Core Viewpoint - The article discusses the current state of Intel and its attempts to seek partnerships, particularly with TSMC, amidst financial struggles and competition in the semiconductor industry [4]. Group 1: Intel's Financial Situation - Intel has revealed unstable financial conditions and is actively seeking partners and investors to stabilize its situation [4]. - Recently, Intel received a significant cash influx of $2 billion and is awaiting an additional $5.7 billion from the CHIPS and Science Act in exchange for a 10% equity stake [4]. - The company has also been cutting costs, including laying off over 12,000 employees, which is approximately 20% of its workforce [4]. Group 2: Partnership Attempts - Reports indicate that Intel is looking to collaborate or invest with TSMC and is also in discussions with Apple regarding potential partnerships [4]. - TSMC has denied any ongoing negotiations with Intel, indicating a reluctance to engage with a competitor that has its own foundry capabilities [5]. Group 3: Market Challenges - Intel faces challenges in consumer demand, particularly with the slow adoption of its Lunar Lake processors, as buyers show little interest in AI chips [4]. - Due to increased demand for "outdated" chips, Intel has raised prices on its previous generation Raptor Lake processors [4].

Group 1 - The core viewpoint of the article revolves around the launch of the Xiaomi 17 series, which has garnered significant attention due to various factors such as renaming, pricing, and design features [2][4]. - Xiaomi's partner, Lu Weibing, emphasized that there are no plans to reduce orders for the Xiaomi 17 series, citing the introduction of a new 16GB+1TB version and increased orders for the Pro series, indicating an overall increase in product orders compared to the previous generation [4][6]. - The Xiaomi 17 series aims to compete directly with Apple, with a focus on high-end market positioning and innovative features like the back screen design, which aims to revitalize the smartphone industry [6]. Group 2 - Lu Weibing reported that the initial sales results for the Xiaomi 17 series have been promising, with the Pro Max model performing particularly well, surpassing the 6K+ price threshold and improving the product structure historically [6]. - The decision to not include a 1TB version in the standard model was based on low sales proportions in the previous generation, but due to user feedback, Xiaomi has decided to increase the production of the 1TB version, with deliveries starting on October 5 [6].

Core Viewpoint - The article discusses Russia's long-term roadmap for developing domestic extreme ultraviolet (EUV) lithography equipment, aiming to enhance its semiconductor manufacturing capabilities while avoiding reliance on traditional EUV technologies [2][6]. Summary by Sections Development Roadmap - The roadmap outlines three main development phases for the EUV lithography equipment: - **Phase 1 (2026-2028)**: Aims to support 40nm process technology with a dual-mirror optical system, achieving a patterning accuracy of 10nm, a maximum exposure field of 3×3 mm, and a throughput of over 5 wafers per hour [3]. - **Phase 2 (2029-2032)**: Plans to introduce a scanning lithography machine supporting 28nm (backward compatible to 14nm), utilizing a four-mirror optical system, improving patterning accuracy to 5nm, a field size of 26×0.5 mm, and a throughput exceeding 50 wafers per hour [3]. - **Phase 3 (2033-2036)**: Targets sub-10nm processes with a six-mirror configuration, achieving a patterning accuracy of 2nm, a maximum exposure field of 26×2 mm, and a throughput of over 100 wafers per hour [3]. Technical Innovations - The proposed EUV system does not replicate ASML's architecture but instead employs a different technology framework, including hybrid solid-state lasers and a xenon plasma-based light source, which reduces maintenance needs and avoids damage to photomasks [2][4]. - The roadmap indicates that the equipment will cover process requirements from 65nm to 9nm, aligning with mainstream critical layer processes expected between 2025 and 2027 [3]. Market Positioning - The development aims to provide a cost-effective solution for smaller foundries, potentially attracting international clients excluded from the ASML ecosystem by offering a clean, efficient, and scalable lithography system without immersion technology or tin-based plasma [6]. - If successfully implemented, the project could enable local production and export of advanced chips at significantly lower capital and operational costs compared to existing solutions [6].

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↓↓↓ ▲长按二维码"识别"关注 芯媒评论，请关注！ 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 ↓↓↓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 第二步：在公众号里面回复"加群"，按照提示操作即可。 ******* 半导体公众号推荐 ******* 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！ ...

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 ↓ ↓ ↓ 9月28日消息，近日台积电发布人事变动 公告 ，美国厂 原执行长王英郎卸任，由副总经理庄瑞萍接任职缺。王英郎也同时辞任该公司董事，职务同样由 庄瑞萍接任。 据台媒分析， 王英郎 回台继续担任营运主管， 代表他将有机会竞逐新一代接班梯队行列，今年底可能往资深副总职位迈进， 加入第三代接班人行列。 台积电 公告指出，公司代重要子公司 TSMC Arizona 公告其执行长异动，其中子公司 TSMC Arizona 执行长王英郎卸任，由台积电副总经理庄瑞萍接任。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 对此，台积电表示，王英郎在亚利桑那的 TSMC Arizona 阶段性任务已经完成，将自 10 月 1 日起回任，继续担任营运主管。另外，台积电也公告，王英 郎辞任 TSMC Arizona 董事，由庄瑞萍接任，预计 10 月 1 日生效。 王英郎完成阶段性任务，回台续担任营运主管，代表他将有机会竞逐新一代接班梯队行列，今年底可 ...

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 ↓ ↓ ↓ 该媒体认为，对于三星而言，这一决策虽显激进，却可能是确保其未来发展的必要之举。其核心目的在于吸引客户，避免投 入巨资建设的 2 纳米晶圆厂在建成后因订单不足而陷入产能闲置的困境。 通过更具竞争力的价格，三星希望能够确保其在先进制程技术上的巨额投资，最终能够转化为稳定的市场份额与财务回报， 从而在与台积电的长期竞争中占据有利位置。 作为背景，三星的 2 纳米技术推进之路近期面临着重大挑战。该公司曾在今年一月被报道削减了一半的代工厂投资，与其 主要竞争对手台积电持续加码投资的策略形成鲜明对比。 此外，由于未能招揽到足够客户，三星位于美国得克萨斯州、耗资巨大的全新芯片工厂项目也遭遇了延期。 2025 湾区半导体产业生态博览会 (深圳) WESEMIBAY 药启未来 智创生态 2025.10.15 - 10.17 深圳会展中心(福田) 展览面积 60000 m² 参展企业 600+ 专业观众 60000+ 峰会论坛 20+ 国芯网 邀 请 您 参 加 INVITATION 立即扫码预登记 9月28日消息，据 ...

根据这一此前未公开且可能会调整的计划，商务部将对进口产品征收一项关税，税额为该产品芯片内容 估值的一定比例。若该计划实施，表明特朗普政府意图打击从电动牙刷到笔记本电脑等广泛消费品，这 可能会加速通胀，但同时推动美国制造业发展。 白宫发言人Kush在被问及细节时表示："美国不能依赖外国进口的半导体产品，这些产品对我们的国家 安全和经济至关重要。"他还称，"特朗普政府正在采取细致且多方面的措施，通过关税、减税、放松监 管和充足能源，推动关键制造业回流美国。" 特朗普一心"逼企业回流"，却不顾美国通胀高企。美国企业研究所经济学家指出，当前通胀远超美联储 2%目标且持续上升，征税计划是给通胀"添柴"。 美本土商品也难逃关税影响，关键零件加税致成本飙升，最终消费者买单，买电脑、手机都得花更多 钱。美商务部曾想豁免芯片制造工具关税，白宫却因特朗普"不喜欢"而否决，这种不顾经济、只图政治 目的的做法，把美国经济往火坑推。 特朗普关税攻势不断升级，本周四宣布 10 月 1 日起对多类进口产品加税，厨房橱柜等建材征 50%，家 具征 30%，专利药加征 100%，重型卡车加征 25%，关税战从芯片扩散到多行业。 芯片渗透现代经 ...

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 ↓ ↓ ↓ 半导体公众号推荐 9月26日消息，特朗普政府正在权衡一项新计划，旨在大幅减少美国对海外制造半导体的依赖，希望借此 刺激本土制造业并重塑全球供应链。 该政策的目标是要求芯片企业在美国生产的半导体数量，与其客户自海外厂商进口的数量保持一致。据知 情人士透露，那些未能长期维持"1:1"比例的企业将被迫缴纳关税。 这一计划源于特朗普上月的表态。当时他表示，如果科技公司在美国投入更多资金，就能避免半导体高达 100%的关税。知情人士指出，要让本土产能与进口量匹配，比单纯增加美国投资更具挑战性，因为海外产 品通常价格更低，供应链难以调整，而提升美国本土供应需要时间。若付诸实施，这一计划可能使本已复 杂的关税体系更加错综难解。 据知情人士透露，美国商务部长卢特尼克已与半导体行业高管讨论这一构想，并告知他们，这可能是出于 经济安全的需要。多年来，政府官员一直担忧美国科技公司过度依赖海外芯片。 科技高管们对此尤为关注，因为芯片在现代经济中几乎无处不在，从智能手机到汽车都离不开它们。许多 公司会将美国制造的芯片送往海外 ...

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: Industry Insights - The article highlights the need for semiconductor professionals to focus on five specific WeChat public accounts to stay updated on industry trends and technologies [1]. - It mentions that the semiconductor industry has a significant following, with one public account having 500,000 industry professionals subscribed [5]. Group 2: Community Engagement - The article promotes the establishment of a community for semiconductor professionals, with a mention of a WeChat group that has 80,000 members, which is open for free access [12]. - It provides a step-by-step guide for joining the community, emphasizing the ease of access through the WeChat public account [13][15].

9月26日消息，德国汽车供应商博世近日宣布，将在位于德国的汽车业务部门裁减约1万3000个岗位，以应对约25亿欧元的"成本 缺口"！ 据报道，博世还将同时减少对生产设施与厂房的投资，并称此举是对市场疲软与成本压力的必要调整。 博世称，裁员集中在为汽车提供零部件与软件的业务单元，受影响岗位涵盖管理、销售、研发与生产。公司强调，截至2024年 12月，其全球员工总数为41万8000人，并确认本轮调整不会影响英国在岗员工，但将视客户需求持续评估营运布局。 博世的劳资关系主管格罗施说："遗憾的是，我们将无法避免在此前已通报的裁员之外出现进一步裁员。对此我们深感痛心，但 不幸的是别无选择。" 博世将裁员归因于多重外部因素：一是全球与欧洲车辆市场增长疲软，需求明显下滑；二是来自特斯拉与中国比亚迪等新兴竞 争者对市场份额的挤压；三是包括美国近期对欧盟商品加征关税在内的额外成本，增加了企业营运压力。 博世称，这些因素共同导致它的汽车业务面临结构性成本缺口，迫使公司调整人力与资本投入以维持竞争力。 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 ↓ ↓ ↓ "一段时间以来，市 ...