存储器是数字信息的重要载体，第三方模组厂聚焦广泛细分市场。 存储器是IT基础设施三大核心板块之一，市场规模占集成电路比重 约30%，是数字信息的重要载体。存储产业链从上至下分别为：上游 原厂、主控芯片、封装测试、存储模组与产品供应商。其中，存储 原厂掌握产业链核心技术，推动技术迭代与标准制定，通过规模效 应锁定下游大客户，保证产能的高效利用，由于行业门槛较高，市 场话语权被海外厂商主导；第三方独立模组厂商不具备晶圆生产能 力，其核心价值在于系统集成能力与良好的响应机制，更多聚焦于 消费电子配件、工控、安防、车载电子、渠道分销等细分领域，通 过聚焦长尾市场以满足下游细分客户充分且广泛的定制化需求。

晶圆代工是指专门从事半导体晶圆制造生产，接受其他集成电路（IC）设计公司的委托制造，而不从事设计。晶圆代工是半 导体产业中的重要环节之一。晶圆代工行业产业链上游为半导体材料、设备及相关设计服务供应环节，产业链中游为晶圆代工加工服务环节，产业链下 游为晶圆封装测试环节，以及消费电子、半导体、光伏电池、工业电子等晶圆终端应用领域。晶圆制造工艺大致可分为先进逻辑工艺与特色工艺；按制 程可分为先进制程和成熟制程，14nm 以下的为先进制程，28nm 及以上的为成熟制程。随着制程节点的演进，所需设备的投资额大幅上升，特色工艺 （一般在40nm及以上）每5万片晶圆产能所需设备投资额在二三十亿美元，而先进制程（28nm及以下）所需的投资额至少在40亿美元以上。

Volumetric video is a technology that captures objects or space three-dimensionally (3D) in real time. The object can be static or moving in its actual dimensions and shape, which can be viewed from each angle. This technology also involves the use of 360-degree cameras and motion sensor techniques to capture moving objects, which creates volume recording rather than a flat image or video. In addition, this technology is also used in creating holograms to highlight 3D environments putting together AR projects, creating characters for VFX and games among others.

Video surveillance as a service (VSaaS) is a cloud based solution that provides remote video monitoring, storage, and management for surveillance cameras and systems. VSaaS offers various benefits, including flexibility, scalability, accessibility, and reduced maintenance.

A UAV GCS is a land-based control center that offers the facilities for human control of UAVs. However, this is typically referred to as a Mission Control Center. It may also refer to a system for managing rockets inside or above the atmosphere.

A wearable patch also known as smart patch is attached to the skin with the use of an adhesive. A wearable patch, depending on the application, performs the collection of data, analysis, and recommendations regarding the health and fitness of the individual.

2025年上半年，全球半导体行业在 AI算力需求快速增长、终端智能化加速、汽车电子复苏及国产替代深化的多重驱动下，整体呈现结构性繁荣。Q2 板块营收 1336.61 亿元，归母净利润 106.30 亿元，盈利修复趋势明确。细分板块中，集成电路制造、封测、芯片设计表现突出。持仓维度来看，25Q2 电子整体持仓稳居榜首，超配比例持续提升。电子行业（申万一级）以18.67%的配置比例，蝉联全市场第一大重仓行业，在申万二级细分行业中，半导体子板块以 10.47%的持仓占比领先。从重仓股市值排名来看，资金主要流向各细分领域的龙头公司及核心国产替代标的，中芯国际（代工龙头）、北方华创（设备龙头）、兆易创新（存储龙头）等位列前茅，AI 算力相关标的如寒武纪、海光信息也获得大幅增配。

USB type-C, commonly referred to as USB-C, is a 24-pin reversible connector designed to transmit data, video, audio, and power. It supersedes previous USB connectors, offering a versatile and universal interface for connecting various devices such as monitors, external drives, hubs, docking stations, mobile phones, and more. USB-C supports multiple protocols, including Thunderbolt, Peripheral Component Interconnect Express (PCIe), High-Definition Multimedia Interface (HDMI), and DisplayPort, and can deliver power up to several hundred watts through USB Power Delivery. Its reversible design allows for easy connection without worrying about plug orientation.

Transcranial doppler is a non-invasive diagnostic procedure that monitors and assesses the blood flow through the brain blood vessels by recording ultrasound waves moving through the cranium.

A transparent quartz tube is a cylindrical tube made from high-purity quartz glass, known for its excellent optical clarity, high thermal resistance, and chemical stability, commonly used in applications requiring high transparency and durability.