不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 台湾地区"高等检察署"侦办台积电2纳米核心关键技术窃密案，查出台积电前工程师陈力铭跳槽到日企东京电子公司后，为获取"蚀刻机台"量产测试数 据，通过时任台积电工程师吴秉骏、戈一平窃取机台参数配方。 据悉，由于陈力铭、吴秉骏、戈一平涉"核心关键技术营业秘密之域外使用罪"，检方分别求处7至14年重刑，3人在押，且均认罪，下周将移审至台湾地 区"智慧财产与商业法院"。 检调认定，陈力铭翻拍、复制台积电核心技术测试数据、流程图文件共14张。检方认定，陈力铭应执行有期徒刑14年，吴秉骏应执行有期徒刑9年，戈一 平应处有期徒刑7年。 根据台媒报道，2025年7月底，台湾高等检察署接到台积电的举报，称公司内部监测系统发现异常文件访问记录。检方迅速行动，7月25日至28日展开了大 范围搜查，逮捕了6名涉案人员，其中3名被认为是主犯，直接被拘留。 这3人中，有2名是台积电现役工程师，1名是前员工。而这些人的"下家"指向了日本企业——东京威力科创（TEL）和Rapidus。这两家公司，一个是全球 顶尖的半导体设备制造商， ...

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 ↓ ↓ ↓ 8月28日消息，韩国科技巨头三星电子董事长李在镕正在美国访问，有业内人士猜测，此行可能将促成 三星对美国半导体公司英特尔的投资。 消息称，由于台积电为人工智能芯片在封装业务上投入了大笔资金，三星可能将通过与英特尔的合作以 增强自己的竞争力，因为英特尔和台积电是全球仅有两家能够进行先进后段（BEOL）芯片制造的高端 芯片制造商。 消息人士指出，三星的兴趣还建立在另一个基础上，即如果将后端和前端芯片制造的市场份额合并，三 星在全球芯片制造市场上的地位不及英特尔。然而，一旦两家公司合作，它们将共享资源以追赶台积 电。 三星希望通过对英特尔的投资，一方面兑现投资美国半导体制造业的承诺，扩大在当地的业务，另一方 面与英特尔建立更紧密的合作关系。加上提供封装业务的Amkor也在考虑范围内，外界猜测三星的投资 与封装业务有关。 由于英特尔具备先进的混合键合封装能力，让三星产生了合作的兴趣。值得注意的是，如果将前道工艺 （FEOL）和后道工序的市场份额加在一起，三星在全球半导体制造上的市场份额其实是落后于英特 尔。 ...

Core Viewpoint - The article emphasizes the importance of integrating artificial intelligence (AI) with materials science to foster innovation and develop interdisciplinary talent in the field [1][2]. Group 1: Workshop Details - The "Advanced Workshop on Key Applications of Artificial Intelligence Empowering Materials Science" aims to reshape research paradigms in materials science through AI [2]. - The workshop will cover various topics, including AI's role in materials data acquisition, processing, and standardization, as well as its applications in new materials discovery and design [3][4]. Group 2: Participants and Logistics - Target participants include leaders, researchers, and technical staff from enterprises, research institutes, and universities involved in materials science [5]. - The fourth session of the workshop is scheduled for September 11-14, 2025, in Guangzhou, with online participation available [6]. Group 3: Costs and Registration - The fee for participation is 4,980 yuan per person, covering expert sessions, venue, meals, and materials [7]. - Participants must submit a recent 2-inch photo during registration and will receive a professional certificate upon completion [10].

Core Viewpoint - The 2025 China Private Enterprises Top 500 report highlights the continuous growth and resilience of private enterprises in China, showcasing their increasing revenue, assets, and innovation capabilities. Group 1: Overall Scale and Financial Performance - The threshold for entering the Top 500 private enterprises increased to 27.023 billion yuan in 2024, with total revenue reaching 4.305 trillion yuan, and average revenue per enterprise at 861.02 million yuan, a growth of 2.72% year-on-year [2][3] - Total assets amounted to 51.15 trillion yuan, with an average asset value of 1.023 billion yuan, reflecting a growth of 2.62% [2] - The number of enterprises with revenue exceeding 100 billion yuan reached 105, an increase of 8 from the previous year [2] Group 2: Profitability and Efficiency - The combined net profit of the Top 500 private enterprises was 1.8 trillion yuan, with an average net profit of 360.5 million yuan, marking a growth of 6.48% [3] - The average return on net assets was 10.61%, and the total asset turnover rate was 86.62% [3] Group 3: Industry Composition and Development Trends - 72% of the Top 500 enterprises belong to the secondary industry, with 66.4% in manufacturing [4] - Manufacturing enterprises generated total revenue of 29.63 trillion yuan, a growth of 7.66%, and accounted for 68.84% of the total revenue of the Top 500 [4] - 64.2% of enterprises have developed digital transformation strategies, and 83% are advancing green and low-carbon transitions [4] Group 4: Innovation and R&D - The total R&D expenditure of the Top 500 enterprises reached 1.13 trillion yuan, with an average R&D investment intensity of 2.77% [5] - The number of valid patents held by these enterprises increased to 721,600, a growth of 8.23% [6] Group 5: Governance and Social Contribution - 52.24% of the Top 500 enterprises have introduced strategic investors, and 90% have established internal control and compliance mechanisms [7][6] - The total tax contribution of the Top 500 enterprises reached 1.27 trillion yuan, with 240 enterprises paying over 1 billion yuan in taxes [8] Group 6: Employment and Community Engagement - The total employment generated by the Top 500 enterprises was 11.0912 million, with an average of 22,000 employees per enterprise [8] - 72.8% of enterprises are actively involved in rural revitalization efforts, and 79% participate in charitable donations, totaling 10.476 billion yuan [8]

Core Viewpoint - GlobalFoundries is undergoing a workforce adjustment at its Fab 8 facility in Saratoga County, New York, aimed at enhancing operational productivity and preparing for long-term growth, despite ongoing expansion efforts costing $16 billion [1][3]. Group 1: Workforce Adjustment - The specific number of affected employees and their roles remain unclear, but the adjustment is likely a structural optimization rather than a large-scale layoff, as indicated by the company's spokesperson [3]. - Over the past year, Fab 8 has added 150 semiconductor process engineers while reducing 80 traditional assembly positions, reflecting a shift towards automation and higher skill requirements [3]. Group 2: Cost and Efficiency Improvements - The workforce changes have led to a reduction in labor costs per wafer, decreasing from $120 in 2024 to $100 in 2025, while improving production efficiency with wafer yield increasing from 82% to 88% [3]. Group 3: Production Capacity and Orders - Fab 8 serves as GlobalFoundries' advanced process capacity base, primarily producing AI GPUs and automotive sensor chips with significant order growth; for instance, AI GPU wafer production for NVIDIA is expected to increase by 40% in the first half of 2025 compared to the same period in 2024, and automotive sensor chip production for Tesla is projected to grow by 35% [4].

Core Viewpoint - The article highlights the advancements in semiconductor technology, particularly focusing on TSMC's 2nm process and its implications for major clients like Apple, indicating a strong demand and production capacity despite challenges in the market [2][4]. Group 1: TSMC's 2nm Process - TSMC is set to enhance its 2nm process capacity in the upcoming quarter, with a wafer price reaching $30,000, marking a historical high [4]. - Apple is projected to account for nearly half of TSMC's 2nm production capacity, with Qualcomm following as a significant client [4]. - The new facilities in Hsinchu and Kaohsiung are crucial for the 2nm process, expected to commence mass production in 2025 [4]. Group 2: Market Demand and Competition - Despite concerns about competitors potentially capturing TSMC's orders, the company continues to follow its planned technological roadmap without significant disruptions [4]. - The initial adoption scale of the 2nm process is anticipated to surpass that of the 3nm and 5nm processes in their early stages [4]. - TSMC's profitability is expected to exceed expectations, even amidst challenges such as tariffs, currency fluctuations, and rising costs [4].

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 ↓ ↓ ↓ 8月27日消息，"科创板AI芯片第一股"寒武纪盘中股价一度超越茅台，市值突破6000亿，晋 升为各大股吧、论坛热议的"寒王"。 半导体公众号推荐 近一周来，寒武纪股价飙升，已经接连突破1000元、1100元、1200元、1300元四个关口 后。昨日晚间，公司披露了半年报。2025年上半年，公司营业收入28.81亿元，同比暴增 4347.82%；归属于上市公司股东的净利润10.38亿元，去年上半年同期亏损5.3亿元，大幅 扭亏为盈，毛利率高达55.93%。 营收大幅增长并且大幅扭亏，半年报再度为寒武纪的飞涨注入"燃料"，27日开盘继续飞涨， 盘中直接突破1400元，最高价格每股1464.98元，一度超越茅台（实时股价约为每股1456 元）。 昨日晚间，寒武纪发布了一份亮眼的中报，上半年实现营收28.81亿元，相当于去年全年营收 的2倍多，同比增长4347.82%；归母净利润为10.38亿元，去年同期为亏损5.30亿元，同比 扭亏为盈；经营活动产生的现金流量净额较上年同期由负转正，为9.11亿元。 | ...

Core Viewpoint - The article discusses the legal case involving the infringement of Huawei's HiSilicon chip technology trade secrets, highlighting the importance of protecting intellectual property in the semiconductor industry [1][5]. Group 1: Case Background - Huawei's HiSilicon, a wholly-owned subsidiary, invested significant resources in the development of Wi-Fi chip technology since 2011, implementing strict confidentiality measures [3]. - Zhang, the former head of the RF chip development department at HiSilicon, founded Zunpai and recruited several former HiSilicon employees to develop similar Wi-Fi chips, using improper methods to obtain proprietary technology [3][4]. Group 2: Legal Proceedings - On April 10, 2024, the Shanghai Municipal People's Procuratorate filed charges against Zhang and 14 others for trade secret infringement, emphasizing the complexity of the case due to the involvement of multiple defendants and technical information [4]. - The court's first-instance judgment on July 28 confirmed the guilt of all 14 defendants, with Zhang receiving a six-year prison sentence and a fine of 3 million yuan, while others received varying sentences and fines [5]. Group 3: Implications for the Semiconductor Industry - The case underscores the critical role of trade secrets in modern economic development and the necessity for robust legal protections to foster innovation within the semiconductor sector [5].

Core Viewpoint - The article discusses the recent developments regarding the NATCAST organization and its funding, highlighting the implications for the U.S. semiconductor industry and the ongoing political tensions surrounding it [2][4]. Group 1: Funding and Oversight - The U.S. Department of Commerce has seized $7.4 billion in semiconductor research funds from NATCAST, which was established during the Biden administration [2]. - The Department described the seized funds as "contingency funds" intended for former Biden officials, promising stricter oversight and accountability for fund usage [2][4]. - NATCAST was initially allocated $11 billion as part of the CHIPS Act to establish semiconductor design research centers, but its future funding and operations are now uncertain [4][5]. Group 2: Political Context and Criticism - The Department of Commerce criticized NATCAST as a "slush fund" for Biden's allies, alleging corruption and nepotism [4]. - The previous Trump administration's Commerce Department aimed to bring NATCAST under its control, indicating a shift in political dynamics regarding semiconductor funding [4]. - The current administration's handling of technology investments is described as undergoing "significant changes," reflecting broader political implications for the semiconductor sector [4]. Group 3: Future Prospects - NATCAST celebrated the creation of a facility in Albany, New York, aimed at advancing extreme ultraviolet (EUV) semiconductor manufacturing, but its future is now in doubt due to funding uncertainties [5]. - Plans for a new research and development facility in Tempe, Arizona, announced in January, are also at risk of not materializing without adequate funding [5].

Group 1 - The article discusses concerns within Taiwan's industry regarding potential U.S. investment in TSMC, which may undermine Taiwan's industrial foundation [2][4] - The spokesperson from the Taiwan Affairs Office highlights that the Taiwanese industry is worried about the U.S. actions due to past experiences where local interests were compromised for external benefits [4] Group 2 - The article emphasizes the need for vigilance against external influences that could harm Taiwan's semiconductor industry, suggesting that the current political climate may lead to detrimental outcomes for local enterprises and the public [4]