The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some customers and a surge in their ... ...

SANTA CLARA, Calif., Oct. 20, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of comprehensive data solutions for the semiconductor ecosystem, announced that it will release Third quarter fiscal 2025 financial results after the market close on Thursday, November 6, 2025. John Kibarian, CEO, and Adnan Raza, CFO, will host a live teleconference on Thursday, November 6, 2025, beginning at 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time to discuss the results. To participate on t ...

Monterey, CA, Oct. 20, 2025 (GLOBE NEWSWIRE) -- ChampionsGate Acquisition Corporation (the “Company”) (Nasdaq: CHPGU), a blank check company, today announced the appointment of a new Chief Executive Officer, Chairman and director, Mr. Boon Liat Timothy Lim. Mr. Lim has brought to the Company more than two decades of executive leadership and operational management experience in Southeast Asia. Since January 2022, Mr. Lim has served as an independent consultant, advising business leaders on a variety of stra ...

Core Viewpoint - The announcement of the largest private placement in A-share history by Cambricon (688256.SH) aims to raise approximately 3.985 billion yuan to enhance its competitive strength in AI chip and software technology for large model applications [1][2]. Group 1: Private Placement Details - Cambricon plans to issue 3.3349 million shares at a price of 1195.02 yuan per share, raising a total of 3.985 billion yuan, with a net amount of 3.953 billion yuan [1]. - The new shares will be tradable on the Shanghai Stock Exchange's Sci-Tech Innovation Board after a six-month lock-up period [1]. - This issuance will not change the company's control, with Dr. Chen Tian Shi remaining the controlling shareholder [1]. Group 2: Institutional Participation - The private placement attracted 13 institutions, including GF Fund, UBS AG, and Xinhua Asset, with GF Fund acquiring 1,010,861 shares for a total of 1.208 billion yuan [2]. - Other notable public funds such as Huatai-PineBridge, E Fund, and Harvest also participated in the offering [2]. Group 3: Business Impact and Financial Performance - The funds raised will significantly enhance Cambricon's capabilities in the large model market, allowing for rapid development of tailored chip and software solutions [2]. - Cambricon's main business involves the research, design, and sales of AI core chips for various applications, including cloud servers and edge computing devices [2]. - In Q3 2025, Cambricon reported a revenue of 1.727 billion yuan, a year-on-year increase of 1332.52%, and a net profit of 567 million yuan, up 391.47% year-on-year [3]. - For the first three quarters, total revenue reached 4.607 billion yuan, a year-on-year increase of 2386.38%, with a net profit of 1.605 billion yuan, up 321.49% [3]. - However, there was a quarter-on-quarter revenue decline of 2.4% and a net profit decrease of 17% in Q3 compared to Q2 [3]. - As of the end of Q3, the company's inventory was 3.729 billion yuan, a 38.62% increase from the previous quarter [3].

帝奥微（688381）即将复牌。 10月20日晚，帝奥微（688381）发布多条公告。公告显示，公司拟通过发行股份及支付现金的方式购买 董志伟等所持荣湃半导体（上海）有限公司（简称"荣湃半导体"）100%股权，同时拟向不超过35名符合 条件的特定投资者非公开发行股票募集配套资金。公司股票将于2025年10月21日开市起复牌。 | 证券代码 | 证券简称 | 停管理的 | 停牌起始日 | 停留 | 停 一级壁地 复牌日 | | --- | --- | --- | --- | --- | --- | | | | | | 期间 | | | 688381 | 帝奥微 | A 股 复牌 | | | 2025/10/20 2025/10/21 | 帝奥微是一家专注于从事高性能模拟芯片的研发、设计和销售的集成电路设计企业。公司自成立以来，以 信号链模拟芯片开始，产品逐步覆盖了信号链模拟芯片和电源管理模拟芯片的细分领域。依靠多年来深耕 行业和自主研发，公司已设计出多款前沿产品，包括高性能模拟开关、高速数据中继器、超低功耗及高精 度运算放大器元件、超大电流的多路PMIC、高效率电源管理与驱动类元件，具备提供高性能模拟混合信 号 ...

两市个股上涨4064家，涨停96只，个股平均涨幅1.24%，说实话，今天其实赚钱效应还不错。 A股今天如期高开，不过两市成交量比上个交易日少了2031亿，仅有17513亿，是自8月8日以来最低的成交量。 但是，很显然不少人今天的体感是盘面弱，缩量反弹，持续性堪忧。 为什么会有这种感觉呢？ 因为科技股前半小时受到周末利好消息高开高走之后，剩下基本上就是在持续回落，不断承受抛压。 创业板一度上涨3个多点，科创50也有2个多点，眼看就要阳包阴，结果下午科创一度收绿。对比恒生，全天维持2个点以上的涨幅。 想要打破如今市场的格局，本周会议就显得非常的重要。 今天披露了三季度一系列经济数据。 易中天公布最新三季报，业绩表现都不错，超出市场预期，包括寒王，中芯业绩都不错，但是还是无法资金坚决卖出。 是的，8月9月双创涨幅过大，其中权重龙头股价，估值达到了一定的极值。而三季度转换为四季度，机构风格开始切换。 而今天上涨的煤炭、燃起等周期股因为自身容量，无法承接科技过来的资金，单靠周期股去全面带动市场，难度较大。除非，大金融，中字头和红利股等 同时启动，才有可能让增量资金入场。 这就是如今盘面的"窘境"。 目前深指，创指和科创 ...

投资逻辑 公司是中国少数具备从晶体成长、衬底成型到外延生长全流程生 产能力的半导体硅外延片一体化制造商。25H1 公司实现营收 6.25 亿元，同比+15%；实现归母净利润 5971 万，同比+24%， 收入和利润于 25 年上半年恢复增长。 半导体周期复苏，公司下游需求回暖。25H1 全球半导体市场达 3460 亿美元（yoy+19%）。WSTS 上调了 25 年全年的预测值至 7280 亿美元，预计同比+15%，较之前预期提高了 4 个百分点。 目前公司下游主要为功率器件和模拟芯片，根据芯谋研究，受益于 汽车电子和工业等终端需求回暖以及库存去化趋于正常，预计 28 年全球分立器件市场规模达 461 亿美元，24-28 年 CAGR 为 8.5%。公司下游功率器件厂商客户 25H1 收入或业绩拐点显现， 晶圆厂客户稼动率维持较高水平。25H1 公司实现海外收入 5.4 亿， 占比 86%，我们看好公司的差异化竞争策略，公司除了针对现有 的功率、模拟等硅外延产品外，还聚焦车规级 SJ、CIS 和先进制 程逻辑芯片产品的挖掘和研发，未来产品结构有望持续改善。 公司坚持 8 寸引领、12 寸做大的战略，持续扩充产 ...

AGIX 指数 诞生于我们对"如何捕获 AGI 时代 beta 和 alphas"这一问题的深度思考。毫无疑问，AGI 代表了未来 20 年最重要的科技范式转换，会像互联网那样重塑了人类社会的运行方式，我们希望 AGIX 成为衡量这一新科技范式的重要指标，如同 Nasdaq100 之于互联网时代。 | Ticker | 本周表现 | YTD | Return since 2024 | | --- | --- | --- | --- | | AGIX | 0.92% | 31.87% | 81.64% | | S&P 500 | 2.45% | 18.13% | 47.47% | | QQQ | 1.70% | 13.30% | 39.71% | | DowJones | 1.56% | 8.57% | 22.56% | | | 本周表现 | Index Weights | | --- | --- | --- | | Semi & hardware | 0.16% | 30.11% | | Infrastructure | 0.97% | 24.74% | | Application | -0.21% | 39 ...

（编辑 袁冠琳） 证券日报网讯 海特高新10月20日在互动平台回答投资者提问时表示，参股公司华芯科技产品应用涵盖 5G移动通信、雷达探测、新能源汽车及充电桩、光伏、轨道交通、消费类电子、光纤通讯、3D感知等 领域。 ...

The move was prompted in part by fears that Nexperia’s owner was undermining the semiconductor firm in favour of his Chinese companies, and in part by threats from America https://t.co/TH5GSjlPA4 ...