格隆汇12月18日丨英唐智控(300131.SZ)在互动平台表示，公司MEMS微振镜采用电磁驱动技术，实现 激光束的水平与垂直双维扫描，大幅降低体积、功耗及成本，公司在MEMS领域具有专业的技术实力和 市场竞争力，公司已拥有MEMS器件级别以及LBS（基于激光束扫描的投影方案）全套系统开发能力， 且自有的MEMS 器件自动化生产线已经实现了量产。 ...

格隆汇12月18日丨英唐智控(300131.SZ)在互动平台表示，公司MEMS微振镜采用电磁驱动技术，实现 激光束的水平与垂直双维扫描，大幅降低体积、功耗及成本，公司在MEMS领域具有专业的技术实力和 市场竞争力，公司已拥有MEMS器件级别以及LBS（基于激光束扫描的投影方案）全套系统开发能力， 且自有的MEMS 器件自动化生产线已经实现了量产。 ...

The Nikkei fell 1.03% to 49,001.5, its lowest close since November 25. The broader Topix slipped 0.37% to 3,356.89.Wall Street's main indexes closed lower on Wednesday, with the S&P 500 and the tech-heavy Nasdaq sinking to three-week lows as nagging worries about the artificial intelligence trade weighed on technology stocks."The market's concerns about the profitability of AI-related businesses and data centres in the U.S. have been coming to the surface," said Kazuaki Shimada, chief strategist at IwaiCos ...

中金发布研报称，1Q25以来，NAND合约价格已实现翻倍以上的上涨。需求侧，AI模型的训练和推理 对企业级SSD提出写入速度、IOPS、容量及耐久度等多层面的更高需求。其中，LLM快速载入 &KVCache、RAG将在未来成为SSD大规模应用场景。产能侧，铠侠和闪迪合资新工厂已于3Q25投产， 引入BiCS8先进工艺，将于1H26贡献收入。结合供需来看，预计供给紧张至少持续到2026年底，NAND 原厂有望通过供给端的把控支持价格多季度的持续上涨，2026年NAND价格或将维持高位。 中金主要观点如下： 需求侧：云侧和端侧AI共振，算力强势打开SSD需求天花板 海外原厂对NAND产能扩张持谨慎态度，以高密度、高容量的技术路线转型为主。目前NAND Flash竞 争格局稳定，3Q25全球NAND Flash市场top5收入合计占比超90%。其中铠侠和闪迪合资新工厂已于 3Q25投产，引入BiCS8先进工艺，将于1H26贡献收入。结合供需来看，预计供给紧张至少持续到2026 年底，NAND原厂有望通过供给端的把控支持价格多季度的持续上涨，2026年NAND价格或将维持高 位。此外，长江存储的扩产以及其Xtacki ...

今年4月，就有媒体报道称，苹果公司一直致力于在2026年底前，将美国市场上的大部分iPhone产品在 印度的工厂生产完成，并且正在加快这些计划。 不过，据知情人士补充说，对于CG Semi公司而言，这或许只是"艰难征程的开始"，因为即便与苹果的 谈判进展顺利，CG Semi也必须通过苹果严格的质量标准才能最终达成交易。 该人士还表示："苹果已经在与其他几家公司就供应链的其他环节进行洽谈，最终能成为其供应商的公 司寥寥无几。" 美东时间周三，据外媒报道，苹果公司正在与印度芯片制造商进行初步商谈，计划为其 iPhone组装并 封装零部件。 此前，苹果与印度的工业合作主要集中在iPhone、AirPods等终端产品的最终组装环节。而最新的谈判 进展表明，苹果在印度的布局可能从现有的终端产品组装，进一步向上游延伸至更复杂的半导体封装领 域。 苹果与印度公司展开初步商谈 报道称，苹果公司与穆鲁加帕集团（Murugappa）旗下CG Semi半导体公司进行了会谈。该公司正在印 度古吉拉特邦桑南德(Sanand)地区建设一个半导体封测代工（OSAT）工厂。 这是苹果首次考虑在印度组装和封装部分芯片。报道还指出，目前尚不清楚 ...

Group 1 - The top performer in the S&P 500 Index for the year is SanDisk Corp (NASDAQ:SNDK), which began trading in early February and joined the index in late November [2] - SNDK has experienced a remarkable increase of 268.2% over the last nine months, with shares rising from an initial trading price of $36 to a record high of $284.59 on November 12 [3] - Despite the strong performance, short interest in SNDK has increased by 22.8% in the last two reporting periods, indicating potential concerns over AI overvaluation and suggesting the possibility of a short squeeze in 2026 [5] Group 2 - SanDisk is a spinoff of Western Digital (WDC), which ranks as the second-best performer in the S&P 500 Index [2] - The stock has shown resilience against volatility, reflected in its Schaeffer's Volatility Scorecard (SVS) rating of 89 out of 100 [5]

在中国半导体产业深度变革、国产替代持续推进的时代背景下，作为一家专注于高性能模拟及数模混合 集成电路设计的企业，必易微始终坚信——唯有长期主义，方能穿越周期。过去几年，公司始终保持战 略定力，沉下心来夯实技术基础，坚持技术创新与产品打磨并重，在模拟及数模混合芯片这一技术壁垒 高、研发周期长的赛道上持续深耕。 必易微从未停止追求卓越的脚步，也从不回避挑战。我们始终坚信，"中国芯"的价值不仅在于"替代"， 更在于"引领"。这是一条需要长期投入、持续突破的道路，但必易微愿意坚定前行，不负时代、不负行 业、不负客户。未来，公司将以更加饱满的热情与坚定的信念，朝着成为全球卓越的芯片设计企业的目 标持续奋进。 （文章来源：证券时报） 必易微以电源管理芯片起步，经过多年持续投入与能力拓展，现已形成以五大产品线协同发展的业务布 局，构建电源管理、电机驱动、电池管理"三电"核心竞争力，并深度融合感知与控制技术，为能源与电 力、家居家电、工业自动化、智能物联四大应用领域客户，提供高质量、高可靠性的一站式芯片解决方 案与系统集成服务。 值得一提的是，在今年12月举办的"第四届电源行业配套品牌颁奖晚会"上，必易微第三次荣膺"国产模 ...

Bitcoin has returned to its week low of $85,500 after suffering the dreaded "Bart Simpson pattern" earlier on Wednesday in which the price quickly runs higher, flattens out for a few minutes, and then just as quickly plunges to its previous spot. The resulting shape on the charts ends up looking similar to the head of the famous cartoon character. The crypto market again appears to be stuck the troublesome scenario of not being at all correlated with stocks when they're headed higher, but having a 1:1 co ...

Key Takeaways WBD Tells Shareholders to Take the Netflix DealFormer Fed Governor Kevin Warsh Considered for Fed ChairGIS and ABM Report Earnings This Morning, MU After the CloseWednesday, December 17, 2025This morning, we take a pause from big economic prints and/or market-moving earnings reports. We’re sandwiched between yesterday’s big Employment Situation report and tomorrow’s Consumer Price Index (CPI) and Inflation Rate, both of which were delayed due to the government shutdown. But we’ll be more caugh ...

After moving to the upside early in the session, stocks have come under pressure over the course of the trading day on Wednesday. The major averages have pulled back well off their highs of the session and into negative territory.Currently, the major averages are just off their lows of the session. The Nasdaq is down 286.80 points or 1.2 percent at 22,824.66, the S&P 500 is down 52.86 points or 0.8 percent at 6,747.40 and the Dow is down 100.22 points or 0.2 percent at 48,014.04.The pullback seen as the da ...