NVIDIA Grace Blackwell GB10处理器

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【太平洋科技-每日观点&资讯】(2025-07-08)
远峰电子· 2025-07-07 11:41
Market Performance - The main board led the gains with notable increases in stocks such as Shiji Information (+10.04%), Xinya Electronics (+10.01%), and Jingbeifang (+10.00%) [1] - The ChiNext board saw significant growth, particularly with Zhongchuan Hanguang (+20.02%) and Zhongyi Technology (+20.01%) [1] - The Sci-Tech Innovation board was also strong, with Jin Chengzi (+15.37%) and Yunzhong Technology (+9.73%) leading the way [1] - Active sub-industries included SW Marketing Agency (+2.32%) and SW Education Publishing (+1.96%) [1] Domestic News - ASUS confirmed a product launch event on July 23, introducing the new mini PC "Ascent GX10" featuring the NVIDIA Grace Blackwell GB10 processor [1] - Naxin Intelligent achieved a breakthrough in silicon carbide equipment technology, improving process uniformity and raising the yield of silicon carbide epitaxy equipment to 98% [1] - Omdia's analysis indicates that BOE is expected to supply 51% of Apple's MacBook display panels by 2025, highlighting the transition from LCD to OLED in the laptop market [1] - UMC announced plans to expand into advanced packaging and other high-value areas, with ongoing developments in 2.5D packaging processes in Singapore [1] Company Announcements - Yinghantong announced a cash dividend of 2.0 yuan per 10 shares for the 2024 annual equity distribution [3] - Chipeng Micro projected a revenue of 630 million yuan for H1 2025, representing a 38% year-on-year increase, with a net profit forecast of 90 million yuan, up 104% [3] - Zhongfu Circuit announced a cash dividend of 1.00 yuan per 10 shares for the 2024 annual equity distribution, totaling approximately 19.14 million yuan [3] - Industrial Fulian projected a net profit of 6.727 to 6.927 billion yuan for Q2 2025, marking a year-on-year increase of 47.72% to 52.11% [3] Overseas News - Samsung Electronics is expected to report a 39% drop in Q2 operating profit due to delays in supplying advanced memory chips to Nvidia, with an estimated profit of 6.3 trillion won (approximately 4.62 billion USD) [1] - TrendForce reported that DRAM prices are expected to rise by 10% to 15% in Q3 2025 due to shifts in production capacity and traditional seasonal demand [1] - Viatron signed a contract worth 10 billion won with Xiamen Tianma for display manufacturing equipment, serving major panel manufacturers [1] - Kawasaki Heavy Industries and Foxconn's AI nursing robot, Nurabot, has been implemented in hospitals, expected to reduce nursing hours by 30% and improve care efficiency [1]