公众号记得加星标⭐️，第一时间看推送不会错过。 这两年， 存储市场一直是 计划赶不上市场变化。 HBM的爆火让SK海力士、三星和美光赚得盆满钵满，但DRAM市场的不确定性也让他们倍感焦虑。 据报道，继今年第一季度取得佳绩后，SK海力士在第二季度再次荣登全球DRAM市场榜首。与三星 电子的营收和市场份额差距进一步扩大，使SK海力士继续保持DRAM市场第一的位置。 市调机构Omdia指出，SK海力士的DRAM市场份额（基于营收）从第一季度的36.9%增长至第二季度 的39.5%，连续第二个季度取得第一名。同期，三星电子的市场份额从34.4%下滑至33.3%，仍位居 第二。两家公司之间的差距从2.5个百分点扩大至6.2个百分点。 就营收而言，SK海力士第二季度营收为122.26亿美元，三星电子为103亿美元，两者差距超过19亿美 元。事实上，这两个季度也是自1992年三星电子成为DRAM市场全球第一以来，首次让位于其他 DRAM厂商。 一场关于未来DRAM的巨变，正悄然发生。 既决高下，也分生死 先来说最关键的HBM。 步入"后AI"时代，HBM已不仅仅是高性能AI芯片的标配组件，更演变为存储行业激烈角逐的战略制 ...

Core Viewpoint - The 19th DEMO CHINA will be held in Hangzhou on September 24-25, 2025, focusing on early-stage AI and hard technology companies, along with notable investment institutions and industry leaders [3][4]. Event Overview - DEMO CHINA aims to create a significant platform for showcasing and connecting early-stage technology enterprises in China, with over 47,000 startups registered and 1,506 companies having presented, leading to 623 companies reaching Series A funding and 35 companies successfully going public [4]. Notable Companies - Companies that have previously showcased at DEMO CHINA include: - Zhaoyi Innovation, a leading storage chip company valued at over 100 billion - ECOFLOW, a unicorn in energy storage with annual sales of 7 billion - Qianlang Intelligent, the top global service robot provider [5]. Future Industry Landscape - Early-stage technology entrepreneurs are shaping the industrial landscape for the next decade with their technological beliefs and industry insights, inviting participation in witnessing the rise of new Chinese tech enterprises at DEMO CHINA 2025 [6]. Agenda Highlights - The event will feature various sessions, including: - Opening ceremony focusing on new narratives in venture capital - Specialized sessions on AI, robotics, smart hardware, and healthcare technology - Final showcase and award ceremony for top early-stage AI innovators and hard technology changemakers [80][89][91].

点这里加关注，锁定更多原创内容 如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ：内容来自闪存市场 。 当地时间9月4日，Sandisk宣布将面向所有渠道和消费者客户的产品价格上调10%以上。 Sandisk表示正看到对闪存产品的强劲需求，这是受人工智能应用以及数据中心、客户端和移动领域 日益增长的存储需求的推动，基于此，Sandisk决定对所有渠道和消费者客户的产品价格调涨10%以 上。为了确保能提供高性能闪存解决方案并支持持续的创新投资，Sandisk目前正在对闪存产品组合 进行价格调整。 Sandisk表示，即日起，这些调整仅适用于新的报价和订单，不适用于现有的承诺。未来将继续定期 进行价格评估，并可能在未来几个季度进行其他调整。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 ...

Market Overview - Major A-share indices collectively declined, with the Shanghai Composite Index falling by 1.25% to 3765 points, the Shenzhen Component down 2.83%, the ChiNext Index down 4.25%, and the STAR Market 50 Index down 6.08% [1][2] - The total trading volume for the day reached 2.58 trillion yuan, an increase of 186.2 billion yuan compared to the previous trading day [1] Sector Performance - The CPO concept stocks experienced significant declines, with companies like Tianfu Communication, Taicheng Light, and Xinyi Sheng dropping over 10% [3] - The semiconductor and memory chip sectors also faced substantial losses, with stocks such as Cambrian and Huagong Information falling more than 10% [3] - The communication equipment sector weakened, highlighted by Cambridge Technology hitting the daily limit down [3] - Other sectors like PCB and electronic components saw multiple stocks, including Dongshan Precision and Hudian Co., hit the daily limit down [3] - Conversely, the commercial retail and tax refund store sectors showed strength, with stocks like Guoguang Chain and Baida Group reaching the daily limit up [3] - Consumer stocks, particularly in dairy, prepared dishes, and food and beverage sectors, led the gains, with companies like Huanlejia and Anji Food hitting the daily limit up [3] - The banking sector showed a slight upward trend, with Agricultural Bank reaching a new high [3] - The pet economy sector saw a rise, with Yiyi Co. hitting the daily limit up [3] - Outdoor camping, supply cooperative concepts, and tourism hotel sectors also performed well [3]

1.【尼康计划2027财年将晶圆对准销售额翻一番】9月3日消息，日本半导体设备公司尼康目标到 2027财年，将其晶圆对准站（用于在光刻前测量晶圆变形）的销售额较2024财年翻一番。报告强 调，尼康的"对准站"是其一项关键优势，它可以测量晶圆的变形，从而提高曝光设备的套刻精度。随 着3D堆叠和晶圆键合在NAND和逻辑芯片生产中的应用日益广泛，尼康正着眼于EUV领域以外的增 长。 (科创板日报) 2.【SK海力士采用新一代阿斯麦光刻系统生产DRAM】韩国第二大存储芯片制造商SK海力士公司周 三表示，已在韩国一条内存生产线上采用先进的生产设备，以加快下一代芯片的开发。该公司表示， 已经在位于首尔南部利川市的主要生产基地M16芯片制造工厂安装了业界首个高数值孔径极紫外线 （High NA EUV）光刻系统。（金融界） 3.【LG能源获得总计107GWh的电池订单】LG能源与梅赛德斯-奔驰签约，在欧洲供应32GWh电动 汽车电池，合约期2028年8月1日-2035年3月31日；此前LG能源从梅赛德斯-奔驰附属公司赢得 75GWh电池订单，合约期2029年7月30日-2037年12月31日。 （新浪财经） 4. 【亿纬锂 ...

来源：@华夏时报微博 根据公告，东芯股份拟与亨通集团有限公司、上海道禾长期投资管理有限公司管理的基金、其他投资主体、上海砺算员工持股平台共同对外投资上海砺算，投资人合计投资金额约为5亿元。其中 公开信息显示，上海砺算成立于2022年4月，主要从事多层次（可扩展）图形渲染GPU芯片的研发设计，产品可实现端、云、边的主流图形渲染和AI加速，对标主流GPU架构。东芯股份认为，本 值得注意的是，财务数据显示，2024年及2025年1月至7月，上海砺算尚未产生营收，净利润持续亏损，亏损额分别为2.1亿元和1.55亿元。截至今年7月，上海砺算资产总额为3434.28万元 针对公司本次增资及公司发展规划等相关问题，《华夏时报》记者致函东芯股份，但截至发稿，并未收到回复。 "半导体企业对处于亏损阶段的新兴技术公司的'输血式'投资，在资本市场的估值逻辑中，往往呈现出复杂的双面性。"卢克林表示，一方面，这种投资体现了企业对未来技术趋势的前瞻性布局 "尽管标的公司在进行新产品的规划及研发设计，但标的公司目前的核心业务高度集中于其自主研发的7G100图形渲染GPU产品。标的公司未来一段时间的营收、利润，很大程度上依赖于7G100 此 ...

本报（chinatimes.net.cn）记者赵奕 上海报道 9月3日，复牌的东芯股份（688110.SH）股价一度上涨超14%。截至收盘，其股价涨幅为1.17%，报 119.38元/股，市值为528亿元。 东芯股份9月1日发布公告，拟再次向砺算科技（上海）有限公司（下称"上海砺算"）增资约2.11亿元。 此前，东芯股份曾于2024年8月向上海砺算投资2亿元。今年7月，上海砺算发布了首款GPU芯 片"7G100"系列产品，对标英伟达，受此影响，东芯股份股价持续飙升，在一个月的时间上涨超200%。 不过，目前上海砺算尚未产生营收，且处于持续亏损当中。 "东芯股份对上海砺算的再次增资，体现了其对GPU领域的长期看好以及对产业链协同效应的追求。"国 际注册创新管理师、鹿客岛科技创始人兼CEO卢克林向《华夏时报》记者表示，从行业视角来看，存储 芯片企业跨界布局GPU领域，理论上可以通过"存算协同"提升整体性能与效率，但实际操作中确实面临 诸多挑战。要实现真正的业务协同，需要技术层面的深度融合，这不仅要求双方在技术架构上有高度的 兼容性，还需要在研发团队之间建立高效的沟通与协作机制，确保技术迭代能够同步推进。 标的公司 ...

9月3日，复牌的东芯股份（688110.SH）股价一度上涨超14%。截至收盘，其股价涨幅为1.17%，报 119.38元/股，市值为528亿元。 东芯股份9月1日发布公告，拟再次向砺算科技（上海）有限公司（下称"上海砺算"）增资约2.11亿元。 此前，东芯股份曾于2024年8月向上海砺算投资2亿元。今年7月，上海砺算发布了首款GPU芯 片"7G100"系列产品，对标英伟达，受此影响，东芯股份股价持续飙升，在一个月的时间上涨超200%。 不过，目前上海砺算尚未产生营收，且处于持续亏损当中。 "东芯股份对上海砺算的再次增资，体现了其对GPU领域的长期看好以及对产业链协同效应的追求。"国 际注册创新管理师、鹿客岛科技创始人兼CEO卢克林向《华夏时报》记者表示，从行业视角来看，存储 芯片企业跨界布局GPU领域，理论上可以通过"存算协同"提升整体性能与效率，但实际操作中确实面临 诸多挑战。要实现真正的业务协同，需要技术层面的深度融合，这不仅要求双方在技术架构上有高度的 兼容性，还需要在研发团队之间建立高效的沟通与协作机制，确保技术迭代能够同步推进。 标的公司负债超1.2亿元仍未盈利 根据公告，东芯股份拟与亨通集团有限公 ...

Group 1: Company Insights - E Fund recently conducted research on seven listed companies, highlighting significant growth in revenue for Yuanjie Technology, particularly in the demand for 400G/800G optical modules, with expectations for substantial growth in the second half of 2025 [1] - Weisi Medical's lower limb exoskeleton device has been included in the medical insurance directory, and its electrical stimulation products are primarily used in obstetrics and gynecology departments [1] - Dekoli experienced rapid growth in computing power demand but faced challenges with capacity and supply chain resources, leading to insufficient order fulfillment [1] - Ningbo Jingda's performance was slightly impacted by international trade factors, but it saw a double-digit growth in orders in the second quarter, with a 70% increase in export orders after acquiring Wuxi Micro Research [2] - Xinmai Medical reported a revenue of 714 million yuan and a net profit of 315 million yuan, with overseas revenue growing over 95% [3] - Kehua Data achieved a revenue of 3.733 billion yuan, with a 0.06% year-on-year growth, and a 16.77% increase in data center business revenue [4] Group 2: Industry Trends - The demand for high-power CW light sources and high-speed EML technology is increasing, with companies focusing on core technology breakthroughs and maintaining high gross profit margins [1] - The integration of advanced technologies in manufacturing, such as high-frequency pipe-making and rolling machines, is being pursued to promote import substitution in the industry [2] - The development of new energy solutions, including 2000V450kW inverters, is being accelerated to serve various sectors, including state-owned enterprises [3] - The semiconductor industry is facing challenges with high R&D investments and increased financial costs, impacting profitability for companies like Dongxin [5]

Group 1 - The company achieved operating revenue of 8.34 billion yuan in the first half of 2025, a year-on-year increase of 9.93% [1] - The net profit attributable to shareholders was 69.81 million yuan, a decrease of 70.03% compared to the same period last year [1] - The total asset scale reached 9.25 billion yuan, an increase of 18.08% year-on-year [1] Group 2 - The company sold 879.86 tons of photovoltaic conductive paste, a year-on-year decrease of 22.28% [2] - The sales of conductive paste products for N-type TOPCon batteries reached 834.74 tons, accounting for 94.87% of total sales [2] - The company plans to enhance product technology research and market development to maintain its leading position in the photovoltaic battery conductive paste industry [2] Group 3 - The company has successfully achieved mass production of high-copper paste solutions for TOPCon batteries and is progressing towards large-scale production [3] - The silver nitrate project is expected to begin trial production in the fourth quarter of this year, which will enhance supply chain stability and reduce raw material costs [4] - The processing fees for TOPCon silver paste are currently stable, with higher fees for HJT and TBC battery pastes [5] Group 4 - The high-copper paste solution for TOPCon batteries has reduced effective silver consumption by over 50% compared to standard processes [7] - The company has made significant progress in electronic pastes for new energy vehicles, with various products already in mass production for high-end automotive applications [7] - The storage chip business generated sales revenue of 189 million yuan in the first half of 2025, with expectations for continued growth in the second half [8]