[Data at a Glance] Five institutions trade Guangxun Technology; Tier-1 speculative funds and quantitative capital concentrate on HU Silicon Industry

① Accelink Technologies surged to its daily trading limit at the close, reaching a new all-time high, with three institutional investors selling a combined RMB 335 million worth of shares, while one institution bought RMB 400.8 million. ② HU Silicon Industry, a popular semiconductor silicon wafer stock, hit a 20% trading limit up today, with two speculative funds purchasing RMB 1.24 billion and RMB 1.2 billion respectively, and one quantitative fund buying RMB 1.06 billion; meanwhile, three quantitative funds collectively sold RMB 4.72 billion.

cls.cn17:49

Jiangfeng Electronics' flat panel display target material integration advances further: Master framework agreement signed, Fengke Jingcheng's equity structure emerges | Express Announcement

① The company announced that it has signed the 'Master Framework Agreement' with ULVAC Japan, ULVAC China, and others; ② All parties will promote the integration of the flat panel display target materials business within Jiangfeng Electronics and the ULVAC system; ③ After the capital increase and share expansion of Fengke Jingcheng, its shareholders will include Fengke Xinchuang, Jiangfeng Electronics, ULVAC Japan, and others.

cls.cnMay 18 20:58

In the post-Moore's Law era, glass substrates may usher in a new round of 'material revolution.'

Western Securities stated that the peak of Moore's Law is approaching, and the demand for AI computing power is driving a generational leap in packaging materials. Glass-based substrates centered on Through-Glass Vias (TGV) are accelerating the replacement of traditional silicon and organic substrates due to advantages such as low signal loss, adjustable thermal expansion, and controllable costs. Intel, Samsung, and Taiwan Semiconductor are collectively investing in this technology. The global TGV market size is expected to reach nearly USD 8 billion by 2028, with penetration further increasing to 50% by 2030.

wallstreetcnMay 18 15:06

The three major A-share indices fluctuated and declined, while the memory chip sector surged. Both the Hang Seng Index and the Hang Seng Tech Index fell by more than 1%, but the semiconductor sector rose against the trend.

GigaDevice, Biwin Storage, and Dapu Micro-UW surged in tandem. GigaDevice, the leading company in the memory chip sector, hit the daily price limit during trading, with its share price reaching a new all-time high. The trading volume exceeded 13 billion yuan, and the total market capitalization of its A+H shares surpassed 290 billion yuan. The CPO concept remained highly active, with HG Tech rebounding to close at the daily limit. Lianxun Instruments rose more than 9%, also setting a new record high. HuiLv Ecology, Accelink Technologies, Anfu Technology, and Shenke Da followed the upward trend.

wallstreetcnMay 18 11:03

The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.

① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.

cls.cnMay 18 07:07

The 'Token Factory' begins practical implementation: operators launch procurement worth tens of billions, and major companies accelerate their positioning.

① Ningxia Branch of China Telecom released the centralized procurement project for the "Token Factory" generation capability service, marking the first large-scale procurement project named after the Token Factory among the three major telecom operators, valued at the billion-dollar level. ② The Token Factory is considered "the business model with the fastest short-term growth for model vendors and the most certain commercialization potential in its early stages." ③ Baidu recently announced that Baidu Intelligent Cloud will upgrade its "MaaS Model Service" to the "Token Factory."

cls.cnMay 16 13:42