国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ ****************EИD**************** 半导体公众号推荐 全球科技巨头微软近期宣布重大战略转型，公司首席技术官凯文·斯科特近日在意大利科技周活动中透 露，微软未来计划主要在其数据中心使用自主研发的芯片，此举标志着公司将减少对英伟达和AMD等 传统芯片供应商的依赖，构建更加自主可控的技术生态。 斯科特在炉边谈话中明确表示："我们的长期战略绝对是以自研芯片为主。"他强调，这一决策是整体数 据中心系统设计战略的重要组成部分，涉及网络和冷却技术的全面优化，以更好地适配特定工作负载需 求。 目前，全球半导体及数据中心服务器市场主要由英伟达GPU主导，AMD占据较小份额。然而，随着人 工智能技术的迅猛发展，主要云服务提供商纷纷寻求定制化解决方案，以满足其特定业务需求。微软已 迈出实质性步伐，2023年推出了专为AI工作负载设计的Azure Maia AI加速器以及Cobalt CPU，并已在数 据中心大量应用。 值得注意的是，微软近期还推出了基于"微流体"技术的新型冷却系统，有效 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 10月9日消息，据国外媒体报道称，美国又对中国的企业下手，这次突然将16家中企列入实 体清单，其中包含了多家电子元器件分销商，继续封堵中国的半导体相关技术和公司。 当地时间10月8日，美国商务部工业与安全局（BIS）发布公告，将26家实体与3个地址加入 实体清单（Entity List）。其中包括16家中国大陆企业和3个中国香港地址。 16家企业的范围广泛，既包括全球大型电子元件分销商Arrow的中国大陆和中国香港子公 司，也包括一系列中小型技术和贸易企业。 外交部发言人郭嘉昆此前表示，美方滥用"实体清单"等出口管制工具，以"危害美国国家安 全、违反美国外交政策"为借口，滥施非法单边制裁，是典型的霸权主义行径，严重违反国际 法和国际关系基本准则，严重损害企业的合法权益，破坏全球产供链安全稳定。中方对此坚 决反对，予以强烈谴责。 此次新增的三个地址及16家中国实体如下： 三个地址： 地址 16--14C, Hung Shui Kiu Main Street, Yuen Long, N.T., Hong ...

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient information acquisition is crucial [1]. Group 1: Information Acquisition - In the fragmented information age, it is essential to focus on high-quality information sources to gain valuable insights [1]. - The article recommends that semiconductor professionals should follow five specific WeChat public accounts to stay updated on industry trends and technologies [1]. Group 2: Recommended WeChat Accounts - "半导体技术天地" focuses on semiconductor industry technology and expert explanations [3]. - "全球电子市场" is the leading WeChat platform in the semiconductor industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" serves as a community for semiconductor professionals [7]. - "半导体产业联盟" is a platform for the entire semiconductor industry chain [9]. - The article mentions a WeChat group with 80,000 members that is open for free access [12].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 公告明确，未经许可不得出口稀土开采、冶炼分离、磁材制造等相关技术及其载体，以及生产线装配调试、维护升级等技术。若出口非管制货物技术但明 知用于境外稀土相关活动，需提前申请两用物项出口许可。 商务部公告2025第61号 公布对境外相关稀土物项实施出口管制的决定 【发布单位】安全与管制局 【发布文号】商务部公告2025年第61号 【发文日期】2025年10月09日 为维护国家安全和利益，根据《中华人民共和国出口管制法》《中华人民共和国两用物项出口管制条例》等法律法规相关规定，经中国国务院批 准，决定采取以下出口管制措施: 10月9日，商务部网站突发公告，公布《对稀土相关技术实施出口管制的决定》及《对境外相关稀土物项实施出口管制的决定》，明确将稀土相关技术及 物项纳入出口管制范畴， 其中针对14nm以下逻辑芯片、256层以上存储芯片等相关稀土物项的管制措施引发业界高度关注。 据悉，稀土是镧系元素及钪、钇共17种金属元素的统称，因具备独特的磁、光、电特性，被称为"工业维生素"，是新能源、半导体、航空航天、高 ...

Core Viewpoint - The Chinese Ministry of Commerce has officially added 14 foreign entities to the unreliable entity list, marking a significant shift in trade relations and signaling a strong stance against those infringing on China's core interests [2][4]. Group 1: Announcement Details - The announcement was made on October 9, 2023, and it affects companies involved in sensitive areas such as anti-drone technology, defense security, and high-tech analysis [2]. - The measures include a complete ban on import and export activities with China, prohibition of new investments in China, and restrictions on data transmission and sensitive information sharing with these entities [4]. Group 2: Listed Entities - The following companies have been added to the unreliable entity list: 1. Dedrone by Axon (anti-drone technology) 2. DZYNE Technologies 3. Elbit Systems of America, LLC 4. Epirus, Inc. 5. AeroVironment, Inc. 6. Exelis Inc. 7. Alliant Techsystems Operations LLC 8. BAE Systems, Inc. 9. Teledyne FLIR, LLC 10. VSE Corporation 11. Cubic Global Defense 12. Recorded Future, Inc. 13. Halifax International Security Forum 14. TechInsights Inc. and its subsidiaries [4][9].

Core Viewpoint - The article emphasizes the importance of self-defined technology in the semiconductor industry, highlighting the recent advancements of Haiguang Information in achieving technological autonomy and innovation in CPU architecture [2][4]. Group 1: Architectural Autonomy - Haiguang Information has transitioned from relying on technology licensing to achieving complete autonomy in its C86 instruction set architecture, marking a significant milestone in its development [5]. - The company’s R&D investment reached 3.446 billion in 2024, with a 24.68% increase to 1.711 billion in the first half of 2025, showcasing its commitment to innovation and self-sufficiency [5]. - By opening its CPU capabilities and interconnect bus protocols, Haiguang has established full control over its chip microarchitecture design and system-level interconnect, demonstrating its maturity and stability [5]. Group 2: Innovative Autonomy - Haiguang has been actively filing international patents, indicating a systematic approach to innovation based on its self-defined architecture [6]. - The "data prefetching method" aims to optimize processor performance by intelligently predicting data flow, showcasing the company's deep understanding of processor design [7]. - The "variable link testing system" enhances the efficiency and flexibility of chip testing, reflecting Haiguang's comprehensive engineering methodology to support rapid iteration and cost reduction [7]. Group 3: Security Autonomy - In critical information infrastructure, security is prioritized over performance, and Haiguang has developed a self-controlled C86 technology system with an integrated security mechanism that meets national security standards [8]. - Unlike international giants like Intel and ARM, Haiguang's CPU products are designed with inherent immunity to vulnerabilities from the outset, ensuring robust security [8]. - The C86 architecture has established capabilities in cryptographic, trusted, and privacy computing, which are essential for gaining trust in the government and enterprise markets [8].

Core Viewpoint - The article highlights the advancements in Taiwan's semiconductor industry, particularly focusing on TSMC's production of 2nm chips in Kaohsiung, which is expected to position the city as a hub for advanced semiconductor processes [1][3]. Group 1: TSMC's Developments - TSMC has begun trial production of 12-inch 2nm chips at its Kaohsiung P1 plant, marking a significant milestone in semiconductor technology [1]. - The progress of TSMC's investment and production in Kaohsiung has exceeded expectations, with the city poised to become a center for the most advanced semiconductor processes globally [3]. Group 2: Pricing and Market Impact - The price of 2nm chips is projected to be at least 50% higher than that of 3nm chips, with flagship chips potentially reaching a unit price of $280 [3]. - Major memory chip manufacturers like Samsung and SK Hynix have already increased product prices, contributing to accelerating semiconductor inflation [4]. - Texas Instruments initiated a new round of price increases in August, affecting a wide range of products including industrial control, automotive, and computing-related chips [4].

半导体论坛 振兴国产半导体产业！ 信息爆 炸的时代 更需要断舍离 如何更加高效的获取高质量的信息 在碎片化的时代里 收获满满？ 2025年，半导体人只需关注5个公众号 半导体技术天地 ID：ic2018ic ▲长按二维码"识别"关注 专注半导体产业技术，技术资料，专家讲解。欢迎关注! ↓↓↓值得您的关注↓↓↓ 国芯网 ID：CSF211ic 全球电子市场 ID：xinlun99 ▲长按二维码"识别"关注 芯媒评论，请关注！ ↓↓↓值得您的关注↓↓↓ 半导体行业圈 ID：ic211ic ▲长按二维码"识别"关注 半导体行业第一的微信公众平台，50万的从业人员都已关注！ ↓↓↓值得您的关注↓↓↓ 半导体全产业链联盟，请关注！ ***************END************** * 半导体论坛微信群 ▲长按二维码"识别"关注 半导体行业圈，半导体人自己的圈子，请关注！ ↓↓↓值得您的关注↓↓↓ 半导体产业联盟 ID：icchinaunion ▲长按二维码"识别"关注 8万人在群，所有微信群免费开放！ 加群步骤： 第一步：扫描下方二维码，关注中国半导体论坛微信公众号。 第二步：在公众号里面回复"加群"， ...

Core Viewpoint - The article emphasizes the importance of domestic semiconductor industry revitalization in China, highlighting recent developments in the procurement of Haiguang chip servers by major financial institutions, which reflects a growing trend towards local technology adoption in critical sectors [2][4]. Group 1: Procurement Developments - The Industrial and Commercial Bank of China has publicly announced its procurement project for Haiguang chip servers for the year 2025, with a potential scale of 3 billion yuan [2]. - Inspur has emerged as the primary candidate for the bid, followed by ZTE and Lenovo [2]. Group 2: Financial Sector and Security - The financial industry is viewed as a high ground for the domestic innovation market due to its substantial budget and high demand for services [4]. - Financial institutions have strict procurement requirements, particularly concerning security and performance, necessitating secure transaction channels in complex access scenarios [4]. - Haiguang chips have gained recognition in the financial innovation market due to their inherent security technology, which addresses the "impossible triangle" of performance, security, and cost [4]. Group 3: Technological Advantages - Haiguang CPUs feature built-in security processors that support national encryption standards without the need for external devices, enhancing both performance and cost-effectiveness [4]. - The support for Trusted Computing 3.0 (TPCM) and confidential computing, along with the ability to share a security domain with DCU accelerators, adds significant value in cloud computing and AI applications [4]. - Achieving a balance between performance and security is crucial for financial users, positioning Haiguang products as competitive in the domestic market [4].

Core Viewpoint - The global first 2nm chip, Samsung's Exynos 2600, has begun mass production, with the first wafers already in use [1]. Group 1: Product Development - The Exynos 2600 has already reached the "Fab-out" stage, indicating it is moving into backend testing and packaging, with commercial use expected in the new Galaxy S26 series by the end of the year [2]. - The Exynos 2600 features a 1+3+6 core design, with the latest large core clocked at 3.8GHz, large cores at 3.26GHz, and small cores at 2.76GHz [2]. Group 2: Market Position - Samsung will not fully revert to self-developed chips; instead, the Qualcomm Snapdragon 8 Gen 2 will remain the primary supply for most regions, with Exynos 2600 only used in select markets [2]. - Previous Exynos 2500 faced delays and performance issues, launching over a year late and underperforming compared to competitors, which raises expectations for the Exynos 2600 to redeem the brand [4].