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].

Core Viewpoint - The article discusses the strategic equity transfer between SMIC and Guokewi, highlighting the implications for both companies in the semiconductor industry, particularly in terms of focusing on core competencies and enhancing manufacturing capabilities [1][3]. Group 1: Equity Transfer Details - SMIC's subsidiary, SMIC Holdings, will transfer a 14.832% stake in SMIC Integrated Circuit (Ningbo) Co., Ltd. to Hunan Guokewi Microelectronics Co., Ltd. [1] - After the transfer, SMIC Holdings will completely exit its investment in SMIC Ningbo [2]. - Guokewi plans to acquire a 94.366% stake in SMIC Ningbo through a combination of issuing shares and cash payments, which will enhance its capabilities in high-end filters and MEMS manufacturing [2]. Group 2: Financial Performance of SMIC Ningbo - SMIC Ningbo is currently in a capacity ramp-up phase, with projected revenues of 213 million yuan in 2023 and 454 million yuan in 2024, but it is expected to incur net losses of 843 million yuan and 813 million yuan respectively [2]. - The transaction includes strict conditions preventing the buyer from reducing their stake for three years, and further restrictions if SMIC Ningbo does not achieve profitability within ten years [2]. Group 3: Strategic Implications - For SMIC, divesting from SMIC Ningbo is part of a broader strategy to focus on core business areas and enhance advanced process technology, including breakthroughs in 14nm, 7nm, and even 3nm technologies [3]. - Guokewi, established in 2008, aims to implement a vertical integration strategy by acquiring SMIC Ningbo, which will allow it to control both design and manufacturing processes, thereby improving technical collaboration and reducing product development cycles [3][4].

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 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 ▲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 ▲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 半导体行业圈，半导体人自己的圈子，请关注！ ↓↓↓值得您的关注↓↓↓ ***************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： 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！ 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccoun ...

Group 1 - SpaceX is entering the semiconductor packaging sector by planning to build its own FOPLP factory in Texas, USA [2] - Currently, SpaceX's satellite RF chips and PMIC are packaged by STMicroelectronics, with some orders also going to Innolux, but the company aims to enhance vertical integration in the satellite field [2] - The FOPLP packaging substrate size proposed by SpaceX is the largest in the industry at 700mm x 700mm, which may increase development difficulty due to higher warpage risks but could lower costs significantly once mass production is achieved [2]

据报道,马斯克和特朗普围绕后者支持的"大而美"法案出现分歧。根据正在参议院审议的这一法案,美国 政府将取消向电动汽车购买者提供最多7500美元补贴的政策,并要求现有电动汽车车主每年缴纳250美元 年费。 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6日消息，马斯克与特朗普在社交媒体上相互攻击,引发投资者担忧,导致特斯拉股价当天遭遇重挫,公 司市值缩水1520亿美元！ 这创下了特斯拉市值单日缩水最高纪录。 当天,特斯拉股价一度下跌17.72%,尾盘跌幅有所收窄,收于每股284.7美元,跌幅为14.26%。受此影响,特斯 拉市值跌破1万亿美元,降至9160亿美元。 与此同时,特朗普旗下特朗普媒体科技集团股价当日也下挫8.04%,收于每股20.12美元。 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 5月22日,共和党议员占多数的美国国会众议院以微弱优势通过被特朗普称为"大而美"的大规模税收与支 出法案。该法案包含多项条款,内容超过1000页,主要侧重于减税和削减开支。 * ...

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6日消息，调研机构Jon Peddie Research给出了2025年第一季度PC市场的最新统计数 据，在显卡市场这块，英伟达依然是独一档的存在，且没有竞争对手。 Steam的硬件调查截至2025年5月，GeForce RTX 3060和RTX 4060系列GPU仍然是 Steam上最受玩家欢迎的显卡。 NVIDIA的份额在2025年第一季度增长了8.5%（达到了92%），这对于该公司来说是一个巨 大的增长，此前该公司的市场份额曾下降到84%。 ***************END*************** AMD的市场份额在2025年第一季度下降了7.3%，仅为8%，而英特尔的市场份额则下降 了-1.2%，降至0%。 2025年第一季度，NVIDIA凭借其RTX 50系列，成为GPU发布数量最多的厂商；AMD则紧随 其后，在第一季度末推出了RDNA 4系列。 英特尔早在2024年第四季度就推出了Battlemage B系列GPU，但这两款显卡虽然瞄准了主 流市场，却未能为蓝队带来份额增长 ...

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, which is open for free access to all [12]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account to follow the prompts [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5日消息，据报道， 台积电1.6nm制程价格可能高达4.5万美元，又涨了多达50％！ 后边是全新的台积电A14 1.4nm级，升级第二代GAAFET全环绕纳米片晶体管，以及新的标准单元架构 NanoFlex Pro，对比N2性能提升10-15％、功耗降低25-30％、晶体管密度提升23％，计划2028年上半年 量产，成本必然再次大幅上扬。 除了成本贵，芯片首次流片定案的成功率也越来越低，目前只有14％，比两年前跌了10个百分点。 据悉，代工厂的晶圆报价取决于多重因素，尤其是前期研发投入、产能规模等，不同客户的待遇也不一 样。 比如苹果，一直是台积电的座上宾，据信能拿到更低的价格，AMD、NVIDIA、Intel、高通等客户则要 看相应的产能(越大越低)，因此这里说的只是一个粗略数字。 从历史来看，晶圆越来越贵的趋势是显然的。2004年的90nm，那时候一块晶圆只需2000美元，随后一 路水涨船高，N7 7nm已经突破1万美元，N5 5nm高达1.6万美元，N3 3nm则接近或达到了2万美元。 台 ...