人民财讯10月21日电，盈新发展（000620）10月21日公告，公司与广东长兴信息管理咨询有限公司(简 称"长兴咨询")、张治强签署《股权收购意向协议》，拟以支付现金方式收购长兴咨询、张治强合计持 有的广东长兴半导体科技有限公司(简称"长兴半导体")81.8091%股权。交易完成后，公司预计将实现对 长兴半导体控股。长兴半导体是一家专注于存储器芯片封装测试和存储模组制造的高新技术企业。 ...

Navitas Semiconductor TodayNVTSNavitas Semiconductor$17.10 +2.44 (+16.64%) 52-Week Range$1.52▼$17.79Price Target$6.32Add to WatchlistNavitas Semiconductor NASDAQ: NVTS has been one of the hottest stocks in the market thanks to its newly established relationship with NVIDIA NASDAQ: NVDA. Navitas’s “NVIDIA bump” has been absolutely staggering, with shares up almost 750% in the past six months. Back in May, NVIDIA included Navitas on a list of suppliers that it would use to reshape power utilization in data c ...

Core Insights - The Foundry 2.0 market is expected to see a 19% year-over-year revenue growth in Q2 2025, driven by advancements in process technology and packaging [1] - TSMC's new definition of Foundry 2.0 includes not only traditional wafer manufacturing but also packaging, testing, and photomask production, expanding the market size to nearly $250 billion in 2023, compared to $115 billion under the old definition [1] Group 1 - TSMC's advanced packaging revenue is approaching 10%, highlighting its significance for both the company and its clients, which led to the introduction of Foundry 2.0 to encompass the entire business process [2] - TSMC's market share increased from 31% to 38% year-over-year in Q2, benefiting from the ramp-up of 3nm production and high utilization rates of 4/5nm processes driven by AI GPU demand [2] - The OSAT segment is projected to grow from 5% to 11% year-over-year, with significant contributions from companies like ASE [2] Group 2 - The importance of advanced packaging technology is rising, with chip manufacturers expected to increasingly rely on it to enhance chip performance, positioning TSMC to maintain its leadership in both advanced process and packaging sectors [3] - IDC forecasts that the Foundry 2.0 market will reach $298 billion in 2025, marking an 11% year-over-year growth, transitioning from a recovery phase in 2024 to a growth phase in 2025 [3] - The compound annual growth rate (CAGR) for the Foundry 2.0 market is expected to be 10% from 2024 to 2029, driven by sustained AI demand and a gradual recovery in non-AI demand [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源 ： 内容来自 technews 。 根据日本熊本当地媒体熊本日日新闻的报导指出，晶圆代工龙头台积电在日本熊本县的第二晶圆厂 建设取得重大进展。熊本县知事木村敬于日前正式宣布，针对台积电熊本第二晶圆厂的本体工程建 设，选地协定（Location agreement）将于10 月24 日正式缔结。 根据熊本日日新闻的报导，参与此次协定签订的单位包括了工厂所在地的菊阳町，以及台积电的日 本子公司JASM。至于，熊本县政府也将参与其中，以见证者的身分列席此次协定的签署仪式。此 选地协定的缔结，意味着台积电熊本第二晶圆厂即将正式开始建设。针对第二晶圆厂建设即将启动 的消息，熊本县知事木村敬表达了高度的肯定与喜悦。 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 推荐阅读 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 木村知事在发 ...

Core Insights - ASE Technology Holding Co., Ltd. and Analog Devices, Inc. have announced a strategic collaboration involving the acquisition of Analog Devices Sdn. Bhd. and its manufacturing facility in Penang, Malaysia [1][2] - The acquisition aims to enhance ASE's global manufacturing capabilities and operational flexibility while establishing a long-term supply agreement for manufacturing services [4][6] Company Overview - ASE Technology Holding Co., Ltd. is a leading provider of semiconductor manufacturing services, focusing on assembly, testing, materials, and system designs [5] - Analog Devices, Inc. is a global semiconductor leader with over $9 billion in revenue for FY24, specializing in solutions that bridge the physical and digital worlds [7] Strategic Collaboration Details - ASE plans to purchase 100% of the equity of Analog Devices Sdn. Bhd. and its Penang facility, which spans over 680,000 square feet [2][3] - The collaboration includes co-investment in upskilling the Penang facility to meet increasing customer and supply chain demands [2][4] Future Expectations - The parties expect to finalize definitive agreements in Q4 2025, with the transaction anticipated to close in the first half of 2026, pending regulatory approvals [4][6]

格隆汇10月21日丨振华风光(688439.SH)在投资者互动平台表示，公司在微波MMIC领域已成功研制10款 产品（包括功率放大器、低噪声放大器等），并完成性能验证，相关产品可应用于通信、雷达等场景。 目前，已有部分产品具备量产条件，正在根据市场，和行业认证要求推动商业化落地。 ...

10月21日，盛景微涨5.59%，截至发稿，报42.66元/股，成交1.45亿元，换手率5.47%，总市值42.94亿 元。 资料显示，无锡盛景微电子股份有限公司位于江苏省无锡市新吴区景贤路6号中国物联网国际创新园 H7，成立日期2016年4月8日，上市日期2024年1月24日，公司主营业务涉及公司是一家具备高性能、超 低功耗芯片设计能力的电子器件提供商。主营业务收入构成为：电子控制模块80.16%，放大器7.24%， 其他5.03%，其他(补充)3.91%，起爆控制器3.66%。 从盛景微十大流通股东角度 数据显示，中信保诚基金旗下1只基金位居盛景微十大流通股东。中信保诚多策略混合(LOF)A （165531）二季度新进十大流通股东，持有股数66.06万股，占流通股的比例为1.22%。根据测算，今日 浮盈赚取约149.3万元。 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模12.45亿。今年以来收益 38.95%，同类排名1472/8162；近一年收益49.06%，同类排名703/8024；成立以来收益135.29%。 中信保诚多策略混合(LOF)A（165531）基金 ...

Core Viewpoint - The IPO process of Mu Xi Integrated Circuit (Shanghai) Co., Ltd., a leading domestic GPU chip company, is progressing, attracting significant attention from the capital market as it aims to raise 3.904 billion yuan for various GPU development projects [1][3][5]. Company Overview - Mu Xi plans to issue no more than 40.1 million A-shares and aims to raise 3.904 billion yuan, with 2.459 billion yuan allocated for high-performance general-purpose GPU R&D and industrialization, 453 million yuan for AI inference GPU R&D, and 991 million yuan for high-performance GPU technology R&D [5]. - The company has not yet achieved profitability, with revenues from 2022 to Q1 2025 showing significant growth: 426,400 yuan, 53.0212 million yuan, 740 million yuan, and 320 million yuan, while net losses were 780 million yuan, 870 million yuan, 1.4 billion yuan, and 230 million yuan respectively [4][5]. - Mu Xi's core revenue sources include the Xi Yun C500 series and Xi Si N100 series GPU boards, with the Xi Yun C500 contributing over 70% of revenue [5]. Market Context - The domestic GPU market is experiencing a surge in demand due to increased investments in computing power from major internet companies, with Alibaba planning to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years [10]. - The domestic accelerated computing server market is projected to reach 22.1 billion USD in 2024, with GPU servers accounting for 69% of this market [11]. - The competitive landscape is dominated by NVIDIA and AMD, but domestic brands are gaining market share due to the push for domestic alternatives [12]. Investment Landscape - Mu Xi has attracted notable investors such as Sequoia Capital and Matrix Partners, indicating strong interest in the domestic GPU sector [8]. - The capital influx is reshaping the domestic GPU industry, with companies like Mo Er Thread also seeking substantial funding [9]. - The trend of "demand-driven + capital support + industry chain collaboration" is accelerating the maturity of the domestic GPU industry, gradually breaking the market monopoly held by foreign companies [13].

虽然挑战犹存，部分从业者虽仍感阵痛，但市场的积极转向已不容忽视。 话音未落，一位刚聊完项目的投资人，已起身准备"赶场"——下一站，是奔跑前往深圳的高铁。 而这样高频的"双城记"乃至"多城记"，又成为许多从业者的常态了。 湾区速度 经过几年的资本寒冬与估值回调，市场正在显现出结构性"回暖"迹象。 据FOFWEEKLY数据显示：9月有1175家机构LP对股权投资基金进行了出资，出资笔数共计1282笔; 据 不完全统计，9月份机构LP 一共参与了572支基金的出资。根据机构LP出资的趋势来看，9月份出资机 构数量有所增长，出资笔数也持续增加，市场活跃度较上月有所上涨。 值得关注的是，9月机构LP出资最活跃的地区为浙江省，而广东省则超越江苏省位居活跃出资第二位。 而广东的活力，依然主要体现在深圳。今年3月份，《深圳市促进风投创投高质量发展行动方案（2025- 2026）》（以下简称《行动方案》）正式发布。《行动方案》针对创投的募资、投资、退出等方面明确 安排，旨在推动深圳风投创投行业的高质量发展，大步迈向国际风投创投中心。《行动方案》明确到 2026年形成万亿级产业基金群，VC/PE基金数量突破1万家。 一级市场热闹 ...

Core Viewpoint - Dawi Co., Ltd. (SZ002213) experienced a limit-up on October 21, 2025, reaching a price of 21.84 yuan, with a 10.03% increase, resulting in a total market capitalization of 5.183 billion yuan and a circulating market capitalization of 4.512 billion yuan, with a total transaction amount of 409 million yuan at the time of reporting [1]. Group 1 - The primary reason for the limit-up is attributed to significant growth in the semiconductor storage business, which generated revenue of 607 million yuan, a year-on-year increase of 40.77%, accounting for 92.16% of total revenue [2]. - The company has made breakthroughs in product certification, with LPDDR4X entering the operator system and LPDDR5 certification in progress, while also onboarding key industry clients such as ChaoYue Technology and Sichuan Jiuzhou, which supports the stock price increase [2]. - Dawi Co., Ltd. recently established Shanghai Dawi Agile Technology Co., Ltd. to focus on developing high-performance storage chip products and solutions, enhancing technical cooperation with local and global enterprises, and leveraging Shanghai's integrated circuit policies to accelerate technology research and development [2]. Group 2 - The semiconductor storage sector has been active recently, attracting significant capital attention, with multiple stocks in this sector experiencing varying degrees of increase on October 21, 2025, contributing to the limit-up of Dawi Co., Ltd. through a sector-wide effect [2]. - Technically, the stock price's strong limit-up on that day broke through short-term moving average resistance levels, indicating strong upward momentum [2].