10 8月7日，西安奕斯伟材料科技股份有限公司(下称"西安奕材"或"奕斯伟材料")IPO迎来新进展。上交所官网披露的公告显示，奕斯伟材料将于8月14日科创板 首发上会。 西安奕材专注于12英寸硅片的研发、生产和销售。基于2024年月均出货量和截至2024年末产能规模统计，公司均是中国大陆第一、全球第六的12英寸硅片厂 商。本次IPO西安奕材计划募资49亿元，全部用于第二工厂建设。 搜狐号◎集微 a deliver and the production of the later of the later of the later of the later of the later of the latest of the later of the latest of the later of the later of the late 而从长期来看，能有效支持国内晶圆厂的12英寸硅片产能也远远不足，尤其是中高端硅片更是严重短缺，存在较大的进口替代空间。因此，国内12英寸硅片 的产能缺口仍需填补。 就奕斯伟材料而言，其在行业的龙头地位，深厚的客户和技术基础，产能利用率和订单覆盖率保持高位，国内外市场顺利拓展等优势 ...

Core Viewpoint - The article highlights four growth stocks that have shown significant historical performance and potential for future growth, suggesting they may be suitable for long-term investment portfolios. Group 1: Nvidia - Nvidia has achieved an average annual growth rate of 56.1% over the past 15 years, turning $1,000 into over $790,000 [2] - The company has averaged annual gains of 116.5% over the past three years [2] - Nvidia's data center business has surged from $3 billion to $115 billion in annual revenue in five years, indicating strong growth potential [3] Group 2: Alphabet - Alphabet, the parent company of Google, is a leader in AI and cloud computing, with a diverse range of products including Google Search and YouTube [4][5] - The company initiated a dividend payout in 2024, recently increasing it by 5% [5] - Alphabet's forward P/E ratio is 20, below its five-year average of 22, suggesting an attractive valuation [6] Group 3: Waste Management - Waste Management has averaged annual gains of 14.4% over the past 15 years, with over 17% gains in the last five and ten years [7] - The company is considered recession-resistant, as demand for waste collection remains stable during economic downturns [8] - The stock has a forward P/E of 30, slightly above its five-year average of 27, and offers a growing dividend yield of 1.4% [9][10] Group 4: Vanguard Information Technology ETF - The Vanguard Information Technology ETF has averaged annual gains of 18.4% over the past five years, with 21.5% and 19.6% over the past decade and 15 years, respectively [12][13] - The ETF includes over 300 tech stocks, with top holdings in major companies like Nvidia and Microsoft [12]

Core Insights - SkyWater (SKYT) shares surged 58.7% following the release of its second-quarter 2025 results, driven by better-than-expected performance and strong third-quarter guidance, particularly from the acquisition of Infineon's Fab 25 in Austin, TX [1][9] Financial Performance - In Q2 2025, SkyWater reported a non-GAAP loss of $0.11 per share, exceeding the Zacks Consensus Estimate by 35.29%. This compares to earnings of $0.02 in the same quarter last year and a loss of $0.08 in Q1 2025 [2][9] - Revenues for Q2 2025 were $59.1 million, a decline of 36.7% year-over-year but above the consensus estimate by 3.08%. Sequentially, revenues fell 3.4% [6] - ATS Development revenues, which accounted for 89% of total revenues, decreased 14.7% year-over-year to $52.6 million, while Wafer Services revenues fell 6.9% year-over-year and 28% quarter-over-quarter to $5.4 million [6] Future Guidance - SkyWater anticipates that Fab 25 will approximately double its annual revenue to $300 million and adjusted EBITDA, generating immediate positive free cash flow. For Q3 2025, the company expects revenues between $130 million and $141 million, with Wafer Services revenues projected between $80 million and $86 million [3][9] - The Zacks Consensus Estimate for Q3 revenues is currently $135.5 million, indicating a 44.4% growth compared to the same quarter last year [4] Margin and Expense Outlook - The non-GAAP operating margin for Q3 2025 is expected to be between 11% and 14%, with non-GAAP operating expenses projected to be between $18 million and $20 million. The company expects a loss between $0.20 and $0.14 per share for the same quarter [10] Balance Sheet Overview - As of June 29, 2025, SkyWater had cash and cash equivalents of $49.4 million and long-term debt of $42.1 million. The acquisition of Fab 25 was fully funded by a new senior secured revolving credit facility with a borrowing capacity of up to $350 million [8]

Core Viewpoint - Suzhou Tianzhun Technology Co., Ltd. has implemented the "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" action plan for 2025, focusing on enhancing core competitiveness and shareholder returns while optimizing operational management and governance [1][4][6]. Group 1: Business Development - The company focuses on its core business, leveraging AI technology to drive industrial digitization, particularly in the electronics, semiconductor, and new automotive sectors [1]. - In the consumer electronics sector, the company has seen positive growth due to new product innovations and business expansions with major clients, including a 56 million yuan order for smart energy detection equipment [2]. - Significant breakthroughs have been achieved in the semiconductor field, with the company’s affiliate, Suzhou Xihang Semiconductor Technology Co., Ltd., securing formal orders for TB1500 and TB2000 detection equipment [2]. - The intelligent driving sector has shown steady progress, with notable growth in embodied intelligent controllers, including a 14 million yuan order from a leading humanoid robot client [3]. - The PCB business has continued to grow, with revenue increasing by over 50% due to an expanding customer base and product maturity [3]. Group 2: Research and Development - The company invested 111 million yuan in R&D in the first half of 2025, employing 728 R&D personnel and filing 73 new patent applications [1]. - The development of an industrial quality inspection model, VispecVLM, has positioned the company at the forefront of the industry, enhancing defect recognition capabilities [4]. Group 3: Shareholder Returns - The company emphasizes investor returns by balancing business development needs with shareholder rewards, actively engaging in cash dividends to share growth benefits [4]. Group 4: Operational Management - The company continues to implement lean management strategies, improving cash flow through effective accounts receivable management [4]. Group 5: Corporate Governance - The company is revising its governance structure, including the cancellation of the supervisory board and strengthening the audit committee's role to enhance compliance and risk management [6]. Group 6: Information Disclosure - The company prioritizes investor relations and adheres to strict information disclosure practices, ensuring transparency in communicating operational and financial performance [6].

Group 1 - The core point of the news is that Zongyi Co., Ltd. plans to invest in Jiangsu Jilai Microelectronics Co., Ltd. by acquiring 43.2335 million shares for a total price of 220 million yuan, which will give Zongyi a 45.28% stake in Jilai Micro after the capital increase [1][2] - Following the transaction, Zongyi will control over 50% of the voting rights of Jilai Micro, as the original controlling shareholder has agreed to delegate voting rights [1] - This acquisition is expected to be a significant asset restructuring but will not be classified as a related party transaction or a restructuring listing [1] Group 2 - Jilai Micro specializes in the design, manufacturing, packaging, testing, and sales of power semiconductor chips and devices [2] - After the acquisition, Zongyi will enter the research, production, and sales of power semiconductor chips and devices, enhancing its competitiveness in this field and aligning with the trend of domestic substitution [2] - As of August 11, Zongyi's stock price was 5.66 yuan per share, with a total market capitalization of approximately 7.358 billion yuan [3]

Core Insights - Broadcom Inc. announced VMware Explore 2025, scheduled for August 25-28 in Las Vegas, featuring over 400 sessions across various technology and industry topics aimed at IT practitioners [1][2]. Group 1: Event Details - VMware Explore 2025 will include breakout sessions, panel discussions, expert roundtables, certification training, and hands-on labs [1]. - The event will cover key areas such as cloud infrastructure, private AI, modern applications, networking, security, and load balancing [2]. - A keynote address by Broadcom President and CEO Hock Tan will take place on August 26, focusing on private cloud and AI innovation [3]. Group 2: On-Site Experience - The event will feature a refreshed on-site experience, integrating the Expo and The Hub for enhanced interaction among attendees [4]. - Attendees will have opportunities to engage with sponsors, participate in hands-on labs, and connect with product specialists [4]. Group 3: Global Reach - Following the Las Vegas event, VMware Explore will extend globally with curated sessions and hands-on labs in cities including Mumbai, London, Paris, Sydney, Tokyo, and Frankfurt [6][8]. - The global events will provide access to key partners and regional leaders, enhancing the reach of VMware's offerings [6]. Group 4: Sponsorship and Community - VMware Explore 2025 will feature prominent sponsors, including Amazon Web Services, Google Cloud, Intel, and Microsoft as Diamond sponsors, and Dell Technologies, IBM, NetApp, and VMUG as Platinum sponsors [7]. - The event aims to create a community of IT experts, providing in-depth technical content and hands-on labs to simplify private cloud management [9].

SECOND QUARTER 2025 EARNINGS Our AI business continues to scale, with four new NPU agreements signed during the quarter - marking a pivotal moment in customer adoption and underscoring the growing demand for our industry-leading edge AI technologies. Amir Panush, CEO T O T A L R E V E N U E E A R N I N G S P E R S H A R E Q U A R T E R L Y R E V E N U E S $25.7M 7¢ NON-GAAP versus 17¢ In Q2'24 (15¢) versus $28.4 million in Q2'24 GAAP versus (1¢) in Q2'24 Q U A R T E R L Y P E R F O R M A N C E O V E R V I E ...

Pixelworks' TrueCut Motion (PRNewsfoto/Pixelworks, Inc.) Pixelworks' TrueCut Motion (PRNewsfoto/Pixelworks, Inc.) In Nobody 2 (in theaters August 15, 2025), Bob Odenkirk returns as suburban husband, father and workaholic assassin Hutch Mansell, where a family vacation to a small-town waterpark puts him in the crosshairs of the most unhinged, blood-thirsty crime boss he has ever encountered. Premium Screens Worldwide Take Advantage of Pixelworks' Award-Winning Motion Technology Universal Pictures' "Nobody 2" ...

员提供情绪价值的 7条回复 场庆祝中国新年的盛会 25 大家谢谢 要知道CUDA不是 普通程序员能掌握的 具有大神才能理解CUDA 因为普通计算机编程是一步一步的 但CUDA不是按部就班 CUDA同时处理所有事情 剧情常对 即便如此我们在中国 仍有150万CUDA开发者 我为此感到非常自豪 我们共同为世界上最伟大的市场之 曾经有人问黄仁勋，"CUDA 是否会开源"时，黄仁勋的回应耐人寻味："CUDA 非常开放，但不会开 源。"这种"半开放"策略，本质是想既享受生态扩张的红利，又牢牢攥住核心技术的控制权。而恰恰在 这一关键节点，华为以破局者的姿态迈出了决定性一步——宣布 CANN 全面开源，将神经网络异构计 算架构的核心组件彻底开放给开发者。 如果问你英伟达凭什么稳坐 AI 算力王座？答案其实就藏在其 18 年磨一剑的 CUDA 生态里。这个 2007 年诞生的并行计算平台，用近二十年时间织就了一张覆盖 400 万开发者、4000 家企业的技术网络，成 为全球 AI 产业绕不开的"基础设施"。黄仁勋曾坦言："中国拥有最多的超 150 多万的 CUDA 开发者， 若他们集体转向其他平台，英伟达的优势将瞬间崩塌。" ...

Group 1 - The DDR4 market is expected to experience sustained supply shortages and strong price increases in the second half of 2025, driven by rigid server orders impacting PC and consumer markets [1] - PC DDR4 contract prices have surpassed DDR5 prices, leading to a rare "price inversion," as many PC OEMs are unable to secure sufficient supply and are adjusting their production plans to increase DDR5 adoption [2] - The consumer DRAM market is facing severe supply shortages, with Consumer DDR4 contract prices soaring by over 60-85%, prompting significant upward revisions for Q3 [3] Group 2 - The LPDDR4X contract prices are expected to rise by 38-43% in Q3 due to panic in the market and competitive bidding among suppliers, as the supply of LPDDR4X is tightening [3] - LPDDR5X supply is relatively healthy, with expected price increases of 10-15% in Q3, as it is widely used in mid-to-high-end smartphones and AI servers [4] - The overall price adjustments for various DRAM products in Q3 indicate significant increases, with Consumer DDR4 expected to rise by 85-90% and Server DDR4 by 28-33% [5]