12月12日，R紫晶发布重大诉讼进展公告， 披露公司及11名原高管涉嫌欺诈发行证券罪、违规 披露/不披露重要信息罪一案已获广东省梅州市中级人民法院一审判决，公司被判处高额罚金， 相关责任人员分别被判处有期徒刑及罚金，部分人员适用缓刑 。 一审判决结果：公司罚金3700万元，11名原高管分获刑罚： 根据广东省梅州市中级人民法院（2024）粤14刑初23号刑事判决书，判决结果如下： 据悉，该案受理于2024年11月11日，广东省梅州市人民检察院作为原告提起公诉，R紫晶及原 法定代表人郑穆、原实际控制人罗铁威等11名原高管为共同被告。公告显示，案件核心涉及两大 罪名，均与公司上市前后的财务造假及信息披露违规行为相关。 公诉机关指控，R紫晶成立于2010年4月，2020年2月在上海证券交易所科创板上市（原证券代 码：688086）。为实现上市及募资目的，公司实际控制人郑穆、罗铁威自2017年起，组织、指 使李燕霞等多名原高管，通过签订虚假购销合同、伪造物流单据及项目验收报告、提前确认收入 等方式虚增营业收入及利润，并隐瞒大额对外担保事项。 经查明，公司《首次公开发行股票并在科创板上市招股说明书》存在虚假记载，2017 ...

发行价格为 104.66 元/股。 2025 年 12 月 8 日，沐曦股份发布科创板上市网上申购情况及中签率公告。 本次发行经上交所审核通过及证监会注册，发行价 104.66 元/股，总股份 4010 万股。 因网上初步申购倍数超 100 倍启动回拨，网上最终发行 966.55 万股，最终中签率 0.03348913%。 有效申购户数 5175152 户，配号总数 57723209 个。 摇号抽签于 12 月 8 日完成，中签结果 12 月 9 日公布，投资者需于当日 16:00 前足额缴款。 OM SSO = FHITS ■ 1-1-1 Q ... < 是说芯语 闸述泛集成电路行业的技术走势、热点 交流、市场应用、行业分析、产业... × 64星原創药容 2位朋友关注 进入公众号 不再关注 昨天 09:00 t A 2位朋友读过 秒劈众号 · 是j 墙 reast in the first 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 星标 是说芯语 不错过任何一条消息 ▶ 泛集成电路行业最新动态 ...

加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 星标 是说芯语 是说芯语 不错过任何一条消息 ▶ 泛集成电路行业最新动态 C 公众号 · 是说芯语 摩尔线程 开盘上涨468.78%，报650元，市值超3000亿，按开盘价计算中一签赚超26.7 万。（声明：本文仅为信息交流之用，不构成任何投资建议议，股市有风险，投资需谨 慎。） | 688795 科创板 融 成 未盈利 L1- | | | --- | --- | | 情投资者警惕跟风投机风险,理性投资。 | | | 650.00 今开 650.00 最高 650.00 最低 | 650. | | 468.78% 535.72 换手 7.61% 息手 22360 金额 14.53 | | | 总值 3055亿 流值 191.0亿 市盈利0-316.70 | 글 글 | | ◀ 限售解禁:2025-12-05解禁数量2938万股,占总 ... | | | 分时 五日 日K 周K 月K 更多, | (0) | | 最新: 650.00 535.72 468.78% | (2) 大单模 | | 650.00 | 468.78% 五档 大单 分 | ...

摩尔线程11月20日公告，发行人和保荐人（ 主承销商 ）根据初步询价结果，协商确定本次发行 价格为114.28元/股，网下发行不再进行累计投标询价。发行人本次募投项目预计使用募集资金为 80亿元。按本次发行价格114.28元/股和7000万股的新股发行数量计算，预计发行人募集资金总 额为79.996亿元，扣除发行费用，预计募集资金净额为75.76亿元。 摩尔线程成立于2020年，注册资本约4亿元，法定代表人为张建中。张建中在GPU行业有近二十 年的从业经验。创立摩尔线程之前，他曾担任英伟达全球副总裁、中国区总经理。企查查数据显 示，成立至今，摩尔线程完成7轮融资，累计融资额超过45亿元，投资方包含红杉中国、深创投 等明星投资机构，也有联想、腾讯投资、中移和创、字节跳动战略投资部这样的产业投资机构。 加入"中国IC独角兽联盟"，请点击进入 是说芯语转载，欢迎关注分享 星标 是说芯语 不错过任何一条消息 ▶ 泛集成电路行业最新动态 E I Q yers 是说芯语 博述泛集成电路行业的技术走势、热点 交流、市场应用. 行业分析 产业 ... ~ a 2 km Pro 出期责后, 进入公众号 不再关注 2位朋友读过 ...

Core Viewpoint - SMIC reported strong financial results for Q3, with revenue of 17.162 billion RMB and a net profit of 1.517 billion RMB, reflecting a year-on-year growth of 43.1% in net profit [1][3]. Financial Performance - For the first three quarters, SMIC achieved a revenue of 49.510 billion RMB, a year-on-year increase of 18.2%, and a net profit of 3.818 billion RMB, up 41.1% [3][4]. - In Q3, revenue was 17.162 billion RMB, showing a quarter-on-quarter growth of 6.9% and a year-on-year growth of 9.9% [3][4]. - The gross margin for the first three quarters was 23.2%, an increase of 5.6 percentage points year-on-year, while Q3 gross margin reached 25.5%, up 4.8 percentage points quarter-on-quarter [3][4]. Capacity and Utilization - SMIC's capacity utilization rate reached 95.8% in Q3, a year-on-year increase of 17.8% [5]. - Monthly capacity increased from 991,250 wafers in Q2 2025 to 1,022,750 wafers in Q3 2025, measured in 8-inch equivalent logic [5]. Revenue Breakdown - Revenue by application in Q3: smartphones 21.5%, computers and tablets 15.2%, consumer electronics 43.4%, internet and wearables 8%, and industrial and automotive increased to 11.9% [4]. - Revenue contribution by region: China accounted for 86.2%, the US for 10.8%, and Eurasia for 3% [4]. Guidance - For Q4, SMIC's revenue guidance is expected to be flat to a 2% increase quarter-on-quarter, with a gross margin guidance of 18% to 20% [3].

Core Viewpoint - The stock price of Jing Sheng Mechanical & Electrical (300316) surged over 15% on September 26, reaching a new high for the year, following the announcement of the successful commissioning of its first 12-inch silicon carbide substrate processing pilot line at its subsidiary, Zhejiang Jing Rui SuperSiC, marking a significant advancement in domestic technology [1][2]. Group 1: Company Developments - On September 26, Jing Sheng Mechanical & Electrical announced the successful commissioning of its first 12-inch silicon carbide substrate processing pilot line, achieving 100% domestic production and marking a transition from following to leading in global SiC substrate technology [2]. - The successful commissioning of the pilot line signifies a new phase of efficient intelligent manufacturing for the company [2]. Group 2: Industry Context - The development of AI technology has led to increased performance of GPU chips used in AI servers, resulting in higher power consumption and necessitating advanced packaging techniques to manage heat dissipation [4]. - Traditional ceramic substrates have thermal conductivity of approximately 200 W/mK to 230 W/mK, which is insufficient for the growing heat dissipation demands [4]. - Silicon carbide materials exhibit superior thermal conductivity, reaching up to 400 W/mK and nearly 500 W/mK, making them ideal for packaging in data centers and high-performance AI chips [4].

Core Viewpoint - The DeepSeek-R1 inference model research paper, led by Liang Wenfeng, has been published in the prestigious journal Nature, marking a significant milestone in the field of AI and large language models [1][3]. Group 1: Model Development and Validation - The latest paper provides more detailed insights into the training of the DeepSeek-R1 model compared to its initial version released in January [3]. - DeepSeek-R1 is recognized as the first mainstream large language model to undergo peer review, addressing previous concerns regarding its distillation process [3]. - The peer review process is seen as a necessary step to mitigate the risks associated with unverified claims in the AI industry, as highlighted by Nature [5]. Group 2: Data and Safety Assessment - DeepSeek-V3 Base, the foundational model for DeepSeek-R1, utilized data sourced entirely from the internet, which may include outputs generated by GPT-4, though this was not intentional [5]. - The company has provided a detailed process in supplementary materials to demonstrate how data contamination was minimized during training, ensuring that benchmark tests were not deliberately included to enhance model performance [5]. - A comprehensive safety assessment of DeepSeek-R1 has been conducted, showing that its safety features are superior to those of contemporaneous models [5].