Market Performance - The main board led the gains with notable increases in stocks such as Jishi Media (+10.14%), Yanshan Technology (+10.08%), and Tianrongxin (+10.04) [1] - The ChiNext board saw significant growth with Dongtian Micro (+20.00%) and Longyang Electronics (+20.00%) leading the charge [1] - The Sci-Tech Innovation board also performed well, with Kaipu Cloud (+20.00%) and Lexin Technology (+17.33%) among the top gainers [1] - Active sub-industries included SW Communication Network Equipment and Devices (+3.81%) and SW Digital Chip Design (+1.54%) [1] Domestic News - Chip Power Technology, a Tsinghua-affiliated company, completed nearly 100 million yuan in B2 round financing, focusing on RPP chip industrialization and AI chip inference market expansion [1] - BOE Technology is negotiating with Samsung and other manufacturers for W-OLED panel supply, with a current monthly production capacity of 2,000 units on its 8.5-generation line [1] - Tailin Micro announced plans to acquire equity in Panqi Micro through a share issuance and cash payment, marking a strategic integration in the domestic IoT chip sector [1] - Jiangsu Dongxu Electronics has commenced a semiconductor wafer regeneration project, expected to generate over 1 billion yuan in annual output value upon completion [1] Company Announcements - Shenzhen South Circuit released its 2025 H1 report, achieving total revenue of 10.453 billion yuan, a year-on-year increase of 25.63%, and a net profit of 1.360 billion yuan, up 37.75% [3] - Megmeet Smart reported a total revenue of 1.886 billion yuan for 2025 H1, reflecting a 44.5% year-on-year growth, with a net profit of 84 million yuan, up 151.38% [3] - Gaweida's 2025 H1 report showed total revenue of 520 million yuan, a 2.74% increase year-on-year, and a net profit of 14 million yuan, up 60.35% [3] - In the same period, Yinjixin reported total revenue of 702 million yuan, a 13.42% year-on-year increase, with a net profit of 52 million yuan, up 32.96% [3] Overseas News - IQE plc has successfully developed a scalable epitaxial process as part of a year-long project [3] - Counterpoint Research estimates that the global semiconductor market revenue will exceed 1 trillion dollars by 2030, nearly doubling from 2024, driven by Agentic AI and Physical AI [3] - TSMC plans to stop using chip manufacturing equipment from mainland Chinese suppliers in its advanced 2nm fab to avoid potential U.S. technology restrictions [3] - Rapidus has signed a strategic partnership with Keysight Technologies' Japanese subsidiary to co-develop high-precision process design kits, with plans to release the first kits to customers in Q1 2026 [3]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来 自 ec.ltn ，谢谢 。 P1近期迈入量产 台积电近日展开高雄2纳米第二座厂（P2）设备装机，预计今年底前加入试产行列，随着第二座厂进 入装机阶段，第一座厂（P1）近期也迈入量产新里程碑。 台积电虽宣布加码投资美国千亿美元，但先进制程在中国台湾投资扩产的脚步持续热络，其中，位于 高雄楠梓科学园区第一座晶圆厂（F22厂P1），供应链传出，最近也进入量产，月产能上看1万片。 供应链设备业者透露，台积电今年3月31日在高雄举行2纳米扩产典礼，其中主要是P2厂上梁仪式， 经过近4个月的厂房赶工、建置无尘室等厂务工程后，P2厂A区昨开始进行设备装机，估计3-4个月 后，可加入试产行列，P1、P2规划今年共可达3.5万片月产能。 台积电展开高雄2纳米P2厂设备装机 5年内驱动75兆终端产品价值 台积电2纳米首度采纳米片（Nanosheet）架构，试产良率先前传出达65%，显著超越英特尔的18A、 三星的SF2，不过，台积电不透露良率多少，但强调比外界预期更好，且受惠AI相关客户需求热，2 纳米在头两年设计定案数量的高于3、5纳米同期表现，并预估5年内驱动全 ...