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19日消息，据台媒报道，台积电将会进一步提高其 2nm 工艺晶圆的售价。 报道称，未来几周晶圆价格将进一步飙升，这主要源于台积电在美国等海外地区建设晶圆厂成本上升， 以及需要收回其今年资本支出计划中 380 亿至 420 亿美元的部分投入。 据悉，台积电 2nm 工艺晶圆的价格将较此前上涨 10%，去年 300mm 晶圆的预估价格为 3 万美元，而新 定价将达到 3.3 万美元左右，报告还补充称，英伟达 CEO 黄仁勋认为台积电的尖端工艺"非常值得"。 供应链消息透露，英伟达已在台积电2nm制程客户名单中，未来将导入次世代AI芯片。随制程技术不断 微缩，技术复杂度与失败风险同步升高，晶圆代工报价「水涨船高」成必然趋势。 多数IC设计厂商认为，随着制程门槛升高，晶圆代工厂商与客户之间的黏着度亦持续加强。由于转 换代工厂所需的时间、人力与资源成本高昂，加上对先进制程的依赖程度加深，厂商倾向选择与成 熟供应商维持长期合作关系，以确保在AI技术与效能竞赛中不落人后。 半导体公众号推荐 半导体论坛百万微信 ...

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19日，华为正式发布两款鸿蒙电脑， 其中首款鸿蒙折叠电脑MateBook Fold非凡大师 售价 23999元起！ 据了解，MateBook Fold非凡大师为18英寸的折叠屏电脑。该款电脑采用超轻薄折叠设计，18英寸 大屏沉浸，13英寸小巧便携，展开薄至7.3mm，重量仅1.16kg，搭载HarmonyOS 5操作系统。此 外，该款电脑还采用了业界首款搭载OLED护眼云晰柔光屏。 现场，华为常务董事、终端BG董事长余承东透露，将激励政企用户共建鸿蒙产业与生态发展，围绕企 业管理，企业安全和组织生产力三大方向，与行业先锋客户开展鸿蒙的联合创新和应用，共同探索行业 的数字化转型和创新发展，为千行百业创新创造更多可能。 第二步：在公众号里面回复"加群"，按照提示操作即可。 值得注意的是，在铰链技术方面，HUAWEI MateBook Fold 非凡大师为确保整机轻薄与坚固性，选择了 水滴型转轴技术路径，并通过一根主轴和三段式转轴的设计，带来目前业内最大尺寸、最薄且技术复杂 的折叠转轴。 价格方面，华 ...

Core Viewpoint - The article discusses the recent share reduction plan by the National Integrated Circuit Industry Investment Fund, highlighting its significance in the semiconductor industry and the strategic partnership between Tongfu Microelectronics and AMD [2][3][4]. Group 1: Share Reduction Plan - The National Integrated Circuit Industry Investment Fund, holding 13,315.6578 million shares (8.77% of total shares) in Tongfu Microelectronics, plans to reduce its holdings by up to 3,793.9922 million shares (2.5% of total shares) within three months starting from June 11, 2025 [2]. Group 2: National Integrated Circuit Industry Investment Fund - The National Integrated Circuit Industry Investment Fund, known as the "Big Fund," is the largest industrial investment fund in China, established to support the development of the integrated circuit industry and address financing challenges [3]. - The first phase of the Big Fund entered a recovery period in 2019 after five years of investment, while the second phase was established in October 2019 with a registered capital of 204.15 billion [3]. - The third phase of the Big Fund is set to launch in May 2024, aiming to attract social capital for multi-channel financing support across the entire integrated circuit industry chain [3]. Group 3: Tongfu Microelectronics - Tongfu Microelectronics is a provider of integrated circuit packaging and testing services, offering comprehensive solutions across various sectors, including AI, high-performance computing, big data storage, 5G, and automotive electronics [3]. - The company has established a strong partnership with AMD, being its largest packaging and testing supplier, handling over 80% of AMD's total orders [4].

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 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 ▲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 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 ▲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"， ...

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17日消息，据报道，英伟达CEO黄仁勋公开发声，直言美国之前制定的AI扩散规则存在错误，他主 张AI技术应在全球范围内实现最大化应用。 值得一提的是，就在5月13日，美国商务部正式发布文件，宣布启动撤销拜登签署的《AI扩散规则》的 程序，同时宣布将采取额外措施，进一步加强对全球芯片出口的管制。 据悉，《AI扩散规则》于2025年1月15日发布，其合规要求原计划于2025年5月15日正式生效。然而， 这些新要求被认为将对美国创新造成严重阻碍，还会给企业带来沉重的新监管负担。 不仅如此，《AI扩散规则》还可能损害美国与数十个国家的外交关系，导致这些国家在美国全球科技 布局中的地位被边缘化。根据此前美国出台的《AI扩散规则》，英伟达等公司最先进的AI芯片以及人 工智能大模型权重将实行分级制度。 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 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccount ...

Core Viewpoint - GlobalWafers has officially launched its 12-inch semiconductor wafer manufacturing plant in Sherman, Texas, marking a significant step in strengthening the U.S. semiconductor supply chain and enhancing local manufacturing capabilities [2][3]. Group 1: Investment and Expansion - GlobalWafers' Sherman facility, known as GlobalWafers America (GWA), represents a total investment of $3.5 billion, supported by a $406 million subsidy from the U.S. Department of Commerce under the CHIPS Act [2]. - The company plans to invest an additional $4 billion for the third and fourth phases of expansion at the Sherman site, with potential for further growth into fifth and sixth phases [2]. Group 2: Job Creation and Economic Impact - The establishment of GWA has already created 1,200 construction-related jobs and 180 long-term positions in North Texas, with expectations to recruit up to 650 engineering, technical, and operational professionals by the end of 2028 [3]. - The investment by GlobalWafers is seen as a model for the return of critical manufacturing industries to the U.S., aligning with government goals to ensure domestic production of essential semiconductor materials [3]. Group 3: Strategic Importance - GWA is the only advanced wafer manufacturing facility participating in the U.S. government's "American Chips Program," filling a crucial gap in the local semiconductor supply chain and contributing to a more resilient and self-sufficient semiconductor ecosystem [2]. - The facility is the first complete silicon wafer manufacturing line built in the U.S. in over 20 years, highlighting its strategic significance in the semiconductor industry [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 sector, with 500,000 industry professionals already following it [7]. - "半导体行业圈" is described as a community for semiconductor professionals [9]. - "半导体产业联盟" represents a full industry chain alliance in the semiconductor field [11]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for free access to all interested in the semiconductor industry [11]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account for further steps [12][14].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 5月16日消息，据外媒报道，英伟达计划在上海设立研发中心，力图在其中国市场销售受挫的背景下维 持在AI芯片领域的领先地位。 知情人士透露，英伟达 CEO 黄仁勋上月与上海市长会面时提出了这一设想。公司目前正租用新的办公 场地，以安置现有员工并为后续扩编预留空间。 知情人士表示，新设立的研发中心将专注于满足中国客户的特定需求。上海团队将参与全球研发工作， 包括芯片设计验证、产品优化，以及自动驾驶等特定领域的研究。 第一步：扫描下方二维码，关注国芯网微信公众号。 据了解，当前英伟达正面临美国日趋严格的出口管制。其专为中国市场定制的H20 AI芯片销售已受影 响，但字节跳动、腾讯等科技巨头对其AI 芯片的需求仍然很高。数据显示，2024年中国市场贡献了英 伟达约14%的营收，黄仁勋更预判未来中国AI芯片市场规模可达500亿美元。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 这种矛盾态势下，上海研发中心被视为突破关键——既通过本土化研发规避监管风险，又借助中国工程 师红利支撑全球技术创新。 ***************END************ ...

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 [7]. - "半导体行业圈" is described as a community for semiconductor professionals [9]. - "半导体产业联盟" represents a full industry chain alliance in the semiconductor field [11]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for all to join for free [11]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account for further steps [12][14].

Group 1 - JDI has reported a continuous loss for the 11th consecutive year, leading to a plan to lay off approximately 1,500 employees, which accounts for nearly 60% of its domestic workforce [1] - For the fiscal year ending March 2025, JDI's revenue was 188.01 billion yen, reflecting a year-on-year decline of 21.4%, while the operating loss expanded to 37.07 billion yen compared to the previous fiscal year [1] - The CEO Scott Callon has resigned due to poor performance, and a new president and CEO, Jun Akima, has been appointed [1] Group 2 - JDI plans to transform its automotive business into an independent subsidiary named AutoTech and has signed a memorandum with its major shareholder Ichigo to transfer the ownership of the Mobara factory and some intellectual property to repay debts [2] - The company intends to produce eLEAP OLED in a Fabless model in the future [2]