Bernin, on July 7, 2025 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of voting rights 06/30/2025 35,727, ...

July 6, 2025 10:11 PM GMT Greater China Semiconductors | Asia Pacific China WFE outlook remains strong in 2H25 and 1H26 We remain positive on China's wafer fab equipment (WFE) market, thanks to better-than-expected logic foundry demand in 2H25 and ongoing share gains driven by localization demand. We expect a robust 2H25 for China WFE: After our Asia Semi trip (Semiconductors: Takeaways from Taiwan/Beijing (30 Jun 2025), European Semiconductors: Our takes from Taiwan (1 Jul 2025)), we now foresee much stron ...

At least 36 new tech unicorns were minted in 2025 so far | TechCrunch https://t.co/n7l8ttZ4fu ...

在这个信息爆炸的时代，每天都有大量的信息涌进来，我们在星球（ Global Semi Research ） 中，每 天也会分享行业的动态和行业的关键数据，但大部分的球友对这些数据并不会做深入的分析，也不会特 意去记这些数据，等到需要用的时候，回头再来找，就发现忘记是哪个资料中有这个数据了。 每天还会推送精选的外资投行/国内券商的优质研报和半导体行业信息/数据，方便我们在星球中进行半 导体、AI行业的交流。 为了避免这种情况，我们最近开始对这些关键的数据进行整理，把每天看到的比较有用的信息和数据都 放到云盘中，即方便大家好回溯这些数据，也可以给大家提供一些更系统的资料。 现在星球中领券后只需要390元，无论是我们自己做投资，还是对行业有更深入的研究，都是非常值得 的。扫描下图中的二维码可进星球。 目前里面的数据还并不是非常多，但这个云盘的数据会持续更新。 图片 | 类别 | 2024 | 2025e | 2026e | 2027e | | --- | --- | --- | --- | --- | | capacity for Local GPU(kwpm) | 2 | 10 | 20 | 26 | | B c ...

Core Insights - Aehr Test Systems' stock increased by 35.5% in June due to positive developments in targeted end markets, indicating potential for revenue diversification and growth [1] Revenue Sources - The company primarily operates in the silicon carbide (SiC) wafer-level burn-in (WLBI) market, which accounted for 90% of its revenue in 2024 [2] - The electric vehicle (EV) market is a key driver for Aehr's SiC WLBI solutions, but high interest rates are negatively impacting EV sales [3] Market Challenges - Key customers like ON Semiconductor are facing sales declines, with expectations of a 16.5% drop in 2025, necessitating Aehr to explore other markets to mitigate weaknesses in its core business [3] New Revenue Streams - Aehr's revenue from SiC WLBI is projected to drop to less than 40%, while artificial intelligence (AI) processor burn-in is expected to represent over 35% of its business within the first year [4] - In the third quarter, four customers contributed to 10% of Aehr's revenue, with three coming from new markets [4] Positive Market Trends - Continued momentum in AI and GaN WLBI spending was noted, particularly following Nvidia's strong earnings report and its partnership with Navitas Semiconductor, which may lead to potential customer relationships for Aehr [6] Future Outlook - The growth of alternative revenue streams is beneficial for Aehr's investment case, with expectations for improved demand in SiC WLBI as EV investments rise [8] - The company's revenue and earnings remain cyclical, but diversification into new end markets is reducing reliance on EV spending, positively impacting stock performance [8]

图/臻宝科技募投项目 来源：公司招股书 在硬实力方面，2022年度至2024年度，公司营收分别为3.86亿元、5.06亿元、6.35亿元；归母净利润分 别为8162.16万元、1.08亿元、1.52亿元，盈利能力呈现持续增强的态势。 在核心客户方面，臻宝科技已与京东方、华星光电、天马微电子等国内主流显示面板厂商，以及英特尔 （大连）、格罗方德、联华电子、德州仪器等国内外集成电路制造厂商建立合作。同时，也与晶合集 成、华润微电子、芯联集成、武汉新芯、积塔半导体、粤芯半导体等国内主要集成电路制造企业保持业 务关系。 日前，重庆臻宝科技股份有限公司科创板IPO申请正式获上海证券交易所受理，就此成为今年重庆首家 获受理的科创板IPO企业。 臻宝科技是国内少数实现集成电路先进制程设备和高世代、高电压显示面板制造设备非金属零部件多品 类供应、规模化量产的企业之一，公司主要产品包括硅、石英、碳化硅和氧化铝陶瓷等设备零部件产 品，以及熔射再生、阳极氧化和精密清洗等表面处理服务。 公司本次拟发行新股募集资金13.98亿元，主要用于半导体及泛半导体精密零部件及材料生产基地项 目、臻宝科技研发中心建设项目和上海臻宝半导体装备零部件 ...

ab 1 July 2025 Global Research Memory Semis Monthly July '25 Edition: HBM supply / demand remains healthy HBM supply / demand to remain in check Investors often ask us whether the disconnect between our HBM supply forecasts (i.e., shipments from HBM vendors) and demand estimates (based upon end-consumption) should be cause for concern. For now, we do not believe so. HBM typically ships into consignment inventories at TSMC, ahead of the CoWoS process taking place. This then can last up to 2 months. The packa ...

In Silicon Valley, old-school spreadsheet measures are out, while valuing by vibes is in. Startups are raising billions before even making a dollar https://t.co/iccSCDBBsj ...

So what we're talking about is EDA. And as of last night, we're hearing from the key players, the key names in EDA space, that they're now free to do business in China. What do we need to know.Yeah, that's right. So this is a strange one. It was just in May when we found out from the companies that they were going to have these export restrictions on China.Their EDA software is necessary to be able to design semiconductors. It was also strange the way that it got announced it was the companies that actually ...

Found it really interesting. These big capital projects in infrastructure just keep coming. What does that signal to you about what the market should model for in the coming years ahead.Hi, Ash. Thanks for having me. I think the significance of this deal is that the demand for computing power is just insatiable.And remember, when Dixie come out, a lot of investors were worried that actually there may not be the need for so much computing power if the modelling is so efficient. But actually, that's that's no ...