半导体论坛 振兴国产半导体产业！ 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! 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 ↓↓↓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 ▲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 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 半导体全产业链联盟，请关注！ ***************END************** * 半导体论坛微信群 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 - TSMC has achieved a significant milestone with its 2nm process technology, boasting a yield rate exceeding 60%, which highlights its technological leadership in advanced semiconductor manufacturing [1][2]. Group 1: TSMC's 2nm Process - TSMC's 2nm process utilizes GAA (Gate-All-Around) technology, which is expected to improve energy efficiency by 10% to 15% and reduce power consumption by 25% to 30% [1]. - The chip density of TSMC's 2nm process is projected to be 15% higher than the current 3nm process [1]. - Major clients for TSMC's 2nm technology include Apple, NVIDIA, AMD, Qualcomm, and MediaTek, with AMD's next-generation EPYC Venice server CPU confirmed to use TSMC's 2nm process [1]. Group 2: Samsung's 2nm Efforts - Samsung is actively working on its 2nm process and plans to start production in the second half of the year, with speculation that it may be for the Exynos 2600 processor for the Galaxy S26 flagship phone [2]. - Despite Samsung's efforts to catch up, TSMC maintains a solid lead in the 2nm process technology [2].

Core Viewpoint - Trump Group is entering the wireless communication industry by launching a mobile phone service called Trump Mobile, operating as a virtual network operator (MVNO) in collaboration with major U.S. carriers [2]. Group 1: Trump Mobile Launch - Trump Mobile will provide 5G services through partnerships with AT&T, Verizon, and T-Mobile USA [2]. - The service is set to begin in August, coinciding with the launch of the T1 phone [2]. Group 2: T1 Phone Specifications - The T1 phone will be priced at $499 and features specifications that reportedly exceed those of the current top iPhone models [4]. - It includes a 6.8-inch touchscreen with a refresh rate of 120Hz, fingerprint sensor, and AI facial recognition [4]. - The phone is claimed to be designed and manufactured in the U.S., specifically in Alabama, California, and Florida [4]. Group 3: Production and Supply Chain Concerns - Despite claims of U.S. manufacturing, there are speculations that the T1 phone will rely heavily on overseas components for assembly [4][5]. - Analysts have noted similarities between the T1 phone and the T-Mobile REVVL 7 Pro 5G, suggesting that it may be produced in China [5].

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17日消息，今日，外交部发言人郭嘉昆主持例行记者会。有记者提问，有报道称，台 湾当局迫于美国的压力，已将华为和中芯国际（SMIC）列入台湾版的实体名单。中方对 此有何回应？ 郭嘉昆表示， 中方一贯反对美方将科技和经贸问题政治化，泛化国家安全概念，滥用出 口管制和长臂管辖，对中国进行恶意封锁打压，民进党当局"跪美媚美"，只会害台毁 台。 ***************END*************** 半导体公众号推荐 加群步骤： 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 文章内容整理自网络，如有侵权请联系沟通 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 半导体论坛百万微信群 iccountry ...

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Core Viewpoint - Huawei has applied for a "quad-chiplet" packaging design patent, potentially for next-generation AI chips, which may allow it to compete with TSMC and NVIDIA in the AI GPU market [2][4]. Group 1: Patent and Technology Development - The "quad-chiplet" design is similar to NVIDIA's Rubin Ultra architecture, but Huawei appears to be developing its own advanced packaging technology [4]. - The patent indicates a bridging technology, akin to TSMC's CoWoS-L, rather than a simple intermediate layer [4]. - To meet the demands of AI training processors, the chips are expected to be paired with multiple HBM (High Bandwidth Memory) through interconnections [4]. Group 2: Competitive Positioning - Although Huawei currently lags in advanced process technology by one generation, its advanced packaging capabilities may be on par with TSMC [4]. - This advancement allows Chinese manufacturers to use mature process technologies to produce multiple chips, which can then be integrated through packaging to enhance performance, potentially narrowing the gap with advanced process chips [4]. - Ren Zhengfei, Huawei's founder, has stated that concerns over chip technology are unwarranted, suggesting that methods like stacking and clustering can yield results comparable to the most advanced levels [4].

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16日消息，据外媒报道，台当局已将中国大陆企业华为和中芯国际列入出口黑名单！ 根据台当局在其 贸易 管理 网站上公布的最新版本显示，华为及其几家子公司、中芯国际及其几家子公 司均已纳入其所谓的战略性高科技商品实体清单的更新。 其中就包括华为在日本、俄罗斯和德国等海外地区的子公司。根据台当局现有法规，当地公司需要获得 当地政府的批准，然后才能向实体清单上的实体运送任何东西。 报道称，中国台湾实施的新限制可能至少部分切断华为和中芯国际获得来自中国台湾的技术、材料和设 备的机会，这些技术、材料和设备可能是制造半导体所必需的。 此前，华为与中芯国际及部分子公司已被美国列入实体清单，严重限制了它们获取外国技术的能力。 虽然台湾地区多年来禁止向大陆地区出口光刻机等关键晶片制造设备，但此前从未将内地主要科技企业 或晶片制造商正式列入实体清单。 ***************END*************** 半导体公众号推荐 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。 ...

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient acquisition of high-quality information 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 for semiconductor professionals, with a following of 500,000 industry personnel [5]. - "全球电子市场" is noted as the leading WeChat public platform in the semiconductor sector [5]. - "半导体行业圈" is described as a community for semiconductor professionals [7]. - "半导体产业联盟" is presented as a comprehensive alliance for the semiconductor industry [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which 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].

Core Viewpoint - The recent surge in DDR4 DRAM prices is attributed to a decrease in supply and significant purchases by mysterious buyers, leading to a price increase of nearly 8% in a single day, which is unprecedented in the last decade [2][3]. Summary by Sections Price Surge - The latest prices for 8Gb and 16Gb DDR4 DRAM have seen a daily increase of nearly 8%, with specific price points reaching $3.775 for 8Gb (1G×8) 3200 and $8.2 for 16Gb (1G×16) 3200 [2]. - The current market conditions have led to DDR4 prices exceeding those of DDR5, indicating a price inversion, which is unusual [3]. Market Dynamics - Major manufacturers like Samsung and Micron are focusing on higher-end DRAM markets such as DDR5 and HBM, which has resulted in a reduction of DDR4 supply [2][3]. - The current price increase is significant enough to surpass the breakeven point for DRAM manufacturers, leading to substantial profits [3].

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13日消息，近日，NVIDIA CEO黄仁勋表示，由于美国芯片禁令仍具高度不确定性，未来 财测不再涵盖中国市场。 日前， 黄仁勋接受采访时表示，由于美国进一步调整出口规范，NVIDIA专供中国市场的H20 芯片出货受限，未来营收及获利预估值中，来自中国的部分将"全数剔除"。 黄仁勋坦言，他不指望美中新一轮协商会解除相关禁令，所以干脆将中国市场营收排除在财 测之外。 早先，因应美国芯片禁令，NVIDIA推出降规版AI芯片H20，AI运算性能低于标准版H100， 2024上半年开始出货中国市场。 但今年4月美国升级出口管制，NVIDIA H20须申请输出许可证后才能出口，导致NVIDIA第一 季营收损失25亿美元，并因库存过剩认列损失45亿美元。 ***************END*************** 半导体公众号推荐 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。 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 文章内容整 ...