Core Viewpoint - Taiwan's Ministry of Economic Affairs has updated its export control "entity list," adding 213 overseas entities, including high-tech firms from various countries, such as Russia, Iraq, Iran, and mainland China, reflecting a shift towards more stringent export controls in response to international technology regulation changes [1][2]. Group 1: Export Control Updates - The updated entity list now includes over 11,200 entities and individuals, with a notable increase in the frequency of updates, moving from several months to almost every few months since 2025 [2]. - Companies in Taiwan must apply for export licenses to send strategic high-tech goods to listed entities, with customs enforcing strict border controls against unauthorized exports [2]. Group 2: Inclusion of Chinese Entities - The latest update includes 32 entities from mainland China and Hong Kong, categorized into sectors such as semiconductors, electronic components, and logistics [5][8]. - Specific companies listed include Fudan Microelectronics and various others involved in semiconductor and electronic component manufacturing [6][12]. Group 3: Reactions and Implications - The Chinese government has criticized Taiwan's actions, asserting that such technology blockades will not hinder mainland technological innovation and will ultimately harm Taiwan's own economic competitiveness [3].

Group 1 - The core point of the article is that Fudan Microelectronics has disclosed the total number of A-share shareholders as of December 10, 2025, which is 24,636 households [2] Group 2 - The information was provided in response to investor inquiries on the company's interactive platform [2]

Core Viewpoint - Fudan Microelectronics emphasizes its FPGA series products as a key profit source and is focused on expanding its market applications in both high-reliability and industrial-grade sectors [2] Group 1: Product Development - The company has established an FPGA development platform to rapidly create a range of products, including FPGA, RF-FPGA, PSoC, RFSoC, and FPAI, which have received positive feedback from customers [2] Group 2: Market Strategy - Fudan Microelectronics aims to consolidate and expand its sales in high-reliability applications while actively exploring industrial-grade FPGA applications [2] - The company is committed to advancing sales efforts in industrial control and communication sectors, which are considered non-high-reliability markets [2]

Core Viewpoint - Fudan Microelectronics is a leading technology company in the domestic high-end FPGA market, emphasizing the advantages of FPGA in various applications [2] Group 1: FPGA Technology - FPGA is a hardware-reconfigurable integrated circuit chip known for its high flexibility, high parallelism, and low latency [2] - FPGA is considered an ideal solution in fields with frequent iteration upgrade cycles or deterministic low-latency requirements, such as wired and wireless communications, low Earth orbit satellite communications, video imaging, industrial control, artificial intelligence, and high-reliability special applications [2]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, attributed to positive market conditions in the storage sector and anticipated price hikes in NAND flash memory [1] Group 1: Market Trends - Kingston's SSD business manager indicated that NAND flash memory shortages will intensify in the next 30 days, leading to further increases in SSD prices [1] - Everbright Securities reports a favorable demand outlook in the storage and high-reliability sectors, benefiting non-volatile memory products from rising storage prices [1] Group 2: Company Performance - The smart meter business is expected to benefit from the company's competitive advantages and increased shipment volumes, particularly in automotive body control areas [1] - First Shanghai's recent report highlights that the company's 28nm FPGA products, launched six years ago, are set to see revenue contributions from the next-generation 1xnm FinFET FPGA products starting in 2026, with market share expansion anticipated next year [1] Group 3: Financial Projections - The programmable chip (PSoC) products based on 1xnm FinFET technology have extensive applications in high-reliability and industrial control sectors, currently accounting for 25% of FPGA business revenue [1] - For the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

Core Viewpoint - The stock of Shanghai Fudan (01385) has seen a significant increase, rising over 8% in the afternoon trading session, driven by positive market sentiment regarding the demand for storage solutions and the anticipated price increases in NAND flash memory [1] Group 1: Market Trends - Kingston's data center SSD business manager indicated that a shortage of NAND flash memory is expected to worsen in the next 30 days, leading to further increases in SSD prices [1] - According to Everbright Securities, the demand in the storage and high-reliability sectors is improving, benefiting non-volatile memory products from the rising storage prices [1] Group 2: Company Developments - The smart meter business of the company is expected to benefit from its competitive advantages and increased shipment volumes, particularly in automotive body control and automotive-grade MCU shipments [1] - First Shanghai's recent report highlighted that the company's 28nm FPGA products have been in the market for six years since their development in 2018, with the next-generation 1xnm FinFET FPGA products expected to start generating revenue in 2026 [1] - The programmable system-on-chip (PSoC) products based on 1xnm FinFET technology are widely used in high-reliability and industrial control fields, currently accounting for 25% of the FPGA business revenue [1] - Looking ahead to the fiscal year 2025, the company's FPGA business revenue is projected to grow by 38.6% year-on-year, reaching 1.47 billion yuan [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因公告全部或任何部份內容而 產生或因倚賴該等內容而引致之任何損失承擔任何責任。 上海復旦微電子集團股份有限公司 Shanghai Fudan Microelectronics Group Company Limited* (在 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ) (股 份 編 號: 1385) 海外監管公告 本公告乃上海復旦微電子集團股份有限公司（「本公司」）根據香港聯合交易所有限公司 證券上市規則第 13.10B 條的規定刊發。 茲載列本公司於上海證券交易所網站刊發的《關於募集資金專戶銷戶完成的公告》，僅 供參閱。 承董事會命 上 海 復 旦 微 電 子 集 團 股 份 有 限 公 司 董事長 張衛先生 中國，上海，2025 年 12 月 17 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 於本公告日期，本公司之執行董事為張衛先生及沈磊先生； 非執行 ...

上海复旦微电子集团股份有限公司 关于募集资金专户销户完成的公告 | A 股证券代码：688385 | 证券简称：复旦微电 公告编号：2025-058 | | --- | --- | | 港股证券代码：01385 | 证券简称：上海复旦 | 如下： | 序号 | 账户名称 | 开户银行名称 | 银行账号 | 账户状态 | | --- | --- | --- | --- | --- | | 1 | 上海复旦微电子集团 | 中信银行股份有限公司 | 8110201013101347264 | 已注销 | | | 股份有限公司 | 上海大柏树支行 | | （注） | | 2 | 上海复旦微电子集团 | 招商银行股份有限公司 | 021900241710710 | 已注销 | | | 股份有限公司 | 上海南西支行 | | （注） | | 3 | 上海复旦微电子集团 | 中国光大银行股份有限公司 | 36510188001350286 | 本次注销 | | | 股份有限公司 | 上海分行 | | | 注：已注销账户情况，详见公司于 2024 年 1 月 23 日披露的《关于部分募集资 金专户销户完成的公告》（编号：20 ...

A 股证券代码：688385 证券简称：复旦微电 公告编号：2025- 058 港股证券代码：01385 证券简称：上海复旦 上海复旦微电子集团股份有限公司 关于募集资金专户销户完成的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 上海复旦微电子集团股份有限公司（以下简称"公司"或"复旦微电"）首 次公开发行股票募集资金按照相关法律、法规、规范性文件的规定在银行开立 了募集资金专项账户。鉴于公司首次公开发行股票募集资金投资项目已经结项 并将节余募集资金永久补充流动资金，近日，公司办理完成了募集资金专项账 户的注销手续，具体情况如下： 为规范公司募集资金管理和使用，保护投资者权益，募集资金到账后，已 全部存放于募集资金专项账户内，本公司已与保荐机构中信建投证券股份有限 公司及存放募集资金的商业银行签订了《募集资金专户存储三方监管协议》。 《募集资金专户存储三方监管协议》对发行人、保荐机构及存放募集资金的商 业银行的相关责任和义务进行了详细约定。募集资金专项账户开立和存储情况 如下： | 序号 | 账户名称 | 开户银行 ...

Group 1 - The Hong Kong stock chip industry chain is experiencing a downturn, with significant declines in stocks such as Hua Hong Semiconductor, InnoCare, and SMIC, indicating a challenging market environment for chip-related companies [1][3] - The first Hong Kong ETF focusing on the chip industry (159131) has seen a drop of 2.88% in its market price, with a trading volume exceeding 420 million yuan, suggesting increased market activity despite the overall decline [1][3] - The ETF is structured with a focus on 70% hardware and 30% software, heavily weighted towards semiconductor and electronic companies, with notable holdings in SMIC and Xiaomi, which may provide targeted exposure to the AI technology sector [3] Group 2 - Tianfeng Securities remains optimistic about the investment opportunities in the computing power industry chain, highlighting the strong demand for AI-related services and products, particularly in overseas markets [2] - The domestic computing power sector is expected to grow, driven by investments from major companies like Alibaba and ByteDance in AI technologies, indicating a positive outlook for the AI industry and its related supply chains [2] - The year 2025 is anticipated to be a pivotal year for AI infrastructure development in China, with ongoing advancements in both Chinese and American AI sectors, suggesting a robust future for AI applications [2]