如果您希望可以时常见面，欢迎标星收藏哦~ 今日披露，即将推出首款4M bit容量的低功耗SPI NOR Flash芯片，填补了公司在Flash领域的产 品空白。该产品具有低成本、低功耗、高速读写和掉电不丢失等特点，适配小存储需求场景。这标 志着，这家主营业务为微控制器（MCU）的公司，正迈出切入存储芯片这一高景气赛道的实质性 一步。 中微半导从核心的MCU领域向存储芯片延伸，是国内半导体产业把握行业上行机遇、寻求供应链 自主与竞争力提升的缩影。这一战略尝试若成功，将有助于在国产替代进程中增强关键芯片领域的 话语权。 然而，存储行业强烈的周期性波动意味着，当前由AI驱动的高景气未来可能随供需变化迎来拐 点。对中微半导等新进入者而言，能否在技术、市场与周期管理上应对存储领域的激烈竞争，将是 其跨界成败的关键考验。 （来源 ：半导体芯闻综合 ） *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全 ...

Group 1: Tesla's Transformation - Tesla CEO Elon Musk is pushing for the company to transform into a robotics company, with the Optimus humanoid robot as a key focus, aiming for a valuation of $25 trillion, which would significantly surpass its current business value [2] Group 2: Smartphone Market Trends - Huawei is projected to lead the Chinese smartphone market in terms of shipments by 2025, benefiting from price adjustments and government subsidies, despite an overall decline in smartphone shipments in China [3] - Apple's iPhone 17 series has seen a 28% year-on-year increase in shipments in the fourth quarter, driven by strong demand [3] Group 3: Robotics and AI Developments - Zhijidongli showcased the LimX Oli humanoid robots' ability to autonomously exit their packaging, demonstrating advanced group control technology and smooth movement [6] - JD.com launched a second batch of self-developed AI toys, expanding its offerings to cover all age groups, supported by the JoyInside system for contextual understanding [8] Group 4: Aerospace Industry Advancements - Chengdu Xingji's reusable liquid rocket production base is set to be completed by December 2026, with a design capacity of 20 rockets per year, focusing on reducing launch costs through reusability [9] Group 5: Semiconductor Industry Movements - Micron Technology announced an $1.8 billion acquisition of PSMC's facility in Taiwan, aimed at enhancing DRAM production capacity [13] - Zhongwei Semiconductor is set to launch its first low-power SPI NOR Flash chip, filling a product gap and expanding its market applications [14] Group 6: Employee Compensation in Tech - SK Hynix plans to distribute record bonuses averaging over 136 million KRW (approximately 640,000 RMB) per employee, attributed to a historic labor agreement that changed profit-sharing terms [15] Group 7: Corporate Actions and Financial Updates - Huichuan Technology is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international presence [16] - Hualing Cable terminated its acquisition of Hunan Xingxin Aerospace due to a lack of agreement on specific terms, with no adverse impact on its operations [17] - Yingfang Micro plans to acquire 100% stakes in Shanghai Xiaokeli and FIRST TECHNOLOGY CHINA, indicating a significant asset restructuring [18] - Zhu Hai Bo Rui Jing Xin completed a financing round exceeding 1 billion RMB, focusing on high-performance chip solutions for various industries [19] Group 8: New Product Launches - Feishu and Anker Innovation launched a new AI hardware product, the Anker AI Recording Bean, designed for seamless integration with the Feishu ecosystem [20]

华为夺得2025年中国手机市场出货第一 根据Counterpoint Research市场监测服务的初步数据，2025年第四季度中国智能手机出货量同比下降 1.6%，全年同比下降0.6%。除第一季度因政府补贴带来短暂提振外，2025年其余季度的出货量均录得 同比收缩。第四季度，在iPhone 17系列强劲需求的带动下，苹果出货量同比增长28%，领跑中国智能手 机市场。就全年出货量而言，华为凭借上半年的强劲表现排名第一，这主要得益于价格调整和政府补贴 支持，使得中高端机型表现稳健。面对不断上涨的存储成本，智能手机OEM厂商缩减了部分低端产品 线。 预计未来一年市场下行趋势将进一步加剧。 逐际动力LimX Oli实现全尺寸人形机器人群体自主出舱 逐际动力发布新动态，展示了全球首例全尺寸人形机器人群体自主出舱功能。在视频中，多台LimX Oli 人形机器人通过集群控制技术，实现了整齐划一的同步动作。从开箱触发到迈步出箱的全流程中，机器 人展现了转身、抬脚、重心转移等动作，且步态流畅自然。逐际动力表示，LimX Oli凭借智能化的动作 规划，有效规避了群体行动中的碰撞与卡顿问题。该功能基于强化学习与具身智能技术，让自 ...

先看海外要闻： 大家早上壕！ 美股休市；泛欧股指跌超1%创两月最大跌幅，ASML跌4%，LVMH跌超4%。 马斯克称推动特斯拉转型为机器人公司，估值将达25万亿美元。 OpenAI CFO披露2025年算力1.9GW、首次年入突破200亿美元，三年内实现收入增10倍、算力提升9.5倍。报道：OpenAI计划2026年发布首款设 备。 消息称苹果iPhone 18 Pro系列将成首款支持5G卫星通信智能手机 2、何小鹏：用汽车标准研发的ET1版本第一台机器人顺利落地。 今日券商策略前瞻： 光大证券指出，沪指小幅收涨，释放出初步企稳的信号，同时，管理层及央媒集体释放出"稳字当头"的信号，预计接下来指数或将以震荡为主， 结构性行情有望延续。 德国重启电动汽车购车补贴。 COMEX黄金期货涨1.77%，最终报4676.70美元/盎司；COMEX白银期货涨6.49%，最终94.280美元/盎司；现货铂金涨1.55%，报2377.09美元/盎 司；现货钯金涨2.13%，报1841.80美元/盎司。 报道称特朗普"私信"欧方扬言不再只考虑"和平"、美必须控制格陵兰，公开讲话时拒绝说明是否会以武力夺取，称若未就该岛问题达成协 ...

Group 1: 华是科技 - The controlling shareholder of 华是科技 is set to change to 杭州巨准, with a share transfer agreement signed for 12.912 million shares, representing 11.32% of the total share capital [1] - After the transfer, the actual controller will change to 郑剑波, and the existing shareholders will relinquish voting rights on their remaining shares [1] - The company will resume trading on January 20, 2026 [2] Group 2: 盈方微 - 盈方微 plans to acquire 100% of 上海肖克利 and 富士德中国 through a combination of share issuance and cash payment, with the transaction not being contingent on each other [3][4] - The acquisition is expected to meet the criteria for a major asset restructuring as per the regulations [3] - The company will also resume trading on January 20, 2026 [4] Group 3: 江化微 - 江化微's controlling shareholder will change to 上海福迅科技, with a transfer of 9.238 million shares at a price of 20 yuan per share, totaling 1.848 billion yuan, which is 23.96% of the total share capital [5][6] - The company will resume trading on January 20, 2026 [6] Group 4: 沃华医药 - 沃华医药 reported a revenue of 817 million yuan for 2025, a year-on-year increase of 6.96%, and a net profit of 95.7153 million yuan, up 162.93% [7] - The company plans to distribute a cash dividend of 1.46 yuan per 10 shares [7] Group 5: 南网能源 - 南网能源 expects a net profit of 300 million to 360 million yuan for 2025, recovering from a loss of 58.1258 million yuan in the previous year [7] Group 6: 其他公司业绩预告 - Several companies, including 翔鹭钨业, 飞沃科技, and 桂林旅游, have reported significant improvements in their expected net profits for 2025, with increases ranging from 93.75% to over 500% compared to the previous year [8][9][10][11][12][13][14][15]

Group 1: Stock Suspension and Resumption - Huashi Technology plans to raise no more than 446 million yuan through a private placement to Hangzhou Juzhun, with the actual controller changing to Zheng Jianbo, and the stock will resume trading [1] - Yidian Tianxia's suspension for verification has ended, and the stock will resume trading from tomorrow [1] - Jianghua Microelectronics will have its actual controller change to the Shanghai State-owned Assets Supervision and Administration Commission, and the stock will resume trading [1] Group 2: Share Buyback - Aotai Biology's chairman proposed a share buyback plan ranging from 100 million to 200 million yuan [2] Group 3: External Investment and Daily Operations - Zhongwei Semiconductor is set to launch its first 4M bit low-power SPI NOR Flash chip, filling a product gap in the Flash sector, featuring low cost, low power consumption, high-speed read/write, and non-volatility during power loss, suitable for small storage needs [3] - Yian Technology's controlling company has signed a project entry contract to develop a benchmark project for amorphous alloy (liquid metal) [3] - Nanshan Aluminum plans to invest 437 million USD to build a 250,000-ton annual electrolytic aluminum project in Indonesia [4] - Jiangxi Copper has signed a three-year cooperation framework agreement with the Military Industry Materials, expecting to sell 9.7 billion yuan worth of copper rods and other products annually [5] - Pingzhi Information is expected to win a smart computing service project worth approximately 489 million yuan [6] Group 4: Performance Changes - Hunan Yuneng expects a net profit of 1.15 billion to 1.4 billion yuan in 2025, representing a year-on-year growth of 93.75% to 135.87%, driven by the rapid development of the new energy vehicle and energy storage markets, leading to a significant increase in sales of lithium battery cathode materials [7] - Dingtong Technology anticipates a net profit of 242 million yuan in 2025, a year-on-year increase of 119.59%, supported by strong demand in the AI-driven communication connector market and significant growth in high-speed communication products [7] - Chengdu Huamei expects a net profit of 213 million to 255 million yuan in 2025, an increase of 74.35% to 108.73% year-on-year [8] - Fulai Anticipates a net profit of 40 million to 50 million yuan in 2025, reflecting a year-on-year growth of 81.67% to 127.08%, driven by a focus on core business and adjustments in product structure [8]