2026年3月18日，上海新国际博览中心将迎来半导体产业跨领域协同的巅峰盛会—— 《从器 件到网络的协同创新论坛》 。作为慕尼黑上海光博会的核心配套活动，本次论坛由半导体行 业观察与慕尼黑上海光博会联合主办，以 "半导体全产业链协同攻坚" 为核心使命，遵循 " 趋 势→半导体基础（材料/EDA）→核心芯片→光器件→组件→应用→协同" 的全链路逻辑架 构，精准链接化合物半导体、EDA、泛半导体芯片设计等关键领域，为国产化替代进程中的 技术突破与生态共建提供高端交流平台。 上海朗矽科技有限公司作为 硅基无源器件领域 的技术引领者，将于当日10:30-10:55重磅登 台，以其深耕多年的核心技术优势，为论坛注入细分赛道的硬核创新动能。 慕尼黑上海光博会： 全球光电子与半导体产业的资源聚合枢纽 慕尼黑上海光博会作为全球光电子、激光、半导体及通信技术领域的顶级展会IP，始终以 "技术引 领、生态共建" 为核心定位，历经多年积淀，已成为整合全球前沿技术、头部企业资源与产业需求 的核心枢纽。 展会覆盖光器件、芯片、制造设备、核心材料等全产业链环节，其精准的产业洞察力与强大的资源 整合能力，与本次协同创新论坛"跨领域深度融合 ...

Core Insights - The Shenzhen Pinghu Laboratory has made significant advancements in low-voltage (15V-40V) Gallium Nitride (GaN) power devices, successfully developing high-performance low-voltage GaN E-HEMT (Enhanced High Electron Mobility Transistor) devices that meet international advanced standards, providing a new solution for efficient, high-power density computing chip power supply [1] Group 1: Technological Advancements - The laboratory's research team has overcome several key technical challenges using an advanced 8-inch silicon-based GaN research and pilot platform [1] - The representative 25V device has achieved key parameters that significantly exceed the performance limits of traditional silicon-based technologies [1] Group 2: Industry Context - The rapid development of artificial intelligence has increased the demands on power supply systems for computing chips in terms of efficiency and power density [1] - Traditional silicon-based power devices are approaching their physical performance limits, while GaN devices are recognized as the core for next-generation efficient power conversion due to their high electron mobility and fast switching characteristics [1] - The cost and performance advantages of GaN devices in low-voltage applications have not yet fully materialized, posing a key bottleneck for large-scale applications [1]

GaN半导体器件凭借更高的开关速度、更小的尺寸和更低的能耗，能够在更小的空间内提供更大的功 率。由于产品供应和产能不足，GaN在低压和中压领域的应用受限。据统计，预计到2030年，GaN将在 全球功率半导体市场占据约29亿美元(11%)的份额，2024—2030年期间复合年增长率预计达42%。 通过此次合作，安森美和英诺赛科加速推进实现更优化的GaN解决方案在全球主流市场的大规模部署。 具体来看，本次合作覆盖多领域的相关产品，其中工业领域包含机器人电机驱动器、太阳能微型逆变器 及优化器；汽车领域涵盖DC-DC转换器、同步整流；电信基础设施领域涉及DC-DC转换器与负载点转 换器；消费及大众市场领域包含电源、适配器、DC-DC转换器、电机驱动器、音频设备、轻型电动汽 车、电动工具、机器人等；AI数据中心领域则有中间总线转换器、DC-DC转换器、备用电池。 本次合作中，安森美的系统专业知识以及英诺赛科成熟的GaN技术和制造工艺，将实现快速原型制作、 加速设计导入，并迅速进入主流市场。另外，依托安森美全球集成与封装经验及英诺赛科成熟的GaN产 能，实现真正面向大众市场的规模化生产，满足大批量产能爬坡需求。通过优化封 ...

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), has a diverse customer base across various application fields, with a significant focus on automotive electronics as a key growth area for future development [1] Group 1: Customer Distribution - The company's downstream customers are widely distributed across several categories, including industrial applications (security, low-voltage electrical appliances, power modules, power meters, power supply motors, photovoltaic energy storage), automotive electronics, communications, and consumer products (power management, home appliances, lighting, smart terminals) [1] Group 2: Revenue Breakdown - In the third quarter, products related to the automotive sector accounted for 13.11% of the company's total revenue [1] Group 3: Product Development - The automotive electronics sector is identified as one of the key downstream application areas for the company, with nearly 200 types of automotive-grade MOSFET products currently available, and ongoing research and development efforts to update these products [1]

每经AI快讯，银河微电（SH 688689，收盘价：26.72元）11月18日晚间发布公告称，公司第四届第二次 董事会会议于2025年11月18日在常州银河世纪微电子股份有限公司一楼会议室以现场方式召开。会议审 议了《关于作废部分已授予尚未归属的限制性股票的议案》等文件。 每经头条（nbdtoutiao）——段睿：我与蔡磊是 "找钥匙的人"，纵使生前寻不到，也要为其他渐冻症患 者铺就近路 （记者 曾健辉） 截至发稿，银河微电市值为34亿元。 ...

Core Viewpoint - The acquisition of Guanglong Integrated Technology Co., Ltd. and Aojian Microelectronics Technology Co., Ltd. by Yintang Zhikong is a strategic move towards transforming into a semiconductor IDM enterprise, highlighting the long-term value beyond short-term capital operations [1] Group 1: Guanglong Integrated Technology - Guanglong Integrated is a leading player in the optical switch market, crucial for AI computing and data center operations, with a strong focus on OCS technology [2][4] - The company has established a comprehensive competitive barrier with a full range of optical switch products, achieving significant technological breakthroughs in OCS core modules [3] - Financially, Guanglong Integrated has shown a clear profit recovery trend, with net profits of 17.46 million yuan in 2023 and 13.99 million yuan in the first eight months of 2025, indicating strong market positioning [4] Group 2: Aojian Microelectronics - Aojian Microelectronics focuses on the critical area of analog chips, particularly power management chips, supported by a strong technical team and backing from major industry players [5] - The company has achieved significant market penetration, with over 100 million units shipped in consumer electronics and successful mass production in telecommunications and medical sectors [5][9] - The growth potential in the power management chip market is substantial, with a projected CAGR of 22% from 2025 to 2028, indicating a strong future for Aojian Microelectronics [9] Group 3: Strategic Synergy and Market Outlook - The acquisition creates a strategic synergy that enhances Yintang Zhikong's long-term value, with complementary technologies and market capabilities between the companies [10] - Both Guanglong Integrated and Aojian Microelectronics operate in high-growth sectors driven by policy and demand, with the OCS market expected to grow significantly, particularly in China [8][9] - The combined strengths of the companies are expected to create a robust semiconductor supply chain, enhancing competitive advantages in the market [11]

Core Viewpoint - The company, JieJie Microelectronics (300623.SZ), clarified on its investor interaction platform that it does not manufacture storage chips [1] Group 1 - The company is not involved in the production of storage chips, indicating a specific focus on other semiconductor products [1]

Core Points - Zhongzhi Water Holdings Co., Ltd. disclosed the latest progress regarding the equity transfer by its major shareholder, Changjiang Ecological Environmental Group Co., Ltd., which plans to transfer all of its 63,132,978 shares, accounting for 24.73% of the total share capital, through a public solicitation transfer [2] - During the public solicitation period, Jiangsu Xinchangzheng Microelectronics Group Co., Ltd. submitted an application to acquire the shares [2] - The completion of the share transfer is uncertain and depends on the approval from relevant authorities, which may lead to a change in the company's largest shareholder if approved [2] Company Overview - Jiangsu Xinchangzheng Microelectronics Group Co., Ltd. is a high-tech enterprise engaged in the design, research and development, and packaging of new power semiconductor devices, with core businesses including silicon-based chips and modules, third-generation semiconductor chips and modules (SiC, GaN), and power device testing equipment [2]

Core Insights - The company reported a revenue of 185 million yuan for the first three quarters of 2025, representing a year-on-year growth of 100.08% [1] - The company incurred a net loss attributable to shareholders of 48.79 million yuan [1] - The company's non-recurring net profit loss was 55.91 million yuan, with a basic earnings per share of -0.67 yuan [1]

Core Viewpoint - Suzhou Gude has begun selling a series of products including silicon carbide diodes and silicon carbide MOSFETs, with increased promotion efforts directed at clients, although this segment currently represents a small portion of the company's overall business [1] Group 1 - The company has launched silicon carbide diodes and silicon carbide MOSFETs as part of its product offerings [1] - There is an ongoing effort to enhance client promotion for these products [1] - The contribution of this product line to the company's total business remains relatively minor at this stage [1]