3月10日消息，近日华为宣布正式成立"医疗卫生军团"，这是继煤矿、港口、电力等之后，华为第21个 垂直行业军团。 该军团旨在整合华为在5G、云计算、AI大模型（如盘古大模型）等领域的技术积累，重点构建AI辅助 诊断解决方案体系，推动医疗大模型在临床场景的应用。 华为的军团制度自2021年实施以来，旨在通过小团队和高自主权的"特种部队"模式，快速穿透各个垂直 行业。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 网上针对华为"医疗卫生军团"的成立，也有诸多的猜想。"医疗卫生军团"本质上是华为在AI时代的一次 战略级押注。它不仅看中了医疗行业的巨大潜力，更希望通过技术赋能，重新定义医疗行业的规则。这 不是简单的"跨界"，而是华为用它擅长的方式——集中资源、快速突破——去解决一个行业的核心痛 点。 医疗行业对AI的需求几乎是刚需。到2030年，全球医疗数据量预计会达到2.3万亿GB，但传统医疗系统 在处理这些数据时效率极低。比如，病理切片 ...

来源：内容编译自serverthehome，谢谢。 几天前，我们发布了使用 Marvell COLORZ 800 实现高达 1000 公里的 800Gbps 传输速度，并在 其中简要展示了另外两个模块。其中一个我们已经在100G QSFP28 DAC 内部介绍过 （参考 《拆解 Marvell 800G 光模块》 ） 。另一个，100G SR4 QSFP28 模块肯定比 100G QSFP28 DAC更复杂， 所以我们也想展示它。通常，如果你想确保光学模块继续工作，拆开它们并不是最好的主意，所以 我们决定牺牲一个。 这是 AMC 光学模块，其编码为 Juniper 的 JNP 部件号。我们可以看到，这是一个 MTP/MPO-12 光学器件，因此它适用于 12 根光纤多模电缆。它在另一端也是一个 QSFP28 连接器，因此它与我 们之前展示的 100G QSFP28 DAC 安装在同一个插槽中。 拆开外壳很容易，因为只需使用螺丝即可。请注意，这些螺丝通常带有用于固定闩锁的弹簧，这些 弹簧可以感知从外壳中解放出来的自由，并且喜欢跳出工作台并跳到地板上。拉下金属外壳，这是 PCB 的一侧。 从这方面看，这看起来像是 ...

在2025年全国两会召开之际，科创板也迎来"提质增效重回报"专项行动实施一周年。 一年来，超八成科创板公司积极响应，发布相关行动方案并持续评估落实，科创50、科创100成份股公司全覆盖，以投资者为本的市场文化加速形成。 作为落实"科创板八条"的一项重要举措，上交所持续推动"提质增效重回报"专项行动常态化、长效化开展，近期已引导全体科创板公司继续开展2025年度专项行 动，并于上交所官网、上交所APP上线 "提质增效重回报"专栏，便利投资者等各方了解最新进展。 新"国九条"明确要求上市公司聚焦主业、提升发展质量。科创板公司积极响应，从行动方案来看，公司在对以往经营情况分析的基础上，提出了一系列可操作、可 落实、可检验的具体举措，提高产能利用率、净资产收益率等经营指标，推动公司提升经营质量。近四成科创板公司明确募投项目年度预计目标和推进计划。同 时，在专项行动倡议下，更多科创板公司开始从仅关注发展规模，向更多关注经营效率和盈利能力转变。 强本固基：聚焦主业提升经营质量 威胜信息是科创板首批披露行动方案的公司，行动方案注重价值创造和投资者回报。公司2024年提出，将落实"三增三去"：增合同，增回款，增市场份额；去浪 ...

正如前面强调的 机器人 根本停不下来，当下市场逻辑表现为政策地图和大厂产业链多主线主导（我们圈子周一也分享提示了），产业和市场 交互推进。不光周五上交所举办了人形机器人产业座谈会，最近各省市各大厂也都持续在激烈角逐之中，周末的智元/小米机器人，特斯拉 Optimus、小鹏、奇瑞等多个厂家机器人都有新发酵和催化，机器人这个大主题仍有大空间，相关产业跟踪研究也更加重要！ 比如周末的人形机器人题材一直是市场持续性最强的主题，而目前整个产业周期还处在0-10阶段，但后续的市场空间是巨大，之前的机构电新 基本上都抱团在里面，借助事件催化，量化资金也会时不时去点火题材热度，反观之算力、AI应用或者AI Agent智能体等TMT大板块，因为机 构整体仓位占比并没多重，倒是游资和散户玩得更多些，所以题材切换和博弈会更剧烈。所以目前 从题材空间 来看持续性的话，机器人＞AI 应用(AI gent智能体)＞算力＞手机， 从题材热度 来看，机器人、AI医疗、GKJ等要更强，当然 从题材确定性 来看，机器人、AI医疗、算力 也是要强于GKJ和Manus的。 | 日限房产 图集 | 热点追踪 题材挖掘 | | | | --- | -- ...

Company Overview - Taiwan Semiconductor Manufacturing Company (TSMC) is a leading semiconductor foundry with a market capitalization of $800 billion [1] - TSMC manufactures advanced chips that are utilized across various global industries, supplying approximately 90% of the world's advanced semiconductor needs [1] Industry Insights - The semiconductor industry is critical for technological advancement, with TSMC playing a pivotal role in the supply chain [1] - The company's strong position in the market highlights the importance of semiconductor manufacturing in the global economy [1]

星标 ★ IPO日报 精彩文章第一时间推送 几个月内，两家上市公司先后公告拟并购同一标的公司。 2024年11月，英唐智控和爱协生科技公司（下称"爱协生"）未能协商一致终止收购后。3月，新相微快速接上，向并购标的伸出橄榄枝。 近期，新相微公告称，公司正在筹划以发行股份及支付现金的方式购买爱协生控制权并同时募集配套资金。经初步沟通，本次交易预计构成重大资产重 组。公司股票已于2025年3月3日开市起停牌，并将于2025年3月4日继续停牌，预计停牌时间不超过5个交易日。 当前半导体显示行业竞争激烈，但行业整合趋势明显，这或是新相微在行业整合上的新方向。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 688593 | 新相微 | A 股 停牌 | 2025/3/4 | | | | 制图：佘诗婕 业务协同 近年来，新相微也一直在推动产业生态布局和业务发展，此次收购爱协生是其战略布局的一部分。 据悉，新相微是国内领先的显示芯片设计企业，专注于显示驱动IC的研发和销售。 ...

Group 1 - Nano Labs Ltd held an extraordinary general meeting of shareholders on March 7, 2025, where shareholders approved resolutions to increase the company's share capital and to amend voting rights for Class B ordinary shares from 15 to 30 votes per share [1] - The company adopted The Fifth Amended and Restated Memorandum and Articles of Association during the meeting [1] Group 2 - Nano Labs Ltd is a leading fabless integrated circuit design company in China, focusing on high throughput computing chips, high performance computing chips, and various computing and storage solutions [2] - The company has developed a comprehensive flow processing unit architecture that integrates features of both high throughput computing and high performance computing [2] - Nano Labs' Cuckoo series is recognized as one of the first near-memory high throughput computing chips available in the market, according to an industry report by Frost & Sullivan [2][3]

Core Insights - PDF Solutions, Inc. has completed the acquisition of secureWISE, LLC, enhancing its position in the semiconductor manufacturing equipment industry [1][2] - The acquisition is expected to significantly expand PDF Solutions' manufacturing connectivity network, covering most of the world's 300mm fabs [2] - The integration of secureWISE is anticipated to accelerate its adoption in the outsourced semiconductor assembly and test market [2] Company Overview - PDF Solutions provides comprehensive data solutions aimed at improving yield, quality, and operational efficiency in the semiconductor and electronics industry [4] - The company serves Fortune 500 clients by enabling smart manufacturing through data collection, advanced analytics, and machine learning [4] - Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with a global presence across North America, Europe, and Asia [5][6] secureWISE Overview - The secureWISE platform facilitates secure remote connectivity and collaboration in the semiconductor industry [7] - It is installed in over 90% of the world's 300mm semiconductor fabs, providing OEM suppliers with real-time access to their equipment [7] - The platform aims to deliver operational insights, enhance performance, and create new service revenue opportunities [7]

Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Viewpoint - Marvell's fiscal year 2025 results and fiscal year 2026 Q1 guidance slightly exceeded analyst expectations, yet the stock price dropped over 18% post-earnings announcement [1] Group 1: Earnings Performance - Fiscal year 2025 Q4 total revenue reached $1.82 billion, a quarter-over-quarter increase of 20% and a year-over-year increase of 27%, with data center revenue contributing 75% of total revenue [2][10] - Non-GAAP EPS for Q4 was $0.60, beating the consensus estimate of $0.59 by $0.01 [4] - Q1 guidance projects revenue of $1.88 billion (+/- 5%), slightly above the consensus of $1.87 billion, and non-GAAP EPS of $0.61 (+/- $0.05), also above the consensus [4] Group 2: Market Concerns - Analysts express concerns over potential slowdowns in spending on AI infrastructure by major hyperscale companies, which could impact data center revenue growth [2][5] - There are fears that competitors, possibly Broadcom, may capture market share from Marvell by securing contracts with hyperscale clients [2][8] - The S&P 500 index has seen widespread selling due to inflation concerns stemming from new government tariff policies, leading to a cautious outlook on Marvell's stock [2] Group 3: Revenue Breakdown - Data center revenue for Q4 2025 was $1.3658 billion, showing a quarter-over-quarter increase of 24% and a year-over-year increase of 78.5% [6] - Networking revenue for Q4 2025 was $171.4 million, with a quarter-over-quarter increase of 13.6% but a year-over-year decline of 35.3% [6] - Consumer segment revenue is expected to decline by 35% in Q1 2026, following a 38% year-over-year decline in Q4 2025 [10] Group 4: Future Outlook - Management anticipates a slowdown in revenue growth rates to single digits for the next quarter, contrasting with the double-digit growth seen in the previous two quarters [3][10] - The CEO indicated that revenue from a key hyperscale client is expected to grow in fiscal years 2026 and 2027, despite the current early-stage relationship and potential risks of client turnover [8][12] - The company reported a record operating cash flow of $1.68 billion for fiscal year 2025, a year-over-year increase of 22.6% [12] Group 5: Valuation and Investment Considerations - The recent sell-off has brought Marvell's expected P/E ratio closer to Broadcom's 29 times, suggesting that the stock may no longer be overvalued compared to its direct competitors [13] - Strong demand is noted in the optical business driven by 800G PAM and 400ZR products, with the next-generation 3nm 1.6T PAM DSP expected to ship in the second half of fiscal year 2026 [13][14] - Despite risks associated with reliance on a hyperscale client and potential spending slowdowns, the attractive valuation and strong product demand may present buying opportunities for traditional value investors [14]