Core Viewpoint - The collaboration between Maiwei Co., Ltd. and Lehman Optoelectronics has progressed with the delivery of MLED production line equipment, enhancing manufacturing capabilities in the micro-pitch LED sector [1][4]. Group 1: Equipment Delivery - The MLED production line equipment was officially delivered and installed at Huizhou Lehman Optoelectronics Technology Co., Ltd., a wholly-owned subsidiary of Lehman Optoelectronics [1][5]. - The delivery ceremony was attended by key representatives from both companies, indicating a significant milestone in their partnership [1][5]. Group 2: Efficiency and Production Capacity - The overall delivery cycle was advanced by approximately one month compared to the original plan, ensuring timely support for subsequent production line construction and capacity release [2][6]. - Maiwei Co., Ltd. has introduced comprehensive production process solutions for both large-size substrates and small-size chips, capable of supporting batch production of 360mm x 360mm large substrates and 2 x 4 mil small chips, achieving zero chip damage and over 90% production line utilization [2][6]. Group 3: Strategic Collaboration - The introduction of MLED production line equipment aims to enhance Lehman Optoelectronics' manufacturing capabilities in the micro-pitch LED field, improving efficiency, yield, and cost competitiveness [4][8]. - As MLED technology penetration in the high-end display market increases, collaboration between domestic equipment manufacturers and panel manufacturers is becoming more integrated, providing a pathway for capacity construction through equipment and manufacturing synergy [4][8]. - Both companies plan to continue their collaboration on MLED process optimization and capacity enhancement, advancing display technology towards smaller pitch and higher integration [4][8].

Market Overview - The main board saw significant gains with notable stocks such as Electric Broadcasting Media (+10.05%), Xinhua Du (+10.04%), and Huati Technology (+10.03%) leading the charge [1] - The ChiNext board also performed well, with Wanlong Optoelectronics (+11.82%) and Jiu Zhi Yang (+11.73%) among the top gainers [1] - The Sci-Tech Innovation board was led by Xinke Mobile-U (+12.94%) and Jingwei Hengrun-W (+12.57%) [1] - Active sub-industries included SW Communication Cables and Supporting (+3.01%) and SW Brand Consumer Electronics (+2.65%) [1] Domestic News - Mwei Technology's MLED production line has officially entered the Lehman Optoelectronics base in Huizhou, achieving batch production of large-size substrates and high operational efficiency [1] - Zhongke Shuguang launched the scaleX super cluster, capable of deploying 10,240 AI accelerator cards with a total computing power exceeding 5 EFlops [1] - The Anhui Four Elephants Semiconductor Materials project has commenced, with a total investment of approximately 350 million yuan, aiming for an annual production capacity of nearly 300,000 semiconductor silicon materials [1] - The first phase of the TGV process equipment R&D and industrialization base project in the Yangtze River Delta has completed its main structure, focusing on precision processing of TGV glass substrates [1] Company Announcements - Parallel Technology announced the purchase of CPU and GPU computing servers, with contracts totaling up to 28 million yuan and 10.89 million yuan respectively [2] - Neusoft Group reported receiving a government subsidy of 10 million yuan related to revenue for its subsidiary [2] - Guodun Quantum plans to sign a procurement service contract with Ququan Technology for the development of EDA software, with an estimated contract value of 8.7 million yuan [2] - Huahai Qingke disclosed that its CMP equipment has exceeded 800 units shipped, covering various mainstream integrated circuit production lines [2] Overseas News - Texas Instruments announced the opening of a new factory in Sherman, Texas, which has begun producing 300mm wafers as part of a $60 billion semiconductor manufacturing investment [3] - Qualcomm completed the acquisition of Alphawave Semi ahead of schedule, enhancing its capabilities in AI computing and connectivity solutions [3] - International DRAM spot prices saw a slight increase, particularly for DDR4, with a 2.59% rise for DDR4 16Gb (1Gx16)3200 [3] - Analog Devices issued a price increase notice to customers, citing ongoing inflation pressures affecting raw materials and logistics [3]