本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，云英谷科技股份有限公司（以下简称"云英谷"）日前更新招股书，继续推进港交 所主板上市进程，中金公司和中信证券担任联席保荐人。 成立于2012年的云英谷作为一家专注于显示驱动芯片设计的高科技企业，致力于赋能世界智能终端 显示体验升级。 根据弗若斯特沙利文的报告，按2024年销量统计，云英谷是全球智能手机AMOLED显示 驱动芯片 市 场的第五大供应商，也是中国大陆最大的供应商。同时，云英谷是全球Micro-OLED显示背板/ 驱动市场最大的设于中国的独立供应商：2024年市场份额达40.7%，位居全球第二。 经过多年技术积累与产品迭代，云英谷已稳居显示驱动芯片行业核心位置，其不仅是 中国大陆首家 通过品牌客户认证的 AMOLED 显示驱动芯片企业，也是唯一一家对品牌公司累计出货量超过千万 颗的大陆厂商。 截至2024年12月31日，云英谷AMOLED显示驱动芯片已向全球多家头部智能手机品牌厂商量产出 货，并成功应用于超10个产品系列。目前，云英谷合作品牌合计占据全球智能手机四分之一以上的 市场份额，充分 ...

格隆汇1月21日丨雷电微力(301050.SZ)在互动平台表示，公司核心产品T/R组件、阵列天线已规模化生 产并应用于雷达、通信等专用市场领域，该领域也是公司营业收入的主要来源。公司自研芯片已批量内 配于自有微系统产品。 ...

截至2026年1月21日 11:11，上证科创板芯片设计主题指数(950162)强势上涨5.48%，科创芯片设计ETF易 方达(589030)一度涨超6%，现涨5.46%，盘中换手32.78%，成交9733.35万元，市场交投活跃。 科创芯片设计ETF易方达(589030)紧密跟踪上证科创板芯片设计主题指数，上证科创板芯片设计主题指 数选取科创板内业务涉及芯片设计领域的上市公司证券作为指数样本，以反映科创板芯片设计领域上市 公司证券的整体表现。 MACD金叉信号形成，这些股涨势不错！ AI算力需求持续爆发，推动先进制程技术加速迭代。财通证券指出，台积电2025年第四季度营收创历 史新高，先进制程（7nm及以下）营收占比提升至77%，其中3nm制程出货占比达28%，成为增长核心 引擎。公司预计2026年资本开支上调至520-560亿美元，重点投向先进制程与封装，技术迭代与产能扩 张将进一步巩固其在高端晶圆代工领域的竞争优势，充分受益于AI产业长期红利。 首创证券表示，台积电上调对未来五年AI领域的复合增速预测，预计2024-2029年AI加速器收入CAGR 将接近中高50%水平，显著高于公司整体25%的长期营收 ...

工业和信息化部副部长张云明在国新办新闻发布会上作介绍。智通财经记者赵利新 图1月21日上午10 时，国务院新闻办公室举行新闻发布会，请工业和信息化部副部长张云明介绍2025年工业和信息化发展 成效以及下一步部署。他表示，近期，我部联合7部门出台《" 人工智能+制造"专项行动实施意见》， 并配套制定了行业转型指引和企业应用指南。下一步，我们将以落实《实施意见》为抓手，加快推动人 工智能产业高质量发展。抓好技术创新，加快突破训练芯片、异构 算力等关键技术。抓好融合应用， 聚焦软件编程、 新材料研发、医药研发、信息通信等行业领域，体系化推动大小模型、智能体实现突 破。抓好企业培育，激发涌现更多赋能应用服务商。抓好生态建设，加快制定行业急需标准，健全人工 智能开源机制。抓好安全治理，强化 算法安全防护、训练数据保护等攻关应用，提升企业伦理风险防 范能力。 ...

January 20, 2026 05:00 AM GMT Capital Goods | Europe Read-across from cross-sector results. Signs of life, but is it all linked back to AI in the end? There are green shoots, but much of it is linked to semis (and Industry View In-Line ultimately AI). Old world industries like Construction are still subdued. We are less convinced on a positive read-across to Siemens (EW) from Yaskawa, and would avoid Assa (EW) into 4Q on Sika comments. We still like Atlas (OW) for 1H26. Backdrop. We have had some early resu ...

Core Viewpoint - Wall Street is optimistic about Taiwan Semiconductor Manufacturing Company (TSMC), viewing it as a key player in the AI revolution and a strong investment opportunity due to its significant role in the semiconductor industry [1][4][16] Industry Overview - The semiconductor industry is crucial for the development of generative AI models, serving as the foundational hardware for technologies like ChatGPT [2] - TSMC is positioned at the intersection of technology and infrastructure, making it a vital component in the ongoing AI supercycle [4][10] Company Performance - TSMC is the largest chip manufacturer by revenue, surpassing competitors like Samsung and Intel, and is integral to the supply chains of major chip designers [9][10] - In Q4 2025, TSMC reported revenue of $33.7 billion, a 25% year-over-year increase, with a gross margin of 62%, up from 59% earlier in the year [12][13] - The company is experiencing increased demand driven by larger capital expenditures from hyperscalers, which enhances its pricing power and profit margins [13] Future Growth Potential - TSMC's CEO indicated plans for geographic expansion, suggesting that new facilities could contribute to growth by the end of the decade, aligning with the long-term AI megatrend [14] - Analysts are overwhelmingly bullish on TSMC, with 17 out of 18 rating the stock as a buy, and an average price target of $408, indicating a potential 19% upside [15] Investment Outlook - TSMC is seen as a compelling long-term investment due to its ability to grow revenue and profitability amid the ongoing AI infrastructure supercycle [16]

As the name suggests, the Direxion Daily Semiconductor Bull 3X Shares ETF ( SOXL ) is a 3x leveraged bet on the Semiconductor Index ( SOX ). That makes it a risky bet, but as this article highlights, some periods—like - like now - are riskier thanMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real ...

此次合作基于双方显著的技术互补性：睿戈智能深耕全自主无人机导航技术，具备从感知、定位到路径 规划的核心算法与硬件集成能力；邦粹科技则依托自主工业无线通信协议技术，提供低时延、高吞吐量 的可靠通信解决方案。根据协议，双方将整合导航与通信模块，致力于在自主飞行、实时交互与复杂环 境适应性等方面实现突破。 协议明确了清晰的研发分工与资源投入机制。睿戈智能将主导导航算法集成与无人机适配测试，邦粹科 技则专注通信协议实现与环境验证。双方将组建联合技术团队，共享测试平台与研发工具，并共同构建 从技术到产品的全链路合作模式。 此次签约不仅是企业间的技术协作，更是沈阳市以党建为纽带、推动产业链上下游协同攻关的生动体 现。在沈阳市集成电路产业集群党建工作协调委员会搭建的"党委统筹、多方联动、协同攻坚"机制下， 链上企业得以更高效地整合创新资源，围绕国家战略需求与产业关键环节开展联合研发，共同提升沈阳 集成电路产业的整体竞争力与安全性。 （来源：沈阳日报） 转自：沈阳日报 本报讯（沈阳日报、沈报全媒体记者黄超、黄书满）日前，在沈阳市集成电路产业集群党建工作协调委 员会成立大会上，沈阳邦粹科技有限公司与睿戈智能科技（沈阳）有限公司 ...

Core Viewpoint - Sandisk has experienced a significant stock price increase of approximately 1,050% since its re-entry into the public market as a spinoff from Western Digital, indicating strong market performance and investor interest [2][3]. Company Performance - Sandisk's stock surged after its separation from Western Digital, allowing it to concentrate on its flash memory business, which is in high demand due to the current AI boom [3][4]. - The company reported a 26% increase in data center revenue in the latest quarter, reaching $269 million, marking it as one of the fastest-growing segments for Sandisk [4]. Industry Context - The demand for high-speed digital storage has surged due to the requirements of AI, leading to a supply shortage that Sandisk has capitalized on by raising prices for its storage products [3][4]. - The overall market for flash memory is expected to grow as data centers increasingly require more storage solutions to support AI applications [3].

据报道，韩国AI芯片设计公司FuriosaAI计划通过D轮融资筹集3亿至5亿美元资金，将用于第二代RNGD 芯片的量产、全球业务扩张以及第三代芯片的研发。该公司计划最早2027年上市。 据报道，韩国AI芯片设计公司FuriosaAI计划通过D轮融资筹集3亿至5亿美元资金，将用于第二代RNGD 芯片的量产、全球业务扩张以及第三代芯片的研发。该公司计划最早2027年上市。 ...