high revenues of 97.1467 trillion KRW and operating profits of 47.2063 trillion KRW, with a profit margin of 49% [3] - The fourth quarter of 2025 saw a revenue of 32.8 trillion KRW and an operating profit of 19.2 trillion KRW, marking a quarter-on-quarter increase of 34% and 68% respectively [3] - The fiscal year 2025 revenue is projected to increase by approximately 30 trillion KRW compared to 2024, with operating profits expected to double [3] Group 3: Investment Opportunities - The Huatai-PB CSI Korea Semiconductor ETF has seen a year-to-date increase of 25.65%, providing investors with a channel to benefit from the rising memory prices [4] - Fund managers express optimism about the semiconductor investment landscape, particularly in high-end equipment and key components related to memory expansion [4][6] - The semiconductor industry is viewed as being in the middle of an innovation cycle, with AI-related capital expenditures expected to remain high through 2026 [5] Group 4: Sector Focus - Investment managers highlight three key areas: domestic computing power, wafer fab expansion, and military semiconductors, with domestic computing power being a core growth driver [6] - The expansion of wafer fabs is expected to benefit from AI demand and supply shortages, creating upward potential for related equipment and materials [6] - The military semiconductor sector is anticipated to see growth driven by increased demand from commercial aerospace and government planning initiatives [6]

Group 1 - The DRAM sector is experiencing significant investment growth in both HBM and general DRAM, leading to a tightening market supply and demand [1] - Investment in logic chip manufacturing processes is increasing as the industry moves towards 2nm and 1.4nm technology nodes [1] - The NAND flash memory sector is seeing rising demand for eSSD in data centers, prompting clients to increase utilization rates and invest in new equipment [1] Group 2 - Overall WFE investment in the Chinese market is expected to remain stable, with a shift from last year's focus on storage investment to logic chip investment [1] - In the medium to long term, AI applications are projected to continuously drive investments in advanced semiconductors, with the high-end wafer front-end manufacturing equipment market expected to maintain a compound annual growth rate of 10% until 2030 [1] Group 3 - The Guotai ETF (589630) tracks the Sci-Tech Innovation Index (000680), which has a daily price fluctuation limit of 20% [1] - The index consists of eligible securities listed on the Sci-Tech Innovation Board, aiming to reflect the overall performance of the board [1] - Its constituent stocks cover a significant portion of the market capitalization of the Sci-Tech Innovation Board, with a balanced industry distribution focusing on information technology, biomedicine, and high-end equipment, showcasing strong innovation and growth potential [1]

资料显示，锦州神工半导体股份有限公司位于辽宁省锦州市太和区中信路46号甲，成立日期2013年7月 24日，上市日期2020年2月21日，公司主营业务涉及半导体级单晶硅材料的研发、生产和销售。主营业 务收入构成为：硅零部件53.86%，大直径硅材料44.37%，其中:16英寸以上24.07%，其中:16英寸以下 20.30%，半导体大尺寸硅片1.44%，其他0.33%。 从神工股份十大流通股东角度 2月3日，神工股份涨5.01%，截至发稿，报94.33元/股，成交4.67亿元，换手率2.99%，总市值160.65亿 元。 责任编辑：小浪快报 国泰中证半导体材料设备主题ETF（159516）成立日期2023年7月19日，最新规模90.11亿。今年以来收 益13.39%，同类排名106/5562；近一年收益78.23%，同类排名211/4285；成立以来收益74.59%。 国泰中证半导体材料设备主题ETF（159516）基金经理为艾小军。 截至发稿，艾小军累计任职时间12年25天，现任基金资产总规模1885.01亿元，任职期间最佳基金回报 348.34%， 任职期间最差基金回报-46.54%。 数据显示，国泰基金旗 ...

证券日报网讯1月27日，华正新材（603186）在互动平台回答投资者提问时表示，公司未直接持有南京 宽能半导体有限公司，仅通过参股的投资基金持有其股份，持股比例较低仅为0.6254%。 ...

近日，由重庆高新区管委会及下属出资平台，联合中金资本共同发起设立的西部（重庆）科学城高 新启航创业投资基金合伙企业（有限合伙）（"高新启航基金"）就半导体领域面向社会公开征集 优质子基金管理机构。 来源：中金资本 每日｜荐读 热文： 谁押中了沐曦股份？ 荐读： 2025募资市场年度观察：一年聊过239家LP的真实感受 荐读： 2025年IPO退出盘点：哪些GP赚钱了？ 热文： 投资人"忙疯了" 据悉，高新启航母基金由中金资本担任管理人及普通合伙人，重点投向智能网联新能源汽车、集成 电路、生物医药等领域。高新启航基金参股设立子基金，要求单支子基金的金额，不超过高新启航 基金实缴出资总额的20%，并且原则上不超过子基金总规模的30%。 子基金规模不低于10亿元人民币，原则上投资期限一般不超过4年，存续期最长不超过8年。子基 金投资领域应聚焦于重点关注半导体领域产业链上下游的投资机会，并须将不低于高新启航基金实 缴出资金额的1.5倍返投至重庆高新区。 ...

Core Viewpoint - Huazhu Microelectronics has seen a stock price increase of 6.5% over the past three days, with a current price of 68.19 yuan per share and a market capitalization of 90.524 billion yuan [1] Group 1: Company Overview - Huazhu Microelectronics Co., Ltd. was established on January 28, 2003, and went public on February 27, 2020 [1] - The company is located in Wuxi, Jiangsu Province, and Shanghai, and specializes in the design, production, and sales of power semiconductors, smart sensors, and smart control products [1] - The revenue composition of the company is as follows: 54.34% from products and solutions, 42.92% from manufacturing and services, and 2.74% from other sources [1] Group 2: Shareholder Information - Huazhu Microelectronics' major circulating shareholder is Huaxia Fund, which reduced its holdings in the Huaxia SSE STAR 50 ETF (588000) by 10.5723 million shares, now holding 18.7355 million shares, representing 1.41% of circulating shares [2] - The ETF has generated a floating profit of approximately 26.23 million yuan today and 77.9399 million yuan during the three-day stock price increase [2] - The Huaxia SSE STAR 50 ETF was established on September 28, 2020, with a current scale of 76.022 billion yuan and a year-to-date return of 14% [2] Group 3: Fund Performance - The Huaxia SSE STAR 50 ETF has a one-year return of 56.83%, ranking 878 out of 4285 in its category [2] - The fund manager of the Huaxia SSE STAR 50 ETF is Rong Ying, who has been in the position for 10 years and 86 days, with a total asset scale of 143.279 billion yuan [3] - During Rong Ying's tenure, the best fund return was 183.41%, while the worst was -7.58% [3] Group 4: Fund Holdings - The Huaxia SSE Smart Selection STAR 50 Strategy ETF (589550) has also reduced its holdings in Huazhu Microelectronics, now holding 20,300 shares, which accounts for 2.59% of the fund's net value [4] - The ETF has generated a floating profit of approximately 2835.28 yuan today and 84,200 yuan during the three-day stock price increase [4] - The Huaxia SSE Smart Selection STAR 50 Strategy ETF was established on July 16, 2025, with a current scale of 413.775 million yuan and a year-to-date return of 13.72% [4]

近年来，在技术竞赛与地缘政治的交织影响下，半导体行业迎来了前所未有的热度，成为整个科技产 业的焦点。然而热潮之下是产业固有的冰冷现实：投资巨大、风险高企、回报周期漫长。这不仅是对 创业者九死一生的考验，更是对投资机构耐心、远见与综合实力的终极试炼。 当众多资本还在为是否要踏入这条"长征路"而犹豫时，什么样的投资人才能真正陪伴半导体企业穿越 周期，从一颗"昂贵的沙子"成长为构建算力基石的关键芯片？和利资本创始管理合伙人孔令国来到第 18届创业邦年会暨创业邦100未来独角兽大会给出了自己的答案 。 他深 耕投资近三十年，先是投出 寒武纪，再投出了沐曦。2025年12月沐曦上市，市值一度突破3000亿， 让 孔令国与和利资本的回 报倍数达45倍。 在孔令国看来，半导体投资是一场超越了财务模型和技术信仰的"产业信仰"。对于身处其中的创业者 而言，寻找到真正"懂你"并愿意"雪中送炭"的长期伙伴，远比单纯获得资金更为重要。 以下是孔令国在本次大会上的演讲实录，由创业邦整理。 一颗芯片的诞生 是一场以年为单位的马拉松 在演讲开始之前，请允许我对自己和所在的机构进行大致的介绍。我是和利资本创始管理合伙人， 2001年来到中国 ...

The United States and Taiwan struck a trade agreement Thursday that aims to mobilize up to $500 billion in Taiwanese semiconductor investment and government-backed credit guarantees to build advanced ... ...