Core Viewpoint - The semiconductor industry in China is experiencing a significant influx of companies going public in Hong Kong, reflecting strong financing needs and growing confidence in the domestic semiconductor sector [1][3]. Group 1: IPO Activity - Four semiconductor companies have completed their IPOs in Hong Kong since January, including Shanghai Birun Technology Co., Ltd., Shanghai Tianxu Zhixin Semiconductor Co., Ltd., OmniVision Technologies, Inc., and Zhaoyi Innovation Technology Group Co., Ltd. [1] - Over 40 additional semiconductor companies, including ChipX Technology Co., Ltd., are accelerating their IPO processes in Hong Kong, covering various segments of the semiconductor supply chain [1][2]. - As of January 22, more than 300 companies are still in the IPO queue for the Hong Kong market, indicating robust interest in semiconductor listings [2]. Group 2: Investor Confidence - The IPOs of the aforementioned companies have attracted high-quality cornerstone investors, including international long-term funds and venture capital firms, showcasing market confidence in leading domestic semiconductor firms [1][2]. - Notable cornerstone investors for OmniVision include UBS Asset Management (Singapore), Huajin Communications, and others, while Zhaoyi Innovation has attracted 18 cornerstone investors, including the Greater Bay Area Development Fund [2]. Group 3: Market Dynamics - The Hong Kong market tends to assign higher valuation premiums to quality companies, as evidenced by various industry cases [2]. - International long-term funds from Europe, the Middle East, and Singapore are increasingly participating in high-quality semiconductor IPO projects, reflecting growing confidence in the Chinese capital market [2][3]. Group 4: Industry Characteristics - The semiconductor industry is characterized by high R&D costs and long cycles, with the Hong Kong refinancing mechanism effectively meeting ongoing funding needs for companies [3]. - The demand for storage chips is surging due to increased AI inference needs, leading to heightened interest in upstream equipment and materials within the semiconductor supply chain [4]. Group 5: Globalization and Future Outlook - Going public in Hong Kong has become a crucial strategy for semiconductor companies to expand international business and enhance brand influence [5]. - The semiconductor sector is expected to benefit from the AI wave, with increasing recognition of Chinese tech stocks, particularly in the semiconductor space, anticipated to create multiple investment opportunities [5]. - The competitive structure within the semiconductor equipment sector is becoming clearer and more stable, with potential for above-expectation performance in the next two years [5].

兆易创新（603986）(03986)发布公告，公司于2026年1月22日召开第五届董事会第八次会议，审议通过 了《关于使用A股部分募集资金向全资子公司及全资孙公司增资以实施DRAM募投项目的议案》，同意 公司使用A股募集资金5亿元向全资子公司珠海横琴芯存半导体有限公司(以下简称"珠海芯存")增资，并 由珠海芯存使用A股募集资金向全资孙公司合肥芯存半导体有限公司(以下简称"合肥芯存")、全资孙公 司西安芯存半导体有限公司(以下简称"西安芯存")分别增资3000万元、5000万元，以实施DRAM募投项 目。 ...

继摩尔线程、沐曦股份、壁仞科技上市之后，同为"国产GPU四小龙"之一的上海燧原科技股份有限公司（以下简称"燧原科技"）也正式开启了IPO之路。1月 22日晚间，上交所官网显示，燧原科技科创板IPO获得受理，公司也系2026年IPO首单受理项目。由于行业特性，燧原科技目前也尚未实现盈利，2022— 2024年以及2025年前三季度，公司累计亏损近52亿元。另外，此次冲击上市，燧原科技拟首发募资60亿元，也系2025年以来科创板第四大IPO。 2025年以来科创板第四大IPO 1月22日晚间，备受市场关注的国产GPU企业燧原科技，作为年内首单获受理的IPO项目亮相资本市场。 据了解，燧原科技成立于2018年，公司是我国云端AI芯片领域企业之一，成立近八年来，公司自研迭代了四代架构5款云端AI芯片，构建了覆盖AI芯片、AI 加速卡及模组、智算系统及集群和AI计算及编程软件平台的完整产品体系。 财务数据显示，2022—2024年以及2025年前三季度，燧原科技实现营业收入分别约为9010.38万元、3.01亿元、7.22亿元、5.4亿元；对应实现归属净利润分别 约为-11.16亿元、-16.65亿元、-15.1亿元、 ...

NEW YORK, Jan. 22, 2026 (GLOBE NEWSWIRE) -- With Markets and Markets projecting the size of the global artificial intelligence (“AI”) market to surge from US$371 billion in 2025 to US$2.4 trillion by 2032, or growing at a CAGR of 30.6% from 2025 to 2032, Society Pass Incorporated (Nasdaq: SOPA) (the “Company”), Southeast Asia’s next generation digital ecosystem, today announces a US$8.8 million minority investment in emerging AI data centre startup, Sapience AI Inc (“Sapience AI”), as part of its efforts to ...

每经AI快讯，1月22日，曦望官微宣布近日完成近30亿元战略融资，投资方包括三一集团旗下华胥基 金、范式智能、杭州数据集团、正大机器人、协鑫科技等产业投资方，以及IDG资本、高榕创投、无极 资本、中金资本、普华资本、松禾资本、易方达资本、工银投资等VC/PE机构，同时获得诚通混改基 金、杭州金投、杭州高新（维权）金投等国资背景资本的加持。资金将用于下一代推理GPU研发、规模 化量产及生态共建。 ...

今日聚焦 1、强瑞技术：东莞铝宝目前主要通过奇宏等向N客户和G客户等供应液冷散热模组精密结构件 供货份 额较高 强瑞技术发布投资者关系活动记录表公告称，一方面，公司目前已经完成对东莞铝宝的并表，预计2026 年度该公司的经营业绩情况良好，将为公司带来较大的收入和利润贡献。东莞铝宝目前主要通过奇宏等 向N客户和G客户等供应液冷散热模组精密结构件，市场空间较大，供货份额较高；另一方面，公司与 境外和境内头部AI服务器厂商在液冷测试线体、测试设备方面的合作逐渐深入。除了原有的H客户等之 外，目前已开始向境外N客户和境内其他头部厂商供应液冷测试线体。 2、崇达技术：子公司普诺威拟投资10亿元建设端侧功能性IC封装载板项目 崇达技术公告称，为满足公司业务发展需要，进一步提升公司在高端集成电路载板领域的核心竞争力， 特别是把握端侧芯片快速发展带来的市场机遇，公司控股子公司普诺威与昆山市千灯镇人民政府签署投 资协议，拟投资10亿元建设端侧功能性IC封装载板项目。项目地点位于江苏省昆山市千灯镇，实施主体 为普诺威，投资规模包括总工业固定资产投资8亿元。项目建设期预计为2026年5月土地挂牌至2028年9 月建成投产。本次投资 ...

Core Viewpoint - Alibaba shares experienced a rally in premarket trading following reports that the company may consider floating its chipmaking unit, T-Head [1] Group 1 - Alibaba's potential move to float its chipmaking unit indicates a strategic shift towards enhancing its semiconductor capabilities [1] - The news of the T-Head unit's potential IPO has positively influenced investor sentiment, leading to an increase in Alibaba's stock price [1]

上海燧原科技股份有限公司科创板IPO获上交所受理，公司拟融资金额60亿元。 | | | | 首页 党建 发行上市 披露 监管 数据 产品 服务 规则 关于 | | 一网通办 "三开门"专栏 | | --- | --- | --- | --- | --- | --- | | 发行上市 > 审核项目动态 > | | | | | | | 上海燧原科技股份有限公司 ■创板IPO | | | | | | | 已受理 2026-01-22 | | 已问询 | 上市委会议 | | 提交注册 注册结果 | | 项目基本信息 | | | | | | | 公司全称 | 上海燧原科技股份有限公司 | | | 受理日期 | 2026-01-22 | | 公司简称 | 燧原科技 | | | 融资金额(亿元) | 60.00 | | 审核状态 | 已受理 | | | 更新日期 | 2026-01-22 | | 保荐机构 | 中信证券股份有限公司 | | | 保荐代表人 | 张欢,陈泽 | | 会计师事务所 | 毕马威华振会计师事务所(特殊普通合伙) | | | 签字会计师 | 徐侃瓴,杨瑾璐 | | 律师事务所 | | | | 签字律师 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 纤维电子设备正在将传统纤维和服装转变为新一代可穿戴设备，能够与人体和环境积极互 动，塑造未来生活。纤维电子设备已经实现了几乎所有期望的功能，例如供电、传感和显示 功能。然而，可行的信息处理纤维仍然是难题中缺失的一块，它是构建类似于任何电子产品 的智能交互纤维系统的核心。 2026 年 1 月 21 日 ， 复 旦 大 学 彭 慧 胜 、 陈 培 宁 共 同 通 讯 在 Nature 在 线 发 表 题 为 "Fibre integrated circuits by a multilayered spiral architecture" 的研究论文， 该研究提出并 制备了"纤维芯片"，在弹性的高分子纤维内实现大规模集成电路，成功将供电、传感、显 示、信号处理等多功能集成于一根纤维之内，为纤维电子系统开辟全新的集成路径。 该研究得到国家自然科学基金委、科技部、上海市科委等项目支持。复旦大学纤维电子材料与器件研究 院、高分子科学系、先进材料实验室、聚合物分子工程全国重点实验室教授彭慧胜、陈培宁为本论文通 讯作者，博士研究生王臻、陈珂和博士后施翔为共同第一作者。 参考信息 h ...

Market Overview - Asian stocks advanced amid easing geopolitical and trade tensions, particularly after U.S. President Trump signaled a pause on proposed tariffs against eight European countries over Greenland ownership [1] - Gold prices remained stable at $4,833 an ounce, with ongoing concerns about the U.S. dollar's dominance [1] - Oil prices declined as the narrative of oversupply regained control [1] Regional Market Performance - China's Shanghai Composite index rose 0.14% to 4,122.58, while Hong Kong's Hang Seng index increased by 0.17% to 26,629.96 [2] - Japan's Nikkei average surged 1.73% to 53,688.89, breaking a five-day losing streak, driven by gains in semiconductor and AI-related shares [2] - South Korea's Kospi index climbed 0.87% to 4,952.53, with significant contributions from Samsung Electronics and SK Hynix, both rising around 2% [3] Economic Data and Reactions - South Korea's GDP unexpectedly contracted by 0.3% quarter on quarter in the October-December period, yet investors remained optimistic [4] - Australia's S&P/ASX 200 index jumped 0.75% to 8,848.70, buoyed by a drop in the unemployment rate to a seven-month low [5] - Fortescue shares fell 5.1% due to shipments from Iron Bridge operations missing consensus estimates [6] U.S. Market Influence - U.S. stocks experienced a significant rally, with the Dow, S&P 500, and Nasdaq Composite all increasing around 1.2% after Trump announced the cancellation of proposed tariffs related to Greenland [6][7]