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 编译自日经 ，谢谢。 味之素将在 2030 年前投资至少 250 亿日元（1.66 亿美元），将半导体材料的产能提高 50%，旨在 培育核心食品业务以外的领域，巩固其收入基础。 这家日本食品和生物科技公司将增加味之素增稠膜 (ABF) 的生产能力，ABF 是一种绝缘材料，用于 数据中心的最新图形处理单元以及计算机和其他设备的中央处理单元。 该公司在数据中心和CPU领域的市场份额超过95%。该薄膜是利用氨基酸相关专业知识将绝缘塑料 技术应用于计算机半导体基板而制成的。味之素的根源在于其对调味料用氨基酸的研究。 ABF 由味之素旗下子公司味之素精细技术公司位于东京西北部的群马县和川崎市的工厂生产。截至 周一结束的本财年，该公司已在两年内投资 250 亿日元来扩建其工厂。 社长中村茂雄在接受日经新闻采访时表示："随着需求的增加，到 2030 年，我们将投资相同或更多 的金额。"他补充说："我们还在探索建立新基地"，这表明重点将放在日本。 味之素的功能性材料业务（包括 ABF）在截至 2024 年 3 月的财年中占其总营业利润的 20%。该公 司预计，今年功能性 ...