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 ↓ ↓ ↓ 1月5日消息，据台媒报道，英伟达CEO 黄仁勋将于本月赴台并参加英伟达台湾地区年会，并邀请"英伟达生态系"合作伙伴再现"兆元（即万亿元新台 币）"宴。 据悉，包括台积电董事长魏哲家、鸿海董事长刘扬伟、广达董事长林百里及副董事长梁次震、纬创董事长林宪铭、纬颖董事长兼首席战略官洪丽宁、和硕 集团董事长童子贤、仁宝董事长陈瑞聪等企业高管，将成为"兆元宴"的座上客。 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 据此前报道，黄仁勋已经于去年 11 月访问台积电，提出了对更先进 AI 芯片的迫切需求，而这一举动直接引爆了台积电的新一轮建厂热潮。 消息称台积电为了确保明年能有更多新产能上线，已紧急敦促上游设备供应商缩短交货时间。这一"催单"效应直接导致供应链进入"战时状态"，预计相关 设备厂商的高强度出货将至少持续到 2026 年第二季度。 ***************END*************** 半导体公众号推荐 半导体论坛百万 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 由于芯片制造商三星和SK的业绩推动韩国综合股价指数创下历史新高，花旗集团和摩根士丹利等券商纷纷上调了这两家公司的盈利预期。 据市场追踪机构称，过去一年中，传统DDR4 DRAM的基准价格飙升了近700%——这是自 2016 年开始追踪价格以来的最高水平；同时，NAND 闪存的价 格也大幅上涨，同期涨幅超过100%。 有分析师指出，得益于内存芯片价格的历史性飙升以及用于人工智能的高带宽内存（HDM）的复苏， 三星电子即将创下有史以来最强劲的季度营业利 润。 该公司预计将于本周晚些时候公布初步第四季度业绩报告，市场普遍预期其季度营业利润将达到约19万亿韩元（约合140亿美元），几乎是上一季度的三 倍。还有一些分析师预测，这一数字可能首次超过20万亿韩元，达到这一里程碑主要得益于其半导体部门。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月5日消息，据外媒报道， 三星和SK海力士寻求将服务器DRAM价格最高上涨70%！ 今日，三星股价大涨近7.5%创历史新高，SK海力士同步走强涨近3%，两大存储巨头的强势表现直接提振了市场情绪，推动韩国首尔综指收 ...

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, encouraging engagement and networking [7]. - "半导体产业联盟" represents a collective for the entire semiconductor industry chain, promoting collaboration [9]. - "半导体全产业链联盟" is another platform aimed at uniting various stakeholders within the semiconductor sector [11]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, fostering a collaborative environment for industry professionals [12]. - Steps to join the group include scanning a QR code to follow the China Semiconductor Forum WeChat public account and replying with "加群" for further instructions [13][15].

Core Viewpoint - TSMC's expansion in the U.S. has significantly impacted its profitability, with gross margins for 5nm chip production in Arizona dropping nearly 87% compared to Taiwan due to high labor and depreciation costs [1][3]. Group 1: Financial Impact - TSMC's gross margin for 5nm chips produced in the U.S. is approximately 87% lower than that of Taiwan, primarily due to rising labor costs and increased wafer depreciation expenses [3]. - The depreciation costs in the U.S. are about four times higher than in Taiwan if the production output is only a quarter of that in Taiwan, leading to substantial cost pressures [3]. - The high costs have resulted in the largest quarterly profit decline for TSMC's Arizona facility, indicating challenges in the sustainability of chip manufacturing outside Taiwan [3]. Group 2: Operational Challenges - The construction and operational expenses in the U.S. are significantly higher, necessitating higher capacity utilization and pricing to offset these costs [3]. - Labor costs present a major challenge for TSMC's operations in Arizona, contributing to the overall financial strain [3].

Core Viewpoint - The article discusses the recent halt of HieFo Corp's acquisition of Emcore due to national security concerns raised by the U.S. government, highlighting the ongoing tensions surrounding Chinese investments in U.S. technology companies [2][4]. Group 1: Acquisition Details - HieFo Corp attempted to acquire Emcore's assets valued at $3 million, which includes digital chip and semiconductor manufacturing operations [2][4]. - The U.S. Treasury Department indicated that the acquisition posed national security risks, particularly regarding the potential transfer of proprietary technology and intellectual property from Emcore [4]. Group 2: Company Background - HieFo was co-founded by Genzhao Zhang and Harry Moore, focusing on the semiconductor industry with over 40 years of experience in indium phosphide chip innovation [5]. - Emcore specializes in producing navigation devices for commercial, industrial, and defense applications, including gyroscopes and sensors [5]. Group 3: Regulatory Actions - The U.S. government mandated HieFo to divest all rights and interests in Emcore within 180 days and restricted access to Emcore's technical information [4]. - HieFo stated that the acquisition would allow Emcore's facility in Alhambra, California, to continue operations and that key personnel had been retained [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 ↓↓↓值得您的关注↓↓↓ 半导体行业圈 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！ 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！ ***************END************** * 投稿 或 商务合作 请 联系 iccountry 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 ...

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 ↓ ↓ ↓ 1月4日消息，近日，百度发布公告， 百度旗下AI芯片子公司——昆仑芯已于2026年1月1日透过其联席保荐人以保密形式向香港 联交所提交上市申请表格，申请批准昆仑芯于香港联交所主板上市！ 受IPO消息刺激，百度港股股价大涨9.35%，收报143.8港元/股，总市值达3955亿港元。 尽管市场早有传闻，但百度选择以"保密形式"提交港股IPO申请，仍显谨慎而精准。据公告披露，目前的方案为建议分拆将通过 昆仑芯股份的全球发售进行，包括：昆仑芯股份在香港进行公开发售，以供香港公众人士认购。同时，向机构及专业投资者配 售昆仑芯股份。建议分拆完成后，预计昆仑芯仍将为百度的附属公司。 对于分拆昆仑芯独立上市的原因，百度方面表示，一方面，可更全面地反映昆仑芯基于自身优势的价值，并提升其营运及财务 透明度，令投资者能独立评估及衡量昆仑芯的表现及潜力；另一方面，昆仑芯的业务将吸引专注于通用AI计算芯片及相关软硬 件系统业务的投资者群体。此外，分拆将提升昆仑芯在客户、供应商及潜在战略合作伙伴中的形象，提高其协商及争取更多业 ...

Core Viewpoint - The article discusses a significant security breach involving the NVIDIA Tegra X2 chip, which has been fully compromised by a young security researcher, Amber Katze, allowing potential access to millions of devices that utilize this chip, including MR glasses and Tesla vehicles [1][3]. Group 1: Security Breach Details - Amber Katze announced the complete compromise of the NVIDIA Tegra X2 chip's secure boot mechanism, which affects devices that can connect to its USB interface [1][3]. - The motivation behind the research was the shutdown of the Magic Leap One's startup server, rendering the device unusable, prompting Katze to restore its functionality [3]. - Two critical vulnerabilities were identified: "sparsehax," related to the logic flaw during the decompression of SparseFS images, and "dtbhax," which allows persistent access through specific core device tree blocks [3][4]. Group 2: Exploitation and Impact - Katze successfully executed unsigned code on the Magic Leap One by exploiting these vulnerabilities, breaching the system's initial defenses [3]. - A severe vulnerability was found in the BootROM code, which is unmodifiable by NVIDIA due to its read-only nature, allowing devices to bypass the secure boot chain and take full control [4]. - Although the attack requires physical access to the USB port, Katze developed a complex exploitation chain that achieved high-level code execution [4].

12月31日消息，昨日晚间，上海证券交易所 官网更新了一则IPO受理信息：长鑫科技集团股份有限公司科 创板上市申请获受理， 拟募集资金295亿元 ！ 根据市场研究机构数据，按产能和出货量统计， 长鑫科技已成为中国第一、全球第四的DRAM厂商 。招股书披 露，2022年至2025年9月，长鑫科技的累计营收达736.36亿元。 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 ↓ ↓ ↓ 招股书显示，2024年底以来，长鑫科技自有DDR4产品已停止生产，产能全面转向DDR5等新一代DRAM产品。与 此同时，在经历了2023年的行业深度下行周期及巨额亏损后，长鑫科技在2025年第三季度交出了一份毛利率高达 35%的成绩单。 长鑫科技 成立于2016年6月，总部位于安徽合肥。创始人朱一明亦是国内存储芯片上市公司兆易创新的创始人。 招股书显示，长鑫科技目前无控股股东和实际控制人。截至招股书签署日，公司第一大股东清辉集电持股 21.67%，第二大股东长鑫集成持股11.71%，其他持股5%以上的股东还包括国家集成电路产业投资基金二期（大基 金二期）、合肥集鑫及安徽省投，分别 ...

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 ↓ ↓ ↓ 12月31日消息，据韩媒报道， 三星计划于2026年初向其半导体部门员工发放年薪的43-48%巨额绩效奖金，该比 例是去年的三倍以上！ 据悉，得益于全球内存市场的持续紧张，以及 DRAM 和高带宽内存（HBM）需求的激增，三星电子的半导体业 务迎来了强劲的复苏。 公司因此宣布，其负责半导体业务的设备解决方案部门员工将在 2026 年初获得 2025 年度的超额利润激励，预计 发放比例将达到员工年薪的 43-48%，这一数字相较于 2024 年14%的比例，实现了超过三倍的惊人增长。 此次奖金大幅提升的核心驱动力，源于三星在尖端内存技术上的领先地位。三星不仅在第五代 HBM（HBM3E 和 HBM4）技术上取得突破、超越了竞争对手美光，还成功获得了英伟达下一代 AI GPU 的 HBM3E 供应订单。 同时，公司为保证利润最大化，已将部分生产重心转向 DDR5 内存，为预计在 2026 年实现 730 亿美元的营业利 润打下坚实基础。 除了在 AI 领域的成功，三星在消费电子市场也获得了关键客户的支持 ...