| 2025年3月4日 | | --- | | 各股市走势图 . | 股市短评 | 1 | | --- | --- | --- | | 主要经济数据公布 . | 主要新闻总结 . | | | 国际经济要闻 . | 大中华经济要闻 | | | 企业要闻 . | 中港两地上市的Ｈ股股份 | | | 免责声明 . | | | | 指數 | 收市 | 日比(%) | 5日(%) | 17,000 | | --- | --- | --- | --- | --- | | 恒生 | #N/A | 0.28 | (1.44) | 16,000 15,000 | | | Requesting | | | 14,000 | | H股 | #N/A | 0.03 | (2.31) | | | | Requesting | | | | | 紅籌 | #N/A | #N/A | #N/A | | | | Requesting | Requesting | Requesting | | | HSC大型股 | #N/A | #N/A | #N/A | | | | Requesting | Requesting | Requesting | ...

如果您希望可以时常见面，欢迎标星收藏哦~ EUV技术自从其提出以来，面临着多重挑战，包括高成本、复杂的光学系统以及需要在高精度 下制造光罩等。然而，随着技术不断成熟，EUV逐渐突破了制程限制，尤其在10nm及以下的制 程中展现出了其不可替代的优势。 近期，英特尔、imec、美光、三星等公司纷纷宣布与EUV相关的重要进展，进一步加速了EUV 技术的商用应用及发展，这标志着EUV技术进入了新的阶段，有着显著的变革。 High NA EUV，厂商新进展 在2025年SPIE先进光刻 + 图案化技术大会上，不少顶尖的芯片厂商讨论了EUV光刻机尤其是最新一 代的High NA EUV光刻机的一些应用进展。 英特尔，季产3万片 英特尔是第一家购买High NA EUV光刻机的芯片厂商，据悉，每台机器价值高达3.5亿欧元。不过英 特尔采用这些新机器暂时用于研发用途。英特尔工程师Steve Carson在 SPIE 先进光刻+图案会议上 透露，英特尔去年在其位于俄勒冈州希尔斯伯勒附近的D1开发工厂安装并开始使用两台ASML High-NA Twinscan EXE:5000 EUV 光刻工具，目前已使用这些系统在一个季度内处 ...

Core Viewpoint - The introduction of Apple's C1 modem chip in the iPhone 16e signifies a technological advancement in communication, gradually replacing Qualcomm's technology. Additionally, the adoption of SiTime's MEMS clock chip in the same model indicates a potential shift from quartz to silicon in clock technology, highlighting Apple's influence in the consumer electronics sector and the potential for a revolution in the clock chip industry [1][3][16]. Group 1: SiTime's Financial Performance - SiTime's revenue reached $202.7 million in 2023, marking a 41% year-over-year increase. The estimated cost of SiTime components in each smartphone is approximately $0.50. SiTime's revenue from its largest customer, Apple, accounted for about 22%, 21%, and 20% of its total revenue for the fiscal years ending December 31 in 2024, 2023, and 2022, respectively [3][5][20]. Group 2: Importance of MEMS Clock Chips - The strategic importance of MEMS clock chips is underscored by their adoption by major technology companies like Apple and NVIDIA, particularly in 5G communication and AI computing applications. SiTime is the largest supplier of MEMS oscillators, with over 3 billion units shipped. The clock chip industry is valued at $10 billion, with the resonator market at $4 billion, the oscillator market at $5 billion, and the clock IC market at $1 billion [5][20]. Group 3: Advantages of MEMS Technology - MEMS clock chips offer several advantages over traditional quartz-based solutions, including higher integration, better resistance to environmental factors, smaller size, and lower power consumption. These features make MEMS technology suitable for a wide range of applications, including communication infrastructure, automotive, industrial, aerospace, mobile devices, and IoT [16][20][21][22]. Group 4: Future Prospects - As electronic systems become more complex, the demand for sophisticated timing systems that can seamlessly integrate various oscillators, clock ICs, and resonators will increase. MEMS clock chips are expected to play a crucial role in meeting the needs of future smart devices and high-performance networks, driving innovation across multiple sectors [19][22].

Core Insights - Intel plans to continue using TSMC's manufacturing services despite aiming to reduce reliance on external suppliers in the future [1][2] - The company is evaluating the optimal percentage of products to be manufactured by TSMC, with current outsourcing at approximately 30% [2] - Intel's next-generation Core 300 series "Panther Lake" CPUs will primarily utilize its own manufacturing facilities, which is expected to improve profit margins [2] Manufacturing Strategy - Intel's strategy has shifted from aiming for zero reliance on TSMC to recognizing the benefits of maintaining a portion of production with them [1] - The company acknowledges TSMC as a strong supplier, fostering healthy competition between TSMC and Intel's own foundries [1] - Intel's advanced products, such as Xeon processors, will remain in-house, while TSMC may be used for niche products and controllers that add value to Intel's platforms [2][3] Product Focus - Intel's current manufacturing capabilities are limited in certain technology nodes, making TSMC a suitable partner for producing specific controllers [3] - The company is particularly interested in internal production of high-margin products, while still leveraging TSMC for lower-cost items priced between $10 to $15 [2]

Group 1 - The Chinese government has set a GDP growth target of around 5% for this year, with an emphasis on boosting domestic economic performance through increased fiscal spending and support for the real estate market and emerging industries [1][2] - The fiscal deficit is planned at approximately 4% of GDP, with a total deficit scale of 5.66 trillion yuan, an increase of 1.6 trillion yuan from the previous year [1] - The logistics industry in China showed a slight decline in the logistics prosperity index to 49.3% in February, indicating a contraction, while new orders index remained in expansion at 50.6% [5][6] Group 2 - Germany plans to establish a 500 billion euro infrastructure fund to invest in transportation, energy networks, and housing, aiming to stimulate economic growth amid recent challenges [3][4] - The establishment of this fund marks a significant shift in Germany's fiscal policy, potentially creating jobs and enhancing economic independence within Europe [4] - TSMC announced an additional investment of at least 100 billion USD in the U.S. to build advanced chip manufacturing facilities, which is expected to create 40,000 construction jobs [8][9] Group 3 - Li Ka-shing's company plans to sell its global port business, including a 90% stake in the Panama port company, for a total enterprise value of 22.8 billion USD, which is expected to generate over 19 billion USD in cash [12][13] - The number of new A-share accounts opened in February reached 2.84 million, a significant increase of 120% compared to the same month last year, reflecting heightened interest in the stock market [14][15] - The A-share market experienced a "rise and fall" pattern in February, with major indices generally rising despite a late-month decline due to external market pressures [16][17]

【编者按】 机器人又刷屏！近日，深圳人形机器人完成全球首例前空翻，刷屏全网； 优必选实现全球首例多台多场景多任务人形机器人协同实训。其实，频繁出圈不止于 此，D e e p S e e k火爆全球、《哪吒2》不断刷新票房纪录、新能源汽车畅销海外……近 年 来 ， 中 国 新 质 生 产 力 收 效 显 著 ， " 硬 科 技 + 软 实 力 " 不 断 跃 升 ， 在 全 球 经 济 竞 技 场 上 演惊艳名场面。 全球经济竞技场的发令枪早已鸣响 这是一场影响深远的比赛 比奥运赛场更加扣人心弦 在这片竞技场上 中国新兴产业的"健将"们 正抢占全球先机 重塑竞争坐标系 一年前 郑钦文在巴黎奥运会横扫夺冠 在网球赛场挥出亮丽的"中国红" 今天 用先进算法和开源思维 与Op e nAI、Go o g l e、Me t a等巨头同台竞技 一夜之间风靡全球 华为、腾讯陆续接入De e pSe e k模型 AI生态链全面沸腾 在AI赛道，广东扛起创新大旗 超1 4万件AI发明专利领先全国 当潘展乐等新一代"飞鱼"劈波斩浪之时 中国"芯片"企业正以同样的极致速度不断突破自我 中芯国际推出有自主知识产权的芯片产品 在巨头林立 ...

1.新能源车牌成两会热议话题，雷军：绿色号牌与车体颜色兼容性差，理想高管：最大问题是没设计感 2. 传腾讯元宝半个月投了近3亿元做推广，CEO曾表示看到明确机遇会毫不犹豫加大投入 3. 石头科技2024年总营收119.27亿元，海外业务收入大幅提升，营销案例出圈 4. 奔驰中国"N+9"裁员更多消息曝光：拟重整中国团队、全面应对新造车 5.卢伟冰回应小米 15 Ultra海外定价高于苹果iPhone 16 Pro Max：小米的技术信心和底气 6.鸿蒙智行法务官博上线：某公司操纵数十家MCN机构抹黑，多人被依法逮捕 7.Sam Altman：OpenAI的GPU已耗尽，GPT-4.5发布将分阶段进行 8.股价已暴跌4成！特斯拉董事长抛售巨额股票套现 2月13日，腾讯元宝宣布接入DeepSeek后，开始在各个渠道凶猛投放广告。据悉，元宝的广告几乎刷遍 了包括腾讯系App在内的所有平台。连腾讯系里最"高冷"的微信，都成了元宝的导流工具。"腾讯系产品 也几乎没有为了导流，能直接进入九宫格的。何况还直接给打上了诱导下载的标签。"有腾讯人士表示。 与之对比，曾被视为微信电商希望的"微信小店"，至今也未获得准入。 从Ap ...

比亚迪在港交所发布公告称，将新增发行 1.298 亿 股新 H 股，配售价为 335.2 港元 / 股，共计可融 资约 435.09 亿港元，扣除佣金和估计费用后，所得净额预计约为 433.83 亿港元，融资所得拟用作 集团研发投入、海外业务发展、补充营运资金以及一般企业用途。 比亚迪表示，这是过去十年全球汽车行业最大的股权再融资项目，阿联酋 Al-Futtaim 家族办公室以 战略投资者身份参与本次配售。Al-Futtaim 在中东和东南亚等地区拥有汽车、金融服务、房地产、 零售和医疗保健等产业。比亚迪这次股票发售也是 2021 年以来港交所同类售股中规模最大的一 次。 OpenAI 老对手 Anthropic 估值冲到 615 亿美元。 Anthropic 上周刚发完全球首个混合推理模型 Claude 3.7 Sonnet，这周就宣布完成 35 亿美元的 E 轮 融资，投后估值达到 615 亿美元；马斯克的 xAI 在去年 12 月 的估值介于 350 亿至 450 亿美元之 间。 Anthropic 是 OpenAI 前核心员工创立，2021 年时因对 OpenAI 在 AI 未来走向、安全风险以及商业 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自calcalistech ，谢谢。 据路透社报道，芯片设计公司 Nvidia 和 Broadcom 正在与英特尔进行制造测试，这表明它们对这家 陷入困境的公司先进的生产技术充满信心。 这些测试此前从未被报道过，表明 Nvidia 和 Broadcom 正在评估是否要向英特尔承诺数亿美元的制 造合同。这一决定可能会大幅增加收入，并为英特尔的合同制造业务提供重要支持。英特尔的合同 制造业务一直面临延误，而且尚未宣布哪家大型芯片设计公司是客户。 AMD 也在评估英特尔的 18A 制造工艺是否符合其需求，但目前尚不清楚 AMD 是否已提交测试芯 片进行评估。AMD 拒绝置评。 英特尔发言人表示："我们不对具体客户发表评论，但看到整个生态系统对英特尔 18A 表现出浓厚 的兴趣和参与度。" Nvidia 和 Broadcom 正在测试英特尔的 18A 工艺，这是一项经过数年开发的尖端制造技术，专为 先进的 AI 处理器和其他复杂芯片而设计。18A 工艺与主导全球半导体市场的台湾台积电展开竞 争。 Nvidia 拒绝发表评论，而 Broadcom 也没有回应置评 ...

Core Viewpoint - The domestic chip industry has made significant progress in recent years, but there are still challenges to overcome, particularly in the real-time control MCU sector where TI's C2000 series sets a high standard [1][5][10]. Group 1: TI C2000 Series Overview - TI has been a leader in the digital signal processor (DSP) market since the launch of the TMS32010 DSP in 1982, with the C2000 series being particularly well-regarded for its real-time control capabilities [3][5]. - The C2000 series is recognized for its high-performance real-time CPU, mathematical processing units, and essential control peripherals like ADC and PWM, which optimize the sensor-to-execution link [5][6]. - The C2000's success is attributed to its strong real-time performance, differentiated peripheral support, comprehensive software solutions, and continuous technological innovation [5][6]. Group 2: Need for Domestic C2000 Alternatives - There is a pressing need for domestic alternatives to the C2000 series due to limitations in TI's products, such as storage constraints and software ecosystem compatibility [10][11]. - The shift in international trade dynamics and supply chain concerns has prompted domestic MCU manufacturers to target the C2000 as a benchmark for developing their own real-time control MCUs [11][12]. - Domestic manufacturers have made significant advancements in semiconductor technology, enabling them to challenge the C2000 series through innovation and optimization [12]. Group 3: Geehy Semiconductor's G32R501 - Geehy Semiconductor has entered the market with the G32R501, a real-time control MCU based on the Arm Cortex-M52 architecture, which offers enhanced performance and efficiency [14][15]. - The G32R501 boasts a 2.7x improvement in DSP performance and a 5.6x increase in machine learning capabilities compared to previous models, thanks to the integration of Arm Helium technology [15][18]. - The MCU includes advanced features such as high-resolution PWM channels, multiple communication interfaces, and enhanced signal acquisition capabilities, making it suitable for various applications in renewable energy and industrial automation [19][20][24]. Group 4: Competitive Advantages of G32R501 - The G32R501's architecture allows for a significant reduction in execution cycles compared to the TI C2000, enhancing control loop performance [18][22]. - It offers a comprehensive development ecosystem, including libraries and tools compatible with major IDEs, facilitating easier development for engineers [24]. - The MCU meets high safety and reliability standards, making it suitable for demanding applications in automotive and industrial sectors [21][24].