深圳新闻网2026年1月14日讯（深圳报业集团记者 张俊达 吴剑雯 肖邦昊）1月12日，在第九届深商盛典 暨中国企业家俱乐部20年系列活动上，云天励飞董事长兼CEO陈宁接受媒体采访时表示，从2025年到 2026年，人工智能行业正在转向，在行业浪潮的变化之下，云天励飞正深耕推理芯片与智能硬件赛道。 ...

齐鲁晚报.齐鲁壹点李梦晴 1月14日，德州市召开德州"2025回望记"系列主题新闻发布会第二场，介绍2025年度德州科技工作成效，并回答记者提问。 2025年，在市委、市政府的坚强领导下，市科技局深入实施创新驱动发展战略，全力推进科技强市建设，各项工作取得显著成效。主要表现在以下几个方 面： 2026年是"十五五"的开局之年，市科技局将深入贯彻落实中央、省委和市委经济工作会议精神，以赋能现代化产业体系建设为主线，充分发挥科技创新引 领作用，推动科技创新与产业创新深度融合，助力发展新质生产力，为全市"十五五"开好局、起好步提供坚实科技支撑。 二是创新主体活力涌现。新申报高新技术企业483家，预计总量突破1100家；科技型中小企业入库1914家，增幅达14.95%、全省第二。647家企业获得省 级"小升高"、研发后补助资金3881万元，发放"创新券"946张，有效降低企业研发成本。全社会研发投入强度达到2.99%，高于全省平均0.35个百分点；其 中企业研发投入占比达到97.6%，高于全省9.2个百分点。 三是平台载体加快建设。硅单晶半导体材料省重点实验室以优秀等次验收挂牌，省体育用品技术创新中心通过绩效评价并获 ...

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Dollar General Corporation, Dycom Industries, and Micron Technology [1][2][5] Group 1: Dollar General Corporation - Dollar General Corporation (DG) has a Zacks Rank 1 and a 5.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - The company has a PEG ratio of 2.71, which is lower than the industry average of 3.12 [1] - Dollar General possesses a Growth Score of B [1] Group 2: Dycom Industries, Inc. - Dycom Industries, Inc. (DY) also carries a Zacks Rank 1, with a 7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - The company has a PEG ratio of 1.78, compared to the industry average of 3.16 [5] - Dycom Industries possesses a Growth Score of B [5] Group 3: Micron Technology, Inc. - Micron Technology, Inc. (MU) holds a Zacks Rank 1, with an impressive 82.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [5] - The company has a PEG ratio of 0.21, significantly lower than the industry average of 1.16 [5] - Micron Technology possesses a Growth Score of A [5]

半导体封裝用键合金丝作为一种关键的互连材料，在半导体器件与其外部电路之间传递电信号，通过其卓越的导电性、抗氧化性和在广泛温度范围内保持强烈、 可靠的连接的能力来实现。其厚度和均匀性的精度确保了最小的信号损失和最佳性能，而其灵活性允许进行复杂的布线和紧凑的封装设计。通过提供稳定和耐用 的电通路，半导体封裝用键合金丝在增强半导体器件的整体可靠性和效率方面发挥着关键作用。 PART 0 1 高纯键合金丝产业链分析 上游 基体金属 —— 高纯金（ Au ） 高纯金（ Au ）作为高纯键合金丝的基体金属，是其产业链上游中最关键的原材料，其纯度、成分控制与冶金特性直接决定了键合丝在导电性、化学稳定性、键合 可靠性以及微细加工性能等方面的基础性能要求。用于高纯键合金丝的高纯金通常经过多轮冶炼、区域熔炼与净化处理，以确保杂质元素（如 Fe 、 Cu 、 Pb 、 Al 等）处于极低水平，从而避免在键合界面形成脆性相或影响热稳定性与金属间化合物生长行为；其高化学惰性使金丝在空气与高温键合环境中具备优异抗氧化 与抗腐蚀能力，有利于长期服役可靠性。高纯金同时具备良好的延展性与塑性，在微米级线径拉丝过程中能够保持均匀晶粒结构与稳定力 ...

半导体行业并购整合再添重磅消息。 2026年1月12日晚间，佛山上市企业蓝箭电子（301348）发布公告，拟以纯现金方式收购成都芯翼科技有限公司（下称"成都芯翼"）不低于51%的股权， 实现绝对控股。根据意向协议，成都芯翼整体估值暂定为不超过6.75亿元，此次交易若顺利完成，将推动蓝箭电子从半导体封装测试领域向芯片设计+封 测的全产业链格局跨越。 作为此次收购方，蓝箭电子的行业积淀颇为深厚，产品竞争优势显著。 蓝箭电子 前身为始创于上世纪七十年代初的佛山市无线电四厂，1998年正式成立，2023年成功登陆创业板。多年来，蓝箭电子专注于半导体封装测试业 务，构建了以"分立器件+集成电路"为核心的封测体系，在功率半导体、芯片级贴片封装、第三代半导体等领域产品矩阵丰富，且已建立DFN封装系列平 台，熟练掌握无框架封装等核心技术，形成了差异化竞争优势。 同时，公司配备先进的半导体自动化生产线，拥有美国K&S焊线设备、日本TOWA塑封机等国内外知名厂商制造的测试系统及分选设备，为产品品质提供 了坚实保障。 凭借这些优势，蓝箭电子成为华南地区重要的半导体封测基地，目前已形成年产超150亿只的生产规模，服务于美的、格力、华 ...

天眼查工商信息显示，近日，强一半导体(武汉)有限公司成立，法定代表人为周明，注册资本2亿人民 币，经营范围含半导体器件专用设备制造、半导体器件专用设备销售、集成电路设计、集成电路芯片及 产品制造、集成电路芯片及产品销售、半导体分立器件销售等。股东信息显示，该公司由强一股份 (688809)全资持股。 ...

| 都在用的商业查询工具 | × | 强一半导体（武汉）有限公司 | 国家中小企业发展子基金旗下机构 | | | --- | --- | --- | --- | --- | | 基本信息 7 | 法律诉讼 | 经营风险 | 经营信息 8 | | | 工商信息 ● | | | | | | 工商信息 历史工商信息0 | | | | | | 企业名称 | 强一半导体(武汉)有限公司 | | | | | 登记状态 ② | 存续 | 居 | 法定代表人 | 周明 耀关联企业 19 | | 成立日期 | 2026-01-09 | | | | | 20000万人 | 统一社会信用代码 2 | 注册资本 2 | 91420100MAK44KXW58 | | | 纳税人识别号 ② | 工商注册号 | 420199110042669 | 91420100M | | | 营业期限 | 2026-01-09 至 无固定期限 | 纳税人资质 | | | | 计算机、通 | 企业类型 | 有限责任公司(外商投资企业法人独资) | 行业 | | | 参保人数 | 英文名称 | Strong Sen | | | | 湖北省武汉 | 登记机关 ...

Core Viewpoint - The first pre-profit report from the A-share storage chip industry confirms the ongoing price surge in the market, providing key performance validation for the sector [1]. Group 1: Market Performance - Following the positive earnings report, A-share storage chip stocks experienced a surge, with multiple stocks hitting the daily limit up [2]. - Key stocks such as Liujin Technology, Hongxiang Co., Sanwei Tiandi, Jiayuan Technology, and Hanshuo Technology all reached their daily limit, reflecting strong market enthusiasm [2][3]. - In the Hong Kong market, semiconductor stocks like Huahong Semiconductor and Zhongxin International also showed active performance, with several stocks rising [4]. Group 2: Company Earnings - Baiwei Storage announced a significant increase in its 2025 annual performance, with expected revenue between 10 billion to 12 billion yuan, representing a year-on-year growth of 49.36% to 79.23% [7]. - The net profit attributable to the parent company is projected to be between 850 million to 1 billion yuan, with a staggering year-on-year increase of 427.19% to 520.22% [7]. - The fourth quarter is expected to show particularly strong performance, with revenue anticipated to be between 3.4 billion to 5.4 billion yuan, reflecting a year-on-year growth of 105.09% to 224.85% [7]. Group 3: Industry Trends - The current surge in the storage chip market is driven by the AI boom, leading to a significant increase in demand for high-end storage chips [8]. - Price increases for various types of memory chips are substantial, with DDR4 16Gb prices rising by 1800% and DDR5 16Gb by 500% [8]. - Major manufacturers are accelerating production expansion in response to the price surge, with Micron Technology investing approximately 100 billion USD in a new facility [9]. Group 4: Future Outlook - The storage market is entering a "super bull market" phase, with expectations of price increases of 40% to 50% in the first quarter of 2026 [10]. - The semiconductor market is anticipated to remain in a long-term upward cycle, driven by AI infrastructure demand, potentially lasting until 2027 [10]. - Industry leaders agree on a long-term tight balance between supply and demand, with expectations of continued shortages in the DRAM market until at least 2028 [9][10].

Group 1 - The core viewpoint of the news highlights a strong performance in AI hardware sectors, particularly in computing power and semiconductor equipment, with significant index increases observed on January 14 [1][6]. - The Zhongzheng Cloud Computing and Big Data Theme Index rose by 5.8%, while the Zhongzheng Semiconductor Materials and Equipment Theme Index increased by 3.9%, and the Zhongzheng Chip Industry Index saw a rise of 2.9% by midday [1][4]. - The Zhongzheng Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, focusing on the hardware foundation for future computing [6]. Group 2 - The Zhongzheng Chip Industry Index is composed of 50 stocks involved in chip design, manufacturing, packaging, testing, and semiconductor materials and production equipment, emphasizing core hardware aspects of future computing [3]. - The ETF managed by E Fund tracks the Zhongzheng Semiconductor Materials and Equipment Theme Index, which is noted for having the largest scale among its peers and a low fee rate of 0.15% plus an additional 0.05% [5][6].

14 January 2026 | 12:12AM HKT Equity Research Kematek (301611.SZ) Raising TP to Rmb171; Ceramic heater and electrostatic chuck ramp up on new capacity and advanced node demand; Buy 301611.SZ 12m Price Target: Rmb171.00 Price: Rmb111.72 Upside: 53.1% We are positive on Kematek's accelerated expansion from ceramic components to ceramic devices incl. ceramic heaters and electrostatic chucks (ESC), driven by (1) ramp up of the company's new capacity in Suzhou production sites to better capture demand from local ...