Market Performance - The main board saw significant gains with companies like Dream Network Technology (+10.02%), Liang Micro (+10.01%), and Guangxi Guangdian (+10.00%) leading the charge [1] - The ChiNext board was led by Tianmai Technology (+12.09%), Guangzhi Technology (+11.01%), and Kema Technology (+10.44%) [1] - The Sci-Tech Innovation board was dominated by Moore Thread-U (+28.04%), Fuxin Technology (+20.00%), and Zhenlei Technology (+17.40%) [1] - Active sub-industries included SW Semiconductor Materials (+0.30%) and SW Communication Cables and Accessories (+0.28%) [1] Domestic News - Tai Ling Micro announced collaboration with Google in smart home and audio sectors, expanding from remote control chip supply to a broader range of smart terminal scenarios [1] - Xingfu Electronics plans to acquire proprietary technology and equipment for photoinitiators from the affiliated Sanxia Laboratory for 46.27 million yuan, with nine invention patents currently under application [1] - United Power and Inno-Sec announced successful mass production of a new 6.6kW GaN onboard charging system for Changan Automobile, integrating OBC and DC-DC functions [1] - Unigroup Guowei reported that its automotive domain control chip THA6 has entered mass production, with plans to expand customer integration by 2026 [1] Company Announcements - Wanma Technology won a bid for the State Grid's 2025 joint procurement project in Central, North, and Northeast China, totaling 59.94 million yuan [2] - Dingjie Smart plans to issue 828 million yuan in convertible bonds for the development of a smart ecosystem platform [2] - Lens Technology signed an agreement to acquire 100% of Peimei Gao International Limited to enhance its server cabinet business and advanced liquid cooling system capabilities [2] - Haineng Industrial reported a share reduction by Zhou Hongjun, decreasing his stake to 5.27% [2] Overseas News - Mitsui Chemicals developed the world's first 12-inch optical resin wafer for AR glasses, enhancing user experience with wider viewing angles and improved safety [3] - Qualcomm acquired Ventana Micro Systems, focusing on RISC-V architecture for server CPUs, aiming to compete with Arm and x86 technologies [3] - Synopsys reported a surge in customized ASIC chip orders driven by strong demand in AI and HPC, projecting a 37.8% revenue increase to $2.26 billion for Q4 FY2025 [3] - CFM forecasts significant price increases in memory products, with Mobile eMMC/UFS expected to rise by 25%-30% in Q1 2026 [3]