12月6日， "2025浦东国际人才港论坛·集成电路产业人才论坛" 在张江科学会堂举行，集成电路行业内顶尖专家、学者、企业家齐聚一堂，分 享产业前沿动态、探讨人才创新机遇与挑战，旨在进一步促进集成电路产学研深度融合，助力浦东打造国际人才发展引领区并推动集成电路 产业高质量发展。 本次论坛以"聚智青年，筑芯未来"为主题 ，由上海市浦东新区人才工作局指导，上海张江高科技园区开发股份有限公司主办，上海张江浩芯 企业管理有限公司、复旦大学校友总会集成电路行业分会承办，汇聚了来自产业界、学术界与研究机构的众多领袖与专家，通过政策解读、 成果展示、创业分享等不同视角展现了集成电路产业创新人才发展现状，为集成电路产业高质量发展积蓄"芯"智慧。 论坛首先由浦东新区区委组织部人才工作一处处长季胜男进行了 最新人才政策的权威宣介 ，展现了浦东打造国际人才发展引领区的决心与力 度，为整场论坛奠定了"政策赋能产业，生态吸引人才"的基调。 来源：内容来自张江高科，谢谢。 聚焦材料，破题AI时代瓶颈 集成电路材料创新联合体秘书长冯黎发表了题为 《AI时代集成电路材料发展》 的演讲。她前瞻性地指出，在算力需求爆炸式增长的AI时代， 底层材 ...

Core Viewpoint - TSMC is considering converting a wafer fabrication plant in Arizona into an advanced packaging facility due to the significant demand from U.S. customers for CoWoS technology, which is crucial for enhancing AI performance [1][2] Group 1: TSMC's Strategic Moves - TSMC plans to establish an advanced packaging factory in Arizona by the end of 2027 to address the supply bottleneck and meet the growing demand from AI GPU and ASIC manufacturers [1] - The company is accelerating the introduction of advanced packaging production lines in the U.S. and intends to repurpose an old chip manufacturing site for this purpose [1] - Previously, TSMC outsourced its packaging services in the U.S. to companies like Amkor, but this situation is changing as TSMC aims to bring these capabilities in-house [1] Group 2: Competitive Landscape - Due to supply constraints in CoWoS packaging, U.S. customers are turning to competitors like Intel for advanced packaging solutions, with companies such as Microsoft, Qualcomm, Apple, and Tesla preparing to adopt Intel's EMIB and Foveros technologies [2] - The shift in demand towards Intel's packaging solutions has prompted TSMC to expedite its production plans in Arizona, highlighting the competitive pressures in the semiconductor industry [2] - The development of TSMC's Arizona project is crucial as it is expected to fulfill a significant portion of the U.S. chip industry's needs [2]

Group 1 - The 2026 Munich Shanghai Optical Expo will take place from March 18-20, 2026, at the Shanghai New International Expo Center, inviting attendees to join the audience group plan with enhanced benefits [2] - The event aims to attract participants from various sectors including electrical engineering, electronics, telecommunications, chemical/pharmaceutical, medical technology/biotechnology, automotive, agriculture, semiconductor, energy, precision machinery, aerospace/aviation, materials processing, transportation, tool manufacturing, industrial robotics, lighting/displays, environmental and safety technology, defense industry, trade, textile, food industry, academia, non-university research institutions, and government/public services [5] - The registration process for the audience group involves several steps including scanning a QR code, verifying personal mobile numbers, selecting group registration, filling in personal information, and completing the registration [6][8][10][14][15] Group 2 - Participants can invite team members through three methods: adding members directly, sharing with colleagues, or importing members via an Excel template [18][20][22][24] - The event organizers will review group applications promptly and send a team visit guide before the event, which includes details on how to receive group benefits [26] - Contact information for group inquiries is provided, including a phone number and email address for further assistance [27]

Core Insights - The discussion highlights the transformative impact of artificial intelligence (AI) and the role of NVIDIA in driving this technological revolution, emphasizing the importance of GPUs in various applications from gaming to modern data centers [1] - Huang Renxun discusses the risks and rewards associated with AI, the global AI race, and the significance of energy and manufacturing for future innovations [1] Group 1: AI and Technological Competition - The ongoing technological competition has been a constant since the Industrial Revolution, with the current AI race being one of the most critical [10][11] - Huang Renxun emphasizes that technological leadership is essential for national security and economic prosperity, linking energy growth to industrial growth and job creation [7][8] - The conversation touches on the historical context of technological races, including the Manhattan Project and the Cold War, underscoring the continuous nature of these competitions [11] Group 2: AI Development and Safety - Huang Renxun expresses optimism about the gradual development of AI, suggesting that advancements will be incremental rather than sudden [13] - The discussion addresses concerns about AI's potential risks, including the ethical implications of military applications and the need for robust cybersecurity measures [16][20] - Huang Renxun believes that AI's capabilities will increasingly focus on safety and reliability, reducing the occurrence of errors or "hallucinations" in AI outputs [14] Group 3: Future of Work and AI's Impact - The conversation explores the potential for AI to create a future where traditional jobs may become obsolete, leading to a society where individuals receive universal basic income [37] - Huang Renxun acknowledges the challenges of identity and purpose as AI takes over tasks traditionally performed by humans, emphasizing the need for society to adapt to these changes [38] - The discussion highlights the importance of maintaining human engagement and problem-solving in a future dominated by AI technologies [38] Group 4: Quantum Computing and Security - Huang Renxun discusses the implications of quantum computing on encryption and cybersecurity, suggesting that while current encryption methods may become outdated, the industry is actively developing post-quantum encryption technologies [22][23] - The conversation emphasizes the collaborative nature of cybersecurity efforts, where companies share information to enhance collective defenses against threats [20][21] - Huang Renxun asserts that AI will play a crucial role in future cybersecurity measures, leveraging its capabilities to protect against evolving threats [21]

Core Viewpoint - Rapidus, a newly established semiconductor manufacturer in Japan, aims to challenge TSMC's dominance by producing advanced 2nm chips, a task likened to the Apollo moon landing in terms of difficulty and significance for Japan's technological future [1][2]. Group 1: Rapidus' Ambitions and Challenges - Rapidus was founded only three years ago and seeks to leap directly to the production of 2nm logic chips, a move that raises skepticism due to the complexity and cost of the technology involved [1]. - If successful, this endeavor could significantly alter the trajectory of Japan's technology industry, which currently relies heavily on TSMC for advanced chip manufacturing [1]. - The Japanese government is increasingly aware of the risks associated with relying on Taiwan for critical chip production, prompting a push to rebuild domestic manufacturing capabilities [2]. Group 2: Supply Chain and Talent Issues - Rapidus faces significant challenges, including an insufficient supply chain, as TSMC has built a comprehensive local supply chain over decades, while Japan still needs to integrate a complete ecosystem [2]. - There is a projected shortage of at least 40,000 semiconductor engineers in Japan over the next decade, highlighting a critical talent gap that needs to be addressed [2][3]. Group 3: Building Support and Future Prospects - Gaining public support is crucial for Rapidus, as TSMC is viewed as a national symbol in Taiwan, while Rapidus must establish a clear political and national security narrative to justify substantial public investment [3]. - The article emphasizes that Japan's ability to capitalize on the current technological wave will determine its future in the semiconductor industry, with the potential for significant consequences if it fails to act [3].

公众号记得加星标⭐️，第一时间看推送不会错过。 在长时间的听证会上，卡雷曼斯被多名议员批评"鲁莽""草率""不专业"，并被追问为何没有预见到中 国的反制，导致部分全球车企因缺芯而停线。 面对质疑，卡雷曼斯辩称这是一个"经过充分论证、全面权衡风险后做出的决定"，"我们把所有信息 放在一起，做出了谨慎判断"。 他补充说，中国的举动"不太可能被预料"，因为"出口管制通常是一种防扩散工具"。 虽然一些议员理解荷兰政府面临的两难，但仍不满于部长在未与议会、欧盟或汽车行业沟通的情况下 就突然作出决策。 荷兰 Volt 党议员劳伦斯·达森（Laurens Dassen）说："我们理解干预的必要性，但做法太随意了， 就像驾驶时猛踩油门，却忘记更新导航。" 2025 年，出口管制成为各国惯用的经济武器，但在 Nexperia（闻泰科技旗下安世半导体）危机的中 心人物——荷兰经济部长文森特·卡雷曼斯（Vincent Karremans）近日承认，当中国方面阻止该公司 芯片离境时，他确实"被打了个措手不及"。 这一表态再度引发质疑：荷兰政府在 9 月决定动用一项冷战时期的法律干预这家中资控股、总部设在 荷兰的芯片企业之前，到底做了 ...

Group 1 - The core viewpoint of the article highlights the significant growth of the global semiconductor market, projected to reach $889 billion by 2026, driven by AI advancements and major players like NVIDIA and AMD [1] - IDC forecasts that by 2026, China's IC design market share will expand to approximately 45%, surpassing Taiwan's expected 40%, marking a shift in the competitive landscape [1] - The rapid expansion of China's IC design sector is attributed to domestic semiconductor policies and a strong internal market, with companies like Cambricon seeing increased AI chip shipments [1] Group 2 - Despite competitive pressures, Taiwan's critical position in the global semiconductor supply chain remains unchanged, with TSMC expected to achieve a revenue growth rate of 22% to 26% by 2026 [2] - The global wafer foundry market is projected to grow by about 20% by 2026, with TSMC maintaining a dominant market share of approximately 73% [2] - Taiwan's packaging and testing industry is anticipated to experience a compound annual growth rate of about 9.1% from this year to 2029, driven by strong AI orders [2]

Core Viewpoint - The storage industry is undergoing a significant strategic transformation driven by the AI era, with a shift from mass production to precise customization, and from price competition to technological barriers. Companies like Micron, SK Hynix, and Samsung are adapting their strategies to align with these changes, leading to a redefined competitive landscape in the memory market [22]. Group 1: Micron's Strategic Shift - Micron announced the closure of its Crucial consumer brand by February 2026, citing the need to focus on higher-margin data center products due to surging demand driven by AI [2][3]. - The company plans to invest 1.5 trillion yen (approximately $9.6 billion) in a new HBM chip production facility in Hiroshima, Japan, set to begin construction in May 2026, with production expected to start around 2028 [5]. - Micron's current HBM production capacity is significantly lower than its competitors, with only 55,000 wafers per month compared to SK Hynix's 160,000 and Samsung's 150,000 [6][7]. Group 2: SK Hynix's Customization Strategy - SK Hynix has successfully captured 62% of the global HBM market, leveraging a focus on customer customization and agile development processes [9][10]. - The company is expanding its workforce to enhance its custom memory design capabilities, aiming to collaborate closely with clients from the design phase of AI semiconductors [11][12]. - SK Hynix's HBM4 pricing has reportedly increased by over 50%, with expectations of significant profits in the coming year, indicating a strong market position [14]. Group 3: Samsung's Recovery and Expansion - Samsung's HBM market share plummeted to 15% in Q2 2024 but is expected to rebound due to increased orders from Google's TPU ecosystem, with supply volume projected to double next year [16][18]. - The company has restructured its semiconductor division to accelerate HBM4 and HBM4E development, aiming to regain its competitive edge [17][19]. - Samsung's HBM production capacity has recently increased to 170,000 wafers per month, positioning it to capitalize on the growing demand for customized HBM solutions [20]. Group 4: Industry Implications - The shift towards HBM technology signifies a broader change in the storage industry, with traditional DRAM prices soaring and the consumer market becoming less relevant [22]. - Companies that fail to adapt to the new HBM-focused landscape risk marginalization, as the demand for AI infrastructure continues to strain supply chains [22].

为什么GaN/SiC的"高效传奇"， 需要电容的"极限配合"？ GaN/SiC器件能让电源更小、更轻、更高效，但它们的"工作习惯"也极为苛刻： 高频开关挑战 引言 我们为GaN和SiC带来的高效与节能欢呼，却常忽略：若没有与之匹配的"能量守护者"，再 强的半导体也无法真正赋能场景。 想象一下： 第三代半导体（GaN/SiC）的高频、高压、高温特性，如同一匹动力强劲的赛马，但若没有与之 匹配的"缰绳与鞍"——永铭高性能电容，它仍难以在真实场景中稳健奔跑。 每秒数百万次的开关，带来强烈的电流波动与噪声，需要 永铭电容 具备"超快响应"与"高频滤 波"能力，防止 算力被供电拖后腿。 高温环境挑战 高压挑战 光伏逆变、充电桩 等电压攀升， 永铭电容 需"扛压不击穿"，确保系统安全，防止 数据丢失在最 后一秒 。 空间极限挑战 机器人、服务器电源 追求"寸土寸金"， 永铭电容 要在毫米之间"储能不减、性能不缩"，破解 空 间窒息式设计难题 。 永铭电容，正是为了陪伴第三代半导体走完落地的"最后一厘米"而生。 永铭的能量伙伴家族： 1 2 一辆 电动汽车正在快充 ，却因电源模块中电容"扛不住" 高频开关 而 发热降频 — ...

他还拿小鹏机器人举例，"发布会当场剪开外皮，里面全是'钢铁'"，这种敢闯敢试的劲头，正是未来的 样子。 谈及当下火热的AI，任正非的观点很明确：别盯着"发明"，要盯着"应用"。 "AI发明顶多成就一家IT公 司，应用却能强大一个国家。"他算了笔账，洗煤精度提高0.1%，乘以中国40亿吨的煤炭产量，价值惊 人；高炉炼铁效率提升1%，省下的燃料更是难以计数。 来源：内容来自第一财经，作者：李娜，谢谢。 近日，华为创始人任正非在位于上海的华为练秋湖研发中心与ICPC全球优胜者及教练座谈，围绕AI未 来、教育本质与青年成长展开对话。 他认为，当前处于快速变动的时代，年轻人放射着青春光芒，是同辈人的榜样，时代的希望寄托在青年 人身上。对于青年发展，任正非指出，每个人人生道路不同，有人"摸高"探索前沿，有人"摸低"扎根基 础，都是对社会的贡献。 他格外鼓励有能力的青年："你能摸高，就不要去摸低，就不要走商业化的道路，你总有一天能摸到真 理。有一天你爬高爬不上去了，就从'喜马拉雅'往下走，沿途都可以'生蛋'，你绝对是好汉，从高往低 打是容易的"。 如今中国青年的状态，让他看到了希望。"Meta给几个青年人每个人上亿美元的签 ...