《科创板日报》10月30日讯（记者 郭辉）澜起科技发布2025年第三季度财报。 据介绍，随着云计算资源池化的需求迅猛增长，传统内存架构在带宽和扩展性方面日益成为性能瓶颈， 澜起科技CXL 3.1 MXC芯片可帮助数据中心用户实现内存资源的弹性分配和高效利用，从而降低总体 拥有成本（TCO）。 继时钟发生器芯片去年成功量产后，澜起科技旗下时钟缓冲器和展频振荡器产品已正式进入客户送样阶 段。该系列时钟芯片凭借高性能、低功耗及易用性等核心优势，将为高速通信、存储、工业控制等关键 领域提供精准、可靠的时钟信号支撑。 澜起科技10月27日宣布，该公司已完成DDR5第四子代寄存时钟驱动器芯片（RCD04）的量产。该芯片 是高性能服务器及数据中心内存系统的核心组件，将为下一代计算平台带来显著的内存性能提升。 RCD04芯片的数据传输速率最高可达7200MT/s，较上一代产品提升超过12.5%。 澜起科技今年第三季度接受机构调研时表示，受益于AI产业趋势的推动,今年DDR5内存接口芯片的渗透 率较2024年大幅提升。同时，国产DRAM厂商崛起，在内存互连领域，澜起深度参与JEDEC相关产品标 准制定，公司也是三家内存接口芯片 ...

国内新闻 ① 艾邦ARAI眼镜资讯，10月27日广和通宣布与 AR 眼镜科技公司 XREAL 正式达成战略合作/双方将依托各自在技术研发与制造领域的核心优势/共同 推动消费级 AI 眼镜产业升级/加速 AR+AI 消费生态的创新突破与规模化落 地/ ②半导体材料与工艺设备，10月下旬浙江旺荣半导体有限公司年产24万片8 英寸功率器件半导体项目在丽水经开区举行竣工投产仪式/本次投产的一期项 目投资24亿元/聚焦0.18μm～0.35μm功率分立器件研发制造/达产后实现年 产24万片8英寸晶圆的生产能力/二期投产后将形成年产72万片的总产能/预 计年产值达60亿元/产品覆盖中高压功率芯片及模块领域/ 行情速递 ① 主板领涨， 合力泰(+10.16%)/天下秀(+10.09%)/榕基软件(+10.03%)/方正科技(+10.01%)/ 大为股份 (+10.01%)/ ②创业板领涨，海峡创新(+19.97%)/联特科技(+15.12%)/世纪瑞尔(+8.89%)/ ③科创板领涨，中船特气 (+15.71%/艾森股份(+11.32%)/生益电子(+8.54%/ ④活跃子行业，SW横向通用软件 (+2.05%)/ SW营 ...

Group 1 - The semiconductor industry index has seen a strong increase of 3.75%, with notable gains in component stocks such as Jingrui Electric Materials up 20.03% and Aisen Co. up 15.66% [3] - The semiconductor industry ETF (159582) rose by 3.65%, reaching a latest price of 2.3 yuan, and has accumulated an 8.30% increase over the past week [3] - On October 27, 2025, Lanke Technology announced the mass production of the DDR5 fourth-generation memory clock driver chip (RCD04), which offers a data transmission rate of up to 7200MT/s, representing an improvement of over 12.5% compared to the previous generation [3] Group 2 - The demand for AI computing power remains strong, with companies in the AI supply chain reporting impressive third-quarter results, leading to a rebound in market sentiment [4] - External pressures are accelerating the domestic semiconductor industry's push for self-sufficiency, with various regions launching semiconductor projects covering design, manufacturing, and materials [4] - Companies like Muxi have released domestically produced general-purpose GPUs, and Jiangbolong has introduced integrated packaging mSSD, indicating a shift from passive response to proactive breakthroughs in domestic substitution [4] Group 3 - The semiconductor industry ETF has experienced a net outflow of 655.34 million yuan recently, but has attracted a total of 4098.66 million yuan over the past ten trading days [5] - As of September 30, 2025, the top ten weighted stocks in the semiconductor industry index accounted for 78.18% of the index, including companies like Zhongwei Company and North Huachuang [5]