Core Viewpoint - ASMPT announced a strategic optimization adjustment of its manufacturing operations in China, deciding to close its Advanced Semiconductor Equipment (Shenzhen) Co., Ltd. (AEC) in Bao'an District, Shenzhen, affecting approximately 950 employees [3]. Group 1: Company Overview - ASMPT is a leading global supplier of semiconductor and electronic product manufacturing hardware and software solutions, headquartered in Singapore [5]. - The company's product range includes semiconductor assembly and packaging, as well as surface mount technology (SMT), providing solutions for various end-user devices such as electronics, mobile communication equipment, computing devices, automotive, industrial applications, and LED displays [5]. - ASMPT collaborates closely with customers and continuously invests in research and development to create cost-effective and impactful solutions, enhancing production efficiency and product reliability [5]. Group 2: Operational Changes - The closure of AEC is seen as a necessary step to optimize ASMPT's global supply chain, adapting to changing market and customer demands [3]. - This decision is expected to improve the cost competitiveness, flexibility, and operational resilience of ASMPT's key products and solutions in global manufacturing operations [3]. - Operations at other key manufacturing bases globally will not be affected by the closure, and the supply chain system has been fully coordinated to ensure uninterrupted supply to customers [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 ↓ ↓ ↓ 8月11日消息，据相关报道，有知情人士透露，英伟达和AMD已同意将对华芯片销售收入的15%上缴给美国政府，以换取特朗普政府颁发的出口许可证！ 一位美国官员称，英伟达将"分享"其在中国销售H20芯片收入的15%，AMD也会将其MI308人工智能芯片同等比例的收入上缴给美国政府。 知情人士表示，特朗普政府尚未决定如何使用这笔资金。AMD尚未对有关报道进行回应，但英伟达似乎并未否认存在这样的安排，该公司回应称：" 我 们遵守美国政府为我们参与全球市场制定的规则 "，其表示，加速计算的需求是全球性的，英伟达将继续在规则范围内为尽可能多的客户提供服务。报道 指出，这种向企业索要部分收入来换出口许可证的做法是前所未有的。 中国对两家公司来说都是重要的市场。英伟达在截至1月26日的财年中，来自中国的收入为170亿美元，占其总销售额的13%。AMD公布，2024年其在华 收入为62亿美元，占其总收入的24%。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 ...

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 [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]. - "全球电子市场" is recognized as 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" represents a collective for the semiconductor industry [9]. - "半导体全产业链联盟" encompasses the entire semiconductor supply chain [11]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for free access to all [11]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account for further steps [12][14].

Core Viewpoint - The article emphasizes Intel's commitment to the United States' national and economic security, highlighting the importance of the company's role in the semiconductor industry and its ongoing communication with the government to address concerns raised by recent events [3][4][5]. Group 1: Company Leadership and Commitment - Intel's CEO, Chen Liwu, expresses his deep appreciation for the United States, where he has lived for over 40 years, and emphasizes the honor of leading Intel during this critical time [3][4]. - The CEO acknowledges the importance of Intel's success for the U.S. technology and manufacturing sectors, as well as for national security and economic strength [4]. - The company is making progress in its transformation and innovation efforts, with strong support from the board of directors [4]. Group 2: Future Outlook and Technological Advancements - Intel plans to adopt advanced semiconductor manufacturing technologies later this year, marking a significant milestone in its operations [4]. - The CEO expresses optimism about the future, stating that the company's mission is clear and opportunities are limitless [4].

Core Viewpoint - The article discusses the recent Q2 financial performance of SMIC, highlighting mixed results with a revenue increase but a decline in net profit, and emphasizes the rising ASP in the wafer foundry market due to high capacity utilization [2][4]. Financial Performance Summary - SMIC reported Q2 revenue of $2.209 billion, a year-on-year increase of 16.2%, but a quarter-on-quarter decrease of 1.7% [2]. - The net profit for Q2 was $132.5 million, reflecting a year-on-year decline of 19% [2]. - Capacity utilization reached 92.5%, up 2.9 percentage points from Q1's 89.6% [2]. ASP and Pricing Strategy - The increase in ASP is attributed to high capacity utilization, particularly for 12-inch wafer products, which are no longer offered at a discount [4]. - SMIC's CEO stated that the company does not initiate price increases but may follow competitors if they raise prices [4]. - The ASP for Q2 was approximately $924, with an equivalent of 239,000 8-inch wafers shipped, translating to about 6,600 yuan per wafer [4]. Competitive Landscape - SMIC's ASP remains significantly lower than TSMC, which primarily generates revenue from advanced processes (5nm and below) with wafer prices ranging from $15,000 to $30,000 [5].

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" represents a network for the semiconductor industry [9]. - "半导体全产业链联盟" encompasses the entire semiconductor supply chain [11]. Group 3: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, promoting community engagement among semiconductor professionals [11]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat account [12][14].

Core Viewpoint - The article discusses the potential imposition of a 100% tariff on chips and semiconductors by the U.S. government, emphasizing the importance of domestic manufacturing and the implications for companies like Apple and Intel [2][4][5]. Group 1: Tariff Implications - President Trump announced that the U.S. will impose approximately 100% tariffs on chips and semiconductors, but companies manufacturing in the U.S. will be exempt from these tariffs [2][4]. - Companies like Apple, which have committed to significant investments in U.S. manufacturing, will not face these tariffs, as Trump indicated that they would be exempt due to their plans to build facilities in the U.S. [4][5]. - The tariffs are intended to hold companies accountable for not fulfilling commitments to manufacture in the U.S., with Trump stating that the tariffs will apply to all semiconductor products entering the U.S. [4][5]. Group 2: Corporate Responses - Apple CEO Tim Cook announced an additional investment of $100 billion in the U.S., bringing Apple's total investment commitment to $600 billion, which is seen as a strategy to avoid tariffs [4]. - Trump expressed confidence that many U.S. chip companies, including Intel, will return to domestic manufacturing, citing a trend of companies coming back due to his policies [5]. - Major semiconductor companies such as Intel, TSMC, Samsung, Texas Instruments, and Micron, which have committed to investing in U.S. facilities, will not be affected by the tariffs on their products manufactured domestically [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 ↓ ↓ ↓ 英特尔在去年11月被道琼斯工业平均指数剔除，英伟达取而代之。英特尔的股价去年下跌了60%，而英伟达的股价则飙升了171%。今年以 来，英特尔股价波动不大，而英伟达已成为全球第一家市值突破四万亿美元的公司。 ***************END*************** 半导体公众号推荐 8月7日，美国总统特朗普表示，英特尔首席执行官必须立即辞职 ，理由是他与中国企业的关系存在高度利益冲突！ 英特尔现任CEO为陈立武，于今年3月正式上任。这位65岁的美籍华人此前曾在2022年至2024年间担任英特尔董事，但因与英特尔前任CEO基 辛格（Pat Gelsinger）在多个问题上存在分歧，2024年递交辞呈离职。 去年12月，英特尔宣布基辛格退休并辞去董事会职务，执行副总裁兼首席财务官津斯纳和霍尔索斯出任英特尔临时联席CEO，同时公司董事会 表示正物色新的首席执行官人选。陈立武与台积电前董事长刘德音、美国存储芯片巨头美满电子CEO Matt Murphy都被传出在人选名单中。 公开资料显示，陈立武拥有 ...

Group 1 - The core viewpoint of the article emphasizes the strategic partnership between GlobalFoundries and a local Chinese wafer foundry to enhance semiconductor supply in China, particularly focusing on automotive-grade CMOS technology [1] - GlobalFoundries reported a revenue of $1.688 billion for Q2 2025, reflecting a year-on-year growth of 3% and a quarter-on-quarter growth of 6% [1] - The company shipped 581,000 12-inch wafers in Q2 2025, which is a 12% increase year-on-year and a 7% increase quarter-on-quarter [1] Group 2 - The collaboration aims to meet the domestic demand for semiconductors in China without requiring customers to redevelop and tape out at a new foundry [1] - The focus of the partnership will initially be on automotive-grade processes, targeting both domestic and international semiconductor companies operating within China [1] - GlobalFoundries is still awaiting a meaningful recovery in the consumer electronics market [1]

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 ↓ ↓ ↓ 8月6日消息，当下内存正值改朝换代的阶段，因预期内存厂商将停产DDR4、产品短缺疑虑扩 散，推升其价格飙涨，价格在1个月内翻了一倍。 韩媒报道称，三星先前已通知客户DDR4即将退场，计划在2025年底前逐步停产DDR4。 但知情人士最新爆料，因市场对DDR4需求仍非常强劲，三星已决定一路生产DDR4到2026年 12月。 另外一层原因是， 三星在HBM超高带宽内存领域，落后竞争对手SK海力士和美光不少，导 致HBM获利贡献有限，加上SK海力士和美光扩产HBM排挤DDR4产能，近期DDR4供应转趋 吃紧，价格快速攀高，促使三星决定充分利用现有产能，让DDR4延寿。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 然而，知情人士直言，此举虽然有助于抵消一部分DDR4价格涨势，但也透露出三星抢攻 HBM进度并不如预期顺利。 TrendForce集邦咨询旗下专业内闪存报价网站DRAMeXchange统计， 截至2025年7月底， 消费型 ...