Market Performance - The main board led the gains with notable increases in stocks such as Tianxiaxiu (+10.06%), Dagang Co. (+10.01%), and Zhongankey (+10.00%) [1] - The ChiNext board saw significant growth with Kexiang Co. (+19.98%), Aerospace Zhizhuang (+16.57%), and Aoni Electronics (+12.70%) [1] - The Sci-Tech Innovation board was also strong, highlighted by Dekeli (+11.93%), Ruikeda (+11.00%), and Yingfang Software (+8.61%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+1.51%) and SW Other Electronics III (+1.23%) [1] Domestic News - Hezhima Intelligent announced that its flagship product, the Huashan A1000 automotive-grade high-performance auxiliary driving chip, has been successfully integrated into Desay SV's new low-speed unmanned vehicle brand "Chuanxing Zhiyuan" S6 series, establishing a dual-brain redundancy architecture for enhanced safety in logistics automation [1] - CINNO reported that TCL Huaxing's Vietnam base has officially commenced mass production of IT products, with an annual capacity of 4.8 million for both display and notebook computer modules, marking a significant step in TCL Huaxing's global supply chain and Vietnam market strategy [1] - Lanke Technology launched a new generation DDR5 clock driver (CKD) chip, supporting data transfer rates of up to 9200 MT/s, which optimizes client memory subsystem performance for next-generation high-performance PCs, laptops, and workstations [1] - According to reports from South Korean media, Sunic System has received a letter of intent from BOE worth approximately $300 million (about 2.135 billion yuan) for subsequent orders related to OLED evaporation equipment [1] Company Announcements - Dahua Technology announced the repurchase of 33,300,901 shares, accounting for 1.01% of the total share capital, meeting the disclosure standard [3] - Dazhu CNC announced an increase in the expected amount of related party transactions for 2025 by 26 million yuan with Dazhu Laser and its controlling entity [3] - Yidao Information reported its first share repurchase of 22,400 shares, representing 0.02% of total share capital, with a transaction amount of 1,029,221 yuan (excluding transaction fees) [3] - Mingpu Optical Magnetic announced the acquisition of a patent for a vehicle-mounted cold-press integrated inductor and its preparation method, which enhances production efficiency through improved granule uniformity and flowability [3] International News - An international research team successfully developed the world's smallest organic light-emitting diode (OLED) pixel, measuring only 300 nm × 300 nm, achieving 1% external quantum efficiency and a maximum brightness of 3000 cd/m², paving the way for next-generation ultra-high-resolution AR/VR displays [4] - AMD's CTO emphasized that the Zen 6 architecture will cover both standard and high-density core versions, benefiting from significant IPC improvements, enabling generational performance leaps and enriching AI capabilities in Ryzen and EPYC processors [4] - SK Keyfoundry announced the acceleration of research on silicon carbide (SiC) based power semiconductor technology to strengthen its position in the global power semiconductor market, following the acquisition of SK Powertech [4] - GlobalFoundries announced a technology licensing agreement with TSMC for GaN technology, aiming to expedite mass production of next-generation power devices, with production expected to begin in late 2026 [4]

Core Insights - SK Keyfoundry is accelerating the development of silicon carbide (SiC) based compound power semiconductor technology to strengthen its position in the global power semiconductor market [2][3] - The acquisition of SK Powertech, a key player in the SiC field, is expected to enhance SK Keyfoundry's technological competitiveness and establish a solid foundation for its technology independence in SiC power semiconductors [2][3] Group 1: Company Strategy - SK Keyfoundry aims to provide SiC MOSFET 1200V process technology by the end of 2025 and plans to launch SiC power semiconductor foundry services in the first half of 2026 [3] - The company is focusing on high-voltage, high-efficiency applications such as electric vehicle power systems, industrial power converters, and renewable energy inverters [3] Group 2: Market Trends - The global demand for compound power semiconductors, including SiC, is rapidly increasing, particularly in sectors where energy efficiency is critical, such as electric vehicles, energy storage systems (ESS), 5G infrastructure, and data centers [3] - Market research firm Omdia predicts that the global SiC market will grow at a robust annual growth rate of over 24% from 2025 to 2030 [3] Group 3: Leadership Perspective - The CEO of SK Keyfoundry, Lee Deok-myeong, stated that acquiring SK Powertech is a crucial step in establishing a unique technological advantage in the compound semiconductor field [4] - The integration of core R&D capabilities from both companies aims to launch efficient SiC power semiconductor process technologies and products, positioning SK Keyfoundry for a differentiated technological leadership in the rapidly growing high-voltage, high-efficiency compound semiconductor market [4]