Core Viewpoint - Company focuses on the development of high-speed interface IP and high-performance analog IP, indicating a strategic emphasis on advanced technology solutions in the semiconductor industry [1] Group 1: High-Speed Interface IP - The company is currently developing various high-speed interface IPs, including DDR, SerDes, PCIe, MIPI, PSRAM, and TCAM [1] Group 2: High-Performance Analog IP - The company is also engaged in the research and development of high-performance analog IPs, which include ADC, PLL, and PMU [1]

如果您希望可以时常见面，欢迎标星收藏哦~ 通信技术的发展始终朝着更高速度的方向迈进——从电话线到光纤，从3G到5G。然而，一项名为 SerDes （串行器/解串器）的、已有数十年历史的技术，如今却在半导体行业引起了特别的关注。 这项成熟的技术为何突然成为热门话题？ 答案很简单：人工智能。 训练像 ChatGPT 这样的大型 AI 模型需要数千个 GPU 协同工作。挑战在于这些 GPU 必须交换的 海量数据。无论单个 GPU 的性能多么强大，如果数据在它们之间传输的速度不够快，整个系统就 会遇到瓶颈。 SerDes 是 这 条 " 数 据 高 速 公 路 " 背 后 的 技 术 。 随 着 人 工 智 能 对 带 宽 的 需 求 不 断 突 破 现 有 限 制 ， SerDes 已迅速从"锦上添花"的组件跃升为行业不可或缺的"关键技术" 。 SerDes 是Serializer和Deserializer的合成词。它的功能出奇地简单。 在计算机内部，数据沿着多条并行线路传输——就像一条八车道高速公路。然而，当在芯片或设备 之间传输数据时，维持这种并行结构就变得非常棘手。"八车道"需要大量的物理线路，而且要同步 所 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 通信技术的发展始终朝着更高速度的方向迈进——从电话线到光纤，从3G到5G。然而，一项名为 SerDes （串行器/解串器）的、已有数十年历史的技术，如今却在半导体行业引起了特别的关注。这 项成熟的技术为何突然成为热门话题？ 答案很简单：人工智能。 训练像 ChatGPT 这样的大型 AI 模型需要数千个 GPU 协同工作。挑战在于这些 GPU 必须交换的海 量数据。无论单个 GPU 的性能多么强大，如果数据在它们之间传输的速度不够快，整个系统就会遇 到瓶颈。 SerDes 是这条"数据高速公路"背后的技术。随着人工智能对带宽的需求不断突破现有限制，SerDes 已迅速从"锦上添花"的组件跃升为行业不可或缺的"关键技术" 。 SerDes 是Serializer和Deserializer的合成词。它的功能出奇地简单。 在计算机内部，数据沿着多条并行线路传输——就像一条八车道高速公路。然而，当在芯片或设备之 间传输数据时，维持这种并行结构就变得非常棘手。"八车道"需要大量的物理线路，而且要同步所有 八条线路的传输时间也极其困难。 SerDes方案非常巧妙：在出发点将 ...

Group 1: Futures Industry Insights - The futures industry is expected to experience significant changes driven by market expansion, policy reforms, and evolving industry dynamics. Key factors include the continuous expansion of trading varieties and increased demand from industrial clients, which will provide long-term growth opportunities for the industry [1][6][7] - The implementation of the "Futures Company Supervision and Management Measures" is anticipated to facilitate new business opportunities such as proprietary trading and margin financing, enhancing the industry's innovation capabilities and improving revenue structures [1][6][7] - The industry is likely to see increased concentration as traditional brokerage commission rates come under pressure, leading to accelerated innovation and deeper cross-border business development [1][6][7] Group 2: Market Performance and Strategy - The A-share market is expected to witness a significant bull market in 2026, with a focus on sectors such as non-ferrous metals, new consumption, and high-end manufacturing, which are projected to benefit from improved consumer wealth and export competitiveness [2][10][13] - The insurance sector is emerging as a new leader in the bull market, with its performance confirming the market's upward trajectory. The transition from intermediary institutions to asset management institutions is seen as a natural evolution in the market [12][13] - The report emphasizes the importance of focusing on sectors with clear policy catalysts, such as commercial aerospace, robotics, and semiconductors, as well as companies with strong performance certainty in the specialized and innovative sectors [4][23] Group 3: Company-Specific Developments - Longxin Co., Ltd. is progressing with its Hong Kong listing and global expansion, with expected revenues of 604 million, 904 million, and 1.279 billion yuan for 2025, 2026, and 2027 respectively, alongside net profits of 181 million, 319 million, and 429 million yuan [3][16][18] - The company is advancing its automotive-grade SerDes and PCIe products, which are expected to contribute significantly to revenue growth, with ongoing market promotion and successful product certifications [16][18] - The AI chip market is projected to grow significantly, with Longxin's revenue from AI and HPC expected to increase, supported by the development of high-density storage solutions and advanced chip technologies [17][18]

生成式AI与大语言模型运算需求持续扩张，云端算力竞局再度升温。因应谷歌（Google）自研芯 片TPU订单动能强劲，供应链透露，博通、联发科纷纷调高2026年投片量。半导体业界指出，联 发科已在内部进行资源调度，将手机芯片部门部分人力，转往ASIC、车用等新蓝海，目标直指资 料中心与CSP客制化芯片商机。 TPU挟成本及生态系优势，挑战辉达AI霸主地位。法人指出，谷歌TPU 2026年将迈入第八代、第 三季开始量产，规模有望在2027年达500万颗、2028年进一步提高至700万颗，较先前大幅上 修。 ASIC伙伴包括博通、联发科皆积极为其准备产能。 如果您希望可以时常见面，欢迎标星收藏哦~ 联发科副董事长暨执行长蔡力行指出，首个ASIC案件进展顺利，预计2026年贡献营收约10亿美 元，2027年放大至数十亿美元，第二个专案则从2028年挹注营收。供应链推测，第二个CSP客户 为Meta，并将采用2纳米制程打造，凸显联发科已具备与国际大厂比拼肌肉的能力。 （来源 ： 工商时报 ） 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 业 ...

We recently compiled a list of the 7 Most Promising Robotics Stocks According to Wall Street Analysts. QUALCOMM Incorporated is one of the most promising stocks.  TheFly reported on December 18 that QCOM announced the completion of its $2.4 billion acquisition of Alphawave Semi, a global leader in high-speed wired connectivity. The deal closed approximately one quarter ahead of schedule, marking a significant milestone in Qualcomm’s infrastructure strategy. As part of the merger, Tony Pialis, the co-found ...

Core Viewpoint - The announcement reveals that Bawei Storage's wholly-owned subsidiary, Hainan Nanbai Computing Technology Co., Ltd., and the controlling shareholder's mother plan to acquire shares in Niu Xin Semiconductor, indicating a strategic investment in a company focused on high-speed transmission and interconnection technology [1] Group 1: Company Actions - Bawei Storage's subsidiary and the controlling shareholder's mother intend to acquire 380,066 shares of Niu Xin Semiconductor for a total of 20 million yuan, representing 0.8446% of the company [1] - The National Integrated Circuit Industry Investment Fund II, an associated party, holds a 6.7568% stake in Niu Xin Semiconductor as of the announcement date [1] Group 2: Industry Focus - Niu Xin Semiconductor specializes in the research and innovation of high-speed transmission and interconnection technology, aiming to address the capacity bottlenecks in China's AI era [1] - The company focuses on developing high-speed interconnection technology and provides comprehensive solutions driven by intellectual property (IP), serving over 100 clients across various sectors including data centers, AI, smart vehicles, and consumer electronics [1]

Core Viewpoint - The company Bawei Storage's wholly-owned subsidiary, Hainan Nanbaicsuan, plans to acquire 380,066 shares of Niu Xin Semiconductor for 20 million yuan, representing 0.8446% of the latter's total share capital, indicating a strategic investment in the semiconductor sector [1] Group 1: Company Actions - Hainan Nanbaicsuan intends to use its own or self-raised funds, including bank loans, to finance the acquisition of shares in Niu Xin Semiconductor [1] - The transaction involves related parties, as the actual controller and major shareholder of Bawei Storage, Sun Chengsi, has his mother, Xu Linxian, also planning to acquire 0.8446% of Niu Xin Semiconductor for 20 million yuan [1] Group 2: Industry Context - Niu Xin Semiconductor focuses on the research and development of high-speed interconnect technology and provides related overall solutions, leveraging IP as a driving force for the Internet of Everything [1] - The company has a core technology that is self-controllable and is involved in mainstream advanced process layouts for SerDes, DDR, and other mid-to-high-end interface IPs, with applications in data centers, AI, smart vehicles, and consumer electronics [1]

Core Viewpoint - The company Bawei Storage (688525.SH) announced its subsidiary Hainan Nanbai Computation plans to invest 20 million yuan to acquire 38,006.6 shares of Niu Xin Semiconductor, representing 0.8446% of its total equity [1] Group 1: Investment Details - The investment will be funded through the company's own or self-raised funds [1] - The National Integrated Circuit Industry Investment Fund II, a related party, holds a 6.7568% stake in Niu Xin Semiconductor [1] Group 2: Niu Xin Semiconductor Overview - Niu Xin Semiconductor focuses on the research and innovation of high-speed transmission and interconnection technologies [1] - The company aims to address the capacity bottleneck in China's AI era [1] - Niu Xin Semiconductor specializes in high-speed interconnection technology and provides comprehensive solutions driven by IP [1] Group 3: Product and Market Applications - The company has developed core technologies that are independently controllable, with products applied in data centers, AI, smart vehicles, and consumer electronics [1] - Niu Xin Semiconductor serves over 100 customers with its products, which include mid-to-high-end interface IP for mainstream advanced processes like SerDes and DDR [1]

Core Viewpoint - Company Bawei Storage (688525) announced a transaction involving the acquisition of shares in Niu Xin Semiconductor, indicating a strategic investment in the semiconductor sector focused on high-speed interconnect technology [1] Group 1: Transaction Details - Bawei Storage's wholly-owned subsidiary, Hainan Nanbai, plans to acquire 380,066 shares of Niu Xin Semiconductor for 20 million yuan, representing 0.8446% of the total share capital [1] - The transaction involves related parties, as the actual controller and major shareholder, Sun Chengsi's mother, Xu Linxian, will also invest 20 million yuan for the same percentage of shares [1] Group 2: Company Focus and Technology - Niu Xin Semiconductor specializes in the research and development of high-speed interconnect technology and provides comprehensive solutions driven by intellectual property (IP) [1] - The company utilizes core technologies that are self-controlled and is involved in advanced process layouts for SerDes, DDR, and other high-end interface IPs, with applications in data centers, AI, smart vehicles, and consumer electronics [1]