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]. - "全球电子市场" is recognized as the leading WeChat platform in the semiconductor industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" serves as a community for semiconductor professionals [7]. - "半导体产业联盟" is a platform for the entire semiconductor industry chain [9]. - "半导体全产业链联盟" is another recommended account for comprehensive industry insights [11]. Group 2: Community Engagement - There is a free open group with 80,000 members available for semiconductor professionals [12]. - Steps to join the group include scanning a QR code to follow the China Semiconductor Forum WeChat public account and replying "加群" for further instructions [13][15].

Core Viewpoint - The article discusses the investment by Jinghe Integrated into Hefei Jingyi Integrated Circuit Co., Ltd., highlighting the strategic importance of this move for enhancing the company's competitiveness in the semiconductor industry [2][4]. Group 1: Investment Details - Jinghe Integrated plans to invest a total of 2 billion RMB in Hefei Jingyi Integrated Circuit Co., Ltd. to acquire 100% equity, which will be consolidated into the company's financial statements [2]. - The total investment for the fourth phase project of Jinghe Integrated is 35.5 billion RMB, aimed at establishing a 12-inch wafer manufacturing production line with a capacity of approximately 55,000 pieces per month [2]. - The focus of the new production line will be on 40nm and 28nm processes, including CIS, OLED, and logic technologies, with applications in OLED display panels, AI smartphones, AI computers, smart vehicles, and artificial intelligence [2]. Group 2: Strategic Implications - This investment is expected to enhance the financial strength of Hefei Jingyi, addressing its operational funding needs and aligning with the company's strategic layout and future development plans [4]. - The completion of this transaction is anticipated to optimize the industrial structure, improve profitability, and further enhance the overall competitiveness of the company, contributing positively to its long-term sustainable development [4].

Group 1 - Samsung's foundry division has set an aggressive target to increase its 2nm GAA process order volume by 130% by 2026, indicating a strong confidence in capturing market share during a period of supply constraints faced by TSMC [2][3] - The latest data shows that Samsung's 2nm GAA process yield has reached 50%, demonstrating its capability to compete with TSMC in yield control, although there is still room for improvement [3] - Samsung's factory in Taylor, Texas, which was initially planned for 4nm production, has shifted its strategy to focus entirely on the 2nm GAA process, with testing of EUV equipment set to begin in March [3] Group 2 - Tesla has become a key customer for Samsung's 2nm technology, with a significant order valued at $16.5 billion, although Samsung still faces challenges in securing traditional clients like Qualcomm [3]

Core Viewpoint - The article emphasizes the launch of a supercomputing internet platform that opens a billion-level testing resource pool for AI computing, aiming to revolutionize the traditional computing resource application model and enhance the accessibility and efficiency of computing power across various sectors [1][3]. Group 1: Supercomputing Internet Platform - The newly launched core node is the largest single domestic AI computing resource pool in the country, supporting large-scale AI computing scenarios such as trillion-parameter model training and AI for Science [3]. - The platform aims to address issues like uneven distribution of computing power, varying service levels, and the challenges of heterogeneous computing resource scheduling [3][5]. Group 2: User Categories and Benefits - Lightweight users, including novice researchers and startup teams, can access free resources such as 100 computing hours, 500GB of storage, and 10 million tokens, with additional rewards for feedback [3][4]. - Heavyweight users, such as those involved in large-scale model training and advanced material research, can apply for customized computing resources, including up to 100TB of storage and specialized support teams [4][5]. Group 3: Strategic Importance - The initiative aligns with national strategies for building interconnected computing nodes, indicating a significant step towards enhancing the value of computing applications [3][5]. - The comprehensive support for both lightweight and heavyweight users reflects a commitment to fostering innovation and collaboration within the AI computing ecosystem [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 ↓ ↓ ↓ 2月6日消息， 据报道，三星、SK海力士和美光等存储巨头正在推行一种新型合同模式，将引入"后结算"条款—— 即使供货已完成，客户仍需根据市场价 格追加付款！ 这种新型合同允许供应商在供货结束后根据市场价格调整收款。例如，若DRAM合同价为100元，一年后市场价翻倍，客户需额外支付100元差价。这标志 着存储行业从传统的固定价格模式向动态定价机制的根本性转变。 与存储巨头们的气定神闲不同，买家自然希望签订以年为单位的长期合同，以确保不断扩展的AI基础设施拥有稳定的存储供应。然而据报道，由于库存 有限且价格波动剧烈，许多合同周期已缩短至季度甚至月度。 行业消息人士预计，这种有利于供应商的合同条款至少将持续到2026年下半年，因存储芯片价格涨势预计将持续。即便是苹果这样拥有巨 大采购规模的科技巨头也无法避免冲击，其2026年上半年后的存储采购价格仍存在进一步上涨空间。 供应紧张和价格波动正在重塑存储市 场的议价格局，买方市场已彻底转向卖方市场。 据行业消息人士称，虽然苹果通常签署长期存储供应协议，但当前的 ...

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 streamline their information intake to enhance efficiency and effectiveness. Group 1: Recommended WeChat Public Accounts - The article lists five recommended WeChat public accounts for semiconductor professionals to follow, which include: - Semiconductor Technology World, focusing on industry technology and expert insights [1] - Global Electronic Market, recognized as the leading platform in the semiconductor industry with 500,000 followers [5] - Semiconductor Industry Circle, a community for semiconductor professionals [7] - Semiconductor Industry Alliance, representing the entire semiconductor supply chain [9] - China Semiconductor Forum, which serves as a hub for industry discussions [3] Group 2: Community Engagement - The article mentions a free-to-join WeChat group with 80,000 members, promoting community engagement among semiconductor professionals [12] - It provides a step-by-step guide for joining the group, which includes scanning a QR code and responding with "join group" in the public account [13][15]

Core Viewpoint - SK Hynix has issued record-high performance bonuses to its employees, reflecting unprecedented business performance and a strategic move to attract and retain talent in the competitive AI semiconductor sector [2][4]. Group 1: Performance Bonus System - SK Hynix has implemented a performance bonus system (PS) that allocates 10% of annual operating profit to the bonus pool, with no upper limit on the bonus amount [4]. - The new standard allows for a performance bonus equivalent to 2964% of the basic salary, translating to approximately 1.482 billion KRW (around 710,000 RMB) for employees with an annual salary of 100 million KRW [2][4]. - The bonus distribution includes 80% paid in the current year and 20% deferred over two years, with the system set to remain in place for 10 years [4]. Group 2: Financial Performance - SK Hynix achieved record sales of 97.1467 trillion KRW and operating profit of 47.263 trillion KRW last year, which supports the substantial performance bonuses [4]. - The estimated operating profit available for performance bonuses is approximately 4.7 trillion KRW, with actual funds expected to be around 4.5 trillion KRW after excluding profits from the NAND subsidiary Solidigm [4]. Group 3: Talent Retention Strategy - The company emphasizes that a differentiated reward system is crucial for preventing talent outflow and attracting global core talent, thereby maintaining a long-term competitive advantage in the semiconductor industry [4].

Core Viewpoint - Infineon Technologies announced a price adjustment for certain products due to substantial demand increases driven by the deployment of AI-focused data centers, which has led to shortages in several power switches and integrated circuits (ICs) [3][9]. Group 1: Price Adjustment Announcement - Infineon will implement a price increase effective April 1, 2026, for all new orders and existing orders scheduled for shipment on or after this date [5]. - The company aims to limit the price adjustment to the smallest possible amount for affected power switches and IC products, despite facing significant cost increases for raw materials and infrastructure [4][9]. Group 2: Market Demand and Investment - The semiconductor market is experiencing a notable demand surge primarily due to AI developments, which has resulted in a considerable increase in demand for Infineon's products [3][9]. - To meet this growing demand, Infineon will need to make significant additional investments to increase fab capacity, which includes purchasing new equipment and upgrading existing production lines [9].

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 ↓ ↓ ↓ 2月5日消息，据报道，台积电首席执行官魏哲家表示，台积电计划在日本工厂量产先进的3纳米芯片。 据当地媒体报道，这笔投资规模达 170 亿美元，旨在满足人工智能芯片飙升的市场需求。 作为全球最大的芯片代工厂，同时也是英伟达等企业人工智能芯片的核心供应商，台积电目前最先进的芯片均在中国台湾地区生产。该公司此前针对日本 的建厂规划，仅聚焦于工艺相对落后的芯片技术。 这一官宣让日本跻身全球高端 3 纳米芯片的最新生产地行列。3 纳米芯片广泛应用于高性能计算与人工智能服务器领域。 日本政府同时也在大力补贴本土芯片代工企业Rapidus，该企业将在北海道生产先进制程芯片。据《读卖新闻》报道，日本政府认定两家企业生产的芯片 应用场景不同，不存在同业竞争关系。 ***************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。 据报道，台积电原计划投资在该厂投资122亿美元用于6至12纳米芯片制造能力的建设，但目前， ...

作为国家部委、河南省、郑州市等多方大力支持下重点部署的全国一体化算力网络重大基础设施，核心节点的战略意义毋庸置疑。此次开创性完成 国产万卡超集群部署，不仅实现多项业界之最，也为中国算力网络建设提供一个国家级样板间。 集成度最高 ： scaleX 万卡超集群采用了全球首创高密度单机柜，基于超高密度刀片、浸没相变液冷等技术，单机柜算力密度大幅提升 20 倍， PUE 值低至 1.04 。 集成规模最大 ： scaleX 是国内首个万卡超集群，基于 scaleFabric 高速网络可实现 10240 块加速卡集成部署，大集群合体同样达到国 产计算集群最大规模。 开放性最强 ： 该集群完全基于 AI 计算开放架构设计，打破了传统的单一技术栈闭环依赖，可以支持多品牌 AI 加速卡，并兼容 AI 计算主 流软件生态，产业上下游接入能力极强。 众所周知，算力网络的建设目标是为了打破算力基础设施异构壁垒，解决国内算力资源分布不均、利用率不足等问题。 scaleX 万卡超集群 基于开放架构实现业界单体最大规模算力供给，无疑为算力基础设施建设提供了可复制、验证和普及落地的样板。 首先，开放架构体系让异构算力互联的问题不攻自破。 ...