科创综指ETF国泰（589630）跟踪的是科创综指（000680），单日涨跌幅超20%，该指数涵盖科创板中 符合条件的全部上市公司证券，市值覆盖度约97%，成分股广泛分布于半导体、生物医药等硬科技领 域，以反映科创板高成长性和创新性企业的整体表现。指数行业配置均衡，电子、医药生物等硬科技行 业占比较高，充分体现科创板的科技创新特征。 中泰证券指出，市场交易热点集中在科技板块，半导体与国产算力板块走势较强。摩尔线程在科创板上 市首日暴涨468%，市值一度突破3000亿，其赚钱效应激活了半导体产业链，带动算力龙头的估值重 塑，并引爆光刻机、先进封装等上下游板块。政策信号或集中于结构优化与稳定增长主线，科技链核心 方向（如机器人、存储、消费电子等）有望受益于流动性改善与风险偏好回升。 （文章来源：每日经济新闻） ...

fund （原标题：大族激光等在青岛成立光电科技公司，含集成电路制造业务） 企查查APP显示，近日，青岛国冶星光电科技有限公司成立，法定代表人为康琦，注册资本为2000万 元，经营范围包含：集成电路制造；显示器件制造；光电子器件制造；半导体器件专用设备制造；电池 零配件生产等。企查查股权穿透显示，该公司由大族激光（002008）旗下深圳国冶星光电科技股份有限 公司、浙江国冶星智造技术有限公司共同持股。 ...

Core Viewpoint - Nanoveu (ASX:NVU) has partnered with Semtech to integrate its EMASS microchips into industrial and IoT markets, leading to a modest rise in shares [1][2] Company Developments - Nanoveu's primary focus has been on enhancing the flight duration of small handheld drones, with the EMASS chip emphasizing energy efficiency [2] - The collaboration with Semtech includes joint reference designs that showcase predictive maintenance and acoustic event detection through ultra-low-power AI and long-range wireless connectivity [2][3] - Despite discussions around AI, the immediate focus remains on integrating chips into devices rather than implementing AI solutions [4] Market Context - The IoT market encompasses smart devices such as internet-compatible appliances and home automation systems, which are relevant to Nanoveu's strategic direction [1] - Semtech specializes in IoT and sensing chips, positioning itself as a valuable partner for Nanoveu in the chip technology space [3] Investor Sentiment - Nanoveu has garnered interest on platforms like HotCopper, indicating a level of market curiosity despite previous dips in share price [7] - The company's shares last traded at 8.7 cents per share, reflecting ongoing investor engagement [7]

Summary of NVIDIA's Optical Interconnection Developments Company Overview - **Company**: NVIDIA (Ticker: NVDA US) - **Industry**: AI Networking and Optical Interconnection Key Points Industry Developments - NVIDIA is expected to incorporate CPO (Co-Packaged Optics) into its 2027 Rubin Ultra architecture, following Google's adoption of OCS (Optical Circuit Switching) for its TPU V7, which interconnects over 9,000 chips, surpassing NVIDIA's projected deployment of 576 dies in 2027 [1][2] - The transition to CPO for rack-to-rack interconnects is anticipated to enhance power consumption, latency, density, and cost efficiency compared to AOC (Active Optical Cable) [2] Product and Technology Insights - NVIDIA's scale-up optical solutions may arrive sooner than expected, with CPO being considered for the 576-die architecture starting in the second half of 2027 [2] - Compute trays and switch trays will continue to use PCB backplane connectivity, while rack-to-rack interconnects are likely to adopt CPO-based optical interconnects [2] - The scale-up CPO presents an incremental opportunity for the optical interconnect supply chain, with key beneficiaries including companies like LITE, Sumitomo, and Browave [3] Market Expectations - NVIDIA's scale-out CPO switch is projected to have deployment figures of 2,000, 20,000, and 35,000 units in 2025, 2026, and 2027 respectively [4] - The anticipated demand for NVIDIA's OIO (Optical Interconnection) solution is expected to coincide with the Feynman architecture, driving demand for CW lasers, FAUs, and optical engines [4] Risks - Potential risks include deceleration in AI demand, geopolitical uncertainties, and increased competition within the industry [5] Rating and Performance Expectations - NVIDIA is rated as a "Buy," indicating an expectation to outperform the benchmark by more than 15% [6] Additional Considerations - The report emphasizes that the CPO penetration rate may not be significant in the 1.6T generation due to factors such as maturity and technical reliability [4] - The supply chain for scale-up CPO is similar to that of scale-out CPO, indicating a consistent market structure [3] This summary encapsulates the critical insights and projections regarding NVIDIA's advancements in optical interconnection technology and its implications for the industry.

A Crisis Management Group (CMG) of IndiGo officials, set up on December 4, is meeting daily to monitor the ongoing disruption. A sufficient number of pilots, fewer flights and better preparation helped Air India to implement the new flight duty time norms. According to sources, Air India initiated the process to configure crew rostering software two-three months before the November 1 deadline and rolled out the changes a fortnight before the deadline, writes Aneesh Phadnis.As IndiGo airline flight cancellat ...

12月8日晚间，普冉股份发布公告称，公司拟购买诺亚长天49%股权，并发行股份募集配套资金。公司股票将于12月9日开市起复牌。 拟购买诺亚长天49%股权 普冉股份股票复牌 12月8日晚间，普冉股份发布公告称，公司拟通过发行股份、可转换公司债券及支付现金的方式购买诺亚长天49%股权，并发行股份募集配套资金。 根据公告，本次交易预计不构成重大资产重组、重组上市及关联交易。 本次交易完成后，公司将持有诺亚长天100%股权。本次交易不设置业绩补偿承诺和减值补偿承诺。标的公司诺亚长天系为收购目标公司SHM而设立的主 体，持有SHM100%股权。 经申请，普冉股份股票将于12月9日开市起复牌。 夯实非易失性存储产品布局 据悉，SHM专注于提供高性能2D NAND及衍生存储器产品及方案，主营产品包括2D SLC NAND、eMMC、MCP等。SHM在韩国和日本设有工程中心， 并在全球范围内建立了较为成熟的销售网络。核心技术团队深耕行业多年，拥有深厚的存储器技术积累，在固件算法开发、存储芯片测试方案等多个领域 掌握关键技术。 普冉股份系行业内为数不多的同时具备NOR Flash、EEPROM、MCU和VCMDriver产品线的 ...

Meeting adjourned because the approval by 67% of outstanding common shares on Proposal 1 was not received Votes must be received by 11:59 p.m. Eastern time on December 18, 2025, to be counted. After this time, votes can only be cast by record holders as of October 17, 2025, during the adjourned Special Meeting on December 19, 2025, at 9:00 a.m. Pacific time at 1-855-206-1342 or via email at [email protected]. Forward-Looking Statements This press release contains "forward-looking statements" that involve su ...

An analyst poured cold water on the company's positive recent earnings report.Shares of Marvell Technology (MRVL 7.03%) fell as much as 10.1% on Monday, before recovering to a 7.5% decline as of 12:46 p.m. EDT.The company reported better-than-expected third-quarter earnings last week, leading to a rise; however, one analyst threw cold water on the recent jump today, raising the perennial question of whether Marvell has lost a custom XPU contract for Amazon's (AMZN 1.11%) next-gen Trainium chips.NASDAQ : MRV ...

Taylor, Texas, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Leaders from Korea and Central Texas gathered in Taylor last month to mark the groundbreaking of the Gradiant Technology Park (GTP), a 212-acre industrial park that its backers say will become a cornerstone of the next generation of industry in the region. CEO Kim The event featured remarks from Gradiant Group Chairman Kihyung Lee and Incheol Kim, the CEO of iMarketAmerica (IMA), the developer of GTP, as well as many local officials. Among the hundreds who w ...

Core Viewpoint - Bitdeer Technologies Group is under investigation for potential violations of federal securities laws following disappointing financial results and delays in product development [1][2]. Financial Performance - On November 10, 2025, Bitdeer reported an unaudited loss of $1.28 per share for Q3 2025, significantly worse than the expected loss of $0.22 per share [2]. - The company's stock price dropped by $2.63, or 14.90%, closing at $15.02 per share on November 11, 2025, as a result of the negative news [3]. Product Development - Bitdeer disclosed substantial delays in the development of its next-generation Seal 04 ASIC chip, which contradicted earlier positive statements made by the company regarding the chip's progress [2].