Guangli Microelectronics: Possesses silicon photonics chip design tools and PDK development service capabilities
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Lianyong Microelectronics: Orders for 8-inch heavily doped epitaxial wafers are booming; 12-inch 28nm logic chip silicon wafers have been supplied in batches.
According to Mars Finance, Lianyong Microelectronics (605358.SH) released an investor relations activity record announcement, stating that the company's overall shipment volume remains high, with strong order demand. Among them, orders for 8-inch heavily doped epitaxial wafers are robust. The company's monthly production capacity of 6-inch substrates and polished wafers reaches 750,000 pieces, the vast majority of which are further processed into 6-inch epitaxial wafers for shipment. All substrates required for epitaxial wafer production are supplied by the company itself, achieving complete self-sufficiency and control. In the advanced process field, the Jiaxing base is positioned to supply 12-inch lightly doped polished wafers for 28nm and below advanced processes, and is also developing lightly doped epitaxial wafers, primarily supplying analog and logic chip customers. Currently, it has achieved mass production supply of silicon wafers for 28nm logic chips. (Cailian Press)
US pre-market news highlights: EDA giants focus on AI chip design; SpaceX officially included in the Nasdaq 100 index; Analysts say AI computing power demand is far from peaking.
Mars Finance reports the following key financial news from the US stock market that investors should pay attention to: 1. US stock index futures showed mixed results. Dow Jones futures rose 0.29%, S&P 500 futures fell 0.15%, and Nasdaq 100 futures fell 0.94%. 2. International oil prices rose slightly. WTI crude oil futures rose 0.61% to $68.967 per barrel; Brent crude oil futures rose 0.74% to $72.526 per barrel. 3. International gold and silver spot prices fluctuated narrowly. Spot gold rose 0.03% to $4166.01 per ounce; spot silver fell 0.64% to $61.62 per ounce. 4. European stock indices all fell. The UK FTSE 100 rose 0.47%, the French CAC 40 rose 0.20%, and the German DAX 30 fell 0.63%. 5. EDA giant Synopsys informed more than 10 chip manufacturers, including Samsung Electronics and SK Hynix, in April and May that it would "suspend" some of its wafer fab manufacturing analysis software, shifting resources to the more profitable AI chip design business. 6. SpaceX, owned by Elon Musk, was officially included in the Nasdaq 100 index today, becoming the first company in the index with a space business at its core. JPMorgan Chase estimates its weight in the index at approximately 1.3%. Wall Street generally gave it an "initial bullish" rating, with a target price as high as $800. 7. Google invested over €400 million in Proxima Fusion, a European nuclear fusion "unicorn" company, with the aim of building a commercial fusion power plant by the 2030s. 8. Anthropic announced a 20-year AI data center lease agreement with AI data center operator TeraWulf. The project has a capacity of approximately 401 megawatts and is expected to be operational in the second half of 2027, reaching full capacity in early 2028. 9. A recent report from semiconductor research firm SemiAnalysis indicates that AI computing power demand is far from peaking. The firm predicts that Meta computing power procurement will accelerate, and capital expenditure may increase significantly next year. 10. Walmart and its Sam's Club announced price reductions on thousands of popular summer items and everyday essentials across the United States. 11. Microsoft raised its Microsoft 365 Enterprise subscription fee earlier this month, with increases ranging from 8% to 33%. Personal and Education versions are currently unaffected. (Cailian Press)
Oxmiq raises $35 million to develop chip architecture designed to reduce the cost of AI.
BlockBeats reported on July 1st, citing Reuters, that Oxmiq announced the completion of a $35 million funding round to develop a chip architecture aimed at reducing the cost of artificial intelligence. The company stated that it will use the funds to advance its chip design and system architecture optimized for AI computing, improving computational efficiency and reducing the overall cost of AI training and inference. Typically, the computation in AI systems is handled by the Graphics Processing Unit (GPU) and the Central Processing Unit (CPU). Oxmiq plans to integrate these two components, along with a third component—a tensor engine—into a single chip design. The company stated that its goal is to become "the Arm of the next-generation computing ecosystem." Co-founder Raja Koduri mentioned that Arm provides chip architecture and intellectual property licenses for almost all smartphones worldwide. Oxmiq also plans to develop a "computational texture" architecture, integrating multiple chiplets (modular designs combining multiple dedicated chips into a complete system) and memory into a single package. Click the original link below to join the Beating · Lark AI news channel and monitor global AI hotspots and news 24/7.
HSBC raises target prices for Infineon and STMicroelectronics: Analog chip market recovery and AI demand drive accelerated profit recovery.
According to Mars Finance, HSBC stated in its latest research report that the upward cycle in the analog chip industry is strengthening, with several manufacturers recently initiating or planning a new round of price increases, indicating a stronger-than-expected recovery in demand. The combination of increased sales and price hikes will accelerate the reduction of costs related to underutilization of capacity, driving a recovery in the profit margins and earnings of Infineon and STMicroelectronics. HSBC maintains its "buy" rating on both companies, raising its target price for Infineon from €68 to €107 and its target price for STMicroelectronics from €53 to €84. (Cailian Press)
Apple Unveils Redesigned Siri AI and A20 Pro Chip as CEO John Ternus Makes Debut
The company's first fall keynote under new leadership paired a Gemini-powered Siri overhaul with Apple's first 2-nanometer chip, plus a $1,999 foldable iPhone that won't ship until October.
Jiming Health established a microelectronics company in Shanghai with a registered capital of 10 million yuan.
According to Mars Finance, Tianyancha App shows that Shanghai Jiming Microelectronics Co., Ltd. was established on July 7th, with Tian Yunfei as the legal representative and a registered capital of 10 million RMB. Its business scope includes integrated circuit chip design and services, software development, import and export of goods, and import and export of technology. Shareholder information shows that the company is wholly owned by Jiming Health.