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【太平洋科技-每日观点&资讯】(2025-06-25)
远峰电子· 2025-06-24 12:26
Market Performance - The main board saw significant gains with stocks like Dongxin Heping (+10.03%), Shiyun Electric (+10.02%), and Xinjun Network (+10.02%) leading the charge [1] - The ChiNext board experienced a surge with Tianli Technology (+20.02%), Wanma Technology (+20.01%), and Bingchuan Network (+20.01%) [1] - The Sci-Tech Innovation board also performed well, highlighted by Lais Information (+13.58%) and Changyang Technology (+9.68%) [1] - Active sub-industries included SW Robotics (+5.00%) and SW Communication Application Value-Added Services (+4.11%) [1] Domestic News - A collaboration between the National Research Institute and Dingji Technology aims to develop laser grinding technology to address cost and efficiency issues in SiC wafer processing, with plans for technical validation with Onsemi in the Czech Republic [1] - Trade data indicates that since China's export restrictions in 2024, prices for drone components shipped to the U.S. have tripled in some cases, with new regulations requiring export licenses for dual-use products [1] - IDC reports that China's PC monitor market is expected to ship 7.07 million units in Q1 2025, a 14.0% year-on-year increase, driven by consumer market growth due to national subsidies [1] - GalaxyCore announced the successful delivery of its first AMOLED display driver chip, GC3A71, for smartwatches, praised for its high resolution and low power consumption [1] Company Announcements - Sanan Optoelectronics announced a cash dividend of 0.02 yuan per share, totaling approximately 94.12 million yuan, which represents 37.22% of its net profit [3] - Huaya Intelligent reported the completion of a share reduction plan by a major shareholder, reducing their stake from 5.00% to 4.81% [3] - Zhongjing Technology declared a cash dividend of 1.50 yuan per 10 shares, amounting to approximately 19.38 million yuan [3] - Weic Technology plans to invest up to 1 billion yuan in Chengdu for equipment acquisition and site development to enhance its strategic layout in the Southwest region [3] Overseas News - Samsung Electronics has postponed the construction of its 1.4nm test line, focusing resources on the upcoming 2nm process set for mass production by the end of the year [2] - Counterpoint's latest report predicts that leading nodes (3nm and 2nm) will account for about one-third of smartphone SoC shipments by 2026, with 3nm becoming the dominant node for new flagship SoCs by 2025 [2] - DDR4 chip prices have surged, with 16Gb DDR4 chips now priced about twice that of the more advanced DDR5, marking a historic pricing anomaly in the DRAM market [2] - TDK Corporation announced the acquisition of QEI's power business assets, enhancing its position in the semiconductor equipment market [2]