Core Insights - The semiconductor manufacturing industry is experiencing seasonal patterns, but uncertainties related to tariffs may lead to irregular seasonal fluctuations in various sectors [1][2] - In Q1 2025, electronic device sales decreased by 16% compared to the previous quarter but remained flat year-over-year. Integrated Circuit (IC) sales fell by 2% quarter-over-quarter but increased by 23% year-over-year [1] - Capital investment in semiconductor equipment declined by 7% quarter-over-quarter in Q1 2025 but grew by 27% year-over-year, driven by investments in advanced logic, high bandwidth memory (HBM), and advanced packaging [1][2] Investment Trends - Investment in wafer fabrication equipment (WFE) is accelerating, with a 19% year-over-year increase in Q1 2025, and a projected 12% growth in Q2 2025 [2] - Test equipment sales surged by 56% year-over-year in Q1 2025, with expectations of a further 53% increase in Q2 2025 [2] - Assembly and packaging equipment also experienced double-digit growth [2] Capacity Expansion - Positive capital investments are expected to lead to global wafer fabrication capacity expansion, with 300mm wafer production projected to exceed 42.5 million units per quarter in Q1 2025, marking a 2% increase quarter-over-quarter and a 7% increase year-over-year [2] - Japan is investing to enhance power semiconductor production, while Taiwan continues to invest in its advanced foundry capacity [2] Market Outlook - Despite a bright demand outlook for artificial intelligence and data centers, other sectors may see delayed investments or changing demand due to uncertainties in trade policies [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体芯闻综合 ，谢谢 。 5月19日，有记者问针对美国商务部调整芯片出口管制提问称，美国商务部网站调整了其5月12日 发布的AI芯片出口管制指南新闻稿相关表述，将"在世界任何地方使用华为昇腾芯片均违反美国出 口管制法规"调整为"警告业界使用中国先进计算机芯片，包括特定华为昇腾芯片的风险"。请问中 方对此有何评论？ 商务部新闻发言人回答表示，5月15日商务部例行新闻发布会上，中方已就相关问题阐明严正立 场。美方发布有关指南后，中方通过中美经贸磋商机制，在各层级与美方进行交涉沟通，指出美方 行为严重破坏中美日内瓦高层会谈共识，要求美方纠偏纠错。中方注意到，近日美方对指南新闻稿 相关表述进行了调整，但指南本身的歧视性措施和扭曲市场本质并没有改变。 美方滥用出口管制措施，以莫须有的罪名对中国芯片产品加严管制，甚至干涉中国公司在中国境内 使用中国自己生产的芯片，美方的手伸得太长，是典型的单边霸凌行径，中方坚决反对。美方行为 严重损害中国企业正当权益，严重威胁全球半导体产供链安全稳定，严重冲击全球科技创新。给别 人"下绊子"，不会让自己跑的更快。这种以单边保护主义 ...

Core Viewpoint - Intel is considering divesting its Networking and Edge Computing (NEX) business as part of a strategy under new CEO Pat Gelsinger, who aims to focus on the company's strongest areas: PC and data center chips [1][2]. Group 1: Business Strategy - The NEX business, previously significant, is now deemed less critical to Intel's core strategy, particularly in the context of competition from dominant players like Broadcom [2]. - Intel is exploring whether to collaborate with other companies or sell part of its stake in the NEX business, indicating a strategic reassessment of its business portfolio [2]. - Discussions regarding the potential sale of the NEX business are still in early stages, and Intel may consider alternatives to divestiture [2]. Group 2: Financial Performance - Intel has integrated NEX's financial data into its data center and PC business segments, ceasing to disclose NEX's performance separately [2]. - The revenue for the NEX business in 2024 is projected to be $5.8 billion [2]. - In April, Intel sold a majority stake in its Altera division to SilverLake for $4.46 billion as part of its business revitalization efforts [2][3]. Group 3: Market Position - Intel holds approximately 68% market share in the PC chip market and about 55% in the data center market [1]. - Despite the focus on core business areas, Intel has experienced a significant decline in market share within the data center and PC sectors [3].

Group 1 - MediaTek will start using TSMC's latest 2nm chip manufacturing technology from September this year and plans to continue utilizing all of TSMC's advanced process technologies to maintain competitiveness in the AI era [1] - MediaTek's CEO, Cai Lixing, announced that the company will begin trial production of chips using the 2nm node in the second half of this year, targeting "high shipment volume" end devices [1] - The term "Tape-out" refers to the stage where chip design is finalized and ready for mass production [1] Group 2 - MediaTek plans to enter the laptop market by using TSMC's 3nm process to manufacture chips for Google's high-end Chromebook professional series [2] - The company aims to create customized AI accelerators for data centers and has partnered with NVIDIA to develop Spark, an AI computer for personal desktops, expected to ship this summer [2]

Core Viewpoint - AMD is focusing on expanding its market share in South Korea by leveraging its performance and energy efficiency advantages in various sectors, including AI, cloud services, and telecommunications [1][2]. Group 1: Market Performance - In Q1 of this year, AMD's data center business grew by 57% year-over-year, achieving a market share of 40% in terms of revenue [1]. - AMD's total revenue for Q1 reached $7.44 billion (approximately 10.3 trillion KRW), surpassing the forecast of $7.13 billion by financial information company LSEG [1]. Group 2: Product Strategy - AMD plans to expand its product line with the "EPYC 4005" series aimed at small and medium-sized enterprises, focusing on energy efficiency and cost-effectiveness [2]. - The next-generation "EPYC" processor, codenamed Venice, is set to be launched next year and will utilize TSMC's 2nm process technology, marking the first use of N2 technology in high-performance computing (HPC) chips [2][3]. Group 3: Collaboration and Development - AMD is developing the new processor with a focus on optimal watt efficiency and semiconductor performance, maintaining a long-term partnership with TSMC while remaining open to collaborations with other companies [3].

来源：内容编译自日经 ，谢谢 。 截至2024年4月，日本企业在2023财年和2024财年新建或收购的七座半导体工厂中，只有三座实 现了量产，反映出除人工智能以外领域的芯片需求复苏依然缓慢。 如果您希望可以时常见面，欢迎标星收藏哦~ 日本正与其他国家一道，在美中紧张关系加剧的背景下，致力于加强本国的半导体生产能力。 预计2022年至2029年期间，日本半导体行业将吸引约9万亿日元（约合620亿美元）的投资；同 时，日本政府计划在2030财年之前为半导体和人工智能领域提供超过10万亿日元的支持。 但根据《日经新闻》对过去两年九家主要半导体公司的投资调查，目前为止这些努力尚未带来显著 成果。 例如，日本瑞萨电子在2024年4月重启了关闭九年的甲府工厂，原计划年初开始量产，但由于电动 汽车等领域所用的功率半导体需求疲软，瑞萨被迫调整计划。 "市场环境依然极不确定。我们将继续保持尽可能谨慎的态度，"总裁柴田英利上月在记者会上表 示，并未提供新的时间表。 芯片制造商正在密切关注市场走向，以降低新厂建设带来的财务负担。即使工厂建设完成，通常也 要在正式投产后才开始计提折旧。 罗姆公司于2023年收购的一座工厂在去年11月 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 eenewseurope ，谢谢 。 比利时鲁汶研究机构 IMEC 的首席执行官 Luc Van den hove 呼吁半导体行业应采纳三维可重构 AI 芯片的策略，以应对迅速变化的 AI 软件。 Van den hove 在一份将于近期发布的声明中表示，相较于当前为了应对 AI 数据流与计算瓶颈而 开发专用 ASIC 的策略，AI 算法的发展速度更为迅猛。据路透社提前看到的这份声明内容，Van den hove 强调了当前芯片开发模式与 AI 演进之间的严重脱节。 IMEC 每年的技术论坛将于本周二在比利时安特卫普开幕，并持续到周三。 专用集成电路（ASIC）的开发通常需要一到两年时间，而制造过程又需六个月。 路透社援引 Van den hove 的话称："这中间存在巨大的资产搁浅风险。等到 AI 硬件终于就绪之 时，AI 软件社区可能已经走向了另一条发展路径。" 据路透社描述，Van den hove 提出的，是一种三维结构、可编程的 AI 计算单元阵列。 英伟达之所以能成长为全球最大的半导体公司，是因为它推出的多处理 GPU 具有足够的通用性 ...

Core Viewpoint - Nintendo has turned to Samsung Electronics to assist in manufacturing the main chip for the Switch 2, aiming to boost production to exceed the expected 20 million units by March 2026 [1][2]. Group 1: Nintendo's Production and Sales Expectations - Nintendo anticipates selling 15 million units of the Switch 2 in the current fiscal year, factoring in the impact of tariffs on profits, but this figure does not account for supply constraints [2][3]. - The company has received 2.2 million pre-orders in Japan alone and has apologized for being unable to accept more pre-orders due to high demand [3]. - Nintendo's initial goal is to match the sales of the original Switch in its first 10 months, which was approximately 15 million units, indicating potential for upward revision of shipment estimates [3]. Group 2: Samsung's Role and Competitive Landscape - Samsung is utilizing its 8nm process node to manufacture custom chips designed by NVIDIA for the Switch 2, which is expected to enhance Samsung's foundry capacity utilization and business performance [1]. - This collaboration marks a significant endorsement for Samsung's foundry business, which has struggled to compete with TSMC in the semiconductor market [1][2]. - Historically, Samsung has been a key supplier for Nintendo, providing NAND flash memory and OLED screens, and has encouraged Nintendo to continue using OLED panels in future Switch 2 models [2]. Group 3: TSMC's Market Position - TSMC has been expanding its lead in the semiconductor market through continuous technological iterations and stable mass production capabilities, attracting major clients like Apple and NVIDIA [2]. - The competition between Samsung and TSMC in advanced process technology is intensifying, with both companies striving to improve the yield of 2nm processes to enhance profitability and product quality [2].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体芯闻综合 ，谢谢 。 兆易创新5月20日晚间发布公告，公司拟发行境外上市外资股（H股）股票并在香港联交所主板挂 牌上市。公司将充分考虑现有股东的利益和境内外资本市场的情况，在股东会决议有效期内选择适 当的时机和发行窗口完成此次发行并上市。 兆易创新成立于2005年，总部位于北京，2016年在上交所挂牌上市，当前总市值超过800亿元，员 工近2000人。公司专注于存储芯片与MCU设计，产品覆盖NOR Flash、NAND Flash、DRAM、 MCU及传感器等，广泛应用于消费电子、物联网、汽车电子和工业控制等领域。 兆易创新在财报中表示，2024年，公司收入同比增长27.7%至73.6亿元，归母净利润同比增长 584%至11.03亿元。公司以市占率为核心的策略取得了显著成效，整体产品出货量创出新高，达到 43.62亿颗，同比增长39.72%。 主要产品上，NOR Flash继续在消费、网通、计算、汽车等领域实现较快增长，总出货容量创历史 新高，2024年度公司Serial NOR Flash市占率稳居全球第二位。在DRAM产品上，营收及出货量 实现 ...

Core Viewpoint - The release of the HarmonyOS computer marks a significant breakthrough for domestic computer operating systems, potentially reshaping future computing paradigms and the underlying logic of the Internet of Things [1][2]. Group 1: Technological Breakthroughs - The HarmonyOS computer represents a self-controlled operating system from the kernel level, filling a technological gap in China's computer industry [2][3]. - The global personal computer operating system market is highly concentrated, with Windows holding a 71.06% market share, while HarmonyOS aims to establish itself as a third-tier global operating system [3]. - The HarmonyOS 5 operating system is a result of independent research and development, marking a key technological advancement for China's computer industry [3][4]. Group 2: Market Confidence and Policy Support - Market confidence in HarmonyOS computers is driven by technological breakthroughs, policy support, ecosystem collaboration, and financial resonance [2][4]. - Shenzhen's 2024 policy explicitly supports the development of HarmonyOS, enhancing market demand through various initiatives [3][4]. Group 3: Ecosystem Development - The Harmony ecosystem has surpassed 1 billion devices, with the addition of HarmonyOS computers completing a crucial part of the ecosystem [4]. - Huawei's computer shipments reached 4.3 million units in 2024, capturing an 11% market share, indicating strong market performance [4]. - The development of a domestic computer operating system is essential for information security and industry autonomy, contributing to a reliable digital ecosystem [4]. Group 4: Features and User Experience - HarmonyOS computers offer system-level AI capabilities, seamless cross-device collaboration, and robust security features, enhancing user experience [5][6]. - The AI capabilities allow users to control the computer using voice commands and automate tasks, such as online meeting reminders [5][6]. - The new security architecture of HarmonyOS computers has achieved international CC EAL6+ certification, ensuring data protection and application reliability [6][7]. Group 5: Challenges and Opportunities - Expanding the computer operating system ecosystem is more challenging than mobile ecosystems due to the need for specialized productivity software and peripheral support [8][9]. - HarmonyOS's "one development, multi-end deployment" capability simplifies the development process for ecosystem partners, facilitating the growth of applications across various fields [9][10]. - The integration of mobile applications into the desktop environment creates new market opportunities and enhances user interaction experiences [9][10]. Group 6: Future Prospects - The HarmonyOS computer is expected to change the current landscape of computer operating systems and provide a new foundation for the development of domestic software [9][11]. - Experts emphasize the importance of a rich software ecosystem for the success of an operating system, advocating for support in developing key industrial software [11].