国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据业内人士透露，SK海力士将于9月22日至10月1日期间接受下半年新员工的申请。此次新员工招聘规 模将达到三位数。公司将选拔涵盖设计、设备、研发流程、量产技术等核心职能领域的人才。工作地点 分别位于京畿道利川市和盆唐市、忠清北道清州市以及首尔市。 SK海力士去年的平均年薪为1.17亿韩元，上个月至本月初举行的硕士、博士研究生招聘会上人潮涌 动，引起了业界的关注。最近，SK海力士又发放了每人超过1亿韩元的绩效奖金，人才市场一片繁荣， 纷纷涌入SK海力士。 SK海力士也在积极招募半导体人才。该公司于今年3月发布了大规模新员工招聘公告，此后通过每月招 聘经验丰富的员工，确保了经验丰富的人才。此外，他们本月还将启动大规模新员工招聘。 随着工资上涨，预计今年下半年的入职竞争将更加激烈。据业内人士透露，去年下半年SK海力士新员 工的录用率为2.04%，约为50:1。一些业内人士预测，今年下半年新员工招聘的竞争率将超过100:1。 SK海力士计划通过积极的人才引进，巩固其在半导体市场的领导地位。SK海力士的一位相关人士强 调："确保最优秀的人才是公司的竞争力。"他补充道： ...

Core Viewpoint - Huawei announced its product roadmap for the Ascend AI chips, planning to release four new models from 2026 to 2028, with the first model featuring self-developed HBM technology [1][3]. Group 1: Product Roadmap - The roadmap includes the release of Ascend 950PR in Q1 2026, Ascend 950DT in Q4 2026, Ascend 960 in Q4 2027, and Ascend 970 in Q4 2028 [1]. - The Ascend 950PR and 950DT will utilize SIMD/SIMT microarchitecture, achieving performance of 1PFLOPS (FP8) and 2PFLOPS (FP4) respectively [4]. Group 2: Technical Specifications - The Ascend 910C chip has a computing power of 800TFLOPS, with a memory bandwidth of 784GB/s and HBM capacity of 128GB [3]. - In comparison, NVIDIA's latest Blackwell B300 chip has a computing power of approximately 3840TFLOPS and features 288GB HBM3e with a bandwidth of 8TB/s [4]. Group 3: Competitive Landscape - Huawei's chips are designed as NPU (Neural Processing Unit) for AI tasks, contrasting with NVIDIA's general-purpose GPU architecture [3]. - Despite U.S. sanctions limiting Huawei's access to TSMC for chip production, the company claims to leverage over 30 years of experience in interconnecting devices to enhance its computing capabilities [4].

Core Viewpoint - The article discusses the strategic investment and partnership between Nvidia and Intel, highlighting the implications for the semiconductor industry and the companies involved [2][5]. Group 1: Investment Details - Nvidia announced a $5 billion investment to acquire Intel shares at $23.28 per share, making it a significant shareholder in Intel [2][5]. - The investment price represents a discount of approximately 6.5% compared to Intel's closing price of $24.9 on the previous Wednesday, but is higher than the U.S. government's recent investment price of $20.47 per share [5]. Group 2: Strategic Partnership - Nvidia and Intel will collaborate on data center and personal computing products, with Intel customizing x86 architecture CPUs for Nvidia's AI infrastructure [5][6]. - Intel will also produce x86 system-on-chip (SoC) solutions that integrate Nvidia's RTX GPUs to meet high-performance computing and AI terminal demands [5][6]. Group 3: Market Reaction - Following the announcement, Intel's stock price surged over 30% in pre-market trading, while Nvidia's shares increased by over 3% [5].

Core Viewpoint - The article highlights the significant developments in the semiconductor industry, particularly focusing on the performance and strategic moves of SMIC (Semiconductor Manufacturing International Corporation) and the growing demand for domestic chips in China amid the AI boom. Group 1: SMIC's Stock Performance - On September 18, SMIC's stock price surged over 8%, reaching 127.49 CNY per share, with a market capitalization exceeding 1 trillion CNY. However, it later retraced to 122.15 CNY, closing with a market cap of 977.1 billion CNY [1]. Group 2: Strategic Developments - On August 29, SMIC announced a suspension of trading due to plans to issue A-shares for asset acquisition and related transactions. On September 8, it revealed plans to acquire the remaining 49% stake in its subsidiary, SMIC North, at a price of 74.2 CNY per share through a private placement [5][6]. - The acquisition aims to achieve full ownership of SMIC North, which was established in 2013 as a joint investment with the Beijing government. SMIC North currently has a monthly production capacity of 70,000 wafers, primarily serving sectors like smartphones, computers, consumer electronics, and automotive [6]. Group 3: Financial Performance - For the first half of 2025, SMIC reported sales revenue of 4.46 billion USD, a 22% increase year-over-year, with a gross margin of 21.4%, up by 7.6 percentage points from the previous year. The guidance for Q3 indicates a revenue growth of 5% to 7% quarter-over-quarter, with a gross margin forecast of 18% to 20% [6]. - The global semiconductor sales for May 2025 are projected at 58.98 billion USD, reflecting a 27% year-over-year growth, while China's semiconductor sales are expected to reach 17.08 billion USD, marking a 21% increase [6].

半导体论坛 振兴国产半导体产业！ 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↓↓↓ 信息爆 炸的时代 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 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 芯媒评论，请关注！ ↓↓↓值得您的关注↓↓↓ 半导体行业圈 ▲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 - The storage chip market is experiencing a price increase, driven by both international manufacturers like Micron and SanDisk and domestic companies such as Jiangbolong, with expectations of a comprehensive price rise in the fourth quarter due to various market demands and supply strategies [1][3]. Group 1: Market Dynamics - Recent announcements indicate that SanDisk has raised product prices by over 10%, while Micron has paused pricing for DDR4, DDR5, LPDDR4X, and LPDDR5X, with potential increases of 20%-30% for channel storage products [3]. - The demand for NAND in the server market is expected to rise as AI server shipments increase, alongside new smartphone releases driving a replacement demand [3]. Group 2: Company Performance - Jiangbolong ranks third in total capacity for enterprise-grade SATA SSDs in China and is the leading domestic brand, with its enterprise-grade PCIe SSD and RDIMM products being adopted by major domestic companies [3]. - As of the end of July, Jiangbolong has deployed over 80 million units of its main control chip series, with rapid growth in deployment scale continuing [3]. Group 3: Product Development - The self-developed UFS4.1 products are currently undergoing validation with multiple Tier 1 manufacturers, indicating a significant increase in deployment scale for the year [4].

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Core Viewpoint - The article discusses the bankruptcy proceedings of Xirenma United Measurement and Control (Quanzhou) Technology Co., Ltd., highlighting its rapid growth and subsequent decline in the semiconductor industry, particularly in MEMS sensor technology [2][4]. Group 1: Company Overview - Xirenma was established in 2017 and focused on the research, production, and testing of MEMS sensor chips, providing complete solutions from chip design to sensor testing [4]. - The company adopted an IDM (Integrated Device Manufacturer) model and was recognized as one of China's top ten MEMS companies in 2021, with a peak valuation of 3.6 billion yuan [4]. - The founder, Dr. Nie Yongzhong, is a prominent figure in the industry with extensive academic credentials and over 220 patents, including nearly 70 international invention patents [4]. Group 2: Recent Developments - Since 2023, Xirenma has faced numerous challenges, including legal disputes over patent infringement, transitioning from a "rights holder" to a "defendant" in 2024 [4]. - Internal capital conflicts have also intensified, contributing to the company's difficulties [4]. Group 3: Project Status - The core project, a sensor manufacturing base in Quanzhou, has shown signs of stagnation, with construction progress falling short of expectations and some facilities remaining idle [5].

Core Viewpoint - The article highlights the advancements in semiconductor technology, particularly focusing on MediaTek's successful design of a flagship SoC using TSMC's 2nm process technology, which is expected to enter mass production by the end of next year [2][4]. Group 1: MediaTek's 2nm Process Technology - MediaTek has successfully completed the tape-out of its first flagship SoC utilizing TSMC's 2nm process technology, making it one of the first companies to adopt this advanced technology [2]. - The 2nm process technology features a new nanosheet transistor structure that enhances performance, power efficiency, and yield [4]. - Compared to the existing N3E process, TSMC's enhanced 2nm technology offers a 1.2x increase in logic density, up to an 18% performance improvement at the same power level, and approximately a 36% reduction in power consumption at the same speed [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 ↓ ↓ ↓ 捷豹路虎公司表示，由于对网络攻击事件的司法调查仍在进行中，同时公司正规划全球业务分阶段有序重 启的方案，生产将至少暂停至9月24日。然而有业内消息人士警告称，生产中断可能会持续至11月份。 一个自称 "Scattered Lapsus$ Hunters" 的黑客组织声称对这起网络攻击事件负责，但并未解释实施网络攻击 的诉求。 捷豹路虎最初认为数据没被窃取，但随后确认部分数据已受影响，并将联系所有受影响的人。此次网络攻 击给捷豹路虎造成的损失可能正不断扩大，专家估计，此次事件可能给捷豹路虎造成每日高达500万英镑 的损失。 若停产持续到11月，将有大约5万辆汽车无法生产，初步影响可能导致1.2亿英镑的利润流失。 此外，停产还会影响到其供应链中一些小型企业，部分供应商和零售商暂时无法使用通常用于汽车维修备 件采购或车辆注册的计算机系统和数据库。 2025 湾区半导体产业生态博览会(深圳) OR ECOSYSTEM EXPO 2 WESEMIBAY SEMICONDUC 湾 武展 WESEMIBAY 简武 ...