Group 1 - Samsung is intensifying recruitment efforts for local sales talent in the U.S. semiconductor market, offering competitive salaries, with the highest base salary reaching $320,000 (approximately 2.3 million RMB) for managerial positions [1] - The recruitment includes positions for sales and business development directors and managers, as well as a senior engineering manager for customer quality management, with total annual compensation potentially reaching $400,000 [1] - Samsung has restructured its local sales team and appointed a former TSMC executive to lead U.S. foundry sales, aiming to attract major clients like NVIDIA and Qualcomm [1] Group 2 - Samsung has identified the 2nm process as a core focus for its foundry division, planning to introduce mass production equipment at its Texas facility by early 2026 [2] - The construction of clean rooms at the Texas site has resumed and is expected to be completed by the end of this year, paving the way for subsequent equipment installation [2] - To concentrate resources on the 2nm process, Samsung has postponed the construction of its Pyeongtaek No. 2 fab's 1.4nm test line, with mass production now expected to be delayed until 2028 [2]

Core Viewpoint - The article emphasizes the importance of focusing on high-quality information sources in the fragmented era of the semiconductor industry, suggesting that professionals should follow specific WeChat public accounts to stay informed and connected. Group 1: Recommended WeChat Public Accounts - "半导体技术天地" focuses on semiconductor industry technology, technical materials, and expert explanations [1] - "国芯网" is highlighted as a key platform for semiconductor industry insights [3] - "全球电子市场" claims to be the leading WeChat platform in the semiconductor industry with 500,000 industry professionals already following [5] - "半导体行业圈" is presented as a community for semiconductor professionals [7] - "半导体产业联盟" is noted as a full industry chain alliance in the semiconductor sector [10] Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, encouraging users to join by following the China Semiconductor Forum WeChat public account [14] - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account for further steps [16]

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 ▲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↓↓↓ 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 ***************END************** * 半导体论坛微信群 ID：ic211ic ▲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 半导体全产业链联盟，请关注！ 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 ongoing patent disputes between MediaTek and Huawei are escalating, with both companies engaging in multiple lawsuits across various jurisdictions, highlighting the competitive landscape in the semiconductor industry and the complexities of patent licensing agreements [5][7]. Group 1: Patent Disputes - MediaTek's subsidiary HFI Innovation has filed a lawsuit against five Huawei subsidiaries for infringing on European patent EP2689624, which pertains to LTE technology [2]. - The patent conflict has intensified following Huawei's unsuccessful negotiations with MediaTek for licensing 5G standard essential patents, leading to Huawei initiating its own patent infringement lawsuit against MediaTek [5][7]. - Both companies are involved in numerous legal battles across China and Europe, with Huawei holding over 120,000 patents, of which 14.59% are 5G standard essential patents, while MediaTek possesses over 13,000 patents [7][8]. Group 2: Licensing Models - The primary contention between MediaTek and Huawei revolves around the licensing fee model, specifically whether to charge at the "terminal level" (to smartphone manufacturers) or the "chip level" (to chip manufacturers) [7]. - Huawei's strategy aims to shift the licensing fee structure to chip manufacturers, which could potentially streamline the licensing process given the limited number of major chip manufacturers globally [7]. Group 3: Patent Challenges - Both companies have initiated challenges against each other's patents, with MediaTek reportedly contesting at least ten of Huawei's patents, although results from these challenges are still pending from the National Intellectual Property Administration [8].

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 ↓ ↓ ↓ 6月23日消息，据外媒报道，美国考虑对中国半导体管制升级，拟撤销台积电、三星等在华豁免权！ 据报道，美国打算对台积电等跨国大型半导体制造商旗下位于中国大陆的芯片工厂采取行动，撤销这些 工厂取得美国技术时享有的豁免。 针对是否可能撤销VEU授权，美国商务部发言人回应称，晶片制造商仍将能够在中国大陆开展业务， 并表明："新执法机制与适用于其他向中国大陆出口的半导体公司的许可要求一致，确保美国在出口审 批上拥有对等和互惠的程序。" 台积电、南韩三星电子与SK海力士目前享有无限制豁免，能在不必每次都要申请许可的情况下，将美 国芯片制造设备运至旗下位于中国大陆的工厂。 知情人士透露，美国商务部掌管出口管制的部门主管凯斯勒本周向这三家公司表示，希望取消这些豁 免。在这之前，美国还禁止英伟达、AMD等高级AI芯片对华出口，其中就包含了H20等。 2022年10月，美国对中国推出全面的晶片出口限制，阻止中国大陆获得先进的半导体晶片、技术、设备 和人才。当时，三星、SK海力士及台积电在中国大陆的工厂皆获得为期一年的豁 ...

Core Viewpoint - Texas Instruments announced a historic investment of over $60 billion to build seven chip factories in Texas and Utah, marking the largest investment in semiconductor manufacturing in U.S. history [2]. Group 1: Investment and Expansion Plans - The investment will create 60,000 jobs and includes the construction and expansion of factories in Sherman, Richardson, and Lehi [2][3]. - The company plans to produce billions of chips daily at these new facilities, focusing on reliable and low-cost 300mm wafer production for essential analog and embedded processing chips [3]. Group 2: Financial Performance - Texas Instruments reported a revenue of $4.07 billion for Q1 2025, a 2% increase quarter-over-quarter and an 11% increase year-over-year, marking the first year-over-year revenue growth since Q4 2022 [3].

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: Recommended WeChat Public Accounts - "半导体技术天地" focuses on semiconductor industry technology, technical materials, and expert explanations [3]. - "国芯网" is highlighted as a significant platform in the semiconductor sector with a large following [5]. - "全球电子市场" claims to be the leading WeChat public platform in the semiconductor industry, with 500,000 industry professionals already following [5]. - "半导体行业圈" is presented as a community for semiconductor professionals [7]. - "半导体产业联盟" is noted as a full industry chain alliance in the semiconductor field [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access [14]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat public account, then replying with "加群" for further instructions [16].

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 ↓ ↓ ↓ 6月19日消息，据外媒报道，美国碳化硅企业Wolfspeed即将申请破产，受此影响，Wolfspeed股价18日 暴跌30.14%！ 消息人士透露，由Apollo Global Management带领的债权人将接管Wolfspeed，并计划短暂进入破产程 序，仅用以削减数十亿美元的债务。 据悉，Wolfspeed很快将宣布与债权人达成协议，进行预先打包的破产行动，在签署重整支援协议后， 将要求债权人投票表决该方案。 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 据公司5月提交给监管机构的文件，截至3月底，Wolfspeed拥有约13.3亿美元用途未受限制的现金、约当 现金及短期投资部位，同时背负约65亿美元的债务。 据报道，Wolfspeed 2025财年第一财季，公司营收同比下滑1.37%至1.95亿美元，净亏损达2.82亿美元。 为应对业绩压力，Wolfspeed启动了一项耗资4.5亿美元的设施关闭和整合计划，计划 ...

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月18日消息，据外媒报道，英特尔公司计划在全球范围内裁减最高20% 的工厂员工，预 计裁员规模可 能超过1万人！ 据报道，英特尔制造业务副总裁纳加表示，裁员的目的，是应对成本挑战和当前财务状况，预计削减比 例为 15%-20%，主要在 7 月实施。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据介绍，受影响最大的是"英特尔代工服务"部门，涵盖从生产线技术员到前沿芯片研发人员的诸多岗 位。尽管英特尔未明确各部门裁员人数，但截至 2024 年年底英特尔公司全球员工数量为 109000 人，因 此该媒体估计全球裁员规模可能超过 1 万人。 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 俄勒冈州作为其制造中心，将承受最大冲击，该州现有 2 万名英特尔员工，占全美总数的近五分之一。 英特尔去年已裁员 1.5 万人，其中俄勒冈州占 3000 人。 该媒体认为英特尔此次裁员，源于持续的销售下滑和行业竞争压力。在 PC 和数据中心芯片市场，英特 尔面临来自 AMD 和英伟达的激烈竞争，同时因未能及时推出支持人工智能的先进 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 此次减持华虹半导体后，大基金仍通过参与中芯国际定增、华虹半导体科创板IPO保持战略影 响力。 华虹在特色工艺（如IGBT、嵌入式闪存）也仍具国际竞争力，其无锡12英寸厂产能利用率长 期保持在90%以上，市场预计2026年毛利率回升。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月18日消息，香港交易所信息显示，国家集成电路产业投资基金（以下称大集基金）减持华 虹半导体633.3万股，持股比例从6.16%降至5.94%。 2021年大基金首次对华虹半导体减持，此后，减持行动持续，多次引发华虹半导体股价波 动。 2025年5月9日，大基金通过鑫芯（香港）投资有限公司减持华虹半导体633.3万股，同时减 持中芯国际6597.72万股，同时中国国有企业结构调整基金二期也大幅减持华虹公司1237.96 万股，华虹半导体股价应声下跌超11%。 而2025年一季度，华虹半导体营收同比增长18.66%至39.13亿元，但净利润仅剩2276万 元，同比骤降89.73%。 不过，业界认为，本次减持并非否定华虹半导体企业价值，但也确实反映了大基金对成熟制程 赛道 ...