15日多家模拟芯片公司跳空高开，涨幅明显。 开盘势头较猛的圣邦股份（300661.SZ）股价跳空高开，逼近"20CM"涨停，开盘后股价一路下探，午后 重回涨停。公司产品覆盖信号链和电源管理两大领域，可广泛应用于工业控制、汽车电子、通讯设备、 医疗仪器和消费类电子等领域，以及人工智能、机器人、新能源和物联网等新兴市场。2025年上半年， 公司实现营业收入181,878.03万元，同比增加15.37%；实现净利润19,367.23万元，同比增加11.95%，其 中，归属于母公司股东的净利润20,083.91万元，同比增加12.42%。 类似还有艾为电子（688798.SH）开盘时逼近涨停，是一家专注于高性能数模混合信号、电源管理、信 号链的集成电路设计企业，主营业务为集成电路芯片研发和销售。2025年上半年公司实现营业收入 136,955.81万元，较上年同期下降13.4%；实现归属于母公司所有者的净利润15,652.16万元，较上年同 期上升71.09%；实现归属于母公司所有者的扣除非经常性损益的净利润12,283.24万元，较上年同期上 升81.88%。 此外，思瑞浦（688536.SH）、纳芯微（68805 ...

Core Insights - The seventh Wuxi Taihu Chuangxin Conference focused on "Embracing AI to Design the Future and Initiate the IC Era," gathering over 50 experts and industry representatives to discuss collaborative innovation and high-quality development in the integrated circuit industry [1] Group 1: Industry Development - Wuxi aims to promote controllable core technologies in the integrated circuit sector and build a complete autonomous industrial chain ecosystem [1] - The integrated circuit industry in Wuxi is projected to achieve revenue of 13.31 billion yuan in 2024, reflecting a growth rate of 20.16% [1] Group 2: Standards and Innovations - The conference released standards, outlooks, and products, including two AI chip technology standards led by China Electronics Technology Group, which are crucial for the AI era and provide guidance for the evolution of next-generation networks [2] - The "RISC-V 2030 Global Open Computing Architecture Revolution and Industrial Ecosystem Outlook" reflects Wuxi's proactive strategy in the open-source chip ecosystem [2] Group 3: Ecosystem Collaboration - The establishment of the Wuxi Testing and Certification Service Alliance (Integrated Circuit) marks a significant step in optimizing industrial services in the region [2] - The launch of the Wuxi Taihu Chuangxin Ecological Co-construction emphasizes the importance of a virtuous cycle of demand-driven supply and supply-creating demand in the integrated circuit ecosystem [3]

Group 1 - The China Securities Regulatory Commission (CSRC) has requested that Lianqi Technology (688008.SH) provide additional explanations regarding potential technology cross-border transfers as part of its listing application process [1][2] - Lianqi Technology submitted its listing application to the Hong Kong Stock Exchange on July 11, 2025, with China International Capital Corporation, Morgan Stanley, and UBS serving as joint sponsors [1] - Lianqi Technology is recognized as a leading fabless integrated circuit design company, focusing on innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [2] Group 2 - According to Frost & Sullivan, Lianqi Technology has become the largest supplier of memory interconnect chips globally, holding a market share of 36.8% in 2024 based on revenue [2] - The CSRC has specifically asked for a legal opinion from lawyers regarding the compliance and operational status of Lianqi Technology's technology export business over the past three years [2]

Core Viewpoint - The establishment of Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. signifies a significant investment in the integrated circuit industry, with a registered capital of approximately 20.7 billion yuan [1] Company Summary - Changcun Phase III (Wuhan) Integrated Circuit Co., Ltd. has been established with a registered capital of about 20.7 billion yuan [1] - The company is co-owned by Yangtze Memory Technologies Co., Ltd. and Hubei Changsheng Phase III Investment Development Co., Ltd. [1] Industry Summary - The company's business scope includes integrated circuit manufacturing, design, sales, and production of integrated circuit chips and products [1]

Core Viewpoint - A new company, Sichuan Weiyi Yuanzhao Technology Co., Ltd., has been established, focusing on integrated circuit design and sales [1] Company Summary - The legal representative of the company is Du Fei [1] - The business scope includes integrated circuit design, integrated circuit chip design and services, sales of integrated circuit chips and products, and sales of integrated circuits [1] - The company is jointly held by Liu Jiu Yi Er (301592) and others [1]

Core Insights - The establishment of the RISC-V Alliance Jiangsu Provincial Center in Wuxi aims to provide a foundational technology platform for chip design [1] - Wuxi has actively responded to the directives from the Central Cyberspace Administration and the Ministry of Industry and Information Technology to promote high-quality development of the RISC-V industry [1] - The center will collaborate with enterprises and universities to build a RISC-V IP resource pool and Chiplet technology library, supporting the self-reliance of China's integrated circuit industry [1] Industry Development - Wuxi has gathered key enterprises such as Zhongwei Yixin, Shiqing Technology, and Mu Chuang Integrated Circuit to accelerate the development of the RISC-V industry [1] - The Jiangsu Provincial Center is designed to link provincial industrial resources and create an innovative ecosystem for RISC-V in Jiangsu [1] - The initiative aims to enhance core technology independence and support the high-level self-reliance of China's integrated circuit industry [1]

联盟的目标是3-5年内，实现企业定制化人才培养覆盖率超50%，联盟成员单位接收实习生年均增长10%，无锡本地企业技术攻关项目参与率达60%。 扬子晚报/紫牛新闻记者张建波 校对胡妍璐 无锡市集成电路人才培养联盟在无锡市委市政府指导下成立，聚合在锡高校、企业、科研机构，构建"政产学研用数"六位一体协同机制，旨在破解集成电 路产业人才瓶颈，助力无锡加快建设具有国际竞争力的集成电路产业高地。 联盟依托无锡千亿级产业集群优势，首创"五双"育人模式，推动教育链、人才链、产业链、创新链有机衔接。通过构建双导师培育、校内外实践课程、岗 前培训等特色化体系，着力培养契合产业发展需求的高素质技术技能型、创新型人才，有效破解企业岗位需求与人才技能素养不匹配难题。 目前，联盟由十所高校和十家重点企业联合发起，未来将持续吸纳更多高校与企业加入，并在政策、资源等方面给予重点倾斜和支持。 在9月4日举行的2025集成电路(无锡)创新发展大会上，无锡市集成电路人才培养联盟正式成立。 ...

Core Viewpoint - The Jiangsu province is showcasing its innovative capabilities in the integrated circuit industry through the release of nearly 100 representative "new technologies and products" at the 2025 Integrated Circuit Innovation Development Conference, highlighting its position as a significant national hub for integrated circuits [1][3]. Summary by Relevant Categories Innovation and Technology - The release focuses on key areas such as chip design (automotive chips, independent innovation, AI empowerment), wafer manufacturing, advanced packaging, high-end equipment, and critical materials [3]. - Jiangsu has established a complete industrial chain from chip design to equipment materials, ranking among the top in the country [3]. Product Development - A total of 100 "new technologies and products" have been selected for provincial-level promotion, demonstrating Jiangsu's innovative strength and new momentum in the integrated circuit sector [3]. - Over 80% of the released results pertain to equipment and materials, indicating significant breakthroughs in high-end equipment and key materials [3]. Manufacturing and Market Position - The core manufacturing capabilities are being reinforced, with domestic-leading specialty processes and advanced packaging receiving certification from end customers [3]. - The results reflect Jiangsu's innovative vitality and its practical response to challenges, aiming to build a globally influential integrated circuit industry cluster [3].

Core Points - The company has completed the registration change and obtained a new business license from the Anhui Provincial Market Supervision Administration [1] - The board of directors approved the change in registered capital and amendments to the company's articles of association during the fourth board meeting on August 22, 2025 [1] - The registered capital is now 133,327,968 RMB, and the company is classified as a foreign-invested, publicly listed joint-stock company [1] Company Information - Company Name: Longxun Semiconductor (Hefei) Co., Ltd [1] - Unified Social Credit Code: 913400007950924118 [1] - Legal Representative: Chen Feng [1] - Established Date: November 29, 2006 [1] - Address: No. 3963, Susong Road, Economic and Technological Development Zone, Hefei, Anhui Province, Intelligent Equipment Technology Park, Building B3 [1] - Business Scope: Research and design, production, and sales of integrated circuits and electronic products; development, production, and sales of computer software and hardware; import and export of various goods and technologies [1]

Core Viewpoint - The company, Jiewate (688141), announced its intention to acquire a total of 66.25% equity in New Port Coast (Beijing) Technology Co., Ltd. for a total consideration of 418 million yuan, enhancing its stake in the high-speed mixed-signal IC design sector [1] Group 1 - Jiewate plans to acquire 20% of New Port Coast for 126 million yuan, resulting in a total ownership of 35.3677% post-transaction [1] - New Port Coast specializes in high-speed mixed-signal IC design, including clock chips, high-speed interface chips, and automotive chips, which will complement Jiewate's product matrix in signal chain products [1] - The transaction reflects a strategic move to strengthen Jiewate's capabilities in the semiconductor industry through the acquisition of complementary technology [1]