商务部新闻发言人认为，中方按照联合声明达成的共识，取消或停了针对美"对等关税"采取的相关关税 和非关税措施。而美方出台的多项对华歧视性限制政策严重违背了两国元首1月17日通话共识，严重破 坏日内瓦经贸会谈既有共识，严重损害中方正当权益。如果美方一意孤行，中方将继续坚决采取有力措 施，维护自身正当权益。 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3日消息，近日全球前三大EDA厂商新思科技、Cadence、西门子集体暂停了对中国大陆半导体公司 的产品支持与升级服务。 6月2日，中国商务部新闻发言人就中美日内瓦经贸会相关问题答记者问。其中提到，中方注意到美国近 期出台多项对华歧视性限制措施，包括发布AI芯片出口管制指南、停止对华EDA的销售、宣布撤销中 国留学生签证。 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。 5月29日，新思科技、Cadence各自在官网上披露公告，称近期收到美国政府针对EDA软件工具的对华出 口限制函。 据Cadence公告介绍，公司于5月23日收到美 ...

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Core Viewpoint - The article discusses the impact of new U.S. export restrictions on EDA (Electronic Design Automation) software sales to China, highlighting the responses from major companies like Synopsys and Cadence regarding these regulations [3][7]. Group 1: Company Responses - Synopsys has received a notification from the U.S. Department of Commerce's Bureau of Industry and Security (BIS) regarding new export restrictions, leading the company to suspend its annual and quarterly forecasts due to uncertainties in the Chinese market [3][5]. - The CEO of Synopsys, Sassine Ghazi, indicated that the new restrictions broadly prohibit the sale of their products and services in China, effective from May 29, 2025 [3][6]. - Specific measures taken by Synopsys include halting sales and deliveries in China and blocking new orders, as well as disabling access for Chinese customers to SolvNetPlus and related services [4][5]. Group 2: Industry Impact - Cadence also received a notification from BIS, stating that exports of certain EDA software and technology to China require prior approval, indicating a complex regulatory environment [6][7]. - The overall sentiment in the industry suggests that the comprehensive restrictions from the U.S. represent a significant blow to the EDA sector, affecting major players like Synopsys and Cadence [7].

Core Viewpoint - Changxin Storage plans to cease production of DDR4 memory and shift focus to DDR5 and HBM technologies, driven by government policies aimed at aligning with national goals in AI and cloud infrastructure [2][3]. Group 1: Changxin Storage's Strategy - Changxin Storage intends to issue an End of Life (EOL) notice for DDR4 products, with a complete stop in supply expected by mid-2026 [2]. - The company will retain some production lines for DDR4 to support the supply for the consumer market through a partnership with Zhaoyi Innovation [2]. - Changxin is reportedly developing a high-end HBM solution, likely HBM3, to enhance its product offerings [2]. Group 2: Market Context - International competitors like Samsung, Micron, and SK Hynix have also been reducing their DDR4 production, with SK Hynix planning to decrease its DDR4 production share from 40% to 20% by Q4 2024 [2][3]. - Samsung has shifted some of its production capacity from DDR4 to advanced products like DDR5 and LPDDR5 [3]. Group 3: Future Projections - Counterpoint Research estimates that Changxin Storage will hold a 13% share of the global DRAM market capacity in 2024, with shipment volume and sales accounting for 6% and 3.7% of the global market, respectively [3]. - By 2025, Changxin Storage's capacity is expected to reach levels comparable to Micron Technology [3].

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 ↓ ↓ ↓ 5月30日消息，据报道，日前，美国芯片企业英伟达公司多名高管计划减持英伟达股票，其中首席执行 官黄仁勋计划减持价值超过8亿美元（57.56亿人民币）的股票！ 值得注意的是，黄仁勋并非唯一一名计划减持英伟达股票的内部人士。 有报道称，英伟达首席财务官科莱特·克雷斯计划到2026年3月减持50万股。她此前同样曾抛售50万股， 以每股123.44美元的价格套现大约6170万美元。此外，英伟达董事布鲁克·西韦尔计划到今年7月13日减 持大约115万股英伟达股票。 ***************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。 据了解，英伟达28日提交给美国证券交易委员会的文件显示，黄仁勋计划减持600万股英伟达股票。 如按28日收盘价每股134.81美元计算，这些股票价值达8.09亿美元。黄仁勋的这项减持计划今年年底到 期。 黄仁勋此次计划减持的英伟达股票数量与他上次减持的数量相同。2024年6月14日至 ...

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Core Viewpoint - Huawei is fostering a local semiconductor chemical company, Zhuhai Jishi Technology, to compete with global leaders and establish a self-sufficient domestic semiconductor supply chain [1]. Group 1: Company Development - Zhuhai Jishi Technology aims to become an "end-to-end" chemical materials supplier, competing with major international firms like Shin-Etsu Chemical, JSR, Merck, DuPont, and Dow [1]. - The company is not focused on developing just one or two types of chemical materials but aims to create a comprehensive "turnkey solution" that covers nearly all key materials required for chip manufacturing [1]. Group 2: Market Context - The high-end photoresist market has long been dominated by Japanese companies such as Shin-Etsu Chemical, JSR, and Tokyo Ohka Kogyo [2]. - The chemical mechanical polishing (CMP) slurry and polishing pad markets have been controlled for years by companies like Fujimi, Dow, and DuPont [2]. Group 3: Industry Motivation - There is a strong motivation for China to develop local chemical materials, as the country possesses a robust chemical industry but has not yet reached the high-end standards required for semiconductor manufacturing [3].

Core Viewpoint - AMD has acquired Enosemi, a company focused on photonic circuit development, to strengthen its competitive position against NVIDIA and Intel in the semiconductor industry [2]. Group 1: Acquisition and Technology - AMD's acquisition of Enosemi is aimed at enhancing its capabilities in integrating silicon photonic technologies into next-generation AI systems [2]. - Silicon photonics technology utilizes photons instead of traditional electrons for information transmission, offering faster speeds, higher bandwidth, and better energy efficiency compared to conventional electronic circuits [2]. - Enosemi will assist AMD in rapidly advancing its support and development of silicon photonic technologies and optical packaging solutions [2]. Group 2: Competitive Landscape - NVIDIA has already launched a silicon photonics-based network switch platform with a bandwidth of 400TB/s and plans to integrate more related technologies into its AI solutions [3]. - To compete with NVIDIA, AMD has previously acquired companies like ZT Systems, Mipsology, and Silo AI to bolster its technical strength and partnerships in enterprise solutions [3]. - Observers note that China has significantly increased its research investment in silicon photonics, surpassing the U.S. by more than double in the past five years, potentially allowing it to leapfrog Western technologies in next-generation computing [3].