Core Insights - Silicon Labs and Wirepas have shipped 10 million wireless SoCs utilizing Wirepas' RF mesh connectivity software, primarily in India, supporting various industrial applications [1][2] - The partnership has proven to deliver robust, ultra-resilient, and scalable IoT networks, confirming the technical soundness and market readiness of their joint solutions [2][6] - The deployment of smart electric meters in India, totaling four million units, has significantly contributed to the country's Advanced Metering Initiative and grid modernization goals [3] - In Norway, over one million smart meters are connected in a decentralized mesh network, showcasing the capability of their technology to support national-scale infrastructure [4] - The emergency lighting sector is also experiencing high adoption rates, indicating growing momentum in various segments [5] Company Overview - Silicon Labs is a leading innovator in low-power wireless connectivity, providing solutions for smart home, industrial IoT, and smart cities markets [8] - Wirepas specializes in ultra-resilient, scalable mesh networks for large-scale industrial and commercial deployments, ensuring high reliability and business continuity [9]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has disclosed the completion report of Xiamen Youxun Chip Co., Ltd.'s (referred to as Youxun) initial public offering (IPO) guidance, indicating that the company is well-prepared for listing [1] Group 1: Company Overview - Youxun was established in February 2003 and provides high-speed transceiver chip solutions for various fields including 5G front/mid-haul, cloud computing, optical access networks, and data centers [1] - The company is recognized as a "little giant" enterprise by the Ministry of Industry and Information Technology and has been awarded the title of national-level manufacturing "single champion" [1] - Youxun is one of the first companies in China to specialize in the design of high-speed transceiver chips for optical communication and the first in the industry to develop high-speed optical communication transceiver chips using CMOS technology [1] Group 2: Financing and Shareholding - Youxun has undergone four rounds of financing, with the first round (A round) occurring in 2010, involving Xiamen High-tech Investment and Yingfu Taike [2] - The most recent financing (C round) was completed in February 2024, with participation from Kaiping Management, Fujian Electronic Information Industry Fund, and Jinyuan Group [2] - Strategic investment from China Mobile's subsidiary, China Mobile Capital, occurred in May 2024 [2] - Institutional shareholders include Shenzhen Capital under the Shenzhen State-owned Assets Supervision and Administration Commission, Shengbang Co., Ltd., Hengtaihua, and others, holding stakes of 10%, 8.09%, 6.63%, 4.96%, 3.64%, 1.77%, and 1.77% respectively [2]

Core Viewpoint - Jiewa Microelectronics Co., Ltd. (referred to as "Jiewa") has submitted its prospectus for listing on the Hong Kong Stock Exchange, aiming to become an "A+H" listed company after its initial public offering on the Shanghai Stock Exchange in December 2022 [1][3]. Company Overview - Jiewa is a virtual IDM model semiconductor design company focused on the research and development of analog integrated circuits, with a registered capital of approximately 447 million yuan [3]. - The company was established in March 2013 and is located in Hangzhou, Zhejiang Province [3]. Financial Performance - Jiewa's revenue for the years 2022, 2023, and 2024 was approximately 1.448 billion yuan, 1.297 billion yuan, and 1.679 billion yuan, respectively, with gross profits of 557 million yuan, 153 million yuan, and 254 million yuan [5][6]. - The company reported net losses of approximately 136 million yuan in 2022, 533 million yuan in 2023, and 611 million yuan in 2024 [5][7]. Product Portfolio - Jiewa's product offerings primarily include power management integrated circuits and signal chain integrated circuits, with around 2,200 models available for sale as of December 31, 2024 [4][8]. - Revenue from power management integrated circuits accounted for approximately 95.5%, 98.5%, and 98.0% of total revenue in 2022, 2023, and 2024, respectively [8]. Sales and Cost Analysis - The total sales volume for Jiewa was approximately 3.387 billion units in 2022, 4.275 billion units in 2023, and 5.784 billion units in 2024, indicating a significant increase in sales volume [9]. - Despite the increase in sales volume, revenue growth was limited, with a 10.4% decrease in 2023 attributed to a decline in average selling prices across all product categories [9][10]. - The company's costs increased significantly, with costs of approximately 891 million yuan, 1.144 billion yuan, and 1.425 billion yuan for the respective years, reflecting increases of 28.3% and 24.6% in 2023 and 2024 [9].

Group 1 - Adeia Inc. will participate in the "2025 Virtual Tech Conference: Discover the Innovations Reshaping Tomorrow" hosted by Maxim Group LLC from June 3rd to June 5th, with a fireside chat scheduled for June 4th at 4:00 p.m. EDT [1][2] - The conference will focus on the rapid evolution of technology and its disruptive impact across various industries, including healthcare, drones, consumer IoT, business solutions, and gaming & entertainment [2] - Discussions will highlight how emerging growth companies are leveraging Quantum Computing and Artificial Intelligence (AI) to position themselves for future growth [2] Group 2 - Maxim Group LLC is a full-service investment banking and wealth management firm that provides a comprehensive range of financial services, including investment banking and equity research [4] - Adeia Inc. is a leading R&D and intellectual property licensing company that accelerates the adoption of innovative technologies in the media and semiconductor industries [5] - Adeia's innovations are foundational to technology solutions that enhance digital entertainment and electronics, impacting millions of lives globally [5]

Summary of Conference Call on China Semiconductor Industry Industry Overview - The conference call focused on the **China Semiconductor** industry, highlighting the performance and outlook for 2025, particularly the first half and the anticipated challenges in the second half of the year [1][4]. Key Points and Arguments 1. **Sales Performance**: - China semiconductor companies reported better-than-seasonal sales in **1Q25**, with a sequential sales decline of **8%** for fabless and IDMs, compared to a normal seasonal decline of approximately **15%** [3][4]. - The gross margins for fabless and IDM subsectors increased by **1 percentage point (ppt)** and **2 ppts** respectively, marking significant recoveries since **2021** [3][7]. 2. **2Q25 Expectations**: - Most companies expect sales growth in **2Q25** to align with seasonal trends, projecting an increase of **10-15%** sequentially [3][4]. 3. **Demand Concerns for 2H25**: - There are rising concerns regarding demand in the second half of **2025**, with expectations of flat sales compared to normal seasonality due to fading pull-in demand and diminishing subsidy effects [1][3][22]. - Factors contributing to this concern include: - Potential expiration of the **90-day tariff truce** affecting export orders [23]. - Limited growth in smartphone sales, indicating a fading subsidy effect [23]. - Anticipated demand weakness for solar systems post-subsidy cut-off [23]. - Elevated inventory levels leading to potential price pressure [24]. 4. **Subsector Preference Order**: - The preferred investment order within the semiconductor subsectors is: **WFE > OSAT > Foundry > IDM > fabless** [1][3]. - **AMEC** is identified as the top pick in the WFE sector, while **JCET** is favored among OSAT players due to elevated utilization and acquisition strategies [1][3][37]. 5. **Market Share Projections**: - Local WFE suppliers are expected to capture **50%** market share by **2030**, up from approximately **20%** in **2024** [3]. 6. **Investment Strategy**: - The report suggests a selective approach towards fabless players due to demand uncertainty and potential margin pressures in **2H25** [3][37]. - A cautious stance is recommended for Android smartphone component suppliers like **Maxscend**, given limited unit growth and potential price pressures [37]. Additional Important Insights - The **A-share semiconductor index** has declined by **1%** year-to-date, outperforming the tech index and CSI 300 by **3%** and **1%** respectively, currently trading at a **47x forward P/E**, which is around the average historical valuation [37]. - The report emphasizes the importance of monitoring inventory levels and pricing strategies as they could significantly impact the market dynamics in the latter half of **2025** [24][25]. This summary encapsulates the critical insights from the conference call regarding the current state and future outlook of the China semiconductor industry, highlighting both opportunities and risks for investors.

New AI-powered Features Deliver Actionable Insights and Enhanced CollaborationPALO ALTO, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- Broadcom (NASDAQ: AVGO) today announced the general availability of the newest investment made to VMware Tanzu CloudHealth, a comprehensive new user experience that delivers a suite of feature enhancements and new AI-powered features like Intelligent Assist and Smart Summary. The new CloudHealth experience brings more accurate data and actionable insights to the entire FinOps Te ...

Genesis 的设计注重结构可靠性，保持最小的占用空间，使其能够适应密集的服务器，并支持长达 1000 毫米的电缆长度，且不会影响信号完整性。为此，它采用 29 AWG 低损耗微波同轴电缆，以 实现最佳的高频性能、信号完整性和可靠性。 Molex 的 Genesis 路线图包括计划于 2025 年 5 月推出的 x8 连接器、计划于 2025 年 7 月推出的 x16 型号以及未来推出的 x20 版本。Genesis 设计支持最多 74 个引脚的 x8 配置，而更大的 x16 和 x20 版本计划分别容纳 124 个和 148 个引脚。Molex 计划提供多种方向选项以适应不同的系统 布局，包括直角、斜角出口和垂直出口设计。连接器的宽度随通道数而变化，x8 为 28 毫米，x16 为 47 毫米，x20 为 57 毫米。连接器的高度为 8.7 毫米，深度为 13.2 毫米，以满足密集系统设 计的需求。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自Source：标题tomshardware 。 支持 128 GT/s 传输速率的 PCIe 7.0 互连系统尚需数年时间才能问世。然而，像 Molex ...

奕斯伟计算凭借自研RISC-V内核及覆盖32、64位计算平台的系列化RISC-V内核矩阵，以及基于"场景定 义架构"的定制化设计能力，成功打造了多款具备核心竞争力的解决方案。截至2024年年底，奕斯伟计 算已成为中国RISC-V主控量产解决方案数量最多的提供商，并在RISC-V全定制解决方案领域占据领先 地位。 提到奕斯伟计算，不得不提其背后的灵魂人物——王东升。这位在半导体产业深耕40余年的企业家，不 仅创立了京东方并将其发展成为显示屏领域的领军企业，还在退休后再次出山，带领奕斯伟计算冲刺资 本市场。王东升及其团队在京东方的丰富经验为奕斯伟计算的发展奠定了坚实的基础。 | | | 加入本公司 | | 薄婴仔色 | | | --- | --- | --- | --- | --- | --- | | 姓名 | 年齡 | 赚位/赚街 | 的時間 | 董事的日期 | 製費 | | 執行董事 | | | | | | | 王東升先生 | 68藏 | 執行董事 · 戰略 | 2019年 | 2019年 | 公司戰略及重大人事 | | | | 與投資委員會 | 9月24日 | 10月21日 | | | | | 主席 | | ...

There is still considerable resistance standing in the way of the technology sector in the United States, as some bearish analysts argue that the current state of trade tariffs hinders their ability to accurately forecast future growth prospects and valuations. However, there is one stock that has managed to position itself among the winners in this space today, regardless of how President Trump works to implement new trade strategies. Super Micro Computer TodaySMCISuper Micro Computer$40.01 -1.14 (-2.77%) ...

Group 1 - Credo Technology Group Holding Ltd. (NASDAQ: CRDO) is recognized as a strong AI stock with Strong Buy ratings from Wall Street and Quant [1] - The company is experiencing significant momentum, indicating positive market sentiment and potential for growth [1] - The analysis emphasizes the importance of focusing on high-quality names with reasonable valuations rather than seeking deep discounts [1] Group 2 - The investor's approach combines hands-on experience with an academic background in corporate finance, highlighting a strategic perspective on investment opportunities [1] - There is a focus on balancing growth opportunities with low-volatility dividend-paying stocks to create a well-rounded investment portfolio [1] - The analysis prioritizes fundamental business performance and strategic perspectives as key factors in evaluating companies [1]