Market Overview - The main board saw significant gains with stocks like Dihua Intelligent (+10.03%), Hengwei Technology (+10.02%), and Zhizhen Technology (+10.00%) leading the rise [1] - The ChiNext board also performed well, with Xiling Information (+20.01%) and Century Tianhong (+13.75%) among the top gainers [1] - The Sci-Tech Innovation board was led by Zhongrun Optics (+9.67%) and Qingyun Technology-U (+7.90%) [1] - Active sub-industries included SW Semiconductor Equipment (+1.60%) and SW General Software (+1.31%) [1] Domestic News - Zunheng Semiconductor's self-developed "Glass-based Large Panel Intelligent Packaging TGV Plating Equipment" has been shortlisted for the 2025 provincial first set of major technical equipment, improving advanced packaging efficiency by 50% compared to traditional equipment [1] - Chip Alliance plans to acquire 72.33% of Chip Alliance Yuezhou for 5.897 billion yuan, a strategic move to enhance capabilities in high-end semiconductor manufacturing [1] - Shijia Photon reported high capacity utilization for Fokexima, which has a flexible expansion plan based on market conditions and customer needs [1] - Microchip Technology collaborates with Delta Electronics to develop silicon carbide power solutions, with the agreement including technical training and early access to product samples [1] Company Announcements - Foxit Software announced a change in core technical personnel, with Meng Qinggong no longer serving in his role but retaining his position in the company [2] - Sanhuan Group expects a net profit of 1.128 billion to 1.333 billion yuan for H1 2025, representing a year-on-year growth of 10%-30% [2] - Qingyun Technology reported a reduction in shareholding by a major shareholder, with a decrease from 5.00% to 4.00% after selling 478,000 shares [2] - Nanwei Software announced a share reduction by shareholder Wu Zhixiong, who sold 2,113,600 shares, accounting for 0.3642% of the total share capital [2] International News - Broadcom launched its next-generation network switch chip, Tomahawk Ultra, designed for high-performance computing and AI clusters [3] - Synopsys completed the acquisition of Ansys, expanding its total addressable market to $31 billion and enhancing system design solutions for various industries [3] - Rapidus announced the trial production of 2nm GAA transistors, showcasing its first 30 cm diameter wafer [3] - NVIDIA is actively working on porting CUDA to the RISC-V architecture to enhance GPU parallel processing capabilities [3]