Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient acquisition of high-quality information 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 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 [7]. - "半导体行业圈" is described as a community for semiconductor professionals [10]. - "半导体产业联盟" is presented as a full industry chain alliance in the semiconductor field [12]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for free access [13]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat public account [14]. - Users are instructed to reply "加群" in the public account to receive further joining instructions [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 ↓ ↓ ↓ 6月24日消息，据报道，美国证券交易委员会文件显示，英伟达CEO黄仁勋已启动首轮减持计划。 黄仁勋在6月20日和23日两个交易日内累计出售10万股英伟达股票，套现约1450万美元。 此次减持并非临时决定，早在上个月的季度报告中，英伟达就已披露黄仁勋计划今年减持600万股股 票。按当前股价144.17美元计算，总减持规模预计达8.65亿美元。 不过，这一规模仅占其持股总量的不到1%——目前黄仁勋仍持有超过9亿股英伟达股票，约占公司总股 份的4%。据彭博亿万富翁指数统计，其个人财富达1260亿美元，几乎全部来自英伟达股票，位列全球 富豪榜第12位。黄仁勋还计划近期再出售5万股。 投稿 或 商务合作 请 联系 iccountry 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。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 与此同时，英伟达董事马克·史蒂文斯也在加速抛售：6月18日他以8800万美元出售60多万股，而自6月 ...

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 industry insights [3] - "全球电子市场" claims to be the leading WeChat 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 sector [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]

Group 1 - Samsung is intensifying recruitment efforts for local sales talent in the U.S. semiconductor market, offering competitive salaries, with the highest base salary reaching $320,000 (approximately 2.3 million RMB) for managerial positions [1] - The recruitment includes positions for sales and business development directors and managers, as well as a senior engineering manager for customer quality management, with total annual compensation potentially reaching $400,000 [1] - Samsung has restructured its local sales team and appointed a former TSMC executive to lead U.S. foundry sales, aiming to attract major clients like NVIDIA and Qualcomm [1] Group 2 - Samsung has identified the 2nm process as a core focus for its foundry division, planning to introduce mass production equipment at its Texas facility by early 2026 [2] - The construction of clean rooms at the Texas site has resumed and is expected to be completed by the end of this year, paving the way for subsequent equipment installation [2] - To concentrate resources on the 2nm process, Samsung has postponed the construction of its Pyeongtaek No. 2 fab's 1.4nm test line, with mass production now expected to be delayed until 2028 [2]

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 [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 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 [7]. - "半导体行业圈" is described as a community for semiconductor professionals [10]. - "半导体产业联盟" is mentioned as a full industry chain alliance in the semiconductor field [12]. 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].

Core Viewpoint - The ongoing patent disputes between MediaTek and Huawei are escalating, with both companies engaging in multiple lawsuits across various jurisdictions, highlighting the competitive landscape in the semiconductor industry and the complexities of patent licensing agreements [5][7]. Group 1: Patent Disputes - MediaTek's subsidiary HFI Innovation has filed a lawsuit against five Huawei subsidiaries for infringing on European patent EP2689624, which pertains to LTE technology [2]. - The patent conflict has intensified following Huawei's unsuccessful negotiations with MediaTek for licensing 5G standard essential patents, leading to Huawei initiating its own patent infringement lawsuit against MediaTek [5][7]. - Both companies are involved in numerous legal battles across China and Europe, with Huawei holding over 120,000 patents, of which 14.59% are 5G standard essential patents, while MediaTek possesses over 13,000 patents [7][8]. Group 2: Licensing Models - The primary contention between MediaTek and Huawei revolves around the licensing fee model, specifically whether to charge at the "terminal level" (to smartphone manufacturers) or the "chip level" (to chip manufacturers) [7]. - Huawei's strategy aims to shift the licensing fee structure to chip manufacturers, which could potentially streamline the licensing process given the limited number of major chip manufacturers globally [7]. Group 3: Patent Challenges - Both companies have initiated challenges against each other's patents, with MediaTek reportedly contesting at least ten of Huawei's patents, although results from these challenges are still pending from the National Intellectual Property Administration [8].

Group 1 - The article discusses the potential escalation of U.S. semiconductor controls against China, specifically targeting major manufacturers like TSMC and Samsung by revoking their exemptions for operations in China [2] - Currently, TSMC, Samsung, and SK Hynix enjoy unlimited exemptions allowing them to transport U.S. chip manufacturing equipment to their factories in mainland China without needing to apply for licenses each time [2] - The U.S. Department of Commerce has indicated a desire to cancel these exemptions, which could impact the operations of these companies in China [2][3] Group 2 - In October 2023, as the exemptions are set to expire, South Korea announced that Samsung and SK Hynix received "Validated End-User" (VEU) authorization, granting them indefinite exemptions for procuring U.S. semiconductor equipment [3] - The VEU authorization typically comes with conditions, such as restrictions on certain equipment purchases and the requirement for regular reporting [3] - Concerns have been raised regarding the potential revocation of VEU authorization, with U.S. officials stating that chip manufacturers will still be able to operate in China under a new enforcement mechanism [3] Group 3 - South Korean trade representatives are set to express concerns during U.S.-Korea tariff negotiations about the impact of potential U.S. actions on Korean semiconductor manufacturers operating in China [4] - The ongoing trade negotiations are expected to address various tariffs, including a 10% minimum baseline tariff and significant tariffs on steel and automobiles [4] - The negotiations aim to create a stable and predictable environment for Korean companies investing in the U.S. [4]

Core Viewpoint - Texas Instruments announced a historic investment of over $60 billion to build seven chip factories in Texas and Utah, marking the largest investment in semiconductor manufacturing in U.S. history [2]. Group 1: Investment and Expansion Plans - The investment will create 60,000 jobs and includes the construction and expansion of factories in Sherman, Richardson, and Lehi [2][3]. - The company plans to produce billions of chips daily at these new facilities, focusing on reliable and low-cost 300mm wafer production for essential analog and embedded processing chips [3]. Group 2: Financial Performance - Texas Instruments reported a revenue of $4.07 billion for Q1 2025, a 2% increase quarter-over-quarter and an 11% increase year-over-year, marking the first year-over-year revenue growth since Q4 2022 [3].

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 [14]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat public account, then replying with "加群" for further instructions [16].

Core Viewpoint - Wolfspeed, a US silicon carbide company, is preparing to file for bankruptcy, which has led to a significant drop in its stock price by 30.14% on June 18. The company is expected to enter a pre-packaged bankruptcy process to reduce its substantial debt burden of approximately $6.5 billion while allowing shareholders to potentially recover up to 5% of their equity value [2][3]. Financial Performance - For the first fiscal quarter of 2025, Wolfspeed reported a revenue decline of 1.37% year-over-year, totaling $195 million, with a net loss of $282 million [3]. - As of March 31, Wolfspeed had approximately $1.33 billion in unrestricted cash and cash equivalents, alongside short-term investments, while facing a debt load of about $6.5 billion [2]. Restructuring Plans - In response to financial pressures, Wolfspeed has initiated a $450 million facility closure and consolidation plan, which includes shutting down its 150mm silicon carbide plant in Durham, North Carolina, and laying off around 20% of its workforce, equating to approximately 1,000 jobs [3].