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 ↓ ↓ ↓ 9月8日消息，据台媒报道，台积电高雄厂区7日发现一枚未爆炸弹，台军方未爆弹处理小组到场处理，经鉴定为早期遗留航空炸弹，后续将依废弹处理程 序完成销毁作业。 台军方称，未爆弹经鉴定为早期遗留空用炸弹残体，弹体严重锈蚀，批号等不明，目前已移运入库妥善保存，将依废弹处理程序销毁。 据台媒报道，这是台积电高雄厂区第三次挖出未爆弹。2024年8月27日该厂区执行整治作业时，就曾挖到早期遗留"1000磅航空炸弹"残体；同年11月11 日 又挖到"500磅航空炸弹"残体。 两次挖掘出的炸弹弹体都严重锈蚀。不少人研判称，所挖出炸弹是距今80年前，太平洋战争时期，厂区处储藏油库遭美军轰炸时所遗留。 高雄工厂是台积电投资的最重要的工厂之一，该工厂将容纳五座芯片制造厂，第一座工厂（P1）预计将于年底投入量产。 其中，P1、P2工厂预计将生产2nm芯片，而P3、P4、P5工厂则将生产2nm或更先进工艺芯片，例如采用台积电1.4A工艺制造的产品。 ***************END*************** 半导体公众 ...

Core Viewpoint - The article discusses the recent developments in the semiconductor industry, particularly focusing on NVIDIA's request to Samsung to double the production capacity of GDDR7 memory chips, which is linked to the new AI GPU B40 designed for the Chinese market [1][3]. Group 1: NVIDIA's Developments - NVIDIA has not generated any revenue from its Chinese special H20 GPU due to U.S. export control policies in the second quarter [3]. - The new B40 GPU is expected to utilize GDDR7 memory instead of HBM memory, as the latter is restricted by U.S. export controls [3]. - Estimates suggest that NVIDIA's GDDR7 orders could reach 200 billion Korean Won, approximately 1.026 billion RMB [3]. Group 2: Samsung's Position - The order from NVIDIA represents a significant win for Samsung, which has struggled to secure HBM product orders from NVIDIA in the past [3]. - Samsung is reportedly attempting to enter NVIDIA's HBM supply chain by lowering product prices and is supplying HBM3e memory, potentially for NVIDIA's latest Blackwell Ultra [3].

Core Viewpoint - The establishment of Changsheng Phase III (Wuhan) Integrated Circuit Co., Ltd. aims to strengthen the position of Yangtze Memory Technologies Co., Ltd. (YMTC) in the integrated circuit industry, with a registered capital of 20.72 billion RMB [2][7]. Group 1: Company Information - Changsheng Phase III is co-owned by Yangtze Memory Technologies with a 50.19% stake and Hubei Changsheng Phase III Investment Development Co., Ltd. with a 49.81% stake, the latter being a state-owned enterprise [4][6]. - The company was officially registered on September 5, 2025, and is located in Wuhan, Hubei Province [5][6]. - The business scope includes integrated circuit manufacturing, sales, design, and related technical services [5]. Group 2: Industry Context - Yangtze Memory Technologies has made significant achievements in the semiconductor integrated circuit field since its establishment in July 2016, focusing on 3D NAND flash memory and storage solutions [6]. - The company has diversified its product offerings, including 3D NAND flash, embedded storage, mobile hard drives, and solid-state drives, and launched its retail storage brand "Zhita" in 2021 [6]. - The successful development of its third-generation TLC/QLC products in April 2020, particularly the X2-6070 model, has garnered wide market recognition due to its high I/O speed and storage density [6].

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 ↓ ↓ ↓ 在此之前，英伟达曾于 2022 年尝试以 400 亿美元收购 Arm，却因监管机关以垄断疑虑否 决，最终无疾而终。若真要收购联发科，恐将面临相同的挑战。 2025 湾区半导体产业生态博览会(深圳) ICTOR ECOSYSTEM EX 湾芯展 WESEMIBAY 海芯 展 桃 商 2025.10.15 10.17 深圳会展中心(福田) 展览面积 60000 m² 参展企业 600+ 专业观众 60000+ 峰会论坛 20+ 国芯网 邀 请 您 参 加 INVITATION 立即扫码预登记 ****************EИD**************** 半导体公众号推荐 9月5日消息，英国媒体 Techradar 称，联发科与英伟达合作开发 GB10 超级芯片，双方技 术高度互补、合作关系紧密，也让外界猜测英伟达可能考虑以 730 亿美元收购联发科。对于 市场上的收购传闻，联发科方面今日回应第一财经称"不是真的"。 投稿 或 商务合作 请 联系 iccountry 半导体论坛百万微信群 加群步 ...

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: Industry Insights - The article highlights the need for semiconductor professionals to focus on five specific WeChat public accounts to stay updated on industry trends and technologies [1]. - It mentions that the semiconductor industry has a significant following, with one public account having 500,000 industry professionals subscribed [5]. Group 2: Community Engagement - The article promotes the establishment of a community for semiconductor professionals, with a mention of a WeChat group that has 80,000 members, which is open for free access [12]. - It provides a step-by-step guide for joining the community, emphasizing the ease of access through the WeChat public account [13][15].

Core Viewpoint - The article discusses the ongoing efforts of Nvidia to customize AI chips for the Chinese market, highlighting the potential pricing and performance differences compared to existing models [2][4]. Group 1: Nvidia's AI Chips for China - Nvidia is reportedly working on a new AI chip for China, which may be priced at two times the cost of the H20 model, potentially reaching $20,000 to $24,000 (approximately 171,000 yuan) [2][4]. - The B30A chip is likely based on the Blackwell B300A design, utilizing TSMC's 4nm process and featuring advanced packaging with 144GB HBM3E and a power consumption of 600W [4]. - Nvidia aims to maintain its market presence in China by promoting its AI chips, as they are superior in performance compared to domestic alternatives [4]. Group 2: Chinese Tech Companies' Interest - Major Chinese tech companies, including Alibaba and ByteDance, are keen to acquire advanced Nvidia AI chips, indicating a strong demand for high-performance computing solutions [4]. - There is a concern that if Chinese developers fully transition to domestic products, it could diminish Nvidia's influence in the market, which is why the company is eager to continue its partnerships [4].

Core Viewpoint - The article highlights the rapid growth and potential of the Chinese semiconductor industry, particularly focusing on the company New Kai Lai, which has secured significant orders and is on track for substantial revenue growth in the coming years [1][3]. Group 1: Company Overview - New Kai Lai has received orders exceeding 10 billion, with clients including major foundries like SMIC, Hua Hong Group, and Yangtze Memory Technologies [1]. - The company is projected to achieve revenues of 4.5 billion in 2023, 7.5 billion in 2026, and 16.9 billion by 2028, with a profit of 2 billion expected in 2027 and plans for an IPO [3]. - New Kai Lai is a wholly-owned subsidiary of Shenzhen State-owned Assets Supervision and Administration Commission, focusing on the research, manufacturing, sales, and service of semiconductor equipment and components [3][4]. Group 2: Industry Context - In response to overseas chip restrictions, Shenzhen's government invested hundreds of billions to support the local semiconductor industry, positioning New Kai Lai as a key player in the domestic semiconductor equipment sector [3]. - The company aims to produce 100% domestically manufactured semiconductor production equipment through its own research and partnerships [3]. Group 3: Team and Expertise - The core team of New Kai Lai has over 20 years of experience in electronic equipment technology development and collaborates with various domestic semiconductor manufacturing equipment and component partners [4]. - The company originated from Huawei's 2012 laboratory's Starlight Engineering Department, which was responsible for precision equipment design and development, and transitioned to independence in 2022 [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 ↓ ↓ ↓ 当地时间9月4日，美国总统特朗普宣布，美政府将对未将生产转移至美国的半导体企业进口产品征收关 税。他强调，若企业在美投资或有建厂计划，则可豁免关税。 ****************EИD**************** 半导体公众号推荐 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。 特朗普称关税幅度将"相当可观，但不会过高"，并点名表示苹果CEO库克"不错"，因苹果已承诺未来四 年在美投资6000亿美元。此前，台积电、三星与SK海力士均已宣布在美建厂。 特朗普频繁以关税施压，扰动全球市场，加剧经贸不确定性。特朗普8月6日曾宣称，美国将对进口半导 体产品征收100%关税，这一税率将适用于"所有进入美国的芯片和半导体"，但不适用于已承诺或已启 动程序在美国制造相关产品的企业。目前其关税政策已遭法律挑战，政府正就此要求最高法院介入。 2025 湾区半导体产业生态博览会(深圳) ICTOR ECOSYSTEM EX ...

Core Viewpoint - The article discusses the recent significant decline in the stock price of Cambrian, highlighting its implications for the semiconductor industry and the company's market position [2][4]. Group 1: Stock Performance - On September 4, Cambrian's stock price plummeted by 14.45%, resulting in a market value loss exceeding 80 billion [2]. - Since reaching its peak price on August 28, Cambrian has experienced a decline of over 20% [2]. - Cambrian's weight in the STAR 50 index is set to decrease from approximately 15% to 10%, which may have contributed to the stock's decline [4]. Group 2: Financial Performance - Cambrian reported a revenue of 2.88 billion in the first half of 2025, marking a year-on-year increase of 4347.82% [4]. - The net profit attributable to shareholders was 1.038 billion, with a net profit excluding non-recurring items of 912 million, indicating a turnaround from previous losses [4]. Group 3: Company Background - Cambrian, founded in March 2016, focuses on the research and development of artificial intelligence chip products and has established itself as a leader in the domestic AI chip market [5]. - The company went public on the STAR Market in July 2020, becoming the first domestic AI chip stock, with its market value surpassing 100 billion on the first day of trading [5].

Core Viewpoint - The article discusses the competitive landscape of the global semiconductor industry, highlighting the R&D investments of leading companies and their implications for market positioning and technological advancements [2][4][5]. R&D Investment Rankings - Intel leads the global semiconductor companies in R&D spending for 2024 with an investment of $16.546 billion, marking a 3.1% increase from the previous year [4]. - NVIDIA follows in second place with $12.502 billion in R&D expenditure, experiencing a significant growth of 47% [4]. - Samsung Electronics has increased its R&D investment from $5.5 billion to $9.5 billion, achieving the highest year-on-year growth rate of 71.3% [4][5]. - The top 10 companies account for a total R&D expenditure of $80.607 billion, with an average R&D-to-sales ratio of 15.4% [4]. Regional Distribution - Among the top 10 companies, 6 are based in the United States, 2 in Taiwan, and 2 in South Korea, indicating a strong presence of American firms in the semiconductor sector [3]. - The rankings from 11 to 20 include 5 companies from the U.S., 3 from Europe, and 2 from Japan, further emphasizing the dominance of U.S. firms in R&D investments [3]. R&D Spending as a Percentage of Sales - Intel has the highest R&D-to-sales ratio at 33.6%, followed by Broadcom at 30.3%, Qualcomm at 25.9%, and AMD at 25.0% [5]. - Samsung and SK Hynix have lower ratios of 11.7% and 6.99%, respectively, despite increases in their R&D spending [5]. Competitive Landscape - Samsung is competing in advanced process nodes with companies like TSMC, Intel, and Rapidus, while also facing challenges in the DRAM and NAND flash markets [5]. - The semiconductor industry is characterized by intense competition, particularly in cutting-edge technology and manufacturing capabilities [5].