先进封装技术属于HBM生产的后端工艺，是决定HBM良率和性能的核心技术。随着人工智能技术 的飞速发展，封装技术的重要性日益凸显。因此，三星电子和SK海力士等存储半导体公司正致力 于提升自身的封装能力。 SK海力士不仅在美国印第安纳州，也在韩国国内拓展其封装生产基地。该公司计划在韩国忠清北 道 清 州 市 投 资 19 万 亿 韩 元 （ 约 合 131 亿 美 元 ） ， 建 设 一 座 新 的 " 先 进 封 装 测 试 专 用 工 厂 （P&T7）"。SK海力士计划于今年4月破土动工，并于明年年底前竣工。 如果您希望可以时常见面，欢迎标星收藏哦~ SK海力士将于本月底开始在美国印第安纳州启动其先进封装工厂的全面基础建设工作。随着人工 智能（AI）芯片领域的竞争转向先进封装领域的竞争，该公司计划加快工厂建设，以满足市场对 高带宽存储器（HBM）的中长期需求。 据业内人士2月9日透露，SK海力士将于2月23日起在位于印第安纳州西拉法叶的先进半导体芯片 制造厂施工现场安装围栏，并开始前期施工工作。该公司计划从3月2日起启动主体施工的准备工 作，包括场地平整和土木工程。 SK海力士正在印第安纳州建设一座先进封装工 ...

关于两家公司在HBM供应方面谁领先，各方争论不休，而业界的关注点也转向了谁能率先完成准 备工作。鉴于韩国半导体公司已在HBM4竞争中占据优势，分析认为，重点应该放在长期供应稳定 性和产能上。 如果您希望可以时常见面，欢迎标星收藏哦~ 由于三星电子和 SK 海力士几乎成为英伟达下一代 AI 加速器中高带宽内存 4 (HBM4) 的唯一供应 商，业内人士和业外人士对供应"份额"和"第一"的说法仍然存在分歧。 据业内人士2月9日透露，三星电子和SK海力士正在协调其HBM4的出货计划，以配合英伟达下一 代AI加速器"Vera Rubin"的发布计划。英伟达预计将于下个月的GTC 2026技术大会上首次发布其 下一代AI加速器"Vera Rubin"。 Vera Rubin 将中央处理器 (CPU)"Vera"和图形处理器 (GPU)"Rubin"集成于单一系统中，与现有 的基于 Blackwell 的产品相比，其推理性能显著提升。由于其设计目标是运行大规模 AI 模型，因 此超高带宽内存 HBM4 几乎是必不可少的。 据报道，三星电子计划本月率先向客户交付HBM4显存。该公司强调其技术竞争力，并指出该产品 拥有业界领 ...

Core Viewpoint - The global semiconductor industry is undergoing structural adjustments, with 70% of mature process chip orders concentrated in Chinese factories by the end of 2025 to early 2026, indicating a significant shift in the semiconductor manufacturing landscape [1][2]. Group 1: Market Dynamics - The shift in orders is primarily focused on 28nm and above process nodes, breaking the long-standing balance in global semiconductor manufacturing and raising concerns about China's influence on global semiconductor rules [1]. - In 2023, China held a 52% share of mature process orders, which has rapidly increased, positioning China as a crucial hub in the global foundry system [1][2]. - The U.S. export controls have created a "loophole" that allows Chinese semiconductor companies to capture global orders, particularly as competitors like Toshiba face idle factories [2]. Group 2: Competitive Landscape - Despite the significant order concentration, the data has limitations: it pertains only to 28nm and above processes, while TSMC maintains over 70% market share in advanced processes below 14nm, indicating that local companies like SMIC still have a limited presence in this segment [2]. - The overall global semiconductor market sees China as the largest consumer, yet domestic chips account for only 25% to 30% of the global market share, highlighting a disparity in the production of core materials and equipment [2][3]. Group 3: Production Capacity and Cost Advantage - China has over 40 mature process wafer fabs in operation, ranking high globally in total capacity and showcasing diverse production capabilities to meet various market demands [3]. - The cost advantage of Chinese semiconductor manufacturing is significant, with production costs 30% to 40% lower than those of foreign counterparts, attributed to increasing domestic equipment and material sourcing, competitive labor costs, and a well-developed industrial ecosystem [3]. - SMIC's 28nm process has achieved a yield rate of around 98%, demonstrating minimal gap with international standards, which creates a strong competitive barrier [3]. Group 4: Future Outlook - The concentration of 70% of mature process orders in China signifies that the country has established a solid foundation in the semiconductor industry, providing stable cash flow and a large industrial scale that could support future technological advancements [4].

如果您希望可以时常见面，欢迎标星收藏哦~ 韩美半导体9日宣布，公司去年实现了自1980年成立以来最高的销售业绩，年销售额达5767亿韩元 （基于合并财务报表）。 营业利润率达到43.6%，保持了行业领先的盈利能力。 该公司自2024年起连续两年创下销售纪录，据信是其技术竞争力在半导体市场获得认可的结果。 特别是其用于人工智能半导体的关键组件——高带宽存储器（HBM）TC键合机， 以71.2%的市场 份额位居全球第一，推动了销售增长。 事实上，继2024年8月收购台湾友达光电(AUO)的显示屏制造厂后，美光科技(Micron)于2025年在 新加坡兀兰(Woodlands)地区启动了DRAM和NAND先进晶圆制造工厂的建设。美光科技还宣布计 划扩建其位于日本广岛的工厂，并在美国建造一座面积相当于800个足球场的巨型工厂。尤其值得 一提的是，美光科技正将新加坡打造成为人工智能半导体（HBM、HBF）的生产基地，并持续积 极推进其未来五年在人工智能半导体领域的全球领先地位。 美光积极扩张其 HBM 生产设施，预计将对韩美半导体的 TC 键合机的销量增长产生重大影响。韩 美半导体被公认为美光的最佳合作伙伴，并于去年荣 ...

Core Viewpoint - The memory and foundry industries are expected to reach record high revenues by 2026, driven by the AI wave, with memory industry revenue projected to expand significantly to $551.6 billion, more than double that of the foundry industry, which is expected to reach $218.7 billion [3][4]. Group 1: Memory Industry Insights - The memory industry is experiencing a supply shortage and price surge, leading to substantial revenue growth [3][4]. - The last memory supercycle occurred between 2017-2019, driven by demand from cloud data centers, with a significant revenue gap between memory and foundry sectors [3][4]. - The current cycle, driven by AI demand, has a more comprehensive shortage compared to the previous one, with increased demand for high-capacity, high-bandwidth DRAM [3][4]. Group 2: Foundry Industry Insights - Although the foundry industry benefits from strong orders for AI chips, its revenue growth is slower compared to the memory sector due to industry structure and pricing mechanisms [4][5]. - The foundry market is characterized by a high degree of oligopoly and significant capital expenditure, limiting capacity expansion despite high prices [4][5]. - Mature processes account for approximately 70%-80% of foundry capacity, while advanced processes only make up about 20%-30%, affecting overall revenue contributions [4][5]. Group 3: Market Dynamics - The demand shift from end customers to cloud service providers (CSPs) has led to exponential growth in procurement volumes, with CSPs being less sensitive to price changes [4][5]. - Memory manufacturers have strong pricing power due to supply-demand imbalances, with average selling prices (ASP) expected to continue rising [5].

如果您希望可以时常见面，欢迎标星收藏哦~ 世界先进今（9日）公布2026年1 月营收，约为新台币（下同）40.12亿元，较2025同期33.89亿元 增 加 约 18.37% 。 世 界 先 进 财 务 长 黄 惠 兰 指 出 ， 由 于 晶 圆 出 货 量 减 少 ， 公 司 1 月 营 收 月 减 约 18.62%。 同时，市场消息也传出，世界先进因产能爆满，继今年第一季已针对部分产品调涨代工价格后，近 期再通知客户，自4 月起将第二波全面调涨代工价格，调涨幅度达10% 到15%。消息出来后，世 界先进终场上涨5%，以 126 元作收。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 世界先进近期在第四季法说会中表示，AI应用对半导体需求全面大增，目前看到成熟制程需求强 劲， ...

Core Viewpoint - The South Korean government is simplifying the safety approval process for importing extreme ultraviolet (EUV) lithography equipment, which is crucial for semiconductor production, particularly for advanced chips at 7nm and below [1][2]. Group 1: Regulatory Changes - The current approval process for EUV lithography equipment takes about 15 days due to safety inspections related to high-pressure gas usage, which is not required in other regions like the US and Taiwan [1]. - The South Korean Ministry of Trade, Industry and Energy plans to revise the implementation details of the High-Pressure Gas Safety Management Act to significantly simplify the safety inspection process for EUV equipment [2]. - The proposed changes will categorize EUV lithography equipment as "specific equipment" rather than high-pressure gas facilities, aiming to reduce inspection time to less than two days [2]. Group 2: Industry Perspectives - ASML's Korea president emphasized the need for regulatory relaxation to allow South Korean semiconductor manufacturers to compete fairly with international counterparts [2]. - Industry insiders argue that EUV lithography equipment should be excluded from high-pressure gas regulations due to its inherent safety, suggesting that easing regulations would alleviate burdens on companies [2].

Core Viewpoint - Media reports indicate that MediaTek, a leading IC design company in Taiwan, has seen its stock price surge and market capitalization reach a historical high, driven by a strategic shift towards developing industrial-grade ASICs in response to the growing AI market [2][3]. Group 1: Company Performance - MediaTek's stock price experienced a significant increase in late January, reaching a market capitalization of NT$2.85 trillion, despite negative forecasts regarding smartphone shipments [2]. - The company is pivoting from mobile chip development to focus on ASICs, with a substantial number of its mobile chip R&D team being reassigned to this new initiative [4]. Group 2: Market Trends - According to Counterpoint Research, the shipment volume of AI server ASIC chips is expected to triple from 2024 to 2027, with projections of over 15 million units by 2028, potentially surpassing NVIDIA's GPU shipments [3]. - Major cloud service providers like Google, Amazon, Microsoft, and META are seeking alternatives to NVIDIA's AI chips, creating opportunities for companies like MediaTek to develop competitive ASIC solutions [3]. Group 3: Strategic Initiatives - MediaTek's Chairman, Cai Mingjie, is personally overseeing the ASIC development efforts, emphasizing the importance of not missing out on the AI market opportunities, with a revenue target of $1 billion (approximately NT$31 billion) for ASICs this year [3]. - The company is reallocating resources to meet the urgent demand for ASICs from cloud service providers, indicating a strategic shift in focus from mobile technology to ASIC development [4].

Core Viewpoint - Nvidia is focusing on efficiently meeting customer demands in various verticals such as autonomous driving, robotics, and edge AI by clarifying customer needs and organizing products to avoid redundant development and reduce costs [2]. Group 1: General and Industry Computing Platforms - Nvidia has constructed a "general + industry" computing platform to respond to intelligent computing needs, breaking down demands into "standardized" and "differentiated" categories [3][4]. - The general computing platform integrates core components for training and inference, providing power, operating systems, and model services, categorized into data center, cloud services, edge computing, and embedded computing [4]. - Industry-specific computing platforms are built on the general platform to address unique industry needs, such as the Clara platform for healthcare, DRIVE for automotive, and Isaac for robotics [6][7]. Group 2: Addressing Customer Pain Points - Customers are categorized into three types: "strategic customers" (tech companies), "profitable customers" (industry clients), and "ecosystem customers" (startups and developers) [11]. - Strategic customers require diverse cooperation and Nvidia is introducing NVLink Fusion technology to support multiple architectures, allowing seamless development of intelligent applications [12][13]. - Profitable customers, primarily traditional industries, benefit from customized model training services to create unique competitive advantages [14]. - Ecosystem customers are provided with reference frameworks and pre-trained models to lower entry barriers, enabling faster development and broader adoption of Nvidia's technology [15]. Group 3: Insights and Considerations - Nvidia aims to build a closed-loop, interconnected service network within its industry computing platforms, enhancing value-added services and creating a robust competitive moat [16]. - The company is exploring the establishment of a dedicated manufacturing computing platform to address the entire manufacturing process, indicating a significant market opportunity [17][18]. - By aligning its development needs with broader market demands, Nvidia seeks to maintain a competitive edge through customized solutions and rapid innovation [19].

如果您希望可以时常见面，欢迎标星收藏哦~ Tokyo Electron有限公司上调了全年业绩预期，尽管其季度利润未达预期，并表示，芯片制造商渴 望搭上人工智能支出浪潮的顺风车，因此预计支出将大幅增长。 这家半导体工具供应商目前预计截至 3 月份的财年营业利润为 5930 亿日元（38 亿美元），高于 此前预期的 5860 亿日元，但低于预期。 Tokyo Electron表示，从高带宽内存到传统芯片，DRAM制造设备的需求尤为强劲，而且这种趋势 可能会持续数年。与此同时，该公司指出，中国内存制造商的增长势头略有降温，而中国逻辑芯片 制造商也在推迟设备的交付计划。 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ Tokyo Electron的客户包括台积电和三星电子，该公司受益于市场对先进芯片制造设备日益增长的 需求。但这家日本公司也不得不应对中美之间激烈的技术竞争所带来的出口限制。 预计这家总部位于东京的公司也将受益于台积电计划在其即将在日本建设的第二家工厂采用 3 纳 米芯片工艺。 （来源：内容 综合自彭博社 ） *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻 ...