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联华电子高管人事变动:现任联席总经理王石升任CEO
Sou Hu Cai Jing· 2026-02-25 23:25
我要对简总经理多年来的领导表达最深的感谢,协助联电度过许多重大机会与挑战。 王石:联席总经理 → 执行长(首席执行官、CEO); 徐明志:执行副总经理 → 总经理兼营运长(首席运营官、COO),入选董事会; 简山杰:联席总经理 → 转投资企业欣兴电子董事长。 IT之家 2 月 26 日消息,台湾地区晶圆代工大厂联华电子(联电、UMC)昨日宣布高管人事变动,涉及总经理、首席执行官等头部岗位。 IT之家了解到,联电自 2017 年起由王石和简山杰担任联席总经理,两位高管带领公司进行战略转型,专注于高成长市场的特殊工艺技术,任 内市值成长约五倍。联电表示此次人事变动旨在落实公司高阶经理人接班规划,并确保公司持续具备竞争力。 联电董事长洪嘉聪表示: 为了因应快速变化的产业环境与市场机会,联电持续调整组织架构。这项调整旨在进一步强化执行力、提升决策效率,同时维持策 略的延续性。 ...
Xanadu and Mitsubishi Chemical Make Breakthrough Quantum Algorithms for Next-Generation Semiconductor Manufacturing
Globenewswire· 2026-02-25 22:00
TORONTO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Xanadu (Xanadu Quantum Technologies Inc.), a world leader in photonic quantum computing, in partnership with Mitsubishi Chemical, a major Japanese chemical manufacturer, has announced the release of a new paper detailing a novel quantum simulation technique for semiconductor chip research and development. The pre-print research paper provides a scalable technique for simulating quantum processes involved in extreme ultraviolet (EUV) lithography, a wafer patterning ...
Exclusive: DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say
Reuters· 2026-02-25 20:32
Exclusive: DeepSeek withholds latest AI model from US chipmakers including Nvidia, sources say | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Nvidia and Deepseek logos are seen in this illustration taken, January 27, 2025. REUTERS/Dado Ruvic/Illustration//File Photo [Purchase Licensing Rights, opens new tab]- Companies- Summary- China strategy may be to place US hardware, models at disadvantage, research firm says- US official say ...
赛微电子(300456.SZ):MEMS芯片产业仍处于发展初期,体量仍小,未来发展前景广阔
Ge Long Hui· 2026-02-25 15:36
格隆汇2月25日丨赛微电子(300456.SZ)在投资者关系中表示,有被问到:近年来 MEMS 行业的整体增 速并不高,请问公司如何看待 MEMS 行业未来的市场规模? 答:随着万物互联与智能传感时代的到来,物理世界与数字世界需要相互连接的桥梁,无论科技及应用 如何发展,均离不开对真实世界的感知,人、设备、自然世界之间及内部各自之间的感知、联系均需要 通过声、热、光、电、磁、运动等等各种基础器件来辅助实现,基础感知及执行器件的应用场景将越来 越丰富,通过半导体工艺批量标准化制造的MEMS芯片,具备小型化、低成本、低功耗、高集成度等突 出特点,正在对部分传统传感器件进行渗透及替代。我们认为,基于"软硬件一体配比"的逻辑,相较于 IC芯片产业的规模体量,MEMS芯片产业仍处于发展初期,体量仍小,未来发展前景广阔。 ...
Wall Street Rises as Nvidia Earnings Loom and Markets Digest State of the Union Address
Stock Market News· 2026-02-25 15:07
U.S. equity markets opened in positive territory on Wednesday, February 25, 2026, as investors balanced the policy signals from President Trump’s State of the Union address with the anticipation of a high-stakes earnings report from the world’s most valuable company. Market sentiment was bolstered by a return of risk appetite in the technology sector and a historic rally in Asian markets overnight, setting a constructive tone for the domestic session.Major Market Indexes Opening PerformanceAs the opening be ...
ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
ZACKS· 2026-02-25 14:30
Key Takeaways AppLovin's Q4 revenues rose 66% to $1.7B, with adjusted EBITDA increasing 82% and margins at 84%.APP is projected to grow sales 38% and EPS 55%, topping ARM's 22% revenue and 7% EPS outlook.Arm Holdings trades at 62X forward earnings, while APP's 24X P/E signals a more grounded valuation.Both AppLovin Corporation (APP) and Arm Holdings (ARM) are technology-driven companies capitalizing on the AI revolution. AppLovin leverages advanced AI-powered advertising algorithms and app monetization plat ...
The More Nvidia Sells, The Faster Its Monopoly May Erode
Benzinga· 2026-02-25 13:52
Nvidia Corp (NASDAQ:NVDA) has become the single most important supplier in the AI economy. But its dominance may be quietly accelerating the forces that could eventually weaken it.But Nvidia's scale, pricing power, and strategic importance are creating a new priority inside its biggest customers: independence.Hyperscalers Are Preparing For Life Beyond NvidiaThe more hyperscalers spend on Nvidia, the stronger their incentive becomes to reduce reliance on a single supplier.Amazon is scaling its Trainium chips ...
提交注册!盛合晶微科创板IPO闯进“注册关”
Bei Jing Shang Bao· 2026-02-25 13:41
北京商报讯(记者 王蔓蕾)2月25日晚间,上交所官网显示,盛合晶微半导体有限公司(以下简称"盛 合晶微")科创板IPO提交注册,公司冲击上市进入最后一关。 本次冲击上市,盛合晶微拟募集资金约48亿元。 据了解,盛合晶微是全球领先的集成电路晶圆级先进封测企业,起步于先进的12英寸中段硅片加工,并 进一步提供晶圆级封装(WLP)和芯粒多芯片集成封装等全流程的先进封测服务,致力于支持各类高 性能芯片,尤其是图形处理器(GPU)、中央处理器(CPU)、人工智能芯片等,通过超越摩尔定律 (More than Moore)的异构集成方式,实现高算力、高带宽、低功耗等的全面性能提升。公司IPO于 2025年10月30日获得受理,2026年2月24日上会获得通过。 ...
2026年不到两个月融资892亿港元,港股IPO同比暴增1013%,AI企业成绝对吸金主角
Jin Rong Jie· 2026-02-25 13:39
Group 1 - The Hong Kong IPO market has shown remarkable performance in early 2026, with 24 companies completing IPOs, representing a year-on-year increase of 166.67% [1] - The total fundraising amount reached 892.26 billion HKD, a staggering increase of 1013.59% compared to the same period last year, significantly surpassing the previous year's total of over 80 billion HKD [1] - The AI sector has emerged as a prominent force in this IPO wave, with companies like Wallen Technology, Zhiyu, and MINIMAX raising over 50 billion HKD each and experiencing first-day gains exceeding 50% [1] Group 2 - Traditional sectors such as finance and real estate have seen a decline in dominance, while AI, semiconductors, and biomedicine have become the main attractions in the Hong Kong primary market [1] - The number of companies waiting for IPOs in Hong Kong has expanded, with 388 firms in the queue, including 110 A-share listed companies, accounting for 28.4% [1] - The information technology sector leads with 152 companies in the pipeline, followed by the healthcare sector with 90 companies, and over 10 international firms from Southeast Asia have also entered the queue [1] Group 3 - The Hong Kong Stock Exchange is actively working to optimize its listing mechanisms and market infrastructure, collaborating closely with the Hong Kong Securities and Futures Commission to enhance competitiveness [2]
Trump's State of the Union, Lowe's earnings, Panera Bread's value menu and more in Morning Squawk
CNBC· 2026-02-25 13:21
This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Happy Wednesday. The restaurant reservation platform wars are heating up, and I'm wondering whether my fascination with this story is a sign that I eat out too often.Stock futures are higher this morning after a positive session yesterday.Here are five key things investors need to know to start the trading day:1. Trump's talkUS President Donald Trump, right, and US House Speaker Mike Johnson, a Republican from ...