Group 1 - Huawei Cloud ranks first in the Chinese virtual desktop software market, maintaining this position for nine consecutive years according to IDC's report [2] - Huawei Cloud Desktop supports multiple operating systems including Windows, Tongxin UOS, Kirin OS, and Harmony OS, and is compatible with various devices such as computers, laptops, thin clients, and tablets [2] - The desktop solution is adaptable to nearly 10,000 software applications and 1,000 peripheral devices, catering to diverse office needs including research, design, and customer service [3] Group 2 - The technology features HDP2.0, 4K resolution, and 144 frames per second display, utilizing scene-based encoding algorithms to ensure smooth performance even in weak network conditions [3] - Huawei Cloud Desktop employs advanced low-code technology, achieving a 50% reduction in bitrate while maintaining the same image quality, thus saving 50% on transmission bandwidth costs [4] - Security measures include end-to-end encryption, data not being stored locally, and features like cloud backup, watermarking, anti-screenshot, and recording audits [4]

法院在书面判决中指出，向俄罗斯提供建议与技术是极其严重的行为，所泄信息被认为具备军事用途， 可能强化俄国的军事与战略能力，对乌克兰造成实质威胁，并进一步危及国际安全与稳定。 尽管被告否认所有指控，声称保留相关文件仅为维持个人专业知识，且不具间谍身分，法院仍认定其行 为已构成非法技术泄露。 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11日消息，根据外媒报道，一名曾任职于 ASML 与恩智浦的俄罗斯籍工程师阿克塞诺夫，因非法窃 取并分享敏感技术予俄罗斯，违反欧盟对俄制裁规定，于本周四遭荷兰法院判处三年有期徒刑！ 案情显示，阿克塞诺夫2015年随Mapper公司迁至荷兰，在该公司破产后被ASML聘用。2023年8月被捕 前，他涉嫌将包含芯片生产线细节的机密文件传递给俄方联系人。虽然嫌疑人否认从事间谍活动，声称 保存文件仅为"职业发展需要"，但法院认定其行为已构成刑事犯罪。 本案暴露出欧洲科技企业的安保漏洞，恩智浦公司证实配合了司法调查，而ASML则以案件尚 未终审为由不予置评。由于半导体制造设备被多国列为战略物资，这起案件引发了对技术保 护机 ...

Core Viewpoint - TSMC has issued a cash dividend of 4.5 New Taiwan Dollars per share, totaling approximately 116.7 billion New Taiwan Dollars, coinciding with the 94th birthday of its founder Morris Chang [2] Group 1: Dividend Distribution - TSMC's cash dividend distribution marks the second time since switching to quarterly dividends that it has not completed the fill on the ex-dividend date [2] - The next expected dividend per share is projected to increase to 5 New Taiwan Dollars [2] Group 2: Shareholder Benefits - Morris Chang, if he retains his 125 million shares, would receive approximately 562.5 million New Taiwan Dollars in dividends, equivalent to about 138 million RMB [2] - TSMC's current chairman and president, C.C. Wei, holds about 6.82 million shares, which would yield approximately 30.71 million New Taiwan Dollars (around 7.56 million RMB) in dividends [2] - Former chairman Liu Deyin is expected to receive about 58.09 million New Taiwan Dollars (approximately 14.29 million RMB) upon his retirement in June 2024, based on his 12.91 million shares [2] Group 3: Other Executives' Dividends - TSMC veteran and current director, Dr. Cheng, holds 29.47 million shares, resulting in a dividend income of about 130 million New Taiwan Dollars (around 31.98 million RMB) [3] - Executive Vice President and Co-COO, Qin Yongpei, with 5.04 million shares, is set to receive approximately 22.70 million New Taiwan Dollars (about 558.5 thousand RMB) [3] - Recently retired R&D Vice President Yu Zhenhua holds 330 shares, expected to yield nearly 1.5 million New Taiwan Dollars (around 369 thousand RMB) [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 ↓ ↓ ↓ 7月10日消息，NVIDIA在昨日晚间达到了一个新的里程碑，其股价一度上涨2.5%，报163.9美元/股，总 市值突破4万亿美元，成为全球首家市值达到这一高度的公司。 据报道，NVIDIA的这一市值突破得益于其在AI芯片市场的主导地位，其GPU在性能上领先全球，是目 前市场上最受欢迎的产品之一。 投资银行Wedbush在其最新报告中将NVIDIA的AI芯片称为"新的黄金和石油"，并预测NVIDIA的市值将 继续攀升，未来18个月内投资者的关注焦点将是5万亿美元大关。 Wedbush还指出，微软也有可能加入4万亿美元市值俱乐部。 ***************END*************** 半导体公众号推荐 美国对中国实施的制裁对NVIDIA的营收造成了一定影响，但该公司股价依然保持强劲，这主要归功于 CEO黄仁勋将业务重心转向主权AI，向投资者保证NVIDIA可以向其他国家销售芯片。 与此同时，微软在最新财报中显示出Azure业务33%的增长，缓解了投资者对其AI云计算变现能力的担 忧。 We ...

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. Group 1: Recommended WeChat Public Accounts - "半导体技术天地" focuses on semiconductor industry technology, technical materials, and expert explanations [1] - "国芯网" is highlighted as a key platform for semiconductor professionals, with a following of 500,000 industry personnel [5] - "全球电子市场" is noted as the leading WeChat public platform in the semiconductor sector [3] - "半导体行业圈" is described as a community for semiconductor professionals [7] - "半导体产业联盟" is mentioned as a full industry chain alliance in the semiconductor field [10] Group 2: Community Engagement - The article promotes 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 replying "加群" in the public account [16]

Group 1 - Microsoft announced a new layoff plan affecting approximately 9,000 jobs, marking the second large-scale layoff this year aimed at cost control [2] - The layoffs represent less than 4% of the company's total workforce and will impact various departments, regions, and employee levels, with the main goal of streamlining processes and reducing management layers [2] - There has been public criticism regarding Microsoft's practice of reclaiming unvested stock from laid-off employees, with a former Xbox employee highlighting the significant value of the reclaimed stocks [3] Group 2 - The controversy arises as Microsoft’s stock price has reached an all-time high, making the stock reclamation during layoffs a focal point of public debate [3][4] - Microsoft has not disclosed the number of employee stocks reclaimed due to layoffs nor indicated any plans to adjust related policies [4]

Core Viewpoint - The establishment of the Integrated Circuit College at Wuhan University aims to address national strategic needs and tackle "bottleneck" technology challenges in the semiconductor industry [2]. Group 1: Establishment of Integrated Circuit College - Wuhan University officially inaugurated its Integrated Circuit College, with Academician Liu Sheng appointed as the dean [2]. - The college is designed to provide high-quality technological and talent support for the integrated circuit field, aligning with the university's goal of becoming a world-class institution in 5-10 years [2]. - The establishment is seen as a strong response to the country's strategic demands and the need to overcome critical technology challenges [2]. Group 2: Strategic Collaboration - Longsys Storage signed a strategic cooperation agreement with Wuhan University to explore new models of "industry-education integration" and cultivate talent with both theoretical knowledge and engineering skills [2]. - The focus areas for technological breakthroughs include EDA tools, high-end chip design, advanced packaging, and third-generation semiconductor devices [2].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 英特尔于 2023 年 12 月从以色列政府获得了 32.5 亿美元的补贴，用于在 Fab28 工厂旁边建设其 Fab38， 但在 2024 年中暂停了该项目。 英特尔此前在以色列的裁员，主要集中在海法和佩塔提克瓦的研发中心，由于 Fab28 对英特尔和以色列 具有战略重要性，此前它一直未受到裁员的影响。 现在 Fab28 工厂也加入裁员行列，预估影响职位包括中层经理（如团队负责人）、一线主管和远程运行 中心（ROC）的技术人员。这些主管负责监督班次运营，位于生产工人之上的一到两个层级。 另外有消息称英特尔认为 Fab28 工厂已经过时，其长期可持续性可能存疑，内部讨论不排除包括完全关 闭该地点运营的可能性。 ***************END*************** 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月9日消息，报道称，英特尔在以色列计划裁员数百人，并考虑关闭位于以色列的 Fab28 半导体工厂。 报告中并未提及具体裁员人数，仅透露会影响数百名员工，此外消息称英特尔还考虑关闭位于以色列南 部城市基里亚特加特的 Fab28 ...

Core Viewpoint - The article discusses the recent actions taken by the Canadian government against Hikvision, citing "national security" concerns, and highlights the company's legal response to these actions [1][2]. Group 1 - The Canadian government has closed Hikvision's operations in Canada and prohibited government departments from purchasing or using its products, citing national security [1][2]. - Hikvision has filed a lawsuit in the Canadian federal court to challenge the closure and has requested a temporary injunction to suspend the enforcement of the shutdown order [1]. - The company asserts that it has complied with all applicable laws and regulations since entering the Canadian market and maintains that its products do not pose a threat to national security in Canada or any other country [1]. Group 2 - The Chinese Ministry of Commerce has expressed strong dissatisfaction and opposition to Canada's actions, criticizing the lack of transparency in the national security review process and the impact on bilateral economic cooperation [2]. - The Chinese government encourages enterprises to conduct international business based on market principles while adhering to local laws and regulations [2].

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9日消息，近日，江苏时代芯存半导体有限公司 管理人发布公告，宣布重整投资人华芯杰创公司违约， 时代芯存 重整计划执行失败！ 根据通告，其中提到" 江苏时代芯存 已构成资不抵债，原股东淮安淮沭科技发展有限公司及 北京时代全芯 的股东权益依法归零"，同时因华芯杰创集成 电路制造（广东）有限公司严重违约，管理人已于 2025 年 6 月 13 日依法解除《重整投资协议》，并终止重整程序。 公开资料显示，江苏时代芯存半导体有限公司2016 年 10 月落户国家级淮安高新技术产业开发区，项目总投资 130 亿元，由北京时代全芯存储技术股份有 限公司和淮安园兴投资有限公司合资成立，致力于开发及生产搭载最新 PCM 技术的存储产品。 该公司曾计划打造一座12 英寸晶圆厂，每年可生产 10 万片相变存储器，还曾引入一台价值 1.43 亿元的 ASML 光刻机，但后续因债务等种种问题深陷泥 潭，2023 年 7 月，江苏淮安市淮阴区人民法院正式受理时代芯存破产清算案，并对其光刻机进行公开拍卖。 而如今相应重整计划 ...