Market Overview - The main board led the gains with notable stocks such as Kangqiang Electronics (+10.02%), Yihua Co. (+10.00%), and Wentai Technology (+9.70%) [1] - The ChiNext board saw significant increases with Qian Zhao Optoelectronics (+20.03%) and Tianfu Communication (+12.67%) [1] - The Sci-Tech Innovation board was led by Changguang Huaxin (+9.01%) and Zhongke Feimiao (+8.43%) [1] - Active sub-industries included SW LED (+0.98%) and SW Semiconductor Equipment (+0.75%) [1] Domestic News - Zhongke Shuguang launched the world's first single-cabinet 640-card super node scaleX640, achieving high-speed interconnection and low-latency communication [1] - Display industry news reported that Chipview announced a total investment of 1 billion yuan for its K3 factory in Jiangxi, focusing on high-end OLED module manufacturing [1] - OnePlus achieved a market share of 3.3% in the Chinese smartphone market for week 44, marking a historical high since entering the market [1] - Su Dawei announced plans to acquire 51% of Changzhou Weipu for 510 million yuan, enhancing capabilities in laser direct writing lithography and optical systems [1] Overseas News - The Dutch government welcomed China's commitment to facilitate the resumption of supply to ASML's factory, indicating constructive talks [1] - Google deployed the new Axion CPU and seventh-generation Ironwood TPU, achieving 4,614 TFLOPS of FP8 performance, significantly surpassing NVIDIA's capabilities [1] - UDC announced an agreement with Merck Group to acquire OLED-related patent assets, with over 300 patents involved [1] - The Semiconductor Industry Association reported global semiconductor sales of $208.4 billion in Q3 2025, a 15.8% increase from Q2 2025 [1]

据介绍，K3项目总投资10亿元，以高端OLED模组制造为核心，分两期推进：一期建设年产1200 万套柔性OLED模组项目，布局2条全自动生产线；二期建设年产250万套硅基OLED显示屏模组项 目，同样配备2条全自动生产线。项目预计于2025年12月底实现一期投产，全面达产后年产值超 10亿元。 图片来源：芯视佳 资料显示，芯视佳专注于硅基OLED微显示技术研发，可提供硅基OLED微显示器件和柔性 AMOLED显示模组，产品广泛应用于VR/AR、电子取景器、特种应用、车载和移动便携智能设备 等多个领域。 11月5日，芯视佳宣布，其江西全资子公司K3工厂于今年正式落地丰城。 #OLED #显示模组 #芯视佳 融资方面，公司自2021年以来已累计完成4轮融资，其中3轮融资金额均超亿元，最高单笔融资金 额达6亿元。 产能布局方面，芯视佳总投资1亿元的安徽淮南K1工厂已于2023年4月建成投产，主要生产硅基 OLED微显示屏，柔性OLED手机屏，车载显示屏模组，年产值可达到2亿元。 【集邦Display显示产业交流群】 = TrendForce 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● ● 整机出货 ...