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 ↓ ↓ ↓ 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 7月23日消息，英伟达CEO黄仁勋在接受采访时明确表示，华为是英伟达的竞争对手，而非敌人。他赞 扬华为在手机技术、自动驾驶和AI领域取得的成就，并指出华为在芯片设计、系统设计和系统软件方 面的强大能力。 黄仁勋强调，华为不仅具有强大的创新力，而且规模和实力都远超英伟达。他认为，华为是英伟达的竞 争对手，但同时表示对华为的钦佩和尊重，强调对手之间可以保持良好的关系。 黄仁勋还提到，中国AI市场无论英伟达是否参与都会持续进步，华为有能力找到自己的解决方案。他 重申，英伟达将华为视为竞争对手，但同时也表示对华为的钦佩和尊重，并希望双方能够在未来多年保 持竞争关系。 黄仁勋对华为的重视源于他对华为实力的认可，他批评那些轻视华为和中国制造能力的人是"极其天 真"的。他还现场向媒体提问，询问是否有哪家手机公司或蜂窝通信技术研发公司能够超越华为。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信 ...

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 ↓ ↓ ↓ 7月23日消息，据外媒报道，德国汽车电子制造商博世计划对其位于罗伊特林根的生产基地进行重大调 整，并预计到2029年前裁员最多达1100人！ 第一步：扫描下方二维码，关注国芯网微信公众号。 根据公告，博世将专注于生产汽车用芯片，放弃生产缺乏竞争力的汽车电子操控器。 博世执行副总裁 Kress 称，基于新加入者的竞争，在欧洲生产的电子操控系统已无法与之竞争。博世去年已裁减5500名 雇员。 这一决策源于汽车行业市场状况的急剧恶化，导致博世的产品销量持续下滑。博世在声明中提到，由于 制造电子控制单元已不再具有竞争力，公司决定将罗伊特林根工厂的重点转向半导体制造。 Kress 指出，欧洲控制单元市场高度受价格驱动，并且受到新进入者的激烈竞争。他强调，尽管裁员是 一个艰难的决定，但为了确保罗伊特林根基地的长期生存与发展，这些调整是必要的。 目前，罗伊特林根工厂约有1万名员工。此次裁员计划是博世应对市场变化和行业挑战的重要举措之 一。 德国和欧洲的汽车制造商普遍面临着高昂的成本、激烈的国际竞争以及美国与全球贸 ...

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 7月22日消息，据印度媒体报道，印度电子和信息技术部长宣布 印度首枚国产半导体芯片将 于 2025 年正式问世，同时印度国内六家半导体工厂已获批准并正在建设中！ 印度电子和信息技术部部长阿什维尼·维什瑙18日在凯沙夫纪念教育协会成立85周年庆典上发表讲话时 表示，如今一些最复杂的芯片是在海得拉巴、班加罗尔、浦那和金奈等城市设计的。"现在，我们已经 着手半导体芯片的制造。我们已批准6家半导体工厂的建设，目前施工正在进行中。到2025年底，我们 将推出首款'印度制造'芯片。"阿什维尼表示，作为"印度人工智能使命"的一部分，免费数据集等资源正 在上传。多达100万人正在接受人工智能应用培训。"印度正准备成为全球半导体行业的重要参与 者。"阿什维尼表示。 英国《经济学人》称，印度政府希望印度企业从半导体行业中获利。到2030年，全球半导体销售额可能 翻一番，达到约1万亿美元。印度政府认为，本土制造的芯片将有助于提振印度制造业。迄今为止，被 批准的项目大部分是半导体"组装、封装和测试"设施： ...

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月22日消息，据台媒报道，台积电资财管理副总经理李文如于近日离职，台积电收回33张发行的限制 员工权利新股。外界推估，台积电这次应是收回李文如的限制员工权利股票， 市值估计约新台币3613.5 万元。 李文如于2022年加入台积电，担任资财管理资深处长，2024年8月升任资财管理组织副总经理；今年7月 13日因个人因素请辞离职，由台积电资深副总经理暨副共同营运长侯永清兼任资材管理主管。 李文如离职后，台积电随即于7月14日公告收回33张发行的限制员工权利新股，主要原因是原获配限制 员工权利新股的员工未达既得条件。 台积电并未证实这次是收回李文如的限制员工权利新股，不过，公告指出这次收回的限制员工权利新股 是于2024年9月1日发行，当时李文如获得33张限制员工权利新股，与这次收回的数量相符。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 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 文章内容整理自网络，如有侵权请联系沟通 投稿 或 ...

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: 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 in the semiconductor industry with a large following [5]. - "全球电子市场" claims to be the leading WeChat public platform in the semiconductor sector, with 500,000 industry professionals already subscribed [5]. - "半导体行业圈" is presented as a community for semiconductor professionals [7]. - "半导体产业联盟" is noted 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]. - Instructions for joining the WeChat group include scanning a QR code and following the China Semiconductor Forum's WeChat public account [14][16].

Core Viewpoint - Japan's Rapidus has made significant progress in its $34 billion 2nm chip project, marking a milestone in the country's efforts to rebuild its domestic semiconductor manufacturing capabilities [2][4]. Group 1: Project Overview - Rapidus, a government-supported startup, has successfully produced Japan's first 2nm transistor and is collecting data to improve chip manufacturing processes [2]. - The company aims to optimize device characteristics, enhance performance and yield, and scale up for mass production, with a current defect rate target of 50% and future goals of 10%-20% [3]. Group 2: Industry Context - The production of transistors is a core process in the early stages of chip manufacturing, which also includes additional steps like wiring and packaging [3]. - The company utilizes advanced lithography machines exclusively manufactured by Dutch supplier ASML for transistor production [3]. Group 3: Strategic Importance - Rapidus is central to Japan's strategy to revitalize its domestic chip manufacturing capabilities, receiving support from major Japanese companies such as Toyota, NTT, and Sony [4].

Core Viewpoint - The article highlights the upcoming launch of the G100 chip by Lishuan Technology, which is China's first self-developed 6nm GPU, set to be released on July 26. This GPU is designed to meet the demands of high-performance graphics rendering and AI applications, marking a significant advancement in the semiconductor industry [1]. Group 1 - Lishuan Technology has completed the initial functionality tests of the G100 chip, with results meeting expectations as of May 25 [1]. - The G100 chip utilizes a self-developed TrueGPU architecture, which integrates high-performance graphics rendering with AI inference capabilities, distinguishing it from competitors that rely on Imagination's IP [1]. - Internal sources indicate that the performance of the G100 GPU is comparable to NVIDIA's RTX 4060 series [2].

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: 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 in the semiconductor industry with a large following [5]. - "全球电子市场" claims to be the leading WeChat public platform in the semiconductor sector, with 500,000 industry professionals already subscribed [5]. - "半导体行业圈" is presented as a community for semiconductor professionals [7]. - "半导体产业联盟" is noted 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]. - Instructions for joining the WeChat group include scanning a QR code and following the China Semiconductor Forum's WeChat public account [16].

Core Viewpoint - TSMC has faced significant safety issues at its Chiayi plant, leading to a halt in operations due to multiple industrial accidents resulting in fatalities and injuries [1][2]. Summary by Sections Industrial Accidents - TSMC's Chiayi plant has reported four major industrial accidents within two months, resulting in two deaths and two injuries [2]. - The first incident occurred on May 20, where a worker fell from a four-story scaffold and was seriously injured [2]. - A second incident involved a worker being run over by a forklift while resting, resulting in a severe leg injury [2]. - The third accident on May 26 involved a falling transformer that killed a worker despite emergency medical efforts [2]. - The most recent incident on July 16 involved a heavy ice water pipe falling from a height of 5 to 6 meters, fatally injuring a female worker [1][2]. Regulatory Response - Due to the series of accidents, Taiwan's Occupational Safety and Health Administration has ordered a complete suspension of TSMC's mechanical engineering operations at the Chiayi science park [2].

Group 1 - Intel has initiated a new round of large-scale layoffs, primarily affecting factory, marketing, and automotive department employees, potentially impacting over 10,000 workers [2] - In Oregon, Intel's workforce has reached its lowest point in over a decade, with plans to lay off nearly 2,400 employees, which is five times the previously disclosed number [2] - Since August of last year, Intel has cut at least 5,400 jobs in Oregon, reducing the local workforce to around 18,000, marking a significant decrease [2] Group 2 - Intel plans to lay off at least 5,000 employees across California, Oregon, Arizona, and Texas, focusing on key research and manufacturing centers [2] - The layoffs in California are estimated to affect approximately 1,935 employees, primarily in research parks, which is higher than earlier expectations [2] - The number of layoffs in Arizona has been updated to nearly 700, indicating a broader scale of workforce reduction [2] Group 3 - Intel's global layoffs continue, with the workforce in Israel expected to drop below 9,000 for the first time since 2012 [3] - As of mid-2025, Intel's employment in Israel is projected to be around 9,350, down from 10,800 in 2023 and 12,000 in 2021 [3] - CEO Lip-Bu Tan described the layoffs as a "simple math calculation," highlighting that Nvidia and TSMC have similar employee counts but significantly higher profitability [3]