Core Viewpoint - Navitas Semiconductor is transitioning its GaN wafer supply from TSMC to PSMC due to TSMC's planned cessation of GaN product manufacturing by July 2027, establishing a strategic partnership with PSMC to ensure continued production and innovation in GaN technology [2][3]. Group 1 - Navitas Semiconductor's sole GaN wafer supplier, TSMC, will terminate production by July 2027, prompting the need for a new supply chain [2]. - Navitas has partnered with PSMC to utilize its 8-inch GaN production line in Hsinchu, Taiwan, with the first devices expected to complete certification by Q4 2025 [2]. - The 100V series is set for initial production in H1 2026, while the 650V devices will transition from TSMC to PSMC over the next 12-24 months [2]. Group 2 - PSMC's General Manager, Zhu Xianguo, expressed excitement about the upcoming mass production and the long-standing collaboration with Navitas in GaN technology [3]. - The production at the 180nm process node on an 8-inch silicon-based GaN platform will enhance power density, speed, efficiency, and cost control [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3日消息，据报道，新思科技宣布，7月2日收到美国商务部工业和安全局（BIS）的通知，表示与中国相关的出口限制已经撤销，立即生效！ 新思科技表示，正在努力恢复在中国销售之前受到限制的产品，并评估这一变化对其业务、运营结果和财务的影响。 另据报道，德国西门子股份公司收到美国政府的通知，确认美国已取消对中国芯片设计软件的出口限制。西门子表示，已恢复中国客户对其软件和技术的 全面访问。 2025年5月28日，西门子EDA表示将暂停对中国大陆地区的支持与服务，这一举措是基于美国商务部工业安全局（BIS）的通知，要求西门 子与其在中国大陆的客户脱钩。西门子公司表示正在等待BIS进一步澄清细节，而其部分技术类网站已对中国区用户禁止访问。与此同时， 新思科技与Cadence均集体暂停了对中国大陆半导体公司的产品支持与升级服务。 5月29日，Cadence公司提交给美国证券交易委员会（SEC）一份公告，具体披露了EDA限制的细节。据Cadence公告介绍，公司于5月 23日收到美国商务部下辖工业与安全局（BIS） ...

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Core Viewpoint - Huawei is emphasizing the importance of talent management in the semiconductor sector by appointing He Tingbo, the president of Huawei's semiconductor business, as the head of the senior talent compensation department, indicating a strategic alignment between business needs and talent compensation [3][4]. Group 1: Leadership and Talent Management - He Tingbo, born in 1969 and a graduate of Beijing University of Posts and Telecommunications, has a strong background in semiconductor physics and communication engineering, having joined Huawei in 1996 and held various key positions [3]. - Under He Tingbo's leadership, Huawei's semiconductor division has made significant strides, especially after the sanctions in 2019, where she emphasized the importance of strategic safety and continuous supply of products [3][4]. - The appointment of He Tingbo to also oversee talent compensation reflects Huawei's commitment to aligning top talent's compensation with market value and technical contributions, thereby enhancing its competitive edge in critical technology areas [3][4]. Group 2: Talent Strategy and Initiatives - Since the launch of the "Genius Youth" program in 2019, Huawei has attracted top global talents, although the number of selected candidates has decreased, indicating a more stringent selection process [4]. - He Tingbo's new role is expected to deepen the integration of the "Genius Youth" program with the semiconductor business, focusing on recruiting scarce talents in chip design and EDA tools with competitive compensation [4]. - Huawei's overall talent strategy, as proposed by Meng Wanzhou, is moving towards a "reverse cycle" approach to increase strategic investments, aiming to secure key talents through high salaries and stimulate organizational innovation [4].

半导体论坛 振兴国产半导体产业！ 信息爆 炸的时代 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↓↓↓ 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 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！ ↓↓↓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！ 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。 爆料｜投稿｜合作｜社群 文章内容整 ...

Core Viewpoint - The article highlights the salary trends of non-managerial full-time employees in Taiwan's listed companies for 2024, particularly focusing on the semiconductor industry, which shows significant salary increases compared to the previous year [2][4]. Salary Overview - MediaTek leads with an average annual salary of NT$4.31 million (approximately RMB 1.054 million), marking a 14.81% increase from 2023, making it the only company with an average salary exceeding NT$4 million [3][5]. - Nine companies have average salaries exceeding NT$3 million, with notable mentions including: - Realtek: NT$3.915 million (approximately RMB 0.957 million) - Dafa Technology: NT$3.571 million (approximately RMB 0.873 million) - Aisland: NT$3.541 million (approximately RMB 0.866 million) - Lianying: NT$3.521 million (approximately RMB 0.861 million) - Ruiding: NT$3.413 million (approximately RMB 0.834 million) - TSMC: NT$3.391 million (approximately RMB 0.831 million) - Creative Electronics: NT$3.16 million (approximately RMB 0.773 million) [4][5]. Industry Insights - The top three companies, MediaTek, Realtek, and Dafa Technology, experienced significant salary growth for non-managerial employees, with increases of 14.81%, 24.33%, and 27.35% respectively [5]. - The majority of the companies listed, except for Aisland, are involved in the semiconductor industry, with seven being chip design firms and TSMC being a wafer foundry [5].

Core Viewpoint - The report from Yole Group indicates that China's mainland will hold 21% of global foundry capacity by 2024, positioning it as the second-largest globally, with expectations to rise to 30% by 2030, overtaking Taiwan and South Korea [2][4]. Group 1: Market Position and Growth - China's mainland is projected to account for 21% of global foundry capacity in 2024, following Taiwan's 23% and ahead of South Korea's 19% [2][4]. - By 2030, China's foundry capacity is expected to increase to 30%, making it the largest in the world [2][4]. - The growth in capacity is attributed to the rapid expansion of domestic foundries, which is a response to escalating US-China trade tensions and sanctions [4]. Group 2: Domestic Semiconductor Industry Development - The expansion of local foundry capacity is part of China's strategy to enhance semiconductor self-sufficiency [4]. - The demand for various chips is rising due to the rapid development of smart cities, IoT, and AI applications, leading to a gradual shift from reliance on overseas foundries to domestic production [4]. - Major Chinese foundries like SMIC, Hua Hong Semiconductor, and Nexchip are now among the top ten globally [4]. Group 3: Capacity Expansion and Future Outlook - SMIC has been investing approximately 50 billion RMB annually since 2022 to expand its capacity, with advancements in 10nm and more advanced processes [4]. - According to the International Semiconductor Industry Association, China's chip manufacturers are expected to see a 15% increase in capacity in 2024, reaching 8.85 million wafers per month [4]. - The establishment of 18 new semiconductor wafer fabs is driving a 6% global capacity expansion in the same year [4].

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 sector with a large following [5]. - "全球电子市场" claims to be the leading WeChat public platform in the semiconductor industry, with 500,000 industry professionals already following [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 full industry chain alliance in the semiconductor field [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, encouraging users to join by following the China Semiconductor Forum WeChat public account [14]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account for further steps [16].

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 ↓ ↓ ↓ ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： Model 3长续航全轮驱动版CLTC续航增至753公里，百公里加速提升至3.8秒，售价28.55万元起，上调1 万元。 此外，特斯拉还公布了5年零利息+8000保险补贴+8000车漆选装礼金+特享充电优惠等政策。 据悉，Model 3长续航版及焕新Model Y长续航版搭载了新的电池包，电池可用度数没有变化，但采用了 新的化学配方，并通过整车的优化，提升了车辆的续航里程。同时，新电池会更加耐用。 同时，特斯拉方面表示，7月31日前下单，还能叠加"5年0息""8000元保险补贴（限Model 3车型）" "8000元车漆选装礼金" "1299元特享充电权益"等多重福利。 Model Y长续航全轮驱动版车型"加量不加 价"，新车免费升级31km续航里程，通过特斯拉车主引荐下订还可"0元"选配星钻黑、珍珠白、冰河蓝 等车漆。 据乘联会数据，2025年5月特斯拉中国批发销量为6.17万辆 ...

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 full industry chain alliance in the semiconductor field [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, encouraging users to join by following the China Semiconductor Forum's WeChat public account [14]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account for further steps [16].