Group 1 - The article discusses the geopolitical tensions surrounding the semiconductor industry, particularly focusing on Taiwan's actions under U.S. pressure regarding companies like Huawei and SMIC [2] - It highlights China's opposition to the politicization of technology and trade issues by the U.S., emphasizing the negative impact of such actions on Taiwan [2] Group 2 - The article promotes a semiconductor forum and encourages readers to join a related WeChat group for further discussions and networking opportunities [3][4]

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 significant platform in the semiconductor sector with a large following [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 [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 full industry chain alliance in the semiconductor field [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 WeChat public account [14]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account [16].

Core Viewpoint - Huawei has applied for a "quad-chiplet" packaging design patent, potentially for next-generation AI chips, which may allow it to compete with TSMC and NVIDIA in the AI GPU market [2][4]. Group 1: Patent and Technology Development - The "quad-chiplet" design is similar to NVIDIA's Rubin Ultra architecture, but Huawei appears to be developing its own advanced packaging technology [4]. - The patent indicates a bridging technology, akin to TSMC's CoWoS-L, rather than a simple intermediate layer [4]. - To meet the demands of AI training processors, the chips are expected to be paired with multiple HBM (High Bandwidth Memory) through interconnections [4]. Group 2: Competitive Positioning - Although Huawei currently lags in advanced process technology by one generation, its advanced packaging capabilities may be on par with TSMC [4]. - This advancement allows Chinese manufacturers to use mature process technologies to produce multiple chips, which can then be integrated through packaging to enhance performance, potentially narrowing the gap with advanced process chips [4]. - Ren Zhengfei, Huawei's founder, has stated that concerns over chip technology are unwarranted, suggesting that methods like stacking and clustering can yield results comparable to the most advanced levels [4].

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16日消息，据外媒报道，台当局已将中国大陆企业华为和中芯国际列入出口黑名单！ 根据台当局在其 贸易 管理 网站上公布的最新版本显示，华为及其几家子公司、中芯国际及其几家子公 司均已纳入其所谓的战略性高科技商品实体清单的更新。 其中就包括华为在日本、俄罗斯和德国等海外地区的子公司。根据台当局现有法规，当地公司需要获得 当地政府的批准，然后才能向实体清单上的实体运送任何东西。 报道称，中国台湾实施的新限制可能至少部分切断华为和中芯国际获得来自中国台湾的技术、材料和设 备的机会，这些技术、材料和设备可能是制造半导体所必需的。 此前，华为与中芯国际及部分子公司已被美国列入实体清单，严重限制了它们获取外国技术的能力。 虽然台湾地区多年来禁止向大陆地区出口光刻机等关键晶片制造设备，但此前从未将内地主要科技企业 或晶片制造商正式列入实体清单。 ***************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。 ...

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the era of information explosion, efficient acquisition of high-quality information 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 significant platform for semiconductor professionals, with a following of 500,000 industry personnel [5]. - "全球电子市场" is noted as the leading WeChat public platform in the semiconductor sector [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, which is open for free access [14]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat public account, then replying with "加群" for further instructions [16].

Core Viewpoint - The recent surge in DDR4 DRAM prices is attributed to a decrease in supply and significant purchases by mysterious buyers, leading to a price increase of nearly 8% in a single day, which is unprecedented in the last decade [2][3]. Summary by Sections Price Surge - The latest prices for 8Gb and 16Gb DDR4 DRAM have seen a daily increase of nearly 8%, with specific price points reaching $3.775 for 8Gb (1G×8) 3200 and $8.2 for 16Gb (1G×16) 3200 [2]. - The current market conditions have led to DDR4 prices exceeding those of DDR5, indicating a price inversion, which is unusual [3]. Market Dynamics - Major manufacturers like Samsung and Micron are focusing on higher-end DRAM markets such as DDR5 and HBM, which has resulted in a reduction of DDR4 supply [2][3]. - The current price increase is significant enough to surpass the breakeven point for DRAM manufacturers, leading to substantial profits [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 ↓ ↓ ↓ 6月13日消息，据外媒报道称，英特尔已向工厂员工发出通报，称其将于 7 月中旬启动裁员，"首 轮"裁员计划预计在 7 月底前完成。 英特尔高管当地时间周一向工厂员工发布通知："我们正采取行动，打造更精简、敏捷，由工程师与技 术人员驱动的代工业务，以建立客户信任。这是极其艰难的决定，但对帮助英特尔获得更具竞争力的市 场地位、为未来筑牢根基而言必不可少。" 半导体公众号推荐 半导体论坛百万微信群 英特尔高管并未披露工厂裁员具体人数与涉及领域。另一业务部门有不愿透露姓名的员工称，其所在业 务部门或遵循相似时间节点裁员，但若能达成管理层设定的财务目标，可灵活选择裁员方式。 对此，英特尔拒绝置评，只表示"消除组织复杂性、赋能工程师，将助力我们更好服务客户并强化执 行。我们基于'为业务未来定位'的审慎考量推进决策，过程中会以关怀与尊重对待员工"。 有网传英特尔裁员比例是20%，每5个人就有一个人要走，约为2万名员工，目前，英特尔没有对外确认 此事。 2025年公布第一季度财报后，英特尔首席执行官陈立武宣布启动包 ...

Core Viewpoint - NVIDIA's CEO Jensen Huang announced that due to the high uncertainty surrounding U.S. chip export bans, future revenue forecasts will exclude the Chinese market entirely [2] Group 1: Impact of U.S. Export Regulations - NVIDIA's H20 chip, designed for the Chinese market, faces shipping restrictions due to U.S. export regulations, leading to a complete removal of expected revenue from China in future forecasts [2] - The company experienced a revenue loss of $2.5 billion in Q1 due to these restrictions and recognized a $4.5 billion loss from excess inventory [2] - U.S. Commerce Secretary reiterated that the U.S. will not provide its best chips to China, instead using components like aircraft parts and ethane as negotiation leverage [2] Group 2: Product Adjustments - In response to the U.S. chip ban, NVIDIA launched a downgraded version of its AI chip, the H20, which has lower AI computing performance compared to the standard H100 [2] - The H20 chip is set to begin shipping to the Chinese market in the first half of 2024, but it requires an export license due to the upgraded U.S. export controls [2] Group 3: Future Outlook - Huang expressed skepticism about the possibility of a new round of negotiations between the U.S. and China leading to the lifting of the export bans, prompting the decision to exclude Chinese market revenue from forecasts [2]

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 significant platform in the semiconductor industry with a large following [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 subscribed [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 full industry chain alliance in the semiconductor field [10]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access [14]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat public account, then replying with "加群" for further instructions [16].

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12日，深天马A公告称，因工作调整，彭旭辉申请辞去董事会董事、董事长等职务，辞职 后将不在公司及其子公司担任任何职务。 同日，深天马董事会近期还一并收到成为先生的书面辞职报告。公告内容显示，成为先生因工 作调整原因申请辞去公司总经理职务，辞职后仍在公司担任公司第十届董事会董事、董事会战 略与可持续发展委员会委员、董事会风险管理委员会委员职务。 ***************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。 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 也就是由成为先生卸任总经理一职后，接替彭旭辉先生的董事长职务。 彭旭辉先生原定的任期到期日为2025年7月7日，成为先生的总经理职务原定的任期到期日为 2025年7月7日，两位皆属提前离职，其辞职报告自送达公司董事会之日起生效。 截至本公告披露日，彭旭辉先生持有公司股份7,8 ...