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。 ...

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]

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 ...

（编辑 丛可心） 证券日报网讯 2月25日，长光华芯在互动平台回答投资者提问时表示，目前在数通芯片领域，面向多种 技术路线和发展构建了完整的产品矩阵（如EML、DFB、VCSEL、PD、硅光芯片等）共同来满足日益 增长的算力需求。 ...

格隆汇2月25日丨长光华芯(688048.SH)在投资者互动平台表示，公司目前暂无自行生产光模块的计划， 核心是为聚焦芯片主业；同时兼顾产业链专业分工，避免与现有光模块客户形成竞争，更利于与下游优 质厂商深化合作、协同发展。 ...

Investor Presentation February 2026 PHOTRONICS Safe Harbor Statement PHOTRONICS This presentation and some of our comments during this presentation may contain projections or other forward-looking statements regarding future events, our future financial performance, and/or the future performance of the industry. These statements are predictions and contain risks and uncertainties. We refer you to the risk factors in our Annual Report on Form 10-K for the fiscal year ended October 31, 2025 and other subseque ...

恒玄科技公告称，2025年预计实现营业收入35.25亿元，同比增长8.02%；归属于母公司所有者的净利润 为5.88亿元，同比增长27.75%。公司在低功耗无线计算SoC芯片领域持续投入研发，可穿戴旗舰芯片 BES2800系列广泛落地。2025年综合毛利率38.70%左右，同比增加4个百分点。全年研发费用约6.91亿 元，同比增加约12%。多款可穿戴芯片顺利流片并量产上市，巩固市场领先地位。上述数据为初步核 算，未经审计。 ...

智通财经APP获悉，根据TrendForce集邦咨询最新AI server产业研究，为加速AI应用导入与升级，全球云端服务供应商(CSP)持续加强投资AI server及相关 基础建设，预计2026年八大主要CSP的合计资本支出将超越7,100亿美元，年增率约61%。业者除持续采购NVIDIA(英伟达)、AMD(超威)GPU方案外，也 扩大导入ASIC基础设施，以确保各项AI应用服务的适用性，以及数据中心建置成本效益。 Microsoft(MSFT.US)看好大模型训练推理的长期需求，主要购置NVIDIA整柜解决方案支持其AI server出货。该公司日前发布自研芯片Maia 200，锁定高效 率AI推理应用。Oracle则因应Stargate、OpenAI等扩增AI数据中心项目，持续布局GPU整柜式方案。 分析中系CSP动态，尽管ByteDance(字节跳动)未公开揭露2026年资本支出细节，TrendForce集邦咨询预估其一半以上资金将用于采购AI芯片相关。 NVIDIA H200可望成为ByteDance AI server的一项主要方案，但仍需根据后续美国、中国审查情况而定。ByteDance同时扩 ...

格隆汇2月25日丨星宸科技(301536.SZ)在投资者互动平台表示，公司专注于端边侧 AI SoC 产品布局， 暂不涉及AI手机及AI PC领域，与其在产品定位、目标市场上均为差异化赛道，双方独立经营、独立决 策、独立核算，不存在对公司业务经营产生重大不利影响的同业竞争情形。 ...

格隆汇2月25日丨星宸科技(301536.SZ)在投资者互动平台表示，公司专注于端边侧 AI SoC 产品布局， 暂不涉及AI手机及AI PC领域，与其在产品定位、目标市场上均为差异化赛道，双方独立经营、独立决 策、独立核算，不存在对公司业务经营产生重大不利影响的同业竞争情形。 ...