公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容编译 自 allaboutcircuits，谢谢 。 55 年来，该逻辑系列产品凭借其抗噪声能力、轨道灵活性和无与伦比的持久性，实现了模拟和数字 设计的融合。 到了 20 世纪 60 年代末，TTL 电路凭借其速度、扇出能力以及日益丰富的门电路、锁存器和计数器 产品线，逐渐主导了数字逻辑电路。但它也带来了功耗高、5V 固定电压以及对模拟电路兼容性有限 的缺点。RCA 公司则另有打算。 1968年，该公司推出了CD4000 COS/MOS系列，这是首个完全采用CMOS工艺制造的商用逻辑系 列。CD4000的供电电压范围为3V至18V，输入阈值与VDD相关，静态功耗在纳安级，代表了一种新 型逻辑电路，其特点是寿命长、功耗低和抗噪声能力强。 这是RCA公司早期生产的CD4029A计数器集成电路，采用16引脚陶瓷双列直插式封装。 半个多世纪过去了，CD4000 系列器件仍在生产，并继续解决各种问题。虽然它们在开关速度上永远 无法与同类产品匹敌，但在灵活性、稳健性和与实际模拟信号的兼容性方面，它们仍然无可匹敌。它 们的寿命甚至超过了创造它们的公司以及它们诞 ...

Core Viewpoint - The article discusses the potential changes in U.S. export policies regarding advanced AI chips, particularly focusing on NVIDIA's H200 GPU and its implications for the Chinese market [4][5]. Group 1: U.S. Export Policy Changes - The U.S. is considering whether to allow the export of NVIDIA's H200 GPU to China, which is more powerful than the currently permitted H20 chip [2][4]. - The H200, released in 2023, is based on the Hopper architecture and is the highest-performing AI chip in its class, although it lags behind the newer Blackwell architecture B200 [4]. - There is no final decision yet on the export approval, and discussions may not lead to actual approvals [4]. Group 2: Historical Context and Current Stance - Under the Biden administration, export controls were implemented in 2022 to restrict advanced AI chip exports to China [5]. - NVIDIA's CEO, Jensen Huang, indicated that the company's sales prospects in the Chinese market are currently "zero" and that efforts are being made to persuade both U.S. and Chinese governments to allow re-entry into the market [5]. Group 3: International Reactions - Former President Trump previously stated that while selling semiconductors to China is possible, the most advanced products should not be sold [4]. - The UK’s Chancellor of the Exchequer, Scott Benton, mentioned that Blackwell chips could only be exported to China after they are no longer considered cutting-edge technology, which could take one to two years [4]. - Recently, the U.S. has shifted its stance by allowing the export of NVIDIA's latest chips to Middle Eastern countries like Saudi Arabia and the UAE [4].

公众号记得加星标⭐️，第一时间看推送不会错过。 同日，经济产业省（METI）将Rapidus公司选定为符合《信息处理促进法》财政支持条件的下一代 半导体制造商。此前，产业结构审议会下一代半导体分委会审议了Rapidus公司提交的实施计划，并 根据该计划报告做出了最终决定。根据该计划，经济产业省计划通过信息技术促进机构（IPA）从 2025财年的初始预算中拨出1000亿日元进行初步投资。 来 源 ： 内容编译自 eetimes.jp，谢谢 。 2025年11月21日，经济产业大臣赤泽昭正宣布，政府计划向Rapidus投资1000亿日元。Rapidus的实 施计划也于同日公布，计划于2031财年左右上市。 Rapidus实施计划概要 目标是在2015财年下半年实现2nm工艺的量产，之后每2-3年进行新一代工艺的量产。 在提交给经济产业省（METI）的实施计划中，Rapidus概述了其中期计划，即在2027财年下半年开 始量产2nm制程的半导体。该计划还概述了此后每两到三年量产最新一代（1.4nm和1.0nm）制程半 导体的中期路线图。此外，Rapidus还提出了在2029财年左右实现正经营现金流、在2031财年左 ...

Core Viewpoint - Nvidia's performance has exceeded expectations, driven by strong demand for its GPUs in AI workloads, while custom ASIC chips are rapidly emerging as competitors in the AI chip market [3][6][12]. Group 1: Nvidia's GPU Performance - Nvidia has become the highest-valued public company globally, with approximately 6 million units of its latest Blackwell GPUs shipped in the past year [4][8]. - The sales of Nvidia's Blackwell systems have significantly surpassed expectations, indicating robust demand for GPUs in AI applications [6][9]. - Nvidia's GPUs are optimized around its proprietary software platform CUDA, which differentiates it from competitors like AMD [8]. Group 2: Rise of Custom ASIC Chips - Major tech companies like Google, Amazon, Meta, and Microsoft are developing custom ASIC chips, which are smaller, cheaper, and more efficient than traditional GPUs [3][6][12]. - Google's TPU is considered a leader in the ASIC space, with some experts believing it rivals or surpasses Nvidia's GPUs in technology [6][12]. - The initial costs for designing custom ASICs are high, but they offer long-term benefits for large cloud service providers [11][12]. Group 3: Other AI Chip Technologies - FPGAs (Field Programmable Gate Arrays) are also gaining traction, allowing for reconfiguration post-manufacturing, but they generally have lower performance and efficiency compared to ASICs and GPUs [17][19]. - Edge AI chips, such as NPUs (Neural Processing Units), are being integrated into devices to enable AI functionalities while conserving battery life and space [17][19]. - Companies like Qualcomm, Intel, and AMD are producing NPUs, while Apple has integrated neural network accelerators into its M-series chips [17][19]. Group 4: Market Dynamics and Future Trends - The demand for AI chips is expected to shift from data centers to mobile devices, vehicles, and wearables, indicating a broader application of AI technology [19]. - Despite the competitive landscape, Nvidia's established position and developer ecosystem make it challenging for new entrants to disrupt its dominance [19].

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容编译自na，谢谢 。 荷兰使用冷战时期法律来接管中国控股的Nexperia公司，这场争端危及全球供应链。 大约两个月前，荷兰当局接管了芯片制造商Nexperia ，导致位于奈梅亨的总部与该公司的中国大陆 分公司之间发生冲突，后者誓言要作为一家独立企业运营并履行订单。 那场争端也暴露了全球汽车供应链的脆弱性，因为Nexperia所谓的传统芯片的任何出货中断都会影响 几乎所有主要的欧洲汽车制造商，以及日本和美国的汽车制造商。 以下是Nexperia危机中的关键节点： 9月29日 美国商务部下属的工业与安全局（BIS）扩大了出口管制范围，将至少50%股权由华盛顿贸易黑名单 上的公司持有的实体纳入其中。Nexperia之所以受到美国制裁，是因为它由去年12月被列入黑名单的 闻泰科技全资拥有。 10月17日 Nexperia中国分公司告知客户，其荷兰总部通知员工，工资将停止发放，员工对公司系统的访问权限 也将被暂停。该分公司称，其面临"残酷打压"。 10月18日 9月30日 荷兰经济事务部以国家安全为由，援引一项鲜为人知的1952年法律——《货物供应法》， ...

中国科学院、中国工程院11月21日公布2025年院士增选结果，分别选举产生中国科学院院士73人，中国工程院院士71人。 院士是我国科学技术方面和工程科技领域的最高荣誉称号，院士制度是党和国家为树立尊重知识、尊重人才导向，凝聚优秀人才服务国家设立的一 项重要制度。本次增选后，我国院士队伍的结构进一步优化。 新当选的中国科学院院士平均年龄57.2岁，最小年龄44岁，最大年龄66岁，60岁（含）以下的占67.1%，女性科学家有5人当选。新当选的中国工程 院院士中，有6位扎根西部边远地区的专家，有8位女性科学家。 据悉，本次两院院士增选突出国家战略需求导向，突出以科技创新引领新质生产力的发展要求。增选工作中，中国科学院、中国工程院坚持院士增 选纪律严的基调，强化纪律要求和全过程监督，对候选人学术学风、道德品行、遵规守纪等方面进行了严格把关，积极接受社会监督，严防说情打 招呼，切实把好院士队伍"入口关"。 本次增选后，我国现有中国科学院院士共908人，现有中国工程院院士共1002人。 | 序号 | 姓名 | 年龄 | 工作单位 | 研究方向 | | --- | --- | --- | --- | --- | | 1 | ...

Core Insights - The establishment of Denmark's first 300mm wafer manufacturing facility, the POEM Technology Center, marks a significant step towards technological autonomy in Europe [1][3] - The center aims to accelerate breakthroughs in photonic and quantum chip manufacturing, enhancing Denmark's and Europe's semiconductor ecosystem [1][2] Group 1: Facility Overview - The POEM Technology Center is a collaboration between the Novo Nordisk Foundation's Quantum Chip Project (NQCP) and French company Riber, located at the Niels Bohr Institute of the University of Copenhagen [1] - The center will utilize advanced techniques such as molecular beam epitaxy to produce silicon and silicon-on-insulator wafers, with plans to be fully operational within a year [1][2] Group 2: Production and Research Focus - Initial materials for research are expected to be ready by the end of the year, with ongoing development of chip production infrastructure [2] - The center will serve as a pilot production line and prototype center, focusing on developing components necessary for quantum computing [2] Group 3: Strategic Importance - The POEM Technology Center aligns with Europe's efforts to reduce dependence on US and Asian chip manufacturing, supported by initiatives like the EU Chip Act [3] - The NQCP aims to create a national ecosystem for advanced quantum and photonic chips, collaborating with various stakeholders in the semiconductor industry [4]

Group 1 - The global semiconductor market is projected to reach $208 billion in Q3 2025, marking the first time it surpasses the $200 billion threshold, with a quarter-on-quarter growth of 15.8% [1] - In the first half of 2025, global semiconductor sales increased by 19% year-on-year, totaling $346 billion, driven by strong demand for AI-driven infrastructure and next-generation data centers [3] - The semiconductor industry is experiencing robust recovery across multiple regions, including the Americas, China, and Asia-Pacific, all showing double-digit growth [3] Group 2 - The top 20 semiconductor companies are showing overall positive performance, with Nvidia leading at $57 billion in revenue for Q3 2025, followed by Samsung and SK Hynix [6][7] - Memory companies are seeing significant growth, with Kioxia up 31%, Micron up 22%, and SanDisk up 21%, while MediaTek is the only company reporting a revenue decline of 5.5% [6][7] - Companies are forecasting varied revenue changes for Q4 2025, with 9 out of 14 expecting growth, while 5 anticipate declines [7] Group 3 - The semiconductor market has grown by 21.2% year-on-year in the first three quarters of 2025, significantly exceeding initial expectations, with AI being a major growth driver [7] - Analysts express uncertainty regarding the semiconductor market forecast for 2026, with predictions ranging from 12% to 18% growth, influenced by economic uncertainties and reliance on AI [12][10] - The semiconductor equipment market is expected to remain strong over the next three years, but faces risks from potential slowdowns in AI investment and changes in regional supply chains [13] Group 4 - The materials market is projected to grow by 6% in 2025, with strong demand for silicon wafers and wet chemicals, while the 300mm wafer market is expected to grow by 7% [14] - Advanced packaging is identified as a rapidly growing sector, but increasing complexity in packaging processes poses challenges for future demand [15]

公众号记得加星标⭐️，第一时间看推送不会错过。 来 源 ： 内容 编译自 semiengineering 。 尺寸越来越大的中介层成本不断上升，这重新激发了人们对面板级制造的兴趣。多年来，由于芯片行 业需要付出巨大的集体努力来改变格式，面板级制造的发展一直步履蹒跚。 Joint3 的计划是开发一条新的试验线，供参与者用来调试工艺流程，然后将该流程转移到生产线上。 这使得参与公司能够利用现有的基板制造设备。"全球有很多研究机构，但有些专注于前端工艺，有 些专注于晶圆工艺，还有一些专注于玻璃，"Resonac 电子事业部总部执行董事安倍秀典表示，"但没 有哪个机构在主导大型面板级中介层项目。" 化圆为方 过去几年最大的变化是多芯片封装技术的快速普及，尤其是在人工智能数据中心领域。芯片和中介层 的尺寸越来越大，成本和良率问题也随之而来。采用先进工艺节点开发的高性能芯片本身就极具挑战 性，尽管最大光罩尺寸的限制使其难度有所降低。但中介层的尺寸往往是芯片的数倍，这使得其成本 控制更具挑战性。 幸运的是，并非所有中介层都必须是硅基的。无源中介层没有主动电路，因此它们不像芯片那样依赖 于先进的硅工艺。这使得一些性能不佳而无 ...

Core Viewpoint - SK Hynix is significantly increasing its production capacity for sixth-generation 10nm DRAM, betting on the AI inference application market, with plans to raise monthly production from approximately 20,000 wafers to between 160,000 and 190,000 wafers, representing an increase of 8 to 9 times, which will account for over one-third of its total DRAM capacity [1][2]. Group 1: Production Capacity Expansion - SK Hynix plans to enhance its advanced memory chip production capacity, focusing on the 1c DRAM technology node, with expectations to add 140,000 wafers per month at its Icheon plant, which is seen as a minimum increase [3]. - The company has achieved a yield rate of over 80% for 1c DRAM, which is primarily used for manufacturing the latest general DRAM products like DDR5, LPDDR, and GDDR7 [3]. Group 2: Market Demand Shift - The strategic shift of SK Hynix is driven by the transition of AI applications from training to inference, leading to a surge in demand for cost-effective general DRAM, which is expected to grow at a rate comparable to HBM [5]. - Major tech companies, including NVIDIA, Google, and OpenAI, are developing custom AI accelerators that integrate a significant amount of general DRAM, indicating a shift in market demand structure [5][6]. Group 3: Financial Outlook - Analysts predict that SK Hynix's facility investment will exceed 30 trillion KRW next year, a substantial increase from the estimated 25 trillion KRW this year, with operating profit expected to surpass 70 trillion KRW, setting a historical record [2][9]. - The company has successfully negotiated a price increase of over 50% for HBM4 to above $500 per chip, which is expected to bolster its profitability [8][9]. Group 4: Competitive Landscape - Samsung is also expanding its 1c DRAM production capacity, aiming to reach 200,000 wafers per month by the end of 2026, reflecting the competitive nature of the next-generation memory market [10][13]. - The ongoing expansion by both SK Hynix and Samsung highlights the strong confidence in the demand driven by AI applications, as the supply of DRAM is currently unable to meet the rapid growth in demand [11][13].