The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Allystar Technology (Shenzhen) Co., Ltd. 深圳華大北斗科技股份有限公司 (the "Company") (a joint stock company incorporated in the ...

Micron Technology Inc. (NASDAQ:MU) reported better-than-expected earnings for the first quarter of fiscal 2026 and issued a strong outlook for the second quarter on Wednesday.Micron reported first-quarter revenue of $13.64 billion, topping analyst estimates of $12.83 billion, according to Benzinga Pro. The chip company posted adjusted earnings of $4.78 per share for the quarter, exceeding analyst estimates of $3.95 per share."In fiscal Q1, Micron delivered record revenue and significant margin expansion at ...

Key Takeaways MU posted Q1 EPS of $4.78 and revenues of $13.64B, beating estimates as memory demand surged.MU saw DRAM revenues jump 69% YoY, led by record data center DRAM and HBM demand.MU guided Q2 revenues to $18.7B and gross margin to 68%, far above consensus expectations.Micron Technology, Inc. (MU) shares gained 9.3% during Wednesday’s extended trading session after the memory chip maker reported better-than-expected first-quarter fiscal 2026 results and provided strong guidance for the second quarte ...

2025年6月18日，证监会主席吴清在2025陆家嘴论坛上表示，将在创业板正式启用第三套标准，支持优 质未盈利创新企业上市。6月27日，大普微首发上市申请获深交所受理，成为创业板首家获受理的未盈 利企业。 招股书显示，大普微主要从事数据中心企业级SSD产品的研发和销售，是业内领先、国内极少数具备企 业级SSD"主控芯片+固件算法+模组"全栈自研能力并实现批量出货的半导体存储产品提供商。大普微专 注数据中心企业级SSD产品，产品代际覆盖PCIe3.0到5.0，并围绕AI全面布局大容量QLC SSD、SCM SSD、可计算存储SSD等产品。报告期内，公司企业级SSD累计出货量达4900PB以上，其中搭载自研主 控芯片的出货比例达75%以上。根据IDC数据，最近三年国内企业级SSD市场中公司占有率稳居市场前 列。目前公司已覆盖的下游客户和最终使用方包括：Google、字节跳动、腾讯、阿里巴巴、京东、百 度、美团、快手、Deepseek、小红书、滴滴等互联网、云计算和AI企业，新华三、超聚变、中兴、华鲲 振宇、联想等服务器厂商，三大通信运营商，金融、电力及其他行业知名企业。2025年，公司已通过 Nvidia、xAI ...

Core Insights - Quantum Computing Inc. (QUBT) has signed an agreement to acquire Luminar Semiconductor, Inc. (LSI) for $110 million in cash, enhancing its portfolio with photonic technologies and an experienced team [2][9] - The acquisition is expected to strengthen QCi's supply chain and accelerate the development of compact quantum systems for commercial use [3][9] - QCi aims to leverage LSI's technologies to grow its existing customer base and drive the commercialization of quantum appliances in targeted markets [4] Company Developments - LSI specializes in designing and manufacturing critical photonic components that align with QCi's technology roadmap, which will enhance QCi's engineering capabilities [3] - QCi's previous merger with QPhoton in 2022 allowed it to deliver a quantum photonic system designed for real-world applications, broadening its market reach [5][9] Market Performance - Over the past year, QCi's shares have decreased by 32.5%, underperforming the industry growth of 6.3% and the S&P 500's growth of 18% [8] - QCi currently trades at a forward Price-to-Sales (P/S) ratio of 1568.00X, significantly higher than the industry average of 5.54X, indicating an expensive valuation [10] Financial Estimates - The loss per share estimate for QUBT for 2025 has narrowed by 6 cents to 19 cents over the past 30 days [12] - Current estimates for QUBT's loss per share are -0.05 for the current quarter and -0.19 for the current year [13]

苏州工业园区企业发展服务中心消息显示，登临科技作为国内首个实现规模化商业落地的GPU企业，专 注于全国产高性能、高性价比的AI芯片研发与技术创新，致力于打造云边端一体、软硬件协同、训推 融合的前沿芯片产品，该公司AI芯片产品高凛已规模化运用在边缘和云计算的各个应用场景，在互联 网和智慧城市等多个行业的领军企业量产导入，成功填补了国内高性能GPGPU领域技术、产品及商业 方面的空白。 据悉，登临成立于2017年底，专注于高性能、通用计算平台的芯片研发与技术创新，致力于打造云边端 一体、软硬件协同、训练推理融合的前沿芯片产品和平台化基础系统软件。核心团队成员来自图芯、 S3、英伟达、AMD、阿里等全球知名的芯片设计公司，人均拥有超过20年的GPU研发和产品商业化的 经验。产品运营团队来自苹果、思科、飞利浦等国际性企业，精通高质量、高可靠性产品运营与供应链 管理。总部位于苏州，在上海、北京、成都、杭州均设全资子公司，在西安、深圳设有研发中心。 12月18日，东微半导发布公告，公司拟以85.2378元/股的价格收购霍尔果斯万木隆股权投资有限公司所 持苏州登临科技股份有限公司(简称"苏州登临")的11.73万股股份，涉 ...

Core Insights - The article emphasizes the transformative impact of artificial intelligence (AI) on the global economy and highlights the potential investment opportunities in AI-driven companies [1]. Group 1: Industry Insights - The AI sector is reshaping various industries and driving innovation, indicating a significant shift in market dynamics [1]. - The coming decade is expected to present remarkable opportunities for both retail and institutional investors in the AI space [1]. Group 2: Company Focus - The portfolio of the retail investor is primarily centered around leading AI-related companies, particularly NVIDIA, which is at the forefront of the technological revolution [1]. - The investor expresses a belief that the current phase represents only the early stages of AI's impact, suggesting a long-term growth trajectory for companies involved in AI [1].

Amazon hasn’t stood still on its retail business, even though that makes up approximately 80% of its revenue stream. The company is also well-known for its work with AI, cloud computing, and the combination of the two. AWS, Amazon’s subscription cloud platform, is a major revenue generator – with quarterly revenue of well over $30 billion in recent reports – and is also a key driver of Amazon’s AI work. Through AWS, Amazon offers a range of AI-powered features, including automation tools and apps, graphic d ...

宏达电子（300726）(300726.SZ)公告，公司收到参股公司江苏展芯半导体技术股份有限公司(简称"江苏 展芯")告知，江苏展芯已向深圳证券交易所报送了首次公开发行股票并在创业板上市的申请文件，并获 得了深圳证券交易所受理。 截至本公告日，公司通过南京一芯一亿创业投资合伙企业(有限合伙)间接持有江苏展芯5102.36万股股 份，占其本次公开发行股票前总股本的13.79%。 ...

Core Viewpoint - Shanghai Beiling (600171) has confirmed its product layout in storage chips, including EEPROM and NOR Flash, indicating a strategic focus on these segments [1] Group 1: Product Development - The company has completed the full range of IIC and SPI products for EEPROM [1] - The current revenue proportion and gross margin level of the storage chip segment have not reached the conditions for separate disclosure [1]