据产业链消息，另一家半导体公司国科微也对客户发出涨价函，国科微宣布自1月起对合封512Mb的 KGD（已知合格芯片）产品涨价40%，对合封1Gb的KGD产品涨价60%，对合封2Gb的KGD涨价80%， 对外挂DDR的产品价格另行通知。 本轮存储芯片价格上扬主要源于人工智能服务器需求的持续爆发。由于AI服务器对高性能存储芯片的 消耗量激增，导致传统消费电子、工业控制等领域的芯片供应出现结构性短缺。这种供需失衡现象在存 储原厂的产能分配策略下进一步加剧，部分厂商将更多产能转向高利润的服务器市场。 智通财经获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产品将 不同程度涨价。中微半导发布的涨价通知函显示，受当前全行业芯片供应紧张、成本上升等因素的影 响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前严 峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Norflash等产品进行价格调 整，涨价幅度15%~50%。若后续成本再次发生大幅变动，价格也将跟进调整。 TrendForce的数据显示，第四季度DDR5 DRAM 芯片的价格 ...

野村证券认为，这一轮始于2025年下半年的存储超级周期至少延续至2027年，并且真正有意义的新增供 给最早要到2028年初期才会出现。野村分析师团队表示，投资者们在2026年应继续超配存储龙头，把存 储芯片价格—利润—估值三击作为2026年存储投资主线，而不是仅把存储当HBM单一题材，该机构预 计三大存储芯片公司(三星电子、SK海力士、美光科技)盈利将创历史新高。 相关概念股： 智通财经APP获悉，1月27日，中微半导、国科微2家半导体公司相继发出涨价函，公司旗下部分芯片产 品将不同程度涨价。中微半导发布的涨价通知函显示，受当前全行业芯片供应紧张、成本上升等因素的 影响，封装成品交付周期变长，成本较此前大幅度增加，框架、封测费用等成本也持续上涨。鉴于当前 严峻的供需形势以及巨大的成本压力，经过慎重研究，决定于即日起对MCU、Norflash等产品进行价格 调整，涨价幅度15%~50%。若后续成本再次发生大幅变动，价格也将跟进调整。 据产业链消息，另一家半导体公司国科微也对客户发出涨价函，国科微宣布自1月起对合封512Mb的 KGD（已知合格芯片）产品涨价40%，对合封1Gb的KGD产品涨价60%，对合封2Gb ...

Group 1 - Company Zhongwei Semiconductor (中微半导) announced a price increase of 15% to 50% for products such as MCU and Nor flash due to severe supply-demand conditions and significant cost pressures [1][4] - The price adjustment is influenced by industry-wide chip supply tightness, increased costs, and longer delivery cycles for packaged products [4][5] - Zhongwei Semiconductor expects a net profit of approximately 284 million yuan for 2025, representing a year-on-year increase of about 107.55% [5] Group 2 - Company Guokewi (国科微) has also issued a price increase notice, raising prices for KGD products by 40% to 80% depending on the specifications [6][8] - Guokewi anticipates a net loss of 18 to 25 million yuan for 2025, primarily due to not adjusting product prices in response to rising raw material costs [8] - As of January 27, Guokewi's stock price was 144 yuan per share, with a market capitalization of 31.3 billion yuan [11]

Group 1 - Two semiconductor companies, Zhongwei Semiconductor and Guokewi, announced price increases for their chips due to severe supply-demand conditions and rising costs [1][3] - Zhongwei Semiconductor will raise prices for MCU and Nor flash products by 15% to 50%, citing longer delivery cycles and increased costs for packaging and testing [1][3] - Guokewi has issued a price increase of 40% for 512Mb KGD products, 60% for 1Gb KGD products, and 80% for 2Gb KGD products, with further adjustments to be announced for other products [5][7] Group 2 - Zhongwei Semiconductor expects a net profit of approximately 284 million yuan for 2025, representing a year-on-year increase of about 107.55% [3] - Guokewi anticipates a net loss of 18 million to 25 million yuan for 2025, primarily due to not adjusting product prices in response to rising raw material costs [7] - As of January 27, Zhongwei Semiconductor's stock price was 45.71 yuan per share, with a market capitalization of 18.3 billion yuan, while Guokewi's stock price was 144 yuan per share, with a market capitalization of 31.3 billion yuan [3][7]

Group 1: Semiconductor Industry - The semiconductor industry is currently facing systemic cost pressures, with companies like Zhongwei Semiconductor and Guoke Micro announcing price increases of 15%-50% for products such as MCU and Norflash due to supply chain constraints and rising costs [1][2] - The packaging and testing costs have significantly increased, particularly for standard products like MCU and Norflash, leading to longer delivery cycles and greater operational pressure on companies [2] - The demand for DRAM and NAND Flash from major manufacturers is driving up orders for storage testing companies, with price increases of up to 30% expected as capacity utilization approaches full load [2] Group 2: Natural Gas Market - A severe winter storm has caused natural gas prices in the U.S. to surge, with Henry Hub futures reaching $7.43 per million British thermal units, a 140% increase since January 16 [3] - Spot prices in the northeastern U.S. have skyrocketed to between $50 and $150 per million British thermal units due to the storm, which has resulted in significant fatalities [3] - Short-term oil prices are under pressure from tariff policies and OPEC+ production increases, but geopolitical risks and global demand resilience may support oil price stability [3] Group 3: Artificial Intelligence - DeepSeek has launched a new document recognition model, DeepSeek-OCR2, which features a self-developed visual encoder that enhances semantic understanding [4] - The AI application landscape is expected to accelerate significantly by late 2025 to early 2026, with major tech companies making strategic moves in the AI space [4] - The upcoming release of DeepSeek's V4 model is anticipated to create competitive pressure on overseas closed model vendors, potentially reshaping the global AI market [5] Group 4: Brain-Computer Interface - The Brain-Computer Interface (BCI) industry is transitioning from laboratory research to clinical and consumer applications, with significant policy support and technological advancements driving this shift [5] - The BCI has been included in China's "14th Five-Year Plan" as a key development area, with independent billing projects set to be established by 2025 [5] - Non-invasive BCI technologies are already in mass production for rehabilitation and focus training, with companies like Neuralink planning to scale production of BCI devices [5] Group 5: Macro and Industry News - China Aviation Engine Corporation has outlined its strategic tasks for the "14th Five-Year Plan," focusing on accelerating the development of aviation engines and achieving technological self-reliance [6] - A major green hydrogen project in Inner Mongolia has undergone a significant capacity increase, now featuring 308 alkaline electrolysis cells and 152 PEM devices [7] - The National Energy Administration has established several standardization technical committees related to the hydrogen energy sector [7]

Group 1 - The semiconductor industry is experiencing significant price increases due to supply chain constraints and rising costs, with companies like Zhongwei Semiconductor and Guokewai announcing price hikes of 15%-50% for various products [1] - Guokewai has specifically raised prices for KGD products by 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb, indicating a severe supply-demand imbalance [1] - Donghai Securities predicts substantial growth in domestic A-share companies' performance by 2025, driven by the AI wave and recovery in electronic industry demand, alongside rising storage chip prices [1] Group 2 - Ruixin Micro focuses on the design, research, and sales of smart application processors SoC and related chips [2] - Xingchen Technology leads the global market in security visual AI SoC chips while actively expanding into the smart automotive sector [2]

国科微还表示，对于第二季度的价格涨幅，公司会根据第二季度KGD的涨幅进行调整，具体执行策略 另行通知。 互动易显示，国科微在1月初回复投资者时表示，AI时代下，多模态应用与企业级存储需求呈现爆发式 增长成为存储市场价格上涨的主要原因之一。相关报道显示，存储芯片的涨价风暴可能影响整个芯片品 类和电子产品制造链。 公司在日常经营中充分考虑市场需求、原材料成本周期、在手订单及库存等多 种因素，综合运用产能合作、提前备货、锁价等方式降本增效，并根据市场情况制定、调整价格策略， 及时满足下游客户需求，保障公司及股东利益。 同时，公司也正规划SoC平台DDR适配提速工作。 记者从产业链了解到，既存储芯片大幅涨价后，已有模拟芯片公司开始对部分产品进行涨价。 继存储芯片接连涨价后，芯片涨价的公司、品类都在扩容。 1月27日晚间，中微半导在官方微信号发布了涨价函，表示鉴于当前严峻的供需形势以及巨大的成本压 力，经过慎重研究，决定于即日起对MCU、Nor flash等产品进行价格调整，涨价幅度为15%至50%。 对于涨价原因，中微半导表示，受当前全行业芯片供应紧张、成本上升等因素的影响，封装成品交付周 期变长，成本较此前大幅度增 ...

Market Overview - Major indices showed mixed performance with the STAR 50 up by 1.51%, ChiNext Index up by 0.71%, Shanghai Composite Index up by 0.18%, Shenzhen Component Index up by 0.09%, and North Exchange 50 down by 0.05% [1] - TMT sector led the gains with SW discrete devices up by 5.70%, SW analog chip design up by 3.60%, and SW integrated circuit packaging and testing up by 3.59% [1] - TMT sector faced declines with SW security equipment down by 1.11%, SW other computer equipment down by 1.07%, and SW education publishing down by 1.03% [1] Domestic News - Lanke Technology announced the launch of high-performance active electrical cable solutions based on PCIe 6.x/CXL 3.x standards, aimed at supporting data centers transitioning from single-rack to multi-rack architectures [2] - The Chinese semiconductor market is projected to grow by 31.26% by Q4 2026, reaching a market size of $546.5 billion [2] - Guokewai announced price adjustments for its solid-state storage chips and SSD controllers, with increases ranging from 20% to 80%, particularly for enterprise-grade SSDs and high-end DDR products [2] - Hefei Guoxian's 8.6-generation AMOLED production line project is 65% complete, with cleanroom delivery expected in Q2 this year [2] Overseas News - Micron has begun construction on an advanced wafer manufacturing facility in Singapore, planning to invest approximately $24 billion over 10 years, with production expected to start in the second half of 2028 [2] - Counterpoint Research forecasts that global shipments of AI server-specific ASICs will triple by 2027 compared to 2024, driven by strong demand for Google's TPU infrastructure and AWS Trainium clusters [2] - Microsoft launched the new AI accelerator, Microsoft Azure Maia 200, with a peak FP4 computing power of 10 petaflops, three times that of Amazon's Trainium3 [2] - The U.S. Patent and Trademark Office rejected Yangtze Memory Technologies Co.'s request to invalidate two core patents of Micron related to 3D NAND flash memory manufacturing processes [2] AI Insights - DeepSeek released OCR 2, utilizing an innovative DeepEncoder V2 method to dynamically adjust visual token distribution based on image content [3] - Vidu launched the world's first video generation model supporting "everything can be referenced," allowing users to replicate effects and edit videos with ease [3] - Kimi released the open-source K2.5 model, achieving state-of-the-art performance in various benchmarks and supporting multi-modal inputs [3] - Alibaba introduced the Qwen3-Max-Thinking model, with over 1 trillion parameters and significant improvements across multiple dimensions, comparable to leading models like GPT-5.2-Thinking [3] Industry Tracking - Guoxing Aerospace disclosed plans for the world's first space computing network serving silicon-based intelligences, aiming to establish a comprehensive computing infrastructure by 2035 [4] - The "Stone Worker Zhuoling" ultrasonic Lamb wave scanning imaging logging instrument has been successfully applied in major oil fields, enhancing wellbore integrity diagnostics [4] - China's machine tool exports surged by 18% year-on-year, capturing a 21.6% global market share, surpassing Germany for the first time [4] - Zhejiang Renxing completed a 450 million yuan Pre-A round financing for its humanoid robots, which are already deployed in leading companies across various sectors [4] Earnings Updates - Gallen Electronics expects 2025 revenue of approximately 487 million yuan, a year-on-year increase of 16.21%, with a projected net profit of 36 million yuan [5] - Lante Optical anticipates a net profit of 375 to 400 million yuan for 2025, representing a year-on-year growth of 70.04% to 81.38% [5] - Nanya New Materials forecasts a net profit of 220 to 260 million yuan for 2025, a significant increase of 337.20% to 416.69% year-on-year [5] - Shijia Photon expects 2025 revenue to reach 2.129 billion yuan, a year-on-year growth of approximately 98.13%, with a projected net profit of 342 million yuan [5]

Core Viewpoint - Two semiconductor companies, Zhongwei Semiconductor and Guoke Micro, have announced price increases for their chip products due to industry-wide supply shortages and rising costs, with price adjustments ranging from 15% to 80% depending on the product type [2][3]. Group 1: Zhongwei Semiconductor - Zhongwei Semiconductor has issued a price adjustment notice indicating that the delivery cycle for packaged products has lengthened and costs have significantly increased due to supply chain pressures and rising costs [2]. - The company specializes in microcontroller (MCU) development and design, focusing on providing high-performance, low-power, and highly integrated chip products and system solutions for various smart terminal devices [2]. Group 2: Guoke Micro - Guoke Micro has also announced price increases for its KGD (Known Good Die) products, with price hikes of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products, effective from January [2]. - The company is dedicated to the development of large-scale integrated circuits and solutions in fields such as smart ultra-high definition, smart vision, artificial intelligence, and automotive electronics [3].

Group 1 - The core point of the news is that two semiconductor companies, Zhongwei Semiconductor and Guoke Micro, have announced price increases for their chip products due to supply chain pressures and rising costs [1] - Zhongwei Semiconductor has issued a price adjustment notice indicating that prices for MCU and Norflash products will increase by 15% to 50% effective immediately, citing longer delivery cycles and increased costs [1] - Guoke Micro has also announced significant price hikes for its KGD products, with increases of 40% for 512Mb, 60% for 1Gb, and 80% for 2Gb products starting in January [1] Group 2 - Zhongwei Semiconductor is a leading provider of intelligent control solutions in China, focusing on the research and design of microcontrollers (MCUs) and offering high-performance, low-power, and highly integrated chip products for various smart terminal devices [1] - Guoke Micro is dedicated to the development of large-scale integrated circuits and solutions in fields such as smart ultra-high definition, smart vision, artificial intelligence, and automotive electronics, with a range of proprietary chips including live satellite HD chips and AI vision processing chips [2]