We hosted SEMICON China Booth on Mar 26 (pictures within) visiting 20+ companies across sub-segments: (1) SPE: NAURA, AMEC, Hwatsing, Leadmicro, ACMR, CFME, E-Town, Accotest, Skyverse, (2) SPE components: Kematek, Sprint-tech; (3) SiC/ CW laser: SICC, TankeBlue, EPIHouse, (4) Semi Material: Anji Micro, KFMI, Huate Gas; and (5) EDA software: Primarius, Semitronix. Overall, we see the new product launches this year focus more on mix upgrade towards high-end tools to fulfill rising demand of advanced logic, me ...

26 March 2026 | 8:31PM HKT Equity Research Anji Micro (688019.SS): CMP Slurry mix upgrade towards advanced nodes; Wet chemical, ECP showcased in SEMICON; Buy We visited Anji Micro during SEMICON China 2026. The company showcased its product offerings of CMP Slurry, wet chemicals, and ECP (Electrochemical Plating), and management also highlighted the company's comprehensive product lines of CMP Slurry to fulfill diversified demand. Management notes the company covers major logic and memory client, benefiting ...

1.【谷歌TurboQuant严重冲击美国内存芯片股：一周冲去近1000亿美元市值，美光跌逾700亿美 元】据报道，受谷歌最新研究影响，美国内存芯片股市值本周蒸发近1000亿美元。该研究指出，此 前将芯片制造商股价推至历史新高的AI硬件短缺问题将得到缓解。在华尔街整体抛售的背景下，美国 内存芯片制造商美光的股价自上周五收盘以来已累计下跌15%，市值蒸发逾700亿美元（现汇率约合 4845.53亿元人民币）。闪存设备制造商闪迪曾是去年标普 500 指数中表现最好的股票，本周市值 蒸发约150亿美元。存储公司西部数据和希捷科技本周也各自损失了数十亿美元市值。"这些股票此 前涨幅巨大，因此任何边际消息都会对其股价造成冲击，这属于理性反应。"加州资产管理公司 Informed Momentum Company的首席投资官特拉维斯 · 普伦蒂斯 (Travis Prentice) 表示。（新 浪科技） 2.【周鸿祎谈龙虾安全】3月29日，360公司董事长周鸿祎在2026全球独角兽企业大会上接受媒体采 访时表示，龙虾有安全问题很正常，从电脑到互联网，数字化程度越高，脆弱性就越强。但不能因噎 废食，不发展AI科技才是最大的 ...

KLA Corporation (NASDAQ:KLAC) is one of the Good Stocks to Buy Now. KLA Corporation (NASDAQ:KLAC) held its analyst day on March 12, where the company reaffirmed its fiscal Q3 2026 outlook and also announced its 2030 targets. The stock has gained more than 9% since the analyst day. ​Following the event, Wolfe Research reiterated an Outperform rating on the stock with a price target of $1,800. During the event, management reaffirmed its fiscal Q3 guidance of revenue around $3.35 billion, along with a non-GA ...

Micron Technology (MU +0.59%) stock just experienced one of the worst weeks of 2026, with shares falling around 19.5% in the past five trading days (as of March 26). The stock is now down over 23.5% from its recent high of $471.34 earlier this month, as investors worry about the durability of memory demand amid profit-taking and increasing macro uncertainty.The sell-off has been surprising, especially after the company delivered solid performance in the second quarter of fiscal 2026 (ended Feb. 26). Disconn ...

| | | | | | 单位: 万元 | | --- | --- | --- | --- | --- | --- | | 项目 | | 本会计年度 | | | 上年同期 | | 归属于上市公司 | | 24,000 | 2 | 26,000 | 14.099.28 | | 股东的净利润 | 比上年同期增长 | 70.22% | ~ | 84.41% | | | 扣除非经常性损 | | 23,000 | 2 | 25,000 | 13.487.94 | | 益后的净利润 | 比上年同期增长 | 70.52% | 2 | 85.35% | | 2025年， 公司 营业收入约36.6亿元，同比增加9.66%；归属于上市公司股东的净利润约7.2亿元，同比增加38.32%。 具体业务来看，半导体业务方面 ， 主营业务收入20.86亿元，同比增长37.27%，占公司总营业收入57%，细分情况如下： 【DT新材料】 获 悉 ，3月26日， 鼎龙股份 发布2025年年度报告及2026年一季度业绩预告。 2026年第一季度 ，公司 预计归属于上市公司股东的净利润为2.40亿元~2.60亿元，同比增长70.22%~84.41%， ...

公众号记得加星标⭐️，第一时间看推送不会错过。 如今的片上网络就像一个复杂的高速公路交叉口，有多条匝道通往不同的主干道。这里的交通流量就 是数据，而且比以往任何时候都多的数据被捕获、生成和分析。 实时人工智能驱动的分析给芯片网络带来了额外的压力，这些网络需要在处理器和内存之间快速地来 回传输数据。为了应对这一挑战，设计人员正在开发新的、日益复杂的片上网络 (NoC) 拓扑结构和 芯片间互连架构，以确保所有数据都能在正确的时间准确地传输到所需位置。但这同时也带来了一些 新的挑战。 Synopsys接口IP产品管理总监Priyank Shukla表示："这个领域正在发展壮大，因为我们拥有大量数 据。这催生了新的技术，例如将数据从加速器连接到内存，从而促进了我们领域的创新。" 根据设计人员处理的是片上系统 (SoC)、多芯片系统还是芯片组，架构挑战的权重有所不同，但所有 配置都存在一些共同的担忧。 ChipAgents首席执行官 William Wang 表示： "最难的问题是可扩展性、拥塞管理、流量公平性、延 迟可预测性以及在日益异构的 IP 模块中实现时序收敛。" 从SoC架构的角度来看，最复杂的问题都是同时扩 ...

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 Joinsilicon Microelectronics (Beijing) Co., Ltd. 中茵微電子 (北 京 )股份有限公司 (the "Company") (A joint stock company incorpor ...

- MarketWatch illustration It’s been a chaotic month in markets since the U.S. and Israel attacked Iran on Feb. 28, prompting a surge in oil prices. The Dow Jones Industrial Average DJIA fell into a correction Friday for the first time since President Trump’s “liberation day” tariff tumult nearly a year ago. It joined the Nasdaq Composite COMP and Russell 2000 RUT indexes in correction territory, defined as a close that’s at least 10% below a recent peak. Most Read from MarketWatch “The problem is we ...

Not every investor is interested in technology stocks. The sector can be prone to boom-and-bust cycles, and the enthusiasm for certain technologies (ahem, virtual reality) doesn't always translate into wins for investors.But about 32% of the S&P 500 are tech stocks, and much of the gains the market makes come from this sector. That should be enough to convince you that holding at least a handful of tech stocks for the long term is a smart move. Here are three you should consider buying now. Broadcom's niche ...