南亚科也透过发布重讯，宣布此次私募普通股案。 依四家公司议定的每股认购价223.9元，换算今南亚科收盘价226.5元推算，仅折价 1.15%，凸显四家大厂对DRAM长期看好的需求，不计代价豪砸近800亿元，透过参与南亚科私募，卡位南亚科为AI所开发的DDR5、 LPDDR5及客制化内存（HBM），以因应未来AI运算需求的成长。 由于四家公司均是南亚科客户，且三家公司都是内存厂，一般预料这是客户透过直接参与私募，绑定南亚科目前最抢手的DRAM产能。 由于南亚科与四家公司都各自签订保密协议，南亚科不便透露细节，但在南亚科加速林口5A新厂兴建工程，同时导入10纳米第三代制程量 产，一般预料这是四大公司鉴于DRAM供需恐无法在2027年前纾解，透过参与南亚科私募，绑定长期供应产能，对南亚科无疑开出业绩保 证的支票，有利南亚科未来几年营运持续向上攀升。 DRAM 大厂南亚科 （2408） 昨 （25） 日宣布，包括铠侠（Kioxia）、闪迪（Sandisk）、SK海力士旗下 Solidigm、思科（Cisco） 四家将认购私募普通股共 3亿5157.8万股，以每股定价223.9 元新台币推算，共募资787.18 亿元 ...

Group 1 - The People's Bank of China continues to inject liquidity into the market through Medium-term Lending Facility (MLF), with a net injection exceeding 1 trillion yuan for the year 2025 [1] - In December, the central bank conducted a 400 billion yuan MLF operation, resulting in a total net injection of 188.8 billion yuan [1] - The A-share market has seen significant activity in private placements, raising over 78.9 billion yuan this year, a year-on-year increase of 455.31% [1] Group 2 - The robot industry is experiencing a shift towards capital and ecosystem competition, with companies like UBTECH and others actively seeking to acquire listed platforms [2] - The ongoing acquisition activities are seen as a faster and more certain path compared to independent IPOs, providing companies with more space for future capital operations [2] - The storage product price surge continues, with DDR4 and DDR5 prices rising, although the rate of increase has slightly slowed [3] Group 3 - The global shortage of storage chips has led to a "scramble" among tech giants like Microsoft and Google to secure supply agreements with major manufacturers [3] - The introduction of L3-level autonomous driving vehicles marks a significant advancement in smart driving technology, shifting responsibility from human to machine [4] - The low-altitude economy is projected to grow rapidly, with significant investments in core technologies and commercial models expected to emerge by 2025 [4] Group 4 - Several innovative pharmaceutical companies are accelerating their research and development of Antibody-Drug Conjugates (ADC), with Chinese firms becoming key players in the global ADC innovation landscape [5] - Online travel platforms are criticized for using "lowest price" tactics to bundle additional services, leading to consumer confusion [6] - Shanghai Washba's executives received penalties for short-term trading violations, highlighting the importance of compliance in corporate governance [6][7]