Sunscreen was acquired by Fhenix, and the team will continue to advance FHE technology.
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Fhenix acquires FHE infrastructure company Sunscreen, whose founder will become head of research.
According to Foresight News , Fhenix, a fully homomorphic encryption (FHE) Layer 2 project, has announced the completion of its acquisition of FHE infrastructure company Sunscreen. The specific acquisition amount was not disclosed. Sunscreen founder Ravital Solomon has joined Fhenix as Head of Research. Fhenix stated that this acquisition is expected to enhance its research and development capabilities in the field of on-chain privacy computing. Sunscreen focuses on applying fully homomorphic encryption technology to the blockchain field. It is one of the early explorers in this field and has also developed relatively advanced compiler technology in the ecosystem, aiming to lower the barrier to entry for developers to use cryptographic computing.
Advanced Silicon Technology: Acquires 60% Stake in Anhui Jinglong Semiconductor
Mars Finance reported on July 6th that GRINM Advanced Silicon Technology Co., Ltd. (688432.SH) announced that it has acquired a 60% stake in Anhui Jinglong Semiconductor Technology Co., Ltd. through a public bidding process, with a transaction amount of 451 million yuan. The company has paid a deposit of 135 million yuan and signed a "Property Transaction Contract" with the transferor. The remaining 315 million yuan has been paid. After the acquisition, Jinglong Semiconductor will become a controlling subsidiary of the company and will be included in its consolidated financial statements. (Company Announcement)
Linkage Technology: First-half net profit expected to increase by 73%-139% year-on-year; semiconductor testing equipment industry continues to enjoy upward momentum; company has ample order backlog.
According to Mars Finance, LianDong Technology (301369.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 21 million and RMB 29 million, representing a year-on-year increase of 73.39%-139.44%. The performance change is mainly attributed to strong demand from downstream application areas such as AI, high-performance computing, and new energy vehicles, leading to a continued upward trend in the semiconductor testing equipment industry. The company seized the strategic window of domestic substitution for semiconductor testing equipment, leveraging its technological accumulation and brand advantages to vigorously expand the market. During the reporting period, the company had a sufficient order backlog, achieving steady growth in operating performance. Note: The company's Q2 net profit is expected to be between RMB 18 million and RMB 26 million, compared to RMB 3 million in Q1. Based on this, Q2 net profit is expected to increase by 415%-649% quarter-on-quarter. (Cailian Press)
Optical Technology: Net profit is expected to increase by 170%-190% year-on-year in the first half of the year, driven by continued growth in market demand for high-speed optical modules and optical devices.
According to Mars Finance, Guangku Technology (300620.SZ) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 140 million and RMB 150 million, representing a year-on-year increase of 170%-190%. During the reporting period, benefiting from accelerated global investment in AI computing infrastructure and data center construction, the market demand for high-speed optical modules and optical devices continued to grow. At the same time, the company adhered to technological innovation, continuously launched new products, and actively expanded its domestic and international customer base, resulting in steady revenue growth. The significant year-on-year increase in net profit attributable to shareholders of the listed company was mainly due to the effective boost to profits from increased revenue. Furthermore, with the expansion of production and sales scale, economies of scale became apparent, and the company continued to promote cost reduction and efficiency improvement, comprehensively enhancing its overall profitability. Note: The company's Q2 net profit is expected to be between RMB 95 million and RMB 106 million, and Q1 net profit was RMB 45 million. Based on this, Q2 net profit is expected to increase by 113%-136% quarter-on-quarter. (Cailian Press)
Advanced packaging concept stocks rebounded after fluctuations; Huatian Technology surged to its daily limit.
Mars Finance reports that advanced packaging concept stocks rebounded after a period of fluctuation, with Huatian Technology hitting the daily limit, followed by gains in Dagang Shares, Yongxi Electronics, Changjiang Electronics Technology, Tongfu Microelectronics, Shenzhen Technology, and Jingfang Technology. In related news, He Tingbo, head of Huawei's semiconductor division, released version V2 of "Time Miniaturization Theory for Multi-Level Electronic Systems" ("Tao's Law") on July 3rd, clarifying five key technologies for implementation: LogicFolding unit-level 3D stacking, hybrid bonding, TSV, unified bus, and Hi-ONE optical engine. (Cailian Press)
Hangjin Technology: Net profit for the first half of the year is expected to increase by 191%-308% year-on-year; the intelligent computing power sector continues to perform well and has become the main source of profit.
According to Mars Finance, Hangjin Technology (2024111120230) announced that it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between 40 million and 56 million yuan, representing a year-on-year increase of 191.45% to 308.03%. The performance change is mainly due to the continued positive development of the intelligent computing power segment, which has become the main source of profit, with an estimated profit of 137 million to 153 million yuan; the chemical segment is affected by declining sales prices, and is expected to incur a loss of 85 million to 100 million yuan. Note: The company's Q2 net profit is expected to be between 24 million and 40 million yuan, and Q1 net profit is 16 million yuan. Based on this, Q2 net profit is expected to change by 47% to 146% quarter-on-quarter. (Cailian Press)