Market Performance - The main board saw significant gains with notable stocks such as Dawei Technology (+10.05%), Guanshi Technology (+10.01%), and Shanghai Film (+10.00%) [1] - The ChiNext board led with impressive increases, including Guomai Culture (+20.00%) and Hanbo High-tech (+16.77%) [1] - The Sci-Tech Innovation board also experienced growth, with Bangyan Technology (+4.42%) and Hongquan IoT (+4.18%) [1] - Active sub-industries included SW Film and Animation Production (+1.80%) and SW General Publishing (+1.58%) [1] Domestic News - Aibang VR industry news reported that Sanji Light successfully received orders for AR professional-grade 10K-level holographic waveguides, with strong order continuity expected [1] - Xihu University incubated a company that achieved 12-inch silicon carbide substrate laser stripping, significantly reducing material loss and enhancing processing speed [1] - Weishi Electronics officially launched its high-end backlight display module and smart decorative display panel project, with an expected annual output value exceeding 3 billion yuan [1] - Zhuhai Weilan New Energy Technology announced the production of the world's first 314Ah large-capacity semi-solid battery, marking a significant milestone in the industry [1] Company Announcements - Shengyi Technology reported a total operating income of 20.388 billion yuan for 2024, a year-on-year increase of 22.92%, with a net profit of 1.739 billion yuan, up 49.37% [2] - Inspur Information announced a total operating income of 114.767 billion yuan for 2024, reflecting a year-on-year growth of 74.24%, with a net profit of 2.292 billion yuan, up 28.55% [2] - Guangke Technology reported a total operating income of 999 million yuan for 2024, a year-on-year increase of 40.71%, with a net profit of 67 million yuan, up 12.32% [2] - Baoding Technology announced a total operating income of 2.894 billion yuan for 2024, a year-on-year decrease of 4.85%, but a net profit of 248 million yuan, up 33.7% [2] Overseas News - SK Hynix completed the acquisition of Intel's NAND flash memory division, integrating these assets into its U.S. subsidiary Solidigm to enhance SSD R&D collaboration [3] - Ajinomoto plans to invest at least 25 billion yen by 2030 to increase semiconductor material production capacity by 50% [3] - NVIDIA is in advanced negotiations to acquire GPU distributor Lepton AI for several hundred million dollars, aiming to expand its cloud and software business [3] - The Indian federal cabinet approved a subsidy of 229.2 billion rupees for the production of electronic components, covering parts used in displays and camera modules [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自 businesskorea ，谢谢。 自 2023 年底以来，SK 海力士已成为人工智能 (AI) 半导体市场领先企业 NVIDIA 的高带宽内存 (HBM) 的主要供应商。这一战略合作伙伴关系将 SK 海力士推向了新的高度，去年的财务业绩创 下了历史新高。借助人工智能需求的蓬勃发展，SK 海力士偿还了近 7 万亿韩元的债务，显著提高 了其财务稳定性。该公司的美国销售额激增了 2.6 倍，美国市场占总销售额的 63% 以上，这主要 得益于 NVIDIA 等大型科技公司的需求。 2022 年，SK 海力士成功量产第五代 HBM3E 产品，继续保持 HBM 市场领先地位。去年，该公 司实现了创纪录的 66.1930 万亿韩元销售额和 23.4673 万亿韩元的营业利润，标志着半导体行业 出现显著反弹。大科技公司对 AI 需求对 HBM、企业级固态硬盘 (SSD) 和 DDR5 内存的需求增 加推动了这一性能提升。 根 据 SK 海 力 士 3 月 21 日 披 露 的 经 营 报 告 ， 该 公 司 借 款 总 额 为 22.6837 万 亿 韩 元 ， ...