Credo Technology(CRDO.US)盘前大涨近16%报197.85美元。公司2026财年Q2实现营收2.68亿美元，环比 增长20.2%，同比增长272.1%，这是Credo历史上最强劲的季度业绩，反映了全球最大人工智能训练和 推理集群的持续扩建。Q2实现GAAP净利润8260万美元，非GAAP净利润1.278亿美元。 公司预计2026财年第三季度营收在3.35亿美元至3.45亿美元之间；GAAP毛利率预计在63.8%至65.8% 之 间，非GAAP毛利率预计在64.0%至66.0%之间。 ...

经济导报记者 初磊 01 向高附加值转型 对翰博高新而言，这是其从"背光显示模组及零部件"（主营产品）向"高端电子专用材料"（湿电子化学品）延伸的关键一步——后者技术壁垒更高、附加 值更大，且与公司现有显示面板客户，比如京东方、TCL华星的需求高度协同。 合资公司目标认缴出资总额为4.4亿元，翰博高新拟以自有/自筹资金认缴出资人民币2亿元，持有45.4545%股权；北京芯进拟以自有/自筹资金认缴出资人 民币2亿元，持有45.4545%股权；初芯瑞伯基金拟以自有/自筹资金认缴出资人民币4000万元，持有9.0910%股权。 值得一提的是，初芯供创控股集团（下称"初芯集团"）通过控制北京芯进、初芯瑞伯基金合计持有合资公司54.5455%股权，为合资公司的实际控制人。合 资公司经营范围涉及电子专用材料制造、电子专用材料销售、化工产品销售、电子专用材料研发等。 翰博高新成立于2009年12月，注册地位于安徽省合肥市，2022年8月登陆资本市场，主营业务是液晶显示器光学引擎及光源、显示设备配件、电子及电器 零部件、模具、电子零件材料、胶粘制品开发、生产、销售；主要产品是背光显示模组以及导光板、精密结构件、光学材料等背光 ...

据披露，本轮融资将重点投向三方面：下一代可重构芯片研发、智算场景落地、高端人才引进。公司已 启动上市筹备相关工作，目标打造国内"非GPU"新型架构芯片领域首个上市标杆企业。 近日，AI 芯片企业清微智能完成超20亿元人民币 C 轮融资。本轮融资由北京市属国企京能集团领投， 北创投、建投投资、武岳峰科创、成都科创投、华泰紫金、智路资本、中南泊富、凯联资本、图灵资 产、硬核坚果资本、拓锋投资、米聚资本、允泰资本、和而泰（002402）、中科元创跟投，老股东京国 瑞（北京信息产业发展投资基金）、中关村科学城公司、商汤国香资本、闻名投资、卓源亚洲、源余投 资、考拉基金持续追投。 ...

VMware Cloud Foundation to deliver unified, sovereign infrastructure supporting global workload mobility and digital transformation for the multinational financial institutionPALO ALTO, Calif., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) and ING today announced the extension of the companies’ strategic collaboration to update ING’s private cloud infrastructure. This initiative will see ING adopt VMware Cloud Foundation 9.0 (VCF 9) as part of its private cloud strategy, supporting the comp ...

Core Insights - AI chip company Qingwei Intelligent has completed over 2 billion RMB in Series C financing [1] - The financing round was led by Beijing state-owned enterprise Jingneng Group, with participation from various investment institutions [1] - Qingwei Intelligent specializes in developing "non-GPU" new architecture AI chips, with their reconfigurable AI chips achieving efficiency advantages similar to dedicated AI chips like TPU [1] Financing Details - The financing received joint support from Beijing's municipal and district-level state-owned assets [1] - Jingneng Group, the lead investor, is involved in the construction and operation of Beijing's public AI computing power center [1] - The investment aims to guide social capital towards key industries through state-owned capital [1] Use of Funds - The funds from this financing round will focus on three main areas: next-generation reconfigurable chip development, implementation in intelligent computing scenarios, and recruitment of high-end talent [1] - Qingwei Intelligent has initiated preparations for an IPO, aiming to become the first listed benchmark enterprise in the "non-GPU" new architecture chip sector in China [1]

本文信息来自该初创公司的老股东。 先声明，公司主体还在存续期，法律意义上来说，公司还活着。"进ICU"是老股东给的定义。 公司名字：广州印芯半导体技术有限公司。以下简称"印芯"。 公司成立于2019年，鲸准的信息显示累计融资6轮。按部分媒体的信息，总融资额应该在亿元级别。最后一轮融资完成于2022年3月。 | 2022.03 ● 金额:未披露 | | | --- | --- | | B轮 | 估值:未披露 | | | 智盈投资 渝富资产 力合科创 鑫鼎国瑞 | | | 复星锐正 南京益华资本 | | 2021.11 | 金额： ¥ 亿元及以上 | | A+轮 | 估值:未披露 | | | 云启资本领 越秀产业基金 复朴投资 | | | 吉富资本 先风创投 | | 2020.12 | 金额:未披露 | | A轮 | 估值:未披露 | | | 先风创投 | | 2020.08 ● | 金额:未披露 | | Pre-A轮 | 估值: 未披露 | 官网显示，公司是一家芯片设计企业。 芯片设计企业，连续近4年没有融资，要么企业已经正向现金流，要么…可能就比较危险。 有多危险呢？ 以上截图来自企查查，显示公司近期有多项诉 ...

Summary of Semiconductor Capital Equipment Conference Call Industry Overview - The conference call focuses on the **Semiconductor Capital Equipment** industry, specifically discussing the **Wafer Fabrication Equipment (WFE)** market forecast for 2026 and 2027, driven by **DRAM** and **TSMC** [1][2][5]. Key Points and Arguments Market Forecast - The WFE market forecast for 2026 is maintained at **$129 billion** (up **11%** year-over-year), while the 2027 forecast is revised up from **$137 billion** to **$145 billion** (up **13%**) [2][5]. - The growth is attributed to strong demand in **DRAM** and **foundry logic**, with a notable increase in **NAND** demand being moderated [2][5]. DRAM Insights - **DRAM** is expected to grow by **17%** in 2026 and **12%** in 2027, entering a new paradigm with a projected **25%** bit growth compared to **16%** from 2022 to 2025 [3][32]. - Major suppliers like **Micron**, **Hynix**, and **Samsung** are required to accelerate their greenfield projects significantly to meet this demand [3][32]. NAND Insights - **NAND** demand is projected to grow by **28%** in 2026 and **26%** in 2027, driven by the rise of **eSSDs** [3][52]. - The required NAND WFE is estimated to be approximately **$13-16 billion**, with half of this coming from upgrades and the other half from greenfield projects, including contributions from **YMTC** [3][52]. Foundry Logic - **Foundry Logic** is expected to grow by **6%** in 2026 and **11%** in 2027, with potential upside risks if TSMC's equipment mix increases from **75%** to **80%** [3][4][31]. Bull Case Scenarios - The bull case for 2026 includes a potential **$2.5 billion** upside for TSMC if their equipment mix increases, alongside extended purchase orders from hyperscalers for NAND [4][31]. - Upside risks for 2027 include renewed foundry investments from **Intel**, accelerated logic investments in **China**, and increased memory bit demand [4][31]. Financial Projections - Revenue and EPS estimates for **AMAT**, **LAM**, and **KLA** have been revised up by an average of **3.3%** and **4.7%**, respectively, with price targets increased by an average of **9.6%** [5][19]. - The 2027 revenue and EPS forecasts are above consensus by **5.3%** and **4.7%**, indicating a conservative outlook that may allow for further revisions if market conditions improve [5][19]. Regional Insights - The WFE revenue by region shows significant contributions from **China**, **Korea**, and **Taiwan**, with projections indicating continued resilience in these markets [23][21]. Additional Considerations - The call emphasizes the importance of greenfield projects and the need for major players to adapt to changing market dynamics, particularly in DRAM and NAND sectors [32][52]. - The cyclical nature of the NAND market is highlighted, with expectations for spending to resume, indicating a recovery phase post-2025 [66]. This summary encapsulates the critical insights and projections discussed during the conference call, providing a comprehensive overview of the semiconductor capital equipment landscape for the upcoming years.

"The market actually is still obviously earnings-driven, we went through earnings season, but now it's the Fed," said Joe Saluzzi, partner, co-founder and head of Equity Market Structure Research and co-head of Equity Trading at Themis Trading in Chatham, New Jersey. "I see no reason why the uptrend doesn't continue, at least, not as quickly, but maybe more of a grind up to the end of the year." The Dow Jones Industrial Average fell 295.65 points, or 0.62%, to 47,420.77, the S&P 500 lost 23.22 points, or 0 ...

Core Insights - Wuhan has seen significant growth in its academic and innovation landscape, with the recent addition of 11 academicians, marking the highest number in history, reflecting the city's commitment to reform and innovation [2] - The city is emerging as a hub for humanoid robotics, with a complete industrial chain covering 85% of key components, supported by a robust ecosystem of over 80 core enterprises and nearly 1,000 related companies [5][7] - Wuhan is actively developing its semiconductor industry, establishing a collaborative research institute and an innovation alliance that includes over 300 entities, aiming for high-quality development in this sector [8][11] - The automotive industry in Wuhan is transitioning towards smart and integrated systems, with significant collaborations between traditional manufacturers and tech companies like Huawei [9][10] - The logistics infrastructure in Wuhan is evolving, with the establishment of multiple logistics hubs and enhanced connectivity through rail and air transport, facilitating the export of high-value products [13][15] Innovation and Technology - Wuhan's humanoid robotics sector is thriving, with the establishment of the largest training platform in the country and a comprehensive coverage of key components [5][7] - The city has successfully transitioned a laser scanning device from reliance on imports to a domestically produced product, reducing size and cost significantly [7] - The establishment of a public service platform for chip manufacturing reliability testing is set to enhance the local semiconductor industry [8] Automotive Industry - The collaboration between Dongfeng Motor Group and Huawei to create a new smart vehicle brand signifies a deep integration of traditional manufacturing with modern technology [9][10] - Wuhan has developed a leading smart connected vehicle testing demonstration area, with extensive infrastructure supporting autonomous vehicle operations [10][11] Logistics and Trade - The launch of the China-Europe Railway Express from Wuhan reflects a shift towards higher-value goods in trade, with a growing network of international routes [13][14] - The city has established itself as a logistics hub with multiple types of logistics centers, enhancing its role in global trade [14][15] - The implementation of efficient customs processes and the establishment of free trade zones are driving significant growth in foreign trade [15]

For more on the AI trade, Redb Bush's Dan Ives joins us here on set. He just released his 2026 outlook forecasting 20% upside for the tech sector next year. When we say tech sector, define it.All of the NASDAQ mag 7 names. What are you seeing. >> I think big tech.If I think about like big tech and the AI trade, that's probably going to be up anywhere from, you know, 20 to 25%. But I think it's really the AI revolution stocks. what I view as sort of the winners up 20% in a minimum.Look, it's my view this is ...