星标⭐选址960，第一时间收获最新推送 作者 I 宋溪 选址960 全文1209字，约需3分钟 临近年关，上海嘉定区定向出让了今年第二幅工业用地。 2月10日，上海市公共资源交易中心显示，嘉定工业区（北区）JDSB0301、JDSB0302、JDSB0303单元70-18C地块出让，出让面积6.3万平 方米（约95亩），出让价格9466万元，竞得人为上海集成电路装备材料产业创新中心有限公司。 | | 地块基本信息 | | --- | --- | | 地块名称: | 嘉定区嘉定工业区 (北区) JDSB0301、JDSB0302、JDSB0303单元70-18C地块 | | 四至范围: | 东至娄陆公路,南至西黄姑塘,西至地块边界,北至地块边界 | | 出让人: | 上海市亮定区规划和自然资源局 | | 出让方式: 挂牌 | | | 所屋区域: 嘉定区 | | | 土地用途: 工业用地 | | | 出让面积(m²): 63105.43 | | | 容积率: 2.0 | | | 出让年限: 工业用地:50年 | | | | 交易结果 | | 竞得价(万元): 9466.0 | | | 竞得人: | 上海集成电路装 ...

Core Viewpoint - The South Korean technology giant has announced that it is the world's first company to mass produce and ship the industry's highest-performance HBM4 products [1] Company Summary - The company is recognized for its leadership in the production of high-performance memory products, specifically HBM4 [1] Industry Summary - The announcement signifies a significant advancement in the memory technology industry, highlighting the company's innovative capabilities and competitive edge [1]

Core Insights - Advantest Corporation is hosting the VOICE 2026 Developer Conference from May 18-20, 2026, in Scottsdale, Arizona, focusing on its SoC test platforms [1][7] Event Details - The conference will feature over 80 technical presentations across 10 tracks, including a new Silicon Photonics track [2] - A Technology Kiosk Showcase will display various Advantest test solutions, including system-level tests and data infrastructure solutions [2] - A Partner's Expo will showcase innovative semiconductor test solutions from Advantest's strategic partners [2] Keynote Speakers - Notable speakers include Navid Shahriari from Intel Foundry, David McCann from Amkor Technology, and Risto Puhakka from TechInsights, who will discuss technology trends and industry outlook [3] Workshop Day - A Workshop Day on May 21 will offer hands-on sessions with Advantest's RF test solution, the Wave Scale RF20ex, and an AI/ML workshop focusing on AutoML for machine learning integration [5] Sponsorship Opportunities - Various sponsorship packages are available for companies interested in participating in VOICE 2026, with details accessible on the conference website [6] Company Overview - Advantest is a leading manufacturer of automatic test and measurement equipment for semiconductors, involved in applications such as 5G, IoT, and AI [8] - The company conducts R&D to address emerging testing challenges and develops advanced test-interface solutions [8]

Core Viewpoint - InnoLux (02577) has seen a significant stock increase, recently rising nearly 6% and currently trading at 61.6 HKD, with a transaction volume of 498 million HKD. The company announced that its gallium nitride power chips have been integrated into Google's AI hardware platform, marking its entry into Google's AI server and data center supply chain, highlighting its technological leadership in the gallium nitride industry [1]. Group 1 - InnoLux's gallium nitride power chips have completed important design integration with Google's AI hardware platform [1]. - The company has signed a compliance supply agreement with Google, indicating a formal partnership [1]. - This development positions InnoLux strategically within the data center supply chain, emphasizing its advanced technology and product quality [1]. Group 2 - Market analysis suggests that InnoLux aims to seize the strategic advantage in the future upgrade of high-voltage direct current power supplies for data centers [1]. - The company is deepening collaborations with Google and other end customers while also working closely with several mainstream power manufacturers and server ODMs [1]. - InnoLux is focused on building a comprehensive ecosystem for gallium nitride power solutions in data centers [1].

智通财经APP获悉，澜起科技(06809)尾盘涨超8%，高见188港元创上市新高。截至发稿，涨7.53%，报 185.7港元，成交额5.29亿港元。 消息面上，花旗研报指出，基于CPU的伺服器需求增长，智能体AI应用新发展也可能被催化，带动更多 DIMM记忆体模组使用，对该公司记忆体介面业务带来上行空间，推动今明两年盈利增长。花旗目前给 予澜起科技"买入"评级，目标价为205港元，对应今年下半年至明年上半年预测市盈率约54倍。 第一上海此前指，随着AI时代的到来，算力芯片性能高速增长，互联能力逐步成为AI算力集群的瓶 颈。公司的互联芯片业务将迎来确定性的高速发展，包括内存接口技术从DDR4往DDR5甚至DDR6升 级，以及PCIe从4.0往6.0甚至7.0提升，叠加CXL标准提出的内存池化，必将大幅提升相关接口芯片的价 值量。 ...

Core Insights - The report highlights the significant recovery in the profitability of the company, with a projected net profit of between 132 million and 140 million yuan for 2025, marking a substantial turnaround from previous losses [8][9] - The demand for IC substrates is driven by the explosive growth in AI server requirements, leading to a price surge in the substrate industry, particularly for BT and ABF substrates, with a reported price increase of 38% over the past year [10][11] - The global IC substrate market is expected to grow from 16.69 billion USD in 2025 to 18.44 billion USD in 2026, with a robust compound annual growth rate (CAGR) of 10.51% projected from 2026 to 2035 [11] Company Analysis - The company is positioned as one of the few manufacturers with both BT and ABF substrate capabilities, making its production capacity and technological expertise particularly valuable in the current market context [10][12] - The anticipated earnings per share (EPS) for the company are projected to be 0.08 yuan in 2025, 0.25 yuan in 2026, and 0.40 yuan in 2027, maintaining a "recommend" rating for investment [12]

Core Insights - SoftBank reported a $2.4 billion gain in its Vision Fund for the December quarter, driven by an increase in the value of its investment in OpenAI, which helped mitigate losses from other investments [1][2] - The Vision Fund's strategy focuses on investing in AI companies that are expected to be category leaders, positioning SoftBank at the forefront of technological development [1] - SoftBank has made a significant investment of approximately $40 billion in OpenAI, which is considered one of its core investments [2] Company Performance - SoftBank's shares experienced a surge this week, attributed to strong results from its telecommunications unit and a rise in the stock price of Arm, another key investment [2]

Group 1 - Samsung Electronics has begun mass production of its latest HBM4 chips and has shipped commercial products to customers [1] - HBM4 is a sixth-generation high-bandwidth memory solution designed for AI and high-performance computing (HPC) applications [1] Group 2 - The announcement was made on February 12, 2026, indicating a significant milestone for Samsung in the semiconductor industry [1] - The development of HBM4 chips is expected to enhance performance in AI and HPC sectors, reflecting the growing demand for advanced memory solutions [1]

Group 1 - The three major indices collectively rose, with the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index increasing by 1.33% as of the report time [1] - Among the constituent stocks of the index, Youke De and Science & Technology reached the daily limit, while Oulain New Materials surged over 16% [1] - The Tianhong ETF tracking the Science and Technology Innovation Index had a trading volume exceeding 17 million yuan, with a turnover rate of over 6%, indicating active trading [1] Group 2 - The Science and Technology Innovation Index ETF closely tracks the Science and Technology Innovation Index, covering approximately 97% of the market capitalization of the Science and Technology Innovation Board, with a focus on small-cap hard technology companies [1] - The top ten weighted stocks in the index include leading technology firms such as Cambrian, Haiguang Information, and SMIC [1] - A new AI application scenario open platform, LuckyMate.AI, was launched in Huaqiangbei, Shenzhen, aimed at providing sustainable solutions for "Artificial Intelligence +" scenarios [1] Group 3 - According to Caixin Securities, historical market data suggests that the relative profit growth of "technology and value" has not reversed, and the differentiation in growth and value valuation is not extreme [1] - The overall trading congestion in the TMT sector remains low, leading to expectations that the market style may return to a "technology growth" focus in the medium term [1]

盘面上，两市探底回升，芯片设计概念上涨。相关ETF方面，科创芯片设计ETF天弘（589070）标 的指数盘中涨1.76%，成交额达2584.38万元。成分股中，晶晨股份、芯朋微、复旦微电、盛科通信-U涨 超5%，芯原股份、新相微、安路科技等多股跟涨。 新世纪评级指出，中国芯片设计企业在部分领域已达到国际先进水平，但高端通用芯片仍依赖长期 研发投入。行业马太效应明显，投资需聚焦技术突破和核心竞争力提升，以应对国际竞争格局。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 科创芯片设计ETF天弘（589070）最近十个交易日累计获资金净流入1.38亿元。截至2026年02月11 日，该基金最新规模为6.31亿元。 国产GPU是半导体国产替代的核心赛道，过去三年国产GPU设计企业市场份额从5%提升至12% ， 替代空间广阔。国家大基金三期重点支持高端芯片设计领域，为国产GP ...