OpenAI首席执行官萨姆·奥尔特曼去年1月访韩时也曾到访平泽工厂并考察半导体生产线。业界认为，此次访问不仅是双方合作的实质性确认，也进一步加 深了在全球AI基础设施领域的互信。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 10月11日，据韩媒报道，美国AI企业OpenAI研究开发核心人员近日参观了三星电子平泽工厂。 OpenAI一行首先观看了介绍三星历史与全球领导力的企业宣传片，并与三星电子方面就未来数据中心合作方向进行了交流。随后，他们走访生产线，实 地考察三星存储半导体的创新实力，重点了解高带宽存储器（HBM）、图形双倍数据速率（GDDR）、大容量DRAM和固态硬盘（SSD）等AI相关产 品。据悉，OpenAI方面对三星支持新一代AI学习和推理的技术表现出浓厚兴趣。 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 今年10月1日，三星集团与OpenAI签署关于全球AI核心基础设施建设合作意向书，涉及旗下三星电子、三星SDA、三星物产、三星重工四家企业。其中， 三星电子将为 ...

今日（10月10日），在韩国证券市场上，芯片股集体拉升，SK海力士一度涨超11%，三星电子一度涨超6%， 双双创出历史新高。韩国综合指数（KOSPI）盘中突破3600点，刷新历史新高。 当天，有外媒消息称，三星电子第五代高带宽内存HBM3E已获得英伟达AI加速器GB300采用确认，正式打入 AI芯片核心供应链。 当前，市场对三星电子在高带宽内存领域赶超规模较小的竞争对手SK海力士的预期持续升温，该部件用于英 伟达等公司的人工智能应用。NH Investment & Securities Co.的股票交易员Shawn Oh表示，"在向英伟达供应高 带宽内存方面，三星的折价问题正在解决，加上AI领域持续进行的大规模投资。"与此同时，由于供应短缺推 升了价格前景，由三星电子主导的传统DRAM和NAND芯片市场预计将迎来一轮"超级周期"。 三星电子、SK海力士创新高 在为期一周的假期结束后，韩国股市今日恢复交易。韩国综合指数盘中一度大涨近2%并突破3600点整数关 口，将历史新高推升至3617.86点。 盘中，韩国芯片股大幅拉升，韩美半导体一度涨超18%，SK海力士一度涨超11%，三星电子一度涨超6%。其 中，SK海 ...

存储行业近年来呈现出显著的发展趋势，特别是在企业级存储领域。首先，从 2025 年 8 月开始，存储行业的市场表现就已经开始显现出积极的变化。机械 硬盘（HDD）和固态硬盘（SSD）在企业级应用中的需求都在增加。具体来看， HDD 的价格大幅上涨，并且出现了供不应求的情况，这使得其单位容量成本仍 然具有竞争力。然而，由于缺货问题，对市场影响较大。 另一方面，SSD 技术 也在不断进化和迭代，其在企业级应用中的比例逐渐增加。这主要是因为 SSD 在并行传输速度、大规模组网设计等方面具有明显优势。此外，随着 AI 技术的 发展，对数据存储和调用速度提出了更高要求，而 SSD 能够更好地满足这些需 求。 尽管过去由于写入寿命、数据恢复难度及成本较高等原因，SSD 未能广泛 用于企业级存储，但随着技术进步和价格下降，这些问题正在逐步解决。因此， 现在越来越多的企业开始采用 SSD 进行数据存储。 由于 HDD 供应紧张，部分 CSP 厂商选择 QLC SSD 取代 HDD 以应对冷 存储需求增长，企业级 SSD 需求快速增长，推动 NAND 晶圆需求上升。 预计 2025 年 Q4 NAND 价格将上涨 10-15% ...

来源： 内容编译自 tom'SHARDWARE 曾 经 价 格 低 廉 的 固 态 硬 盘 （ SSD ， Solid State Drive ） 、 动 态 随 机 存 取 内 存 （ DRAM ， Dynamic Random Access Memory）和机械硬盘（HDD，Hard Disk Drive），如今价格正快速攀升。人工智 能（AI）需求激增与供应受限的双重作用，正造就多年来最紧张的市场格局。 几乎所有分析公司与内存制造商如今都在警告：NAND 闪存与 DRAM 内存即将出现短缺，未来数月 乃至数年，固态硬盘与内存价格将大幅飙升，部分机构甚至预测短缺可能持续十年。这一潜在短缺已 愈发难以忽视，行业发出的警告也愈发严峻——人工智能数据中心的巨大需求，已开始占据全球内存 与闪存产能的主导地位。 过去两年多来，存储升级一直是电脑攒机者难得的 "好消息"。2023 年，固态硬盘价格暴跌至历史最 低点，高性能 NVMe 固态硬盘的售价甚至与普通机械硬盘相差无几。DRAM 内存也紧随其后，价格 跌至近十年未见的低位。但到了 2024 年，形势彻底逆转，NAND 闪存与 DRAM 内存价格双双开启 上涨通道 ...

Group 1: Market Overview - A total of 36 stocks had closing orders exceeding 1 billion yuan today [2] - The stock with the highest closing order was Shanzi Gaoke, with 1,017,200 hands [2] - The top five stocks by closing order amount were Lixun Precision (2.69 billion yuan), Heertai (961 million yuan), Shanzi Gaoke (433 million yuan), Donghua Software (331 million yuan), and Changying Precision (308 million yuan) [2] Group 2: Apple Concept Stocks - Notable stocks in the Apple concept sector included Changying Precision, Hongfuhan, Keri Technology, Guoguang Electric, and Pengding Holdings [3] - Changying Precision has extensive cooperation with Apple in various fields, particularly in metal casings for Mac, straps for Apple Watch, and components for Apple Vision Pro [3] - Hongfuhan primarily provides functional structural components for Apple products, with an expected increase in orders due to the upcoming foldable screen phones [3] Group 3: Storage Chip Stocks - Key stocks in the storage chip sector included Wanrun Technology and Demingli [4] - Wanrun Technology focuses on the design, research, and sales of semiconductor storage devices, including SSDs and embedded storage [4] - Demingli specializes in flash memory controller design and storage module solutions, serving various sectors including data centers and consumer electronics [4] Group 4: Liquid Cooling Server Stocks - Prominent stocks in the liquid cooling server sector included Haiou Shares, Zhongke Shuguang, and Yingweike [5] - Zhongke Shuguang has developed immersion liquid cooling computers for applications in AI, big data, and cloud computing, achieving a PUE value as low as 1.04 [5] - Yingweike aims to leverage its technological advantages in both air and liquid cooling to expand its client base in data centers and computing equipment [5] Group 5: Net Buying Activity - Nine stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with Yingweike leading at 805 million yuan [6] - Other notable net buying amounts included Chip Origin (523 million yuan), Shanzi Gaoke (363 million yuan), and Jucheng Shares (314 million yuan) [6] - Among stocks with institutional participation, Jucheng Shares and Chip Origin had the highest net buying amounts at 359 million yuan and 273 million yuan, respectively [6]

Group 1: Market Activity - A total of 36 stocks had closing orders exceeding 1 billion yuan today, with significant amounts in stocks like Luxshare Precision at 2.69 billion yuan and Heertai at 961 million yuan [2][9] - The stock Tianpu achieved a remarkable 14 consecutive daily limit-ups, with a cumulative increase of 279.73% since August 21 [2] Group 2: Apple-Related Stocks - Several stocks related to Apple saw limit-up performances, including Changying Precision, Hongfuhang, and Keri Technology, indicating strong market interest [3] - Changying Precision has extensive cooperation with Apple in various fields, particularly in metal casings for Mac, Apple Watch bands, and Apple Vision Pro [3][4] Group 3: Semiconductor and Storage Chips - Stocks like Wanrun Technology and Demingli experienced limit-ups, with Wanrun focusing on semiconductor storage design and sales, including SSDs and embedded storage [6][7] - Demingli specializes in flash memory controller design and storage module solutions, serving multiple sectors including data centers and consumer electronics [7] Group 4: Liquid Cooling Servers - Companies such as Seagull Co., Zhongke Shuguang, and Yingweike are involved in liquid cooling server technology, with Zhongke Shuguang developing immersion liquid cooling technology for AI and big data applications [8] - Yingweike aims to expand its market presence in data centers and computing equipment through innovations in cooling technology [8] Group 5: Institutional Buying - Nine stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with significant amounts in stocks like Yingweike and Chip Original [9] - Institutional buying was particularly strong in stocks like Jucheng and Chip Original, indicating confidence from institutional investors [9]

Core Viewpoint - The demand for hard disk drives (HDD) in the Chinese market is increasing, leading to a 1% rise in bulk trading prices from Q2 to Q3. This price increase is attributed to rising component costs and strong procurement demand from data centers, with expectations for continued price growth in large-capacity HDDs [1][4]. Group 1: HDD Price Trends - HDD prices for 3.5-inch 1TB drives used in desktop computers and surveillance cameras reached approximately $51.0 each in Q3, marking a 1% increase from the previous quarter. Similarly, 2.5-inch 1TB drives for laptops also saw a 1% rise, priced at about $48.4 each. Both products have experienced price increases for two consecutive quarters, maintaining high price levels [2][3]. Group 2: Factors Influencing Demand - The surge in demand from China is driven by government policies encouraging the purchase of domestic computers, with specific needs arising from educational computers. There are indications that HDDs are being used in computers equipped with Huawei's HarmonyOS [6]. - A major HDD manufacturer reported receiving orders from Chinese clients that exceeded production capacity before the Golden Week, particularly for 3.5-inch products, indicating a notable shortage [6]. Group 3: Market Dynamics - Despite expectations that the rise of solid-state drives (SSD) would reduce HDD usage in computers, the current price increase is a result of declining HDD shipments, rising component costs, and unique demand from China. There is uncertainty about whether prices will continue to rise after Q4 [6]. - For nearline data center applications, demand for large-capacity HDDs remains strong. In Q2, global shipments of nearline HDDs increased by 1.86 million units (12.7%) compared to the previous quarter, reaching 16.47 million units [6].

Group 1: Humanoid Robots - China's humanoid robot development leads globally, with significant international sales of domestic robots [1][2] - The humanoid robot industry is entering a phase of commercialization, with companies achieving order breakthroughs and capitalizing on market opportunities [2] - The Hangzhou government is soliciting opinions on regulations to promote the development of the embodied intelligent robot industry [1][13] Group 2: Quantum Computing - China has built the world's largest atomic quantum computing system, achieving a record of 2024 defect-free atoms in a two-dimensional and three-dimensional array [3] - The quantum computing industry is at a critical turning point, transitioning from laboratory research to specialized applications, with a projected market size exceeding $5 billion by 2024 [4] - Companies like Fudan Fuhua and Kehua Data are actively collaborating to develop superconducting quantum computing applications [5] Group 3: DDR4 Supply and Pricing - The supply of consumer-grade DDR4 is tight, with contract prices soaring by over 60-85% in July, leading to a significant price adjustment for the third quarter [6] - The price increase is attributed to supply-side manufacturers reducing output and downstream customers increasing orders [6] Group 4: Poultry Industry - The price of Shandong white feather chicken seedlings has surged over 300% in one month, driven by rising demand and supply constraints [7][8] - The poultry industry is experiencing a tightening of chicken sources, which is pushing up prices for chicken seedlings [7] Group 5: AI and Power Supply - The demand for AI is driving advancements in power supply technology, with a projected increase in power equipment demand for AI data centers from 29 GW to 74 GW between 2025 and 2030 [9][10] - Companies like Oulu Tong and Zhongheng Electric are leading in providing power solutions for data centers and AI applications [10] Group 6: Charging Infrastructure - The charging station industry is poised for unprecedented growth, with an estimated investment of around 200 billion yuan for the expansion of public charging stations in cities with populations over 3 million by 2024 [11][12] - Companies such as Taijia and Shenghong are developing advanced charging solutions to meet the growing demand in the electric vehicle market [12]

Core Viewpoint - The Indian information and communication technology (ICT) export reached over $115.1 billion in the first half of the year, marking the second-highest level in history, driven by the demand for artificial intelligence (AI) data centers and record semiconductor exports [1]. Group 1: Export Performance - The ICT export from South Korea in the first half of the year amounted to $115.16 billion, representing a year-on-year increase of 5.8% [1]. - In June, the export value was $22.03 billion, showing a growth of 4.7% compared to the previous year [1]. - The semiconductor export reached $73.31 billion in the first half, with an increase of 11.4%, setting a new record for the first half of the year [1]. Group 2: Product-Specific Trends - The export of computers and peripheral devices grew by 10.8%, reaching $6.64 billion, driven by the expansion of AI servers and the demand for solid-state drives (SSD) in data centers [2]. - Conversely, the display and mobile phone sectors experienced declines, with display exports falling to $1.29 billion, a decrease of 33.7% [3]. - Mobile phone exports also decreased to $0.79 billion, down 6.2% year-on-year, influenced by reduced exports of semiconductors and sensor modules [3]. Group 3: Regional Export Dynamics - Exports to the United States, Taiwan, and Japan increased, while exports to China (including Hong Kong) and the European Union decreased [4]. - Exports to the U.S. reached $14.42 billion, up 14.5%, with a continuous growth streak for 20 months [4]. - Exports to Taiwan and Japan grew to $3.61 billion and $0.4 billion, with increases of 54.6% and 20.6%, respectively [4]. - Exports to China amounted to $7.89 billion, down 9.4%, despite a 16.9% increase in computer and peripheral device exports [4]. - Exports to the EU and India were $0.93 billion and $0.42 billion, reflecting declines of 5.3% and 6.3% respectively [5].

Core Viewpoint - Demingli's revenue increased significantly in Q1 2025, but net profit declined sharply, indicating challenges in profitability despite growth in sales [2][17]. Financial Performance - In Q1 2025, Demingli achieved total revenue of 1.252 billion yuan, a year-on-year increase of 54.41%, while the net profit attributable to shareholders was -69.09 million yuan, a year-on-year decrease of 135.34% [2]. - The gross profit margin for Q1 2025 was only 5.85%, a significant decline of 11.9 percentage points quarter-on-quarter and a drop of 31.44% year-on-year [7]. - Accounts receivable surged by 44.94% quarter-on-quarter and 146.96% year-on-year to 575 million yuan, accounting for 45.9% of revenue, indicating increased collection risks [9]. Market and Product Analysis - Demingli's revenue structure shows that solid-state drives (SSDs) account for 48.20%, mobile storage for 28.01%, and embedded storage for 17.67%, with emerging enterprise storage businesses still in the cultivation phase [3]. - The company is heavily reliant on consumer-grade storage products, which constituted 86% of revenue in 2024, leading to vulnerability in the face of market fluctuations [13]. Competitive Positioning - Compared to competitors like Jiangbolong and Zhaoyi Innovation, Demingli faces higher debt risks and lower gross margins, with a significant reliance on consumer markets [10][11]. - Jiangbolong has a more balanced product mix and is better positioned in the automotive and enterprise storage sectors, while Zhaoyi Innovation benefits from a diversified product portfolio [11][12]. Strategic Initiatives - Demingli is accelerating its focus on enterprise storage and automotive-grade storage, with plans to enhance R&D investments and product certifications to improve market positioning [13][14]. - The company aims to achieve mass production of PCIe 4.0 SSDs by Q3 2025 and increase the revenue share of automotive-grade storage to over 15% [13]. Industry Outlook - The storage market is currently experiencing a downward cycle, with NAND Flash prices declining by 10%-15% year-on-year, particularly affecting consumer-grade products [6]. - Future growth in the storage industry is expected to be driven by high-end products, particularly in AI servers and smart automotive applications, as demand begins to recover [19].