（编辑 袁冠琳） 证券日报网讯 1月8日，紫光国微在互动平台回答投资者提问时表示，目前公司从事eSIM卡芯片的研 发、设计和销售。公司在芯片设计基础上会整合软件、安全生产等技术给客户提供整体解决方案。国外 eSIM技术的发展比国内早，国内仍处在发展初期。公司已率先完成国内三大运营商的全面准入，预期 后续国内的eSIM产品将有较快的增长，相信对公司有较大的贡献。 ...

Core Viewpoint - Nvidia is entering the robotaxi market and plans to test its own robotaxi offering by next year [1] Company Summary - Nvidia, known as the leader in AI chips, is expanding its business into the robotaxi sector [1]

Bottom Line Up Front: Prominent figures like Tesla (TSLA) CEO Elon Musk, Alphabet (GOOGL) (GOOG) CEO Sundar Pichai, and Nvidia (NVDA) CEO Jensen Huang have continued to make bold predictions about what the future job market will look like with artificial intelligence (AI) at its full potential. Musk went viral for saying work will be optional, and robots will effectively replace everyone and everything. But, in a recent interview with CSIS, Huang didn’t go quite that far. Rather, he sees AI as a tool to imp ...

BEVERLY, Mass., Jan. 8, 2026 /PRNewswire/ -- Axcelis Technologies, Inc. (NASDAQ: ACLS), a leading supplier of enabling ion implantation solutions for the semiconductor industry, announced management is scheduled to participate at the 28th Annual Needham Growth Conference on Tuesday, January 13th, 2026, at The Lotte NY Palace Hotel in New York, NY. Axcelis management will be available for one-on-one and group meetings with investors during the conference. About Axcelis:Axcelis (Nasdaq: ACLS), headquartered ...

Group 1: Industry Growth and Performance - Shanghai's integrated circuit industry revenue reached 391.2 billion yuan from January to November 2025, marking a year-on-year growth of 23.72%, with an expected annual scale exceeding 460 billion yuan, a 24% increase [1] - The AI chip industry cluster in Shanghai has significantly contributed to this growth, with the "Four Little Dragons" of GPU chips making a strong entry into the capital market [3][4] - The revenue of the AI chip companies is on the rise, with Muxi Technology's revenue expected to exceed 700 million yuan in 2024 and 915 million yuan in the first half of 2025, while Wallen Technology and Tensu Zhixin also show rapid growth [4] Group 2: Capital Market Activity - The "Four Little Dragons" of Shanghai's GPU chips have recently listed on capital markets, with Tensu Zhixin raising 3.7 billion HKD through its IPO, achieving an oversubscription of 414.24 times in the public offering [3][4] - Muxi Technology and Wallen Technology have also made significant strides in the capital market, with Muxi being the first to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board [3] Group 3: Technological Advancements - Tensu Zhixin has achieved several breakthroughs in the domestic GPU industry, launching the first training-specific and inference-specific general-purpose GPU products, filling gaps in the domestic chip market [4] - Muxi Technology has developed a series of GPUs for intelligent computing, with its products already deployed in over ten intelligent computing clusters, showcasing significant commercial application [8] Group 4: Industry Ecosystem and Support - Shanghai has established a robust ecosystem for integrated circuits, ranking fourth globally and first in mainland China, with over 1,200 integrated circuit companies and a significant concentration of talent and innovation resources [7] - The city has implemented supportive policies for the integrated circuit industry, providing funding and resources to companies at various stages of development, exemplified by Muxi Technology's early-stage funding and strategic investments [7][8] Group 5: Future Outlook - The AI chip market in China is projected to grow significantly, with an expected shipment of 2.5 million units in 2024 and a compound annual growth rate of 32.1% until 2029, indicating substantial potential for domestic companies [4] - Shanghai aims to continue leading in the integrated circuit industry, focusing on innovation, talent cultivation, and comprehensive service support to enhance its competitive edge in the global market [9]

Key Points AI-driven demand for memory chips pushed Micron's quarterly revenue up 56.6% year over year. The memory-chip market is notoriously cyclical, but AI demand may break the boom-bust pattern. Micron's stock looks like a bargain compared to AI darlings like Nvidia, AMD, and Palantir. These 10 stocks could mint the next wave of millionaires › Shares of Micron Technology (NASDAQ: MU) rose 20.7% in December 2025, according to data from S&P Global Market Intelligence. After this boost, Micron ...

Certainly, there are winners and also-rans in the hyper-competitive world of artificial intelligence (AI) chips. ...

AMD Technical AnalysisAMD looks like it is trying to rise a little bit, perhaps on the back of the CES show as well, just the overall positivity for tech. With that being the case, the $200 level underneath, I think, continues to offer a bit of a short-term floor in this market.I do not necessarily think this market takes off to the upside easily. I think we are in a period of consolidation, but it is definitely more of a buy-on-the-dip type of situation, and as a result, I do not have any interest in tryin ...

Core Viewpoint - ChipMinds Semiconductor has re-submitted its listing application to the Hong Kong Stock Exchange, with Huatai International as its sole sponsor, after a previous application expired in June 2025 [1] Funding and Business Focus - The funds raised from the IPO will primarily be used to enhance R&D capabilities and expand product offerings, including maintaining and expanding the existing R&D team, building a silicon carbide module packaging and testing production line, upgrading R&D testing equipment, iterating core process technologies, and expanding applications in emerging fields such as new energy vehicles, AI servers, and robotics [2] - ChipMinds specializes in providing efficient power management solutions through proprietary process technologies, with core business covering power management integrated circuits (PMIC) and power devices, widely used in automotive, telecommunications, data centers, industrial applications, and consumer electronics [2] - According to Frost & Sullivan, ChipMinds holds approximately 0.42% market share in the global PMIC market and about 0.14% in the global power device market as of 2024 [2] Financial Performance - The company has faced financial pressure in recent years, with revenues declining from RMB 1.688 billion in 2022 to RMB 1.172 billion in the first three quarters of 2024 [5][6] - The net losses reported were RMB 171.53 million in 2022, RMB 506.26 million in 2023, RMB 697.10 million in 2024, and RMB 501.79 million in the first nine months of 2025 [5][7] - The overall gross margin has decreased from 37.4% in 2022 to 29.4% in 2024, with a gross margin of 29.1% in the first nine months of 2025 [7] Competitive Landscape and Challenges - The company attributes its continuous losses to market competition leading to pricing pressure in PMIC products, the early-stage nature of its power device business, high R&D investments for PMIC design selection and product platform development, and financial costs related to early-stage debts [7] - The gross margin fluctuations are influenced by the PMIC business segment's product iteration and customer platform update cycles, while the power device segment is still ramping up production capacity [8] Customer Concentration - Revenue from the top five customers accounted for 87.8%, 84.6%, 77.6%, and 66.8% of total revenue during the reporting period, indicating a high customer concentration despite a declining trend [8] Investment and Shareholding - Since 2020, ChipMinds has completed multiple rounds of financing, including RMB 3.528 billion in Series A, RMB 1.47 billion in 2022, and RMB 1.155 billion in Series B financing in 2023, with notable investors including Hillhouse Capital, CATL, and various venture capital firms [9][10] - The largest shareholder is Wassena Technology Hong Kong Limited, holding 11.08%, followed by other investment firms [10][11]

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