格隆汇12月30日丨电科芯片(600877.SH)在投资者互动平台表示，公司北斗短报文产品目前已应用于多 款手机型号上，目前公司也在积极开拓新的应用品牌及手机型号，目前公司产品暂未应用于豆包AI手 机。 ...

格隆汇12月30日丨电科芯片(600877.SH)在投资者互动平台表示，公司北斗短报文产品目前已应用于多 款手机型号上，目前公司也在积极开拓新的应用品牌及手机型号，目前公司产品暂未应用于豆包AI手 机。 ...

Apella Capital LLC purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 1,783 shares of the semiconductor manufacturer’s stock, valued at approximately $298,000. Get Micron Technology alerts: A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. First Command Advisory Services Inc. ...

Analyst IMS Investment Management Services Ltd. raised its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 85.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,542 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,000 shares during the period. Analyst IMS Investment Management Services Ltd.’s holdings in Advanced Micro Devices were worth $3,162,000 ...

AMI Asset Management Corp trimmed its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 224,889 shares of the semiconductor manufacturer’s stock after selling 3,874 shares during the quarter. Broadcom makes up about 4.1% of AMI Asset Management Corp’s investment portfolio, making the stock its 7th biggest position. AMI Asset Management Corp’s holdings in Broa ...

The artificial intelligence (AI) boom is far from peaking; in fact, experts argue it is merely expanding into a new, multi-trillion-dollar phase centered on “Physical AI,” which will accommodate growth for both Nvidia Corp. (NASDAQ:NVDA) and custom chip rivals like Broadcom Inc. (NASDAQ:AVGO) .The Next Multi-Trillion Dollar FrontierAccording to analysis shared by Daniel Newman, the CEO of Futurum Group, and data from Morgan Stanley, the tech industry is transitioning from the era of chatbots into a massive ...

每经AI快讯，12月30日，星宸科技（301536）在互动平台表示，公司车规级激光雷达SPAD芯片 SS905HP(高线数)与SS901(低线数)覆盖超1000线至192线分辨率的长距离应用，适用于L3及以上场景； 已进入客户对接落地阶段，第一批产品将于2026年上半年量产。 ...

格隆汇12月30日丨星宸科技(301536.SZ)在互动平台表示，公司的智能感知业务线借由3D ToF技术已开 发面向商用低空经济设备、消费级无人机等领域的芯片产品，也已发布面向中高端车载激光雷达的芯片 产品，暂不涉及毫米波雷达芯片及太空通信领域。 （原标题：星宸科技(301536.SZ)：暂不涉及毫米波雷达芯片及太空通信领域） ...

Core Viewpoint - TianShu ZhiXin, the first general-purpose GPU manufacturer in China, has officially launched its IPO process, aiming to raise approximately HKD 3.68 billion through the issuance of 25.43 million shares at a price of HKD 144.6 per share [2] Group 1: IPO Details - The IPO subscription period is from December 30 to January 5, with 10% of the shares allocated for public offering in Hong Kong and the remainder for international placement [2] - The company has formed a cornerstone investor team consisting of 18 top investment firms, with a total subscription amount of HKD 1.583 billion [2] Group 2: Product Development - TianShu ZhiXin has successfully launched two product series, "TianGai" and "ZhiKai," establishing a complete general-purpose computing power system that meets diverse computing needs from AI model training to edge inference [3] - The "TianGai Gen1," released in 2021, is China's first mass-produced general-purpose GPU product, utilizing a 7nm process, and has achieved mass production and commercialization [3] - The "TianGai Gen2" has successfully entered mass production in Q4 2023, while the "TianGai Gen3" is expected to be released in Q3 2024 and enter mass production in Q1 2026 [3] Group 3: Market Performance - The number of customers has increased from 22 in 2022 to 181 in 2024, indicating a significant growth trajectory [5] - The company has served over 290 clients across various sectors, including cloud computing, AI model development, and healthcare, with more than 900 actual deployments in key industries [5] - GPU shipments have doubled from 7,800 units in 2022 to 16,800 units in 2024, reflecting strong market recognition of product performance and stability [6] Group 4: Financial Overview - Revenue has shown a significant upward trend, with figures of CNY 189 million, CNY 289 million, and CNY 540 million for 2022, 2023, and 2024 respectively, representing a compound annual growth rate of 68.8% [6] - Despite revenue growth, the company remains in a loss position, with net losses increasing from CNY 553.6 million in 2022 to CNY 817 million in 2023, and projected to reach CNY 892 million in 2024 [7] - The primary reasons for the losses include increased R&D costs, administrative expenses, and sales expenses, with expectations of further increases in net losses due to rising salary expenditures and ongoing product development investments [7] Group 5: Strategic Focus - The company plans to use the funds raised from the IPO to focus on R&D, sales, and marketing, aiming to accelerate technology iteration and commercialization processes [7]

Market Sentiment - The CNN Money Fear and Greed index showed a decline in overall market sentiment, remaining in the "Neutral" zone with a reading of 49.3, down from 52.5 [5] - U.S. stocks settled lower on Monday, with the Nasdaq Composite falling more than 100 points during the session [1] Stock Performance - Nvidia Corp. shares fell more than 1% on Monday after gaining last week [1] - The S&P 500 recorded a 1.4% increase last week, marking its fourth weekly surge in five weeks, while the Dow and Nasdaq also added over 1% [1] - The Dow Jones closed lower by around 249 points to 48,461.93, the S&P 500 slipped 0.35% to 6,905.74, and the Nasdaq Composite declined 0.50% to 23,474.35 during Friday's session [4] Company-Specific News - Mereo BioPharma Group plc shares dropped 88% on Monday after its Phase 3 studies for setrusumab in Osteogenesis Imperfecta did not achieve statistical significance against primary endpoints [2] Economic Data - U.S. pending home sales increased by 3.3% month-over-month in November, following a revised 2.4% gain in October, exceeding market estimates of a 1% gain [3] - Most sectors on the S&P 500 closed negatively, with consumer discretionary, materials, and financials stocks recording the largest losses, while energy and real estate stocks closed higher [3]