On Sept. 22 at its interim results meeting, Aojie Technology chairman Dai Baojia said ASIC orders continued to increase in Q3. The company has pushed 4G mobile SoC market expansion; products are deployed across multiple applications including handset terminals, supporting stable shipment growth. 5G SoC development is ongoing, but customer onboarding still requires multiple rounds of testing and certification.

2026-09-22

On Sept. 22 at its interim results meeting, Aojie Technology chairman Dai Baojia said ASIC orders continued to increase in Q3. The company has pushed 4G mobile SoC market expansion; products are deployed across multiple applications including handset terminals, supporting stable shipment growth. 5G SoC development is ongoing, but customer onboarding still requires multiple rounds of testing and certification.

其他消息
2026-09-22

California attorney general, in connection with the Paramount–Warner Bros. Discovery (WBD.O) transaction, is requiring Paramount to commit at least an additional $300 million per year and to move production operations back to the United States.

2026-09-22

摩根士丹利指出,亞馬遜、Alphabet、微軟、Meta和甲骨文等大型超大規模雲廠商的綜合增量投入資本回報率(ROIIC),預計將在2027年第三季度觸底,降至約23%。根據市場一致預期,該指標在觸底後將穩步回升,到2030年反彈至約35%。 核心含義是: 當前AI數據中心和算力基礎設施的大規模資本開支,可能在未來幾年階段性壓低新增資本的回報效率,但市場一致預期並不認爲這種壓力會長期持續。隨着AI相關投資逐漸轉化爲收入和利潤,超大規模雲廠商的新增資本回報率預計將在2027年後重新改善。