南财智讯1月29日电，源杰科技发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 17,500万元—20,500万元，同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利 润为15,000万元—18,000万元。归属于上市公司股东的净利润同比扭亏，主要原因为：（一）2025年， 公司数据中心业务实现增长，占公司整体的收入比例提升。公司整体产品结构的进一步优化，加之数据 中心产品毛利率较高，因而，公司的净利润水平同比增加。（二）公司通过私募基金间接参与股权投 资，主要投资于中国境内的新一代信息技术、智能制造等高科技行业领域内具有发展潜力的非上市企 业。随着被投资企业估值上升，产生投资收益贡献。此外，2025年度，随着政府补助项目完成验收，确 认政府补助也对净利润有一定贡献。 ...

中国经济网北京1月29日讯 美芯晟(688458.SH)昨日晚间发布关于以股权收购及增资方式取得上海鑫 雁微电子股份有限公司100%股权的公告。 为提升公司核心竞争力、拓宽技术边界，经各方友好协商确定，公司拟与许明峰、管慧、上海凌辉 雁企业咨询中心（有限合伙）（以下简称"凌辉雁"）、赤雁微（上海）技术中心（有限合伙）（以下简 称"赤雁微"）、连雁芯（上海）技术中心（有限合伙）（以下简称"连雁芯"）、雁栖微（上海）技术中 心（有限合伙）（以下简称"雁栖微"）以及上海鑫雁微电子股份有限公司（以下简称"标的公司"或"鑫 雁微"）共同签署《关于上海鑫雁微电子股份有限公司之增资及股权转让协议》（以下简称"《增资及股 权转让协议》"），公司拟按照12,500万元投前估值，以12,500万元受让上述6名交易对方合计持有的鑫 雁微1,000万元注册资本，受让价格为12.5元/股；同时以3,500万元认购标的公司新增注册资本280万 元，增资价格为12.5元/股，交易完成后合计取得标的公司100%股权，合计交易金额为16,000万元。交 易完成后，鑫雁微将成为公司全资子公司，纳入公司合并报表范围。 公司聘请了具有相关资产评估业 ...

Price Increases in Semiconductor and Electronic Components Industry - Resonac announced a price increase of 30% for copper-clad laminates and adhesive films starting March 1, 2026, due to tight supply and rising costs of raw materials and labor [3] - Nanya Plastics will raise prices for all CCL products and PP by 8% starting November 20, 2025, citing increases in international copper prices and raw material costs [7] - TrendForce predicts that the average capacity utilization rate of global 8-inch wafer foundries will rise to 85%-90% in 2026, leading to price increases of 5%-20% for wafer foundry services across the board [8] - TSMC plans to increase prices for advanced technology nodes (5nm, 4nm, 3nm, 2nm) by 8%-10%, with a 50% increase for 2nm wafers starting in 2026 [10] - SMIC has implemented a price increase of approximately 10% for certain capacities [11] - Several packaging and testing companies have begun raising prices, with increases nearing 30% due to high demand and full capacity utilization [13] Memory Chip Price Increases - Samsung has raised NAND flash prices by over 100% and plans to increase server DRAM prices by 60%-70% in Q1 2026 [15] - SK Hynix is also raising server DRAM prices by 60%-70% and has negotiated significant price increases for LPDDR memory used in iPhones, approaching 100% [16] - Micron has announced a general price increase of approximately 20% across its product lines [17] - NAND flash wafer prices increased by over 10% in December 2025, with SSD prices rising by 15%-20% [24] Passive Components Price Adjustments - Various passive component manufacturers, including Yageo and Panasonic, have announced price increases for capacitors and resistors ranging from 8% to 30% [26][31] - ROHM Semiconductor has raised prices for thick film resistors by 8%-20% [38] - Multiple manufacturers are adjusting prices due to rising raw material costs and supply chain pressures [47] Power Devices and Other Electronics - Huazhong Microelectronics confirmed price increases for certain IGBT products due to rising copper and raw material costs [48] - Several semiconductor companies, including Jiangxi Tianyi and Wuxi Zongxiang Technology, have raised prices for specific products by 10%-20% [82][83] CPU and GPU Price Trends - AMD and Intel are planning to increase server CPU prices by up to 15% due to high demand from large enterprises [62] - NVIDIA and AMD are expected to raise GPU prices in early 2026, with multiple price adjustments anticipated throughout the year [79]

Group 1 - Alibaba has officially launched the high-end AI chip "Zhenwu 810E," marking the public introduction of its self-developed PPU chip [1] - The "Tongyun Ge" initiative, consisting of Tongyi Laboratory, Alibaba Cloud, and Pingtouge, aims to create an AI supercomputer that innovates collaboratively across chip architecture, cloud platform architecture, and model architecture [2] - The "Zhenwu" PPU has been deployed in multiple ten-thousand-card clusters on Alibaba Cloud, serving over 400 clients including State Grid, Chinese Academy of Sciences, Xiaopeng Motors, and Sina Weibo [3]

格隆汇1月29日丨蓝箭电子(301348.SZ)在投资者互动平台表示，公司先进封装技术尚未直接应用于AI芯 片、高性能计算芯片的封装；但功率器件等产品已直接或间接应用于AI服务器及周边，先进封装技术 主要服务于功率、电源管理等配套芯片，未进入AI芯片、算力芯片的封装环节。 ...

Group 1 - The core viewpoint of the news highlights the significant growth in AI computing power and applications, leading to a bullish market trend, particularly in cloud computing ETFs and key stocks like iFlytek [1][3] - iFlytek announced an expected net profit of 785 million to 950 million yuan for 2025, representing a year-on-year growth of 40% to 70%, driven by the accelerated deployment of AI applications [3] - The fourth quarter net profit for iFlytek is projected to reach 852 million to 1.017 billion yuan, indicating a staggering quarter-on-quarter increase of 394% to 490% [3] Group 2 - Meta's recent earnings report also exceeded market expectations, with significant revenue growth and a capital expenditure forecast of up to 135 billion yuan for 2026, nearly double that of the previous year [3] - The computing power industry is experiencing inflation from 2025 to early 2026, affecting storage, CPUs, and other semiconductor chips, driven by increased demand for AI training [3] - Alibaba is preparing to advance the independent listing of its AI chip subsidiary, Tianshu, which is expected to boost the development of domestic computing power chips [4] Group 3 - The open-source AI assistant Clawdbot has gained market attention, transforming personal AI assistants into proactive digital partners, indicating a shift in value from models to application frameworks [5] - The cloud computing ETF tracks a comprehensive index covering leading software developers and electronic component companies, providing a one-stop solution for the AI computing era [5]

1月29日，芯片赛道短线回调，全"芯"科创芯片ETF华宝（589190）早盘低开后冲高回落，场内价格现跌1.75%，水下区间持续宽幅溢价，显示买盘资金逢跌 积极介入。 消息面上，阿里自研AI芯片"真武"亮相。该芯片实现软硬件全自研，已在阿里云实现多个万卡集群部署，并服务了国家电网、中科院、小鹏汽车、新浪微 博等400多家客户。 此外，全球芯片领域掀新一轮涨价潮。消息称，三星电子、SK海力士已经完成与苹果谈判，大幅上调iPhone所用LPDDR内存的价格，三星报价涨幅超过 80%，SK海力士则接近100%。国内方面，中微半导宣布调整MCU、Norflash等产品价格，涨幅15%-50%；国科微宣布KGD产品涨价，幅度40%-80%。 中信证券指出，展望2026年，算力发展具备高确定性，超节点技术迎来拐点性机遇，大厂Capex验证需求逻辑，叠加国产算力厂商竞争力提升，看好国产算 力芯片及国产系统级厂商投资机遇。 数据显示，截至2025年末，上证科创板芯片指数基日以来年化收益率达17.93%，显著优于科创创业半导体、国证芯片、中证全指半导体等同类指数表现， 同时最大回撤更小，风险收益比更好。 | | | 材料制作示 ...

Core Viewpoint - Alibaba is establishing an AI supercomputer named "Tongyun Ge," integrating its self-developed chips, cloud services, and advanced models to enhance efficiency in training and deploying large models [2][4]. Group 1: AI Chip Development - The "Zhenwu 810E" high-end AI chip has been launched by Alibaba's Pingtouge, marking the emergence of the "Tongyun Ge" AI triangle consisting of Tongyi Lab, Alibaba Cloud, and Pingtouge [2][4]. - The "Zhenwu" PPU features a self-developed parallel computing architecture with 96G HBM2e memory and an inter-chip bandwidth of 700 GB/s, suitable for AI training, inference, and autonomous driving [8]. Group 2: Model Performance - The Qwen3-Max-Thinking model, released by Tongyi Lab, has set multiple global records, with over 1 trillion parameters and 36 trillion tokens of pre-training data, rivaling models like GPT-5.2 and Gemini 3 Pro [10]. - The model has demonstrated superior performance in 19 benchmark tests, showcasing its capabilities in factual knowledge, complex reasoning, and alignment with human preferences [10]. Group 3: Market Impact and Adoption - The "Zhenwu" PPU has been deployed in over 400 clients, including major organizations like State Grid and Xpeng Motors, indicating strong market demand and positive reception [4][8]. - The Qwen3-Max-Thinking model is available for free on QwenChat, with over 200,000 derivative models and 1 billion downloads, establishing it as a leader in the global AI open-source community [11].

Group 1 - The core viewpoint of the articles indicates a significant price increase trend in the technology sector, particularly in cloud computing and semiconductor products, driven by supply-demand imbalances and rising costs [1][6][7] - Zhongwei Semiconductor announced a price adjustment for MCU and Nor flash products, with increases ranging from 15% to 50% [1] - Guokai Micro also declared a comprehensive price hike, with increases up to 80%, leading to a surge in stock prices for both Zhongwei Semiconductor and Guokai Micro [6] Group 2 - Major global players in the cloud computing market, including Google Cloud and Amazon Web Services (AWS), have announced price increases, breaking a long-standing trend of declining prices in the industry [7][8] - AWS raised prices for its EC2 machine learning capacity blocks by approximately 15%, indicating a shift in pricing strategies due to rising demand for AI-related services [8] - The stock performance of cloud computing-related companies has been robust, with several stocks experiencing significant gains, such as Zhuoyi Information rising over 110% and others like Oputai and Liansheng Technology increasing by over 50% [8] Group 3 - Growth prospects for cloud computing stocks appear strong, with 33 stocks expected to have net profit growth rates exceeding 20% over the next two years, and several companies projected to achieve over 50% growth [9]

芯东西1月29日报道，今日，阿里巴巴集团全资半导体芯片业务主体平头哥官网上线高端AI训推一体芯片真武810E，阿里全栈AI阵型"通云 哥"也首度曝光。 这就是此前被央视《新闻联播》曝光的阿里自研芯片PPU。据悉，"真武"PPU已在阿里云实现多个万卡集群部署，服务了国家电网、中科院、 小鹏汽车、新浪微博等400多家客户。（阿里自研AI芯片曝光！） 至此，由通义实验室、阿里云、平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 平头哥成立于2018年11月，注册地址在上海，已推出AI推理芯片含光800、训推一体AI加速芯片真武810E、Arm服务器CPU倚天710、高性能 SSD主控芯片镇岳510、超高频RFID电子标签芯片羽阵611和羽阵600等芯片，并不断丰富产品线。 阿里巴巴已将"真武"PPU大规模用于千问大模型的训练和推理，并结合阿里云完整的AI软件栈进行深度优化，为客户提供一体化产品和服务。 据业内人士透露，对比关键参数，"真武"PPU的整体性能超过英伟达A800和主流国产GPU，与英伟达H20相当。 另据外媒最新报道，升级版"真武"PPU的性能强于英伟达A100。 多位行业从业者称，"真武"PP ...