11月20日至21日，由成都高新发展股份有限公司、芯脉通会展策划（上海）有限公司、成都市集成电路行业协会、重庆市半导体行业协会、成 都国家芯火双创基地共同主办，成都海光集成电路设计有限公司、成都华微电子科技股份有限公司支持的 "2025集成电路发展论坛（成渝）暨 三十一届集成电路设计业展览会" （简称 ICCAD-Expo 2025 ）在成都中国西部国际博览城成功举办。 本届大会以" 开放创芯，成就未来 "为主题，创新设置了" 1+10+1 "系列活动架构，包括 1场高峰论坛 、 10场专题论坛 及 1场产业展览 。活动聚焦行业 前沿技术、应用场景落地、产业政策与宏观趋势等关键方向，成功构建了一个融汇"技术创新链、市场生态链、应用场景链、资本赋能链"于一体的集成电路 产业高端交流平台。 大会盛况空前，共吸引 2000余家 国内外集成电路企业参会，并邀请到行业有关主管领导、知名专家与业界代表等 逾 6300位 嘉宾齐聚蓉城，共绘集成电 路产业高质量发展新蓝图。 ICCAD-Expo 2025 开幕式 11月20日， IC行业 年度盛宴 ICC AD-Ex po 2025 在 万众瞩目下盛大启幕 ， 中国半导体行 ...

智通财经APP获悉，11月27日，中国证监会发布《关于同意强一半导体（苏州）股份有限公司首次公开发行股票注册的批复》。据悉，强一股份拟在上交所 科创板上市，中信建投证券为其保荐机构，拟募资15亿元。 招股书显示，强一股份是一家专注于服务半导体设计与制造的高新技术企业，聚焦晶圆测试核心硬件探针卡的研发、设计、生产与销售。公司具备探针卡及 其核心部件的专业设计能力，是境内极少数拥有自主MEMS探针制造技术并能够批量生产、销售MEMS探针卡的厂商，打破了境外厂商在MEMS探针卡领域 的垄断。 随着强一股份2DMEMS探针卡实现从探针到探针卡的自主研发制造，以公司为代表的国产厂商近年来不断提升市场份额。根据Yole的数据，2023年公司位 居全球半导体探针卡行业第九位，是近年来首次跻身全球半导体探针卡行业前十大厂商的境内企业。 ...

格隆汇11月27日丨振华风光(688439.SH)在投资者互动平台表示，公司系统封装（SiP）技术聚焦信号调 理、电机驱动等方向，已成功开发旋变解码驱动、三相桥驱动控制器等系列产品，其中旋变解码驱动新 品封装尺寸为6mm×6mm，具备角度解码与激励驱动特性，解码分辨率达16位。在微系统集成封装方 面，公司攻克了"有机+金属SiP结合""RDL+TSV技术"等核心工艺，并掌握三维多基板堆叠封装技术、 2.5D硅转接板设计技术。公司针对高密度SiP产品的封装能力，已开发包含RDL布线设计、倒装芯片与 键合芯片堆叠集成封装等方案，支撑高集成度微系统项目研制。 SiP技术的竞争优势主要体现在： 小型 化与高密度集成：通过多芯片堆叠和异构集成，显著缩小产品尺寸（如6mm×6mm封装），提升系统集 成度，满足装备轻量化需求；性能优化：缩短信号传输路径，降低功耗与延迟，增强系统可靠性，适用 于高可靠领域极端环境；技术壁垒：公司掌握三维多基板堆叠封装、高速信号完整性仿真等核心技术， 支撑国产化系统级解决方案。 ...

格隆汇11月27日丨振华风光(688439.SH)在投资者互动平台表示，公司系统封装（SiP）技术聚焦信号调 理、电机驱动等方向，已成功开发旋变解码驱动、三相桥驱动控制器等系列产品，其中旋变解码驱动新 品封装尺寸为6mm×6mm，具备角度解码与激励驱动特性，解码分辨率达16位。在微系统集成封装方 面，公司攻克了"有机+金属SiP结合""RDL+TSV技术"等核心工艺，并掌握三维多基板堆叠封装技术、 2.5D硅转接板设计技术。公司针对高密度SiP产品的封装能力，已开发包含RDL布线设计、倒装芯片与 键合芯片堆叠集成封装等方案，支撑高集成度微系统项目研制。 SiP技术的竞争优势主要体现在： 小型 化与高密度集成：通过多芯片堆叠和异构集成，显著缩小产品尺寸（如6mm×6mm封装），提升系统集 成度，满足装备轻量化需求；性能优化：缩短信号传输路径，降低功耗与延迟，增强系统可靠性，适用 于高可靠领域极端环境；技术壁垒：公司掌握三维多基板堆叠封装、高速信号完整性仿真等核心技术， 支撑国产化系统级解决方案。 ...

26 November 2025 | 6:01PM HKT Equity Research Horizon Robotics (9660.HK): Mgmt. visit: City NOA / HSD to drive product mix upgrade and customer penetration; Buy (on CL) We hosted Horizon Robotics management at our EV / Robotaxi tour in Beijing on Nov 26. Management remains positive on revenue growth in coming years driven by the growing smart driving trend, product mix upgrade, increasing chipsets embedded with software, and further customer penetration. We are positive on Horizon Robotics, given its capabi ...

Tachyum 发布了其全新的开源TDIMM 内存标准，该标准在带宽和单模块容量方面均有显著提升。 继发布 2nm Prodigy 和 Prodigy Ultimate 之后，Tachyum 又公布了名为 TDIMM 的全新内存标准 的计划，TDIMM 实际上就是 Tachyum DIMM 的缩写。这种新型内存设计完全开源，并在带宽和容 量方面实现了大幅提升。 据 Tachyum 公司称，DDR5 TDIMM 标准将带宽提升了 5.5 倍，从标准 RDIMM 的 51 GB/s 提升 至 281 GB/s。该内存标准采用多种外形尺寸设计，每种尺寸都提供不同的容量选择。标准尺寸的容 量为 256 GB，更高尺寸的 DIMM 可提供 512 GB 的容量，而超高尺寸（Extra Tall）的容量最高可 达 1 TB。 | KEY FEATURES | FEATURES | | --- | --- | | · Advanced DDR5 Technology: Utilizes | · 484-pin connector | | a 1.1V (VDD) double data rate, | · Supports ...

And now Alphabet's up, Nvidia flat this week as investors latch on to the idea that it's not just Google's AI models catching up, but its AI chips, too. That coming after a report that Google might sell its specialized AI chips, TPUs, to Meta for its AI needs. But there might be a lot less to this Google chip deal than meets the eye if it happens.For more, let's bring in Ben Barren, CEO of Creative Strategies. Hey, Ben, good to see you. Happy Thanksgiving.Uh Google's chips are potentially useful to meta bec ...

Core Insights - Google is reportedly in discussions to sell AI chips to Meta, indicating a strategic move in the competitive AI chip market [1] - Alibaba Group's stock experienced a significant increase following the announcement of stronger-than-expected revenue, despite a 71% decline in earnings year-over-year [1] - The growth in Alibaba's cloud services is attributed to its momentum in AI, suggesting a positive outlook for the company's future performance [1] Company Performance - Alibaba reported an adjusted earnings figure of 4.36 yuan per American depositary share for the quarter ending in September, which is below the previous year's 6.03 yuan [1] - The decline in earnings highlights potential challenges for Alibaba, even as revenue growth remains strong [1] Market Reactions - The stock market reacted positively to Alibaba's AI-related news, with analysts raising targets for the company's stock [4] - Nvidia's stock fell in response to the news about Google's AI chip discussions, reflecting the competitive pressures in the tech sector [2]

The new Silicon Valley is in Arizona. Greater Phoenix is becoming America's semiconductor HQ. It's where Intel and TSMC plan to manufacture next generation chips that American companies will need if they want to stay competitive in the AI arms race.That's triggered a rush of hopes and some fears. I talked with folks who work in the industry and residents about all the changes that manufacturing more chips in the US could bring. Phoenix is in a desert, so water use is one of the biggest concerns.Chip factori ...

Welcome back. Shares of deer under pressure. The farm equipment maker expects annual profit to come in below estimates because of tariff impacts and weaker margins from its large tractors.The quarter, Carl, was was actually pretty good and saw growth across all of the different sectors, including construction, which was really strong, up 27%. But maybe they're being conservative because just the farm economy has been so volatile. Um, but the the guidance was a disappointment here and and a bit of a headscra ...