Core Viewpoint - The South Korean technology giant has announced that it is the world's first company to mass produce and ship the industry's highest-performance HBM4 products [1] Company Summary - The company is recognized for its leadership in the production of high-performance memory products, specifically HBM4 [1] Industry Summary - The announcement signifies a significant advancement in the memory technology industry, highlighting the company's innovative capabilities and competitive edge [1]

Core Insights - Advantest Corporation is hosting the VOICE 2026 Developer Conference from May 18-20, 2026, in Scottsdale, Arizona, focusing on its SoC test platforms [1][7] Event Details - The conference will feature over 80 technical presentations across 10 tracks, including a new Silicon Photonics track [2] - A Technology Kiosk Showcase will display various Advantest test solutions, including system-level tests and data infrastructure solutions [2] - A Partner's Expo will showcase innovative semiconductor test solutions from Advantest's strategic partners [2] Keynote Speakers - Notable speakers include Navid Shahriari from Intel Foundry, David McCann from Amkor Technology, and Risto Puhakka from TechInsights, who will discuss technology trends and industry outlook [3] Workshop Day - A Workshop Day on May 21 will offer hands-on sessions with Advantest's RF test solution, the Wave Scale RF20ex, and an AI/ML workshop focusing on AutoML for machine learning integration [5] Sponsorship Opportunities - Various sponsorship packages are available for companies interested in participating in VOICE 2026, with details accessible on the conference website [6] Company Overview - Advantest is a leading manufacturer of automatic test and measurement equipment for semiconductors, involved in applications such as 5G, IoT, and AI [8] - The company conducts R&D to address emerging testing challenges and develops advanced test-interface solutions [8]

市场分析指出，英诺赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。除了 持续深化与谷歌等终端客户的合作，英诺赛科亦在与多家主流电源厂商及服务器ODM厂商紧密合作， 旨在构建完整的氮化镓数据中心供电解决方案生态。 消息面上，英诺赛科近日公告称，公司旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入， 并签订合规供货协议。此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链，彰显了英诺赛 科在技术先进性、产品性能和质量等方面在氮化镓行业的领先地位。 智通财经APP获悉，英诺赛科(02577)再涨近6%，截至发稿，涨4.41%，报61.6港元，成交额4.98亿港 元。 ...

智通财经APP获悉，澜起科技(06809)尾盘涨超8%，高见188港元创上市新高。截至发稿，涨7.53%，报 185.7港元，成交额5.29亿港元。 消息面上，花旗研报指出，基于CPU的伺服器需求增长，智能体AI应用新发展也可能被催化，带动更多 DIMM记忆体模组使用，对该公司记忆体介面业务带来上行空间，推动今明两年盈利增长。花旗目前给 予澜起科技"买入"评级，目标价为205港元，对应今年下半年至明年上半年预测市盈率约54倍。 第一上海此前指，随着AI时代的到来，算力芯片性能高速增长，互联能力逐步成为AI算力集群的瓶 颈。公司的互联芯片业务将迎来确定性的高速发展，包括内存接口技术从DDR4往DDR5甚至DDR6升 级，以及PCIe从4.0往6.0甚至7.0提升，叠加CXL标准提出的内存池化，必将大幅提升相关接口芯片的价 值量。 ...

东 兴 晨 报 东兴晨报 P1 经济要闻 1. 国务院：2 月 11 日，国务院以深化拓展"人工智能+"、全方位赋能 千行百业为主题，进行第十八次专题学习。国务院总理李强在主持学习 时强调，要全面推进人工智能科技创新、产业发展和赋能应用，培育壮 大新质生产力，推动高质量发展。要深刻认识和把握人工智能发展态势， 推动人工智能全链条突破、全场景落地，更大释放发展潜能。要持续夯 实技术底座，推进算法创新，加大高质量数据供给，提升大模型性能， 前瞻布局新技术新路径。要大力推进规模化商业化应用，促进人工智能 终端和服务消费，建设人工智能应用中试基地，发展壮大智能体产业， 拓展更多高价值应用场景。（资料来源：同花顺） 2. 国务院办公厅：2 月 11 日发布的《关于完善全国统一电力市场体系 的实施意见》提出，到 2030 年，基本建成全国统一电力市场体系，市场 化交易电量占全社会用电量的 70%左右。到 2035 年，全面建成全国统一 电力市场体系。并着重部署了 5 方面 19 项重点任务，包括探索建立容量 市场、助力新能源更好参与电力市场、推动更多民营企业参与电力市场 等举措。业内人士认为，这一文件针对破除市场壁垒、推 ...

SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in Tokyo, Japan Feb. 3, 2025.SoftBank posted a $2.4 billion gain at its Vision Fund in the December quarter as a jump in the value of its OpenAI investment helped offset losses in some of its other bets. With the Vision Fund, SoftBank has invested in AI companies it believes will be category winners, seeking to position itself at the center of the technology's development.This includes a roughly $40 billion inves ...

Group 1 - Samsung Electronics has begun mass production of its latest HBM4 chips and has shipped commercial products to customers [1] - HBM4 is a sixth-generation high-bandwidth memory solution designed for AI and high-performance computing (HPC) applications [1] Group 2 - The announcement was made on February 12, 2026, indicating a significant milestone for Samsung in the semiconductor industry [1] - The development of HBM4 chips is expected to enhance performance in AI and HPC sectors, reflecting the growing demand for advanced memory solutions [1]

Group 1 - The three major indices collectively rose, with the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index increasing by 1.33% as of the report time [1] - Among the constituent stocks of the index, Youke De and Science & Technology reached the daily limit, while Oulain New Materials surged over 16% [1] - The Tianhong ETF tracking the Science and Technology Innovation Index had a trading volume exceeding 17 million yuan, with a turnover rate of over 6%, indicating active trading [1] Group 2 - The Science and Technology Innovation Index ETF closely tracks the Science and Technology Innovation Index, covering approximately 97% of the market capitalization of the Science and Technology Innovation Board, with a focus on small-cap hard technology companies [1] - The top ten weighted stocks in the index include leading technology firms such as Cambrian, Haiguang Information, and SMIC [1] - A new AI application scenario open platform, LuckyMate.AI, was launched in Huaqiangbei, Shenzhen, aimed at providing sustainable solutions for "Artificial Intelligence +" scenarios [1] Group 3 - According to Caixin Securities, historical market data suggests that the relative profit growth of "technology and value" has not reversed, and the differentiation in growth and value valuation is not extreme [1] - The overall trading congestion in the TMT sector remains low, leading to expectations that the market style may return to a "technology growth" focus in the medium term [1]

盘面上，两市探底回升，芯片设计概念上涨。相关ETF方面，科创芯片设计ETF天弘（589070）标 的指数盘中涨1.76%，成交额达2584.38万元。成分股中，晶晨股份、芯朋微、复旦微电、盛科通信-U涨 超5%，芯原股份、新相微、安路科技等多股跟涨。 新世纪评级指出，中国芯片设计企业在部分领域已达到国际先进水平，但高端通用芯片仍依赖长期 研发投入。行业马太效应明显，投资需聚焦技术突破和核心竞争力提升，以应对国际竞争格局。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 科创芯片设计ETF天弘（589070）最近十个交易日累计获资金净流入1.38亿元。截至2026年02月11 日，该基金最新规模为6.31亿元。 国产GPU是半导体国产替代的核心赛道，过去三年国产GPU设计企业市场份额从5%提升至12% ， 替代空间广阔。国家大基金三期重点支持高端芯片设计领域，为国产GP ...

记者丨金珊 彭卓 编辑丨刘雪莹 2月12日，沪指窄幅震荡，深成指、创业板指震荡拉升。截至午间收盘，沪指涨0.12%，深成指涨0.81%，创业板指涨1.18%。 沪深两市半日成 交额1.34万亿，较上个交易日放量305亿，全市场超2700只个股上涨。 具体板块来看， 电网设备概念集体走强 ，思源电气、四方股份均创新高，望变电气、顺钠股份、森源电气涨停。 液冷服务器概念走势强劲 ，川润股份、大元泵业、宁波精达、英维克等多股涨停，依米康盘中触及20cm涨停。 消息面上，美股 液冷服务器龙 头、 英伟达液冷供应商 维谛技术在2025财年第四季度财报超预期以及强劲的业绩指引驱动下，隔夜股价大涨24%，续创历史新高。 东海证券指出，通过全球供应链和相似的技术演进逻辑，数据中心发展带动对高效制冷方案的需求，也有望为中国温控产业链企业带来机遇， 如冷水机组等冷源装备提供商、制冷压缩机铸件制造商等，关注冰轮环境、联德股份等。此外，在液冷方案的二次侧领域，关注具备全链条液 冷方案储备的英维克等。 有色金属板块反复活跃 ，翔鹭钨业5天3板，章源钨业2连板， 锡业股份、中国稀土、厦门钨业等多股跟涨。消息面上，中国五矿化工进出口商 会 ...