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 ↓ ↓ ↓ 7月18日消息，时隔4年多，华为重回中国智能手机出货量榜首！ IDC发布的数据显示，中国第二季度智能手机的出货量同比减少4%，降至6900万部。时隔6个季度出现 负增长。从各厂商来看，华为以1250万部的出货量位居第一。自美国政府的制裁影响其智能手机生产、 销售陷入低迷以来，4年多来重回首位。 IDC指出，"品牌的强力宣传和有效的出货政策奏效"。vivo和OPPO紧随其后，排在第4位的是小米。小 米的出货量增长3.4%，是排名TOP 5厂商中唯一增加的。 在节约意识增强的背景下，小米以擅长的低价产品为核心，"受到重视价格的消费者的支持"，IDC称。 苹果排在第5位，受到中国企业挤压的状况仍在持续。苹果把iPhone16、iPhone16 Pro的价格下调至政府 补贴的对象范围之内，缩小了出货量的降幅。 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 小米成为前五大厂商中唯一一家在本季度实现同比增长的品牌，这得益于其在价格敏感型消费 ...

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient information acquisition is crucial [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 leading platform in the semiconductor industry with a significant following of 500,000 professionals [5]. - "全球电子市场" is noted as the first WeChat public platform in the semiconductor industry, also with a large audience [5]. - "半导体行业圈" is described as a community for semiconductor professionals [7]. - "半导体产业联盟" is presented as a comprehensive alliance for the semiconductor industry [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, encouraging users to join by following the China Semiconductor Forum's WeChat public account [14]. - Instructions for joining the WeChat group include scanning a QR code and replying with "加群" for further steps [16].

Core Viewpoint - ASML reported strong financial results for Q2 2025, with significant growth in sales and profit, driven by increased demand for EUV lithography machines and a robust aftermarket service business [2][3]. Financial Performance - In Q2 2025, ASML achieved net sales of €7.7 billion, a gross margin of 53.7%, and a net profit of €2.3 billion [2]. - The new order intake for the quarter was €5.5 billion, with €2.3 billion specifically for EUV lithography machines [2]. - The company expects Q3 2025 revenue to be between €7.4 billion and €7.9 billion, with a gross margin between 50% and 52% [3]. Market Insights - ASML's CEO noted that the share of lithography machine investments in overall wafer fab investments remains strong, particularly in the DRAM sector [2]. - The introduction of the TWINSCAN NXE:3800E has further solidified this trend [2]. - ASML anticipates that revenue from the Chinese market will exceed 25%, aligning with its backlog of unfulfilled orders [2]. Future Outlook - For the full year 2025, ASML projects a revenue growth of approximately 15% and a gross margin of around 52% [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 ↓ ↓ ↓ 7月16日消息，据台媒报道，台积电先进封装厂进驻嘉义科学园区，5月26日一厂房发生工安 意外，停工一个多月，7月3日复工后，16日下午同厂房再传意外，重达约300公斤机电用冰 水管从高空掉落，砸到地面一名工人，目前送至嘉义长庚医院救治，头部外伤且有脑出血现 象。 据了解，台积电嘉义厂今年意外连连，曾有一名工人蹲坐在路旁，结果惨被叉车碾过，小腿 粉碎性骨折；还有外墙包商工人从4楼脚手架坠落，送医救回却半身不遂；以及一名吊车吊挂 指挥手遭2吨重的变压器倾倒砸中，伤重不治。16日事故发生后，施工营造商17日将停工。 近日受台风影响，工区发生脚手架倒塌情况，灾后营造商全力赶工，不料16日下午4时许发生 意外，一支机电用冰水管在安装时，疑似施作过程不慎未固定，重达约300公斤的冰水管直接 从5楼高掉落，砸到地面上一名工人，工人被紧急送至医院。 被冰水管砸中的工人伤势严重，主要受伤部位是头部，有明显头部外伤，以及脑出血症状， 送医时血压比较低，疑似意识不太清楚，其他肢体无明显外伤，因脑出血病情变化较快，目 前仍 ...

Core Viewpoint - The article highlights the recent developments in the semiconductor industry, particularly focusing on AMD and NVIDIA's ability to export chips to China following U.S. government approvals [2][3]. Group 1: AMD Developments - AMD plans to resume exports of its MI308 chips to China after receiving approval from the U.S. government [2][3]. - Following the announcement, AMD's stock price increased by 6.41% to $155.61, with a total market capitalization of approximately $252.31 billion [3]. Group 2: NVIDIA Developments - NVIDIA has received approval from the U.S. government to sell its H20 AI chips to China, as disclosed by CEO Jensen Huang during an interview in Beijing [3]. - NVIDIA's stock price rose by 4.04% to $170.70, resulting in a total market capitalization of about $4.17 trillion [3]. Group 3: Market Reactions - The positive news regarding chip exports has led to increased order submissions from various Chinese companies to both AMD and NVIDIA [3].

Core Viewpoint - The article highlights the significance of NVIDIA's recent developments, particularly the approval of the H20 chip export to China, which is crucial for both NVIDIA and Chinese AI companies [2][3]. Group 1: NVIDIA's Market Position - NVIDIA's founder, Jensen Huang, has achieved financial freedom since the company's IPO in 1999 and is now among the top ten richest individuals globally, with NVIDIA's market capitalization exceeding $4 trillion [2]. - The Chinese market accounts for 15% of NVIDIA's global revenue, making it a vital area for the company's growth and strategy [2]. Group 2: H20 Chip and Its Features - The H20 chip, while not NVIDIA's best product, is considered "very good" by Huang and is designed for various use cases, particularly suitable for models like DeepSeek, Qianwen, and Kimi [3]. - The H20 chip boasts excellent system memory bandwidth and efficiency, making it a strong contender for AI training and inference tasks [3]. Group 3: Additional Product Offerings - NVIDIA plans to sell the RTX Pro chip in China, which is based on the Blackwell architecture and features capabilities in computer graphics and ray tracing [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 presented as a community for semiconductor professionals [7]. - "半导体产业联盟" is noted as a comprehensive alliance for the semiconductor industry [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for free access [14]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account [16].

Core Viewpoint - The management team of Wentech Technology has undergone significant changes, with key executives resigning to focus on the company's strategic shift towards the semiconductor business [1][3]. Group 1: Management Changes - Wentech Technology announced the resignation of several key executives, including Chairman and CEO Zhang Qiuhong, due to work changes [1]. - The company plans to introduce new board members with extensive experience in the semiconductor industry to provide targeted strategic guidance [3][4]. Group 2: New Appointments - Yang Mu and Zhuang Wei have been nominated as non-independent director candidates for the board, with their terms starting upon shareholder approval [4]. - Shen Xinjia has been elected as the employee representative director and appointed as the vice president, temporarily assuming the CEO responsibilities until a new president is appointed [5]. Group 3: Board Composition - Following the resignations, the board of directors is now below the required number, prompting Zhang Qiuhong and Xie Guosheng to continue their roles until new directors are approved [5].

Core Viewpoint - TSMC's CoPoS packaging technology mass production timeline is delayed from 2027 to 2029-2030 due to technical challenges, which may influence NVIDIA's plans for its Rubin Ultra GPU and shift focus to multi-chip module architecture [1] Group 1: TSMC's CoPoS Technology - TSMC's CoPoS (chip-on-panel-on-substrate) technology aims to enhance area utilization through larger panel sizes (e.g., 310x310mm) to meet AI GPU demands from clients like NVIDIA [1] - The delay in CoPoS mass production is attributed to immaturity in technology, particularly in managing panel and wafer discrepancies, larger area warpage control, and additional redistribution layers (RDL) [1] Group 2: Impact on AI Industry - Nomura's analysis suggests that TSMC may redirect its 2026 chip backend capital expenditures towards other technologies such as WMCM and SoIC, with CoWoS capacity allocation becoming a critical monitoring point [1] - The postponement of CoPoS could lead NVIDIA to adopt a multi-chip module architecture similar to Amazon's Trainium 2 design for its 2027 product launch [1]

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient information acquisition is crucial [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 leading platform in the semiconductor industry with a significant following of 500,000 professionals [5]. - "全球电子市场" is noted as the first WeChat public platform in the semiconductor industry, also with a large audience [5]. - "半导体行业圈" is described as a community for semiconductor professionals [7]. - "半导体产业联盟" is presented as a comprehensive alliance for the semiconductor industry [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, encouraging users to join by following the China Semiconductor Forum's WeChat public account [14]. - Instructions for joining the WeChat group include scanning a QR code and replying with "加群" in the public account [16].