芯耀计划

• Enflame Technology: What Makes It Different?

  It closed at 397 yuan, up 179%, with a market capitalization of 170.8 billion yuan. Enflame Technology, which landed on the STAR Market on September 11, brought the capitalization of the "four little

  史德志

  624

  09/09 15:07

  芯耀计划

  
• Geehy Powers Multi-Sector Upgrades

  Today, humanoid robots are rapidly transitioning from prototyping to mass production, while data centers—driven by soaring compute density—are placing increasing demands on the synergy between high-ef

  史德志

  1032

  08/12 17:41

  芯耀计划

  
• 适配新质生产力，极海半导体赋能多赛道国产化升级

  如今，人形机器人加速从样机走向量产，数据中心正伴随算力密度攀升持续拉高对高效供电与液冷散热的协同需求，光储充一体化电站也逐步成为新型能源基础设施的标配。这些场景对实时控制精度、电源转换效率、热管理能力以及功能安全等级提出了更高要求，推动高端MCU、实时控制DSP与高精度传感芯片进入放量周期。 过去，高端MCU、实时控制DSP、高精度编码器芯片等核心器件长期被欧美日厂商把持；近年来，在“十五五”高端

  史德志

  2575

  08/11 10:45

  芯耀计划

  
• Hidden Risks in Google’s Q2 2026 Earnings Report

  After U.S. market hours on July 22, Alphabet, Google’s parent company, released its financial results for the second quarter of 2026. On paper, the figures delivered an exceptionally stellar performan

  史德志

  1679

  07/23 11:13

  芯耀计划

  
• Oracle FY26 Earnings: Growth & FCF Risks

  After U.S. markets closed on June 10, 2026, Oracle released its financial results for the fourth fiscal quarter (ending May 31, 2026) and the full 2026 fiscal year. The earnings report sent shockwaves

  史德志

  714

  06/15 09:55

  芯耀计划

  
• 国产分立器件出海样本：MDD辰达半导体十八年进阶之路

  日本富士经济发布报告显示，2025年全球功率半导体市场规模将达到37550亿日元，预计至2035年增至73495亿日元，十年间接近翻倍。第三代功率半导体（碳化硅、氮化镓）增速迅猛，预计从2025年的5368亿日元增长至2035年的25077亿日元，年均复合增长率超过16%。国内市场方面，尽管基础品类价格战激烈，但士兰微、比亚迪半导体等中国企业逐渐进入全球功率器件Top10榜单，显示出国产厂商在高端领域的崛起。

  夏珍

  3846

  06/03 10:12

  与非观察 第三代半导体

  
• Xiaomi Earnings: Profit Halved

  Xiaomi Group released its financial report for the first quarter of 2026. The company recorded total revenue of 99.142 billion yuan, a year-on-year decrease of 10.9%. Net profit stood at 4.735 billion

  史德志

  4103

  05/27 11:32

  芯耀计划

  
• NVIDIA Q1 Revenue Surges Over 85%

  On May 20, 2026, Eastern Time, NVIDIA released its financial results for the first quarter of fiscal year 2027 (the quarter ended April 26, 2026, calendar year) after the market close. First-quarter r

  史德志

  1406

  05/21 13:52

  芯耀计划

  
• Lightelligence surges 380% on listing debut

  April 28, "Global First AI Optical Computing Stock" Lightelligence Surged Over 380% on HKEX Debut! Two Major Product Lines: Photonic Computing and Photonic Networking As a world-leading provider of hy

  史德志

  1882

  04/28 14:37

  芯耀计划

  
• Teardown: Inovance H2U-0008ERN Expansion Module

  In industrial control systems, the PLC is often referred to as the industrial brain. As a leading enterprise in the domestic industrial automation field, Inovance Technology’s H2U series PLC is widely

  曹顺程

  1288

  04/24 16:49

  FPGA 拆解

  
• 134% Crash: Are Rising Memory Costs Crushing Lens?

  Shocking Earnings Collapse! On April 16, Lens Technology’s Q1 2026 financial report was officially released, delivering a "disastrous" performance that shattered market expectations. Earnings Meltdown

  史德志

  2794

  04/16 11:23

  芯耀计划

  
• Jadard Q1 2026 Net Profit Plummets 34.76%

  On April 9, Jadard released its 2025 Annual Report alongside its Q1 2026 Performance Report. Data reveals a sharp contraction in first-quarter earnings, sparking market concern. While the company main

  史德志

  5636

  04/09 11:24

  芯耀计划 DDIC

  
• Audi headlight driver board teardown

  In the automotive industry, Audi is renowned as the "lamp manufacturer." This reputation comes not only from the futuristic and avant-garde design of its headlights but also from the extreme complexit

  曹顺程

  989

  04/03 15:22

  拆解 MCU

  
• BMW Headlight Driver Board Teardown

  From traditional halogen lamps and xenon lamps to today's LED matrix headlights, lighting technology is not only crucial for nighttime driving safety but has also become an important perception and ex

  曹顺程

  930

  03/20 09:09

  拆解 MCU

  
• Meta’s Computing "Blitz"

  On March 11, 2026, Meta officially announced the upcoming release of four new self-developed AI chips in its MTIA (Meta Training and Inference Accelerator) series over the next two years. This roadmap

  史德志

  1440

  03/12 11:15

  芯耀计划

  
• Xiaomi YU7 LED Driver Module Teardown

  In today's increasingly fierce "involution" of the new energy vehicle market, car lights have long transcended their mere lighting function to become a core carrier showcasing a brand's technological

  曹顺程

  1012

  03/12 11:07

  拆解 MOSFET

  
• Xiaomi YU7 onboard fast-charging module teardown

  As Xiaomi Auto's first SUV model, the Xiaomi YU7 has garnered significant attention for its outstanding intelligent configurations and rich in-vehicle ecosystem experience. We wonder how many of our r

  曹顺程

  1343

  02/28 11:36

  拆解 MOSFET

  
• 日本电视，集体交棒中国

  松下与创维签订全面合作协议，将北美和欧洲市场的电视销售、营销及物流业务移交给创维，标志着日本电视产业集体退潮，选择与中国企业合作。松下退出电视业务的主要原因在于技术路线、产业链转移和运营效率落后。对于创维而言，这是一次借船出海的机会，能够快速进入高端市场并利用松下的品牌认知。

  夏珍

  2399

  02/27 10:55

  与非观察 芯耀计划

  
• NVIDIA’s Epic Earnings vs. Stock Plunge

  On February 25, 2026 (EST), NVIDIA released what can only be described as an "epic" earnings report for the fourth quarter and full fiscal year of 2026. However, despite both revenue and profit crushi

  史德志

  1172

  02/27 10:51

  芯耀计划

  
• OpenAI指控DeepSeek是“搭便车的小偷”

  摘要： 2026年2月，OpenAI与DeepSeek之间的矛盾公开化，源于DeepSeek在2025年初发布的R1模型以其低成本和卓越性能引发的关注。DeepSeek创始人梁文锋曾称赞OpenAI并非全能，其策略转向开源模型权重并提供兼容API，形成对OpenAI的挑战。面对DeepSeek的步步紧逼，OpenAI态度转变，将其视为窃取成果的竞争者，并在国会备忘录中提出指控。DeepSeek则选择低调回应，通过技术文档展示自身原创性。这场竞赛凸显了人工智能领域的知识产权与国家竞争的重要性。

  夏珍

  2213

  02/14 11:34

  AI 与非观察

  

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