来源丨凤凰网财经《 IPO观察哨》 一边是持续亏损、造血能力羸弱的经营基本面，一边是专利诉讼悬顶、募资节奏受阻的突发变数，傅里叶半导体的 IPO之路，正迎来一场前所未有 的"大考"。 01 IPO聆讯次日突发专利侵权诉讼，关键窗口期遇阻 上海傅里叶半导体股份有限公司（以下简称：傅里叶半导体）于 3月15日刚刚顺利通过港交所聆讯，且已拿到证监会境外发行上市备案通知书，上市 流程步入最后冲刺阶段。 然而，聆讯次日，傅里叶半导体便遭遇同行专利诉讼，成为当前最核心的外部风险。 本次诉讼由国内模拟芯片龙头艾为电子发起，案件已由上海知识产权法院受理，案号（ 2025）沪73知民初195号，案由为侵害发明专利权纠纷，开 庭时间定在2026年4月27日，恰好卡在公司路演、定价、招股的关键窗口期。 | 案号 | (2025) 沪73知民初195号 | 案由 | 侵害发明专利权纠纷 | | --- | --- | --- | --- | | 当事人 | 原告:上海艾为电子技术股份有限公司 被告:上海傅里叶半导体股份有限公司 | | | | 法院 | 上海知识产权法院 | 法庭 | 第二十一法庭 | | 承办部门 | | 审判长/ ...

LOWELL, Mass., March 16, 2026 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Inc. (“MACOM”), a leading supplier of semiconductor products, today announced the availability of its latest copper connectivity solution – the MACD-41804 Cable Driver with Equalizer, designed to enable low power, high density copper interconnects for next generation scale-up applications. MACOM’s line of cable drivers and equalizers presents a compelling alternative to retimed architectures, offering significant advantages, includ ...

MaxLinear Unveils Annapurna 224G Scale-Up Retimer to Extend Copper Connectivity in AI Data Centers Mar 16, 2026 8:35 AM Eastern Daylight Time MaxLinear Unveils Annapurna 224G Scale-Up Retimer to Extend Copper Connectivity in AI Data Centers Share Advanced DSP enables power- and cost-efficient electrical scale-up networking for AEC and on-board retimer applications, complementing optical interconnects in optimized AI infrastructure. New 224G DSP for scale-up retimers and active electrical cables from MaxLine ...

Geneva, Switzerland, March 16, 2026 (GLOBE NEWSWIRE) -- Offering to be led by an affiliate of Heights Capital Management, Inc., and will consist of ordinary shares sold at $4.11 per share, accompanied by warrants with an exercise price of $5.50. SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI and Post-Quantum technology hardware and software products, today announced that it has entered into a securities purchase agreement with severa ...

Core Viewpoint - The prices of memory chip stocks are increasing due to a global shortage in random access memory (RAM) [1] Industry Summary - The ongoing global shortage of RAM is driving up the prices of memory chip stocks [1]

Stock Market Today: Dow Rebounds As Oil Prices Fall From $100; Nvidia Rallies | Investor's Business Daily BREAKING: Futures Rise, Oil Prices Hit Resistance At $100 Futures for the Dow Jones Industrial Average and other major stock indexes rebounded ahead of Monday's market open, as oil prices turned lower after briefly topping the $100 price level. Meanwhile, Nvidia (NVDA) was an early winner on the stock market today. Ahead of the opening bell, Dow Jones futures moved up 0.6%, and S&P 500 futures climbed 0 ...

过去十年，全球芯片产业的分工模式几乎没有被挑战：设计公司负责架构，代工厂负责制造。 这种"Fabless + Foundry"的垂直分工模式，自 1980 年代以来一直是半导体行业的黄金标 准。它让 NVIDIA、Apple 等设计公司能够轻资产运营，专注于创新，而将重资产的制造环节 交给 TSMC 等专业代工厂。这种效率至上的分工，推动了全球科技产业的快速迭代。 但当人工智能进入"算力战争"阶段，这套模式开始被重新审视。 AI 大模型的训练需求呈指数级增长，算力不再仅仅是成本项，而是成为了生存权。如果一家 AI 公司需要的算力规模远远超过市场供应，那么唯一的解决方案可能只有一个——自己造芯 片，甚至自己造芯片厂。 当 Elon Musk 宣布启动 Terafab 计划时，这不仅是 Tesla 的一次扩张尝试，更可能预示着 全球 AI 产业链的一次结构性重构。 这不仅仅是一个关于企业战略的新闻，更是一个关于全球科技产业底层逻辑是否正在发生根本 性转变的信号。当算力成为稀缺资源，垂直整合的诱惑力正在超越专业分工的效率优势。 公司不仅需要芯片支持自动驾驶系统，还要为机器人、数据中心以及 AI 训练提供算力。特斯 ...

Group 1 - U.S. oil prices exceeded $100 following President Trump's threats of strikes on Iran's Kharg Island, which is crucial for Iran's oil exports, accounting for about 90% of the country's crude exports [2][7] - Nvidia is set to reveal new agentic-optimized CPUs at its annual GTC conference, with demand for these chips surging due to the rise of agentic artificial intelligence, potentially leading to a supply crisis [8][9] - Paramount Skydance's potential acquisition of Warner Bros Discovery could result in at least 26 theatrical releases next year, aligning with CEO David Ellison's goal of 30 films annually, but this strategy may risk cannibalizing ticket sales [13][14] Group 2 - The SAVE America Act, a Trump-backed voter-ID bill, is facing challenges in the Senate, requiring bipartisan support to pass, as Senate Democrats have vowed to oppose it [11][12][13] - The Federal Reserve's investigation into Chair Jerome Powell continues as a federal judge blocked subpoenas from the DOJ, which may prolong Powell's tenure and keep interest rates higher [3][4][5]

TORONTO and SANTA CLARA, Calif., March 16, 2026 (GLOBE NEWSWIRE) -- Celestica Inc. (TSX: CLS) (NYSE: CLS), a global leader in data center infrastructure and advanced technology solutions, and AMD (NASDAQ: AMD), a leader in high-performance and AI computing, today announced a strategic collaboration to bring the new “Helios” rack-scale AI platform to market. The collaboration pairs AMD computing leadership with Celestica’s expertise in delivering leading-edge networking switch technologies. At launch, Celest ...

Core Viewpoint - Micron's stock surged over 4% ahead of its fiscal second-quarter report, driven by strong demand in the high-bandwidth memory (HBM) segment, particularly related to AI applications [1][3][7]. Group 1: Company Developments - Micron announced plans to build a second manufacturing plant in Taiwan at the Tongluo site, which it recently acquired from Powerchip Semiconductor Manufacturing [2]. - The company has completed agreements on price and volume for its entire 2026 HBM supply, including its industry-leading HBM4 product [3]. Group 2: Market Outlook - The overall HBM market is projected to grow from approximately $35 billion in 2025 to around $100 billion by 2028, indicating a multi-year structural expansion rather than a short-lived inventory bounce [4]. - Analysts expect Micron to report about $19.10 billion in fiscal second-quarter revenue and normalized earnings per share of $8.59 [8]. Group 3: Analyst Sentiment - Wells Fargo raised its price target on Micron stock to $470 from $410, while Citi analysts increased their target to $430 from $385, both maintaining positive ratings [5]. - Morgan Stanley's analyst suggested that Micron could earn as much as $52 per share in 2026, citing tightening supply conditions in the industry [8]. - The rally in Micron's stock is attributed to a combination of sold-out HBM supply, analyst target increases, and bullish earnings expectations, indicating a more profitable phase in the AI cycle [9].