不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 6月18日消息，据外媒报道，英特尔公司计划在全球范围内裁减最高20% 的工厂员工，预 计裁员规模可 能超过1万人！ 据报道，英特尔制造业务副总裁纳加表示，裁员的目的，是应对成本挑战和当前财务状况，预计削减比 例为 15%-20%，主要在 7 月实施。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据介绍，受影响最大的是"英特尔代工服务"部门，涵盖从生产线技术员到前沿芯片研发人员的诸多岗 位。尽管英特尔未明确各部门裁员人数，但截至 2024 年年底英特尔公司全球员工数量为 109000 人，因 此该媒体估计全球裁员规模可能超过 1 万人。 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。 俄勒冈州作为其制造中心，将承受最大冲击，该州现有 2 万名英特尔员工，占全美总数的近五分之一。 英特尔去年已裁员 1.5 万人，其中俄勒冈州占 3000 人。 该媒体认为英特尔此次裁员，源于持续的销售下滑和行业竞争压力。在 PC 和数据中心芯片市场，英特 尔面临来自 AMD 和英伟达的激烈竞争，同时因未能及时推出支持人工智能的先进 ...

Core Viewpoint - The article discusses the recent reduction of shareholding by the National Integrated Circuit Industry Investment Fund (Big Fund) in Huahong Semiconductor, indicating a strategic shift towards mature process technology and a focus on self-sustaining profitability for mature foundries [2][3]. Group 1: Shareholding Changes - On June 18, the Big Fund reduced its stake in Huahong Semiconductor from 6.16% to 5.94% by selling 6.333 million shares [2]. - This marks the continuation of a trend that began in 2021, with multiple reductions leading to fluctuations in Huahong's stock price [2]. - On May 9, 2025, the Big Fund also reduced its holdings in SMIC by 65.9772 million shares, alongside a significant reduction in Huahong [2]. Group 2: Financial Performance - In Q1 2025, Huahong Semiconductor reported a revenue increase of 18.66% year-on-year, reaching 3.913 billion yuan, but its net profit plummeted by 89.73% to 22.76 million yuan [2]. - The stock price of Huahong Semiconductor fell over 11% following the recent share reductions by the Big Fund and other state-owned investment entities [2]. Group 3: Strategic Implications - The article suggests that the recent share reductions do not necessarily indicate a negative outlook on Huahong's value but reflect the Big Fund's strategic adjustment towards mature process technology [2][3]. - The Big Fund's first phase has entered a recovery period, with funds being redirected to subsequent phases, focusing on critical areas such as lithography machines and EDA tools [2]. - Huahong Semiconductor maintains international competitiveness in specialized processes like IGBT and embedded flash, with a long-term capacity utilization rate of over 90% at its 12-inch plant in Wuxi [3].

半导体论坛 振兴国产半导体产业！ 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! 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 ↓↓↓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 ▲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 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。 第二步：在公众号里面回复"加群"， ...

Core Viewpoint - TSMC has achieved a significant milestone with its 2nm process technology, boasting a yield rate exceeding 60%, which highlights its technological leadership in advanced semiconductor manufacturing [1][2]. Group 1: TSMC's 2nm Process - TSMC's 2nm process utilizes GAA (Gate-All-Around) technology, which is expected to improve energy efficiency by 10% to 15% and reduce power consumption by 25% to 30% [1]. - The chip density of TSMC's 2nm process is projected to be 15% higher than the current 3nm process [1]. - Major clients for TSMC's 2nm technology include Apple, NVIDIA, AMD, Qualcomm, and MediaTek, with AMD's next-generation EPYC Venice server CPU confirmed to use TSMC's 2nm process [1]. Group 2: Samsung's 2nm Efforts - Samsung is actively working on its 2nm process and plans to start production in the second half of the year, with speculation that it may be for the Exynos 2600 processor for the Galaxy S26 flagship phone [2]. - Despite Samsung's efforts to catch up, TSMC maintains a solid lead in the 2nm process technology [2].

Core Viewpoint - Trump Group is entering the wireless communication industry by launching a mobile phone service called Trump Mobile, operating as a virtual network operator (MVNO) in collaboration with major U.S. carriers [2]. Group 1: Trump Mobile Launch - Trump Mobile will provide 5G services through partnerships with AT&T, Verizon, and T-Mobile USA [2]. - The service is set to begin in August, coinciding with the launch of the T1 phone [2]. Group 2: T1 Phone Specifications - The T1 phone will be priced at $499 and features specifications that reportedly exceed those of the current top iPhone models [4]. - It includes a 6.8-inch touchscreen with a refresh rate of 120Hz, fingerprint sensor, and AI facial recognition [4]. - The phone is claimed to be designed and manufactured in the U.S., specifically in Alabama, California, and Florida [4]. Group 3: Production and Supply Chain Concerns - Despite claims of U.S. manufacturing, there are speculations that the T1 phone will rely heavily on overseas components for assembly [4][5]. - Analysts have noted similarities between the T1 phone and the T-Mobile REVVL 7 Pro 5G, suggesting that it may be produced in China [5].

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 [16].

Group 1 - The article discusses the geopolitical tensions surrounding the semiconductor industry, particularly focusing on Taiwan's actions under U.S. pressure regarding companies like Huawei and SMIC [2] - It highlights China's opposition to the politicization of technology and trade issues by the U.S., emphasizing the negative impact of such actions on Taiwan [2] Group 2 - The article promotes a semiconductor forum and encourages readers to join a related WeChat group for further discussions and networking opportunities [3][4]

Core Viewpoint - Huawei has applied for a "quad-chiplet" packaging design patent, potentially for next-generation AI chips, which may allow it to compete with TSMC and NVIDIA in the AI GPU market [2][4]. Group 1: Patent and Technology Development - The "quad-chiplet" design is similar to NVIDIA's Rubin Ultra architecture, but Huawei appears to be developing its own advanced packaging technology [4]. - The patent indicates a bridging technology, akin to TSMC's CoWoS-L, rather than a simple intermediate layer [4]. - To meet the demands of AI training processors, the chips are expected to be paired with multiple HBM (High Bandwidth Memory) through interconnections [4]. Group 2: Competitive Positioning - Although Huawei currently lags in advanced process technology by one generation, its advanced packaging capabilities may be on par with TSMC [4]. - This advancement allows Chinese manufacturers to use mature process technologies to produce multiple chips, which can then be integrated through packaging to enhance performance, potentially narrowing the gap with advanced process chips [4]. - Ren Zhengfei, Huawei's founder, has stated that concerns over chip technology are unwarranted, suggesting that methods like stacking and clustering can yield results comparable to the most advanced levels [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 ↓ ↓ ↓ 6月16日消息，据外媒报道，台当局已将中国大陆企业华为和中芯国际列入出口黑名单！ 根据台当局在其 贸易 管理 网站上公布的最新版本显示，华为及其几家子公司、中芯国际及其几家子公 司均已纳入其所谓的战略性高科技商品实体清单的更新。 其中就包括华为在日本、俄罗斯和德国等海外地区的子公司。根据台当局现有法规，当地公司需要获得 当地政府的批准，然后才能向实体清单上的实体运送任何东西。 报道称，中国台湾实施的新限制可能至少部分切断华为和中芯国际获得来自中国台湾的技术、材料和设 备的机会，这些技术、材料和设备可能是制造半导体所必需的。 此前，华为与中芯国际及部分子公司已被美国列入实体清单，严重限制了它们获取外国技术的能力。 虽然台湾地区多年来禁止向大陆地区出口光刻机等关键晶片制造设备，但此前从未将内地主要科技企业 或晶片制造商正式列入实体清单。 ***************END*************** 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。 ...

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 [5]. - "半导体行业圈" is described as a community for semiconductor professionals [7]. - "半导体产业联盟" is presented as a comprehensive alliance for the semiconductor industry [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which 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].