Market Overview - The main board led the gains with notable increases from companies such as Huamei Holdings (+10.10%), Dazhihui (+10.04%), and Xinyada (+10.01%) [1] - The ChiNext board saw significant growth with Tongdahai (+20.00%) and Longyang Electronics (+12.92%) leading the charge [1] - The Sci-Tech Innovation board was led by Shanda Diwei (+4.47%) and Danghong Technology (+4.25%) [1] - Active sub-industries included SW Publishing (+3.44%) and SW Film and Animation Production (+1.68%) [1] Domestic News - A strategic cooperation agreement was signed between Aibang Semiconductor Network and CRRC Times Semiconductor, focusing on power semiconductor technology innovation [1] - Orange Technology's founder announced that their 50G DSP chip has achieved mass production, with plans for a 100G series by 2025 [1] - Zhengfan Technology plans to acquire a 62.23% stake in Liang Ning Han Jing Semiconductor Materials, aiming for strong synergies post-acquisition [1] - Huaxin Micro-Nano's 8-inch wafer production line is expected to enter mass production by the end of September, with a capacity of 30,000 wafers per month [1] Company Announcements - Xinbeiyang expects a net profit of 34.7 million to 38.2 million yuan for H1 2025, representing a growth of 100%-120% year-on-year [3] - Zhiwei Intelligent anticipates a net profit of 91.98 million to 112.43 million yuan for H1 2025, a growth of 62.85% to 99.06% year-on-year [3] - Huagong Technology forecasts a net profit of 890 million to 950 million yuan for H1 2025, a growth of 42.43% to 52.03% year-on-year [3] - Huasheng Tiancheng announced a cash dividend of 0.0066 yuan per share, totaling approximately 7.24 million yuan [3] International News - Global foundry giant GlobalFoundries has reached a final agreement to acquire MIPS, a developer of RISC-V solutions, expected to complete by H2 2025 [1] - imec and TEL have deepened their strategic partnership to advance research in next-generation lithography and advanced logic device processing [1] - IBM has launched the next-generation IBM Power11 server, featuring innovations in processor architecture and virtualization [1] - Renesas Electronics introduced three new high-voltage 650V GaN FETs suitable for AI data centers, electric vehicle charging, and solar inverters [1]