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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 streamline their information intake to enhance efficiency and effectiveness. Group 1: Recommended WeChat Public Accounts - The article lists five recommended WeChat public accounts for semiconductor professionals to follow, which include: - "半导体技术天地" for technical materials and expert explanations [1] - "全球电子市场" which has 500,000 industry followers [5] - "半导体行业圈" as a community for semiconductor professionals [7] - "半导体产业联盟" focusing on the entire semiconductor industry chain [9] - "半导体全产业链联盟" for comprehensive industry insights [11] Group 2: Community Engagement - The article mentions a free open group with 80,000 members, encouraging semiconductor professionals to join for networking and information sharing [12] - Instructions for joining the group include scanning a QR code and replying "加群" in the WeChat public account [13][15]

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Core Viewpoint - The semiconductor industry is witnessing significant developments with Intel securing partnerships with major clients like Apple and MediaTek for advanced chip manufacturing processes [2][4]. Group 1: Intel's Manufacturing Partnerships - MediaTek's Dimensity series chips will be manufactured by Intel, marking a notable collaboration in the semiconductor sector [2]. - Apple is expected to utilize Intel's 18A process for its entry-level M series chips, with shipments anticipated as early as 2027 [4]. - Intel's 14A process is also being considered by MediaTek, indicating a potential expansion of Intel's client base in the mobile chip market [4]. Group 2: Technological Innovations - Intel's 18A-P process is the first to support Foveros Direct 3D hybrid bonding technology, allowing for the stacking of multiple chiplets via silicon vias [4]. - The decision to focus on back power delivery technology at the 18A and 14A nodes aims to significantly enhance performance, although it introduces challenges related to self-heating effects [4]. - The compact nature of mobile devices presents a challenge for managing heat dissipation, which may require additional cooling solutions to ensure stable operation of the SoCs [4]. Group 3: Future Prospects - If Intel and MediaTek can overcome the technical challenges associated with the 14A process, there is potential for deeper collaboration between the two companies [4].

Group 1 - Qualcomm announced the completion of 2nm chip tape-out in India, marking a global milestone supported by local engineering teams [1][3] - The Indian Minister of Electronics and Information Technology, Ashwini Vaishnaw, stated that the next goal for India is to establish a domestic 2nm wafer fabrication plant [3] - The tape-out process is the final confirmation stage before chip design is handed over to foundries for manufacturing, indicating readiness for mass production [3][4] Group 2 - The completed 2nm chip is expected to power the Snapdragon 8 Elite Gen 6 processor and Snapdragon X Elite 3 chip, aimed at flagship Android smartphones by the end of 2026 [4]

半导体论坛 振兴国产半导体产业！ 信息爆 炸的时代 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？ 2026年，半导体人只需关注5个公众号 半导体技术天地 ID：ic2018ic 更需要断舍离 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↓↓↓ ▲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 全球电子市场 ID：xinlun99 ▲长按二维码"识别"关注 芯媒评论，请关注！ ↓↓↓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！ 加群步骤： ↓↓↓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************** * 半导体论坛微信群 8万人在群，所有微信群免费开放！ 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"， ...

Group 1 - Samsung has received temporary approval to start limited operations at its semiconductor factory in Taylor, Texas, marking a significant step in producing the next-generation AI5 chips for Tesla [2][4] - The approved area of approximately 88,000 square feet is part of a larger facility expected to be fully operational later this year, with plans to also manufacture Tesla's AI6 chips [4] - Elon Musk has indicated that the design of the AI5 chip is nearing completion, and development for the AI6 chip has begun, with a goal to shorten the design cycle to 9 months [4] Group 2 - The Taylor facility is on track for construction, with plans to test extreme ultraviolet (EUV) lithography equipment, crucial for producing advanced 2nm semiconductors [4] - Samsung aims to complete the construction of 6 million square feet of the facility by the end of this year and plans to add another 1 million square feet by 2028, covering over 1,200 acres in total [4] - In addition to Tesla, Samsung is actively seeking to expand its U.S. customer base for its foundry business, targeting over 130% growth in orders for 2nm chips this year [4] Group 3 - TSMC, a major competitor of Samsung, is also planning to expand its presence in the U.S., with reports suggesting it may increase its Arizona facility to a total of 11 plants, and will also participate in the production of Tesla's AI5 chips [5]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 23,527 C22,593 ♡ 3万 III 168万 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 2月9日消息，马斯克在社交平台X发帖称，"SpaceX已经将重点转移到在月球上建造一个自我发展的城市，因为我们有可能在不到10年的时间内实现这一 目标，而火星则需要20年以上。" Elon Musk ● ▽ @elonmusk · 1小时 Time to go back to the Moon at scale DogeDesigner ♥ □ @cb_doge · 8小时 66 years. From first flight to the Moon. 000 马斯克补充说，前往火星的时机仅限于每 26 个月一次的行星连珠（航程 6 个月），而登月发射周期可缩短至每 10 天一次（航程 2 天），意味着人们可以 更快地迭代以完成月球城市，而不是火星城市。 与此同时，SpaceX 仍将努力建造一座火星城市，并将在大约 5 到 7 年内启动。"但压倒一切的优先事项是确保文明的未来，月球更快。" 据此前报道，就在本月早些时候，SpaceX 被曝已 ...

Core Viewpoint - Omron has announced a price increase for several products in its automation segment, with price hikes ranging from 5% to 50%, effective February 7, 2026, due to long-term high prices of core raw materials in the global supply chain [2][4][9]. Group 1: Price Adjustment Details - The price adjustments will affect various product categories, including: - Small PLCs: 5%-20% increase - Motion controllers: 5%-20% increase - General HMI: 5%-25% increase - Parallel robots: 25%-50% increase - Scara robots: 20%-35% increase - General relays: 12%-20% increase - Small power relays: 10%-20% increase - General bases: 15%-35% increase - Proximity sensors: 24%-35% increase - Miniature photoelectric sensors: 15%-25% increase - Rotary encoders: 7%-30% increase - Fiber optics: 25%-30% increase - Limit switches: 6%-25% increase - Micro switches: 14%-20% increase - Temperature sensors: 5%-10% increase [5][6]. Group 2: Reasons for Price Increase - The price increase is attributed to ongoing changes in the global supply chain, which have led to sustained high prices for core raw materials. Omron is committed to optimizing its global supply chain, improving production efficiency, and innovating technology to absorb most of the cost pressures while ensuring stable and reliable product supply [4][9].