Core Viewpoint - The global wafer foundry industry is experiencing a seasonal revenue decline of approximately 5.4%, reaching $36.4 billion in Q1 2025, influenced by the U.S. tariff policy and China's old-for-new subsidy program [1][4]. Group 1: Industry Overview - According to TrendForce, the global wafer foundry industry is expected to see a revenue decrease of about 5.4% in Q1 2025, totaling $36.4 billion, due to the impact of U.S. tariff policies and the advance stocking effect before the expiration of tariff exemptions [1]. - The overall industry revenue is being supported by China's continuation of the old-for-new subsidy policy, which mitigates some seasonal impacts [1]. Group 2: Company Performance - TSMC maintains the top position with a market share of 67.6%, reporting a revenue of $25.5 billion, a 5% decrease due to the smartphone inventory seasonality, partially offset by stable AI HPC demand and urgent orders from television manufacturers [4]. - Samsung, ranked second, faced an 11.3% revenue decline to $2.89 billion, with a market share slightly decreasing to 7.7%, affected by U.S. advanced process restrictions on Chinese customers [4]. - SMIC, in third place, benefited from customers' advance stocking due to U.S. tariffs and China's subsidy policy, resulting in a 1.8% revenue increase to $2.25 billion [4]. Group 3: Future Outlook - TrendForce anticipates that as the advance stocking driven by tariffs concludes, overall momentum will gradually slow down. However, the continuation of China's old-for-new subsidy policy, along with the upcoming smartphone launches and stable AI HPC demand, is expected to drive capacity utilization and shipments in Q2 [5]. - The top ten wafer foundry companies are projected to see a revenue increase in Q2 [5].

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 ↓ ↓ ↓ 尽管法院最终裁定长江存储可以获取这73页文件，但美光仍然坚持认为这一决定是错误的，并称考虑到 长江存储与政府联系，这一请求是危险的，希望最高法院能够推翻这一裁决。 ***************END*************** 美光声称，这些文件涉及国家安全问题，不应被提供给被列入美国商务部实体清单的中国企业。 长江存储与美光之间的纠纷始于2023年11月，当时长江存储在美国起诉美光，称其侵犯了其8项与3D NAND相关的美国专利。在法院审理过程中，就需要证据展示，不过根据双方共同商定的保护令，高度 敏感材料的访问权限仅限于外部律师和专家，还规定打印副本总数不超过1500页，且不超过30页连续打 印。 最终，长江存储从美光的"150系列Traveler Presentation"中请求了73页打印页面，其中包含有关美光最新 和即将推出的3D NAND设备的信息。 美光在一份声明中表示："长江存储要求美光最新一代芯片的源代码打印页数是早期一代芯片的10倍"。 6月10日消息，据外媒报道，美国存储芯 ...

Core Viewpoint - The article emphasizes the resilience and potential of China's semiconductor industry, highlighting the importance of foundational research and the development of artificial intelligence technologies. Group 1: Chip Development - Ren Zhengfei stated that there is no need to worry about chip development, asserting that many Chinese companies are making significant progress in this area, including Huawei [3] - He acknowledged that Huawei is currently one generation behind the U.S. in single-chip technology but emphasized the use of mathematical methods to compensate for this gap [3] - The potential for growth in mid-to-low-end chips and compound semiconductors in China was highlighted, along with the assertion that software development will not be hindered by external pressures [3] Group 2: Fundamental Research - Ren Zhengfei called for greater societal support for fundamental theoretical research, stressing that without it, China cannot catch up with the U.S. [4] - He noted that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to fundamental research, which is not subject to performance evaluation [4] - The importance of establishing a strong foundation in technology to ensure long-term growth and stability in the industry was emphasized [4] Group 3: Artificial Intelligence - Ren Zhengfei described artificial intelligence as potentially the last major technological revolution for humanity, with a development timeline spanning decades [6] - He pointed out China's advantages in AI, including a large youth population and robust infrastructure for power and communication networks [6] - The article mentioned the potential for a unified market in China, which could facilitate breakthroughs in technology despite external pressures [6] Group 4: Product Development - The article noted the launch of the Huawei Mate60 series featuring "Chinese chips" and the upcoming release of the HarmonyOS NEXT, which aims for full self-reliance in operating system technology [5] - Huawei's development of various hardware and software products, including Kunpeng processors and Ascend processors, was highlighted as part of its strategy to build a comprehensive computing ecosystem [5]

Core Viewpoint - NXP Semiconductors plans to close four 8-inch wafer fabs to transition production to new 12-inch fabs, aiming for higher efficiency and profitability through reduced fixed and manufacturing costs [2]. Group 1 - NXP will close one fab in Nijmegen, Netherlands, and three in the United States over the next 10 years [2]. - The production capacity of 12-inch wafers is 2.25 times that of 8-inch wafers, leading to lower costs and higher profits [2]. - A joint venture with World Advanced, VSMC, will establish a 12-inch fab in Singapore, expected to start mass production in 2027, which mitigates capacity construction risks for NXP [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 industry insights [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 it [5]. - "半导体行业圈" is described 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 [9]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, promoting community engagement among semiconductor professionals [12]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account for further steps [13][15].

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9日消息，高通公司已同意以约24亿 美元（ 约合人民币172亿元 ） 现金收购伦敦上市公司 Alphawave IP Group Plc，以扩展其人工智能技术。 两家公司周一在一份声明中表示，该报价相当于 Alphawave 每股约 183 便士，较 3 月 31 日 （Alphawave 与高通披露谈判前的最后一个交易日）的股价溢价 96%。这笔交易仍需获得监管机构和股 东批准，预计将于 2026 年第一季度完成。 高通首席执行官克里斯蒂亚诺・阿蒙正寻求减少公司对增长放缓的智能手机市场的依赖，并进军新领 域。Alphawave 生产可用于数据中心和人工智能应用的高速半导体和连接技术，这两个领域是芯片行业 的增长热点，主要由 OpenAI 的 ChatGPT 等产品的需求推动。 Alphawave 于 2021 年以每股 410 便士的价格首次公开募股（IPO），但股价一直低于该水平。该公司此 前因依赖大客户、以及应对美中地缘政治紧张局势而举步维艰 ——Alphawave 去年决定缩减在华业 务 ...

Core Viewpoint - The DDR4 memory market is experiencing significant price increases due to supply constraints and sustained demand, despite its gradual phase-out in favor of DDR5 technology [2][3]. Group 1: Price Trends - DDR4 prices have surged approximately 50% in May, with 8GB modules increasing by 56% and 16GB modules by 45% [2]. - The contract prices for 8GB and 16GB chips have risen by 22% to 25%, with further increases of 10% to 20% expected in the third quarter [2][3]. Group 2: Market Dynamics - Factors driving up DDR4 prices include its gradual obsolescence, production adjustments, and supply chain pressures [3]. - The price gap between DDR4 and DDR5 has narrowed to a historic low of 7%, indicating a shift in market dynamics [3]. Group 3: Future Outlook - Major DRAM manufacturers are planning to phase out DDR3 and DDR4 to focus on more profitable products like DDR5 and high-bandwidth memory [2]. - Despite the declining commercial prospects for DDR4, small-scale supply will continue due to ongoing use in embedded and industrial platforms [3].

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 industry insights [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 following it [5]. - "半导体行业圈" is described 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 [9]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, promoting community engagement among semiconductor professionals [12]. - Steps to join the group include scanning a QR code to follow the China Semiconductor Forum WeChat public account and replying with "加群" for further instructions [13][15].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 招股书显示，2022至2024年间，奕斯伟计算营收分别为20亿元、17.5亿元和20.3亿元。期 内，其智能终端业务分别实现营收17.61亿元、16.36亿元和17.92亿元；具身智能业务实现 营收1.94亿元、6586万元和1.89亿元。营收虽稳定在17亿至20亿元区间，但公司累计亏损 高达49.6亿元，期内分别亏损15.7亿元、18.4元和15.5亿元。 股权结构方面，招股书显示，奕斯伟集团持股17.74%，奕理科技持股12.72%，奕想科技持股1.09%。奕 斯伟集团由奕明科技、米鹏、杨新元及刘还平分别持有52.4%、7.21%、4.32%及3.99%的股权。奕明科 技由王东升作为其普通合伙人持有63%的合伙份额，以及其他九名个人作为其有限合伙人持有。概无有 限合伙人于奕明科技持有超过10%的权益。 王东升为奕斯伟的执行董事、战略与投资委员会主席，米鹏为奕斯伟的执行董事、董事长兼首席执行 官。根据王东升、米鹏、杨新元、刘还平于2025年5月订立的协议，四人将就奕斯伟集团董事会会议及 股东会上的所有事项采取一致行动。 不拘中国、 放眼世界 ！ 关注 世界 ...

Core Viewpoint - Huawei's first foldable computer, MateBook Fold, features the self-developed Kirin Hi9600 processor, marking a significant milestone in the company's consumer electronics history [1][4]. Group 1: Product Features - The MateBook Fold is equipped with the Hi9600 processor and includes various self-developed components from HiSilicon, such as power management, WiFi, Bluetooth, and communication chips [3]. - The device showcases a new hinge design called "Max Xuanwu Waterdrop Hinge," which integrates a three-part folding mechanism to enhance stability and reliability [7]. Group 2: Technological Advancements - The rapid transition of HiSilicon chips from wearable devices to foldable PCs indicates a significant leap in product capabilities within a short timeframe [4]. - The presence of the number "2035-CN" on the processor may reference the 35th week of 2020, coinciding with Huawei's supply chain challenges, although this interpretation remains unverified [6]. Group 3: Strategic Focus - Huawei is prioritizing the use of domestic components over foreign parts in its first foldable PC, reflecting a strategic shift towards self-sufficiency in technology [7].