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 ↓↓↓值得您的关注↓↓↓ 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! 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↓↓↓ 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 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！ 6月12日消息，昨日晚间，刚搬到新办公地址的哪吒汽车CEO方运舟再次被员工堵门讨薪， 双方一度争吵起来。社交媒体流出的多段视频显示，不少员工围坐在董事长兼CEO方运舟的 新办公室门口，讨要被拖欠的工资，现场员工们情绪激动，大声拍打屋门，气氛十分紧张。 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 眼袋肿大，面容憔悴的方运舟对着蹲在门口的员工质问："你们这是做什么？"，其口气显得 异常的不耐烦，称想聊一聊选3个人出来，并质问"一起在公司做过事，变成这样干吗"。 方运舟此话一出，立刻点燃员工们的情绪，有人回怼称"我们要工资啊，你这什么态度。" 方 运舟则回击称"我什么态度，你们该申报就申报去。" 说完方运舟走进了办公室。不过员工们 并善罢甘休，喊道称"你既然出来了，就该给一个答复。" 另一段视频中，方运舟简短说了几句话，也随手关了门。一群讨薪员工站在门口显得有点无 奈，几乎没人说话。 从视频来看，整个沟通过程中哪吒汽车员工对于管理层的不信任感非常深，一方面他们认为 法律程序复杂效率不高；另一方面，哪吒员工对于公司管理层的承诺表示不信任，认为对方 净 ...

Core Viewpoint - The article discusses the recent leadership change at Zhuhai Zero Boundary Integrated Circuit Co., Ltd., a subsidiary of Gree Electric Appliances, and emphasizes Gree's commitment to semiconductor manufacturing as a responsibility of Chinese manufacturing enterprises [2]. Group 1: Company Overview - Zhuhai Zero Boundary Integrated Circuit Co., Ltd. underwent a change in legal representative and chairman, with Dong Mingzhu stepping down and Li Shaobin taking over [2]. - The company is fully owned by Gree Electric Appliances and focuses on designing and developing main control chips and power device chips for air conditioning and other home appliances [2]. - Established in August 2018, the company has a registered capital of 1 billion RMB and engages in integrated circuit chip design, sales, and electronic product sales [2]. Group 2: Leadership and Vision - Dong Mingzhu defended Gree's venture into chip manufacturing, stating that the perception of chips as overly mysterious is misguided and that the initiative is part of the company's responsibility [2]. - She highlighted the establishment of Asia's first fully automated silicon carbide factory, which allows Gree to complete the entire chip manufacturing process independently [2]. - The factory was built without any state funding, showcasing Gree's capability and serving as a model for other semiconductor manufacturers [2].

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 ↓↓↓值得您的关注↓↓↓ 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! 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！ 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"，按照提示操作即可。 ******* 半导体公众号推荐 ******* ...

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11日消息， 今日，教育部官网发布公示，拟同意设置10所本科高等学校， 其中包 括 "芯片首富"虞仁荣，斥资300亿创办的 宁波东方理工大学！ | | 拟同意设置本科高等学校名单 | | | | --- | --- | --- | --- | | 序号 | 设置事项 | 所在省份 | 办学性质 | | 1 | 设立大湾区大学 | 广东省 | 公办 | | 2 | 设立宁波东方理工大学 | 浙江省 | 民办 | | 3 | 设立海南警察学院 | 海南省 | 公办 | | ব | 设立西安戏剧学院 | 陕西省 | 公办 | | ને | 设立塔里木理工学院 | 新疆维吾尔 自治区 | 民办 | | ર | 西藏农牧学院更名为西藏农牧大学 | 西藏自治区 | 公办 | | 7 | 设立新疆理工职业大学 | 新疆维吾尔 自治区 | 公办 | | 8 | 设立陕西工业职业技术大学 | 陕西省 | 公办 | | ਹੇ | 设立重庆工业职业技术大学 | 重庆市 | 公办 | | 10 | 设立九江科技职业大学 ...

Core Viewpoint - The global wafer foundry industry is experiencing a seasonal revenue decline of approximately 5.4%, reaching $36.4 billion in Q1 2025, influenced by the U.S. tariff policy and China's old-for-new subsidy program [1][4]. Group 1: Industry Overview - According to TrendForce, the global wafer foundry industry is expected to see a revenue decrease of about 5.4% in Q1 2025, totaling $36.4 billion, due to the impact of U.S. tariff policies and the advance stocking effect before the expiration of tariff exemptions [1]. - The overall industry revenue is being supported by China's continuation of the old-for-new subsidy policy, which mitigates some seasonal impacts [1]. Group 2: Company Performance - TSMC maintains the top position with a market share of 67.6%, reporting a revenue of $25.5 billion, a 5% decrease due to the smartphone inventory seasonality, partially offset by stable AI HPC demand and urgent orders from television manufacturers [4]. - Samsung, ranked second, faced an 11.3% revenue decline to $2.89 billion, with a market share slightly decreasing to 7.7%, affected by U.S. advanced process restrictions on Chinese customers [4]. - SMIC, in third place, benefited from customers' advance stocking due to U.S. tariffs and China's subsidy policy, resulting in a 1.8% revenue increase to $2.25 billion [4]. Group 3: Future Outlook - TrendForce anticipates that as the advance stocking driven by tariffs concludes, overall momentum will gradually slow down. However, the continuation of China's old-for-new subsidy policy, along with the upcoming smartphone launches and stable AI HPC demand, is expected to drive capacity utilization and shipments in Q2 [5]. - The top ten wafer foundry companies are projected to see a revenue increase in Q2 [5].

Core Viewpoint - The article emphasizes the resilience and potential of China's semiconductor industry, highlighting the importance of foundational research and the development of artificial intelligence technologies. Group 1: Chip Development - Ren Zhengfei stated that there is no need to worry about chip development, asserting that many Chinese companies are making significant progress in this area, including Huawei [3] - He acknowledged that Huawei is currently one generation behind the U.S. in single-chip technology but emphasized the use of mathematical methods to compensate for this gap [3] - The potential for growth in mid-to-low-end chips and compound semiconductors in China was highlighted, along with the assertion that software development will not be hindered by external pressures [3] Group 2: Fundamental Research - Ren Zhengfei called for greater societal support for fundamental theoretical research, stressing that without it, China cannot catch up with the U.S. [4] - He noted that Huawei invests approximately 180 billion yuan annually in R&D, with around 60 billion yuan dedicated to fundamental research, which is not subject to performance evaluation [4] - The importance of establishing a strong foundation in technology to ensure long-term growth and stability in the industry was emphasized [4] Group 3: Artificial Intelligence - Ren Zhengfei described artificial intelligence as potentially the last major technological revolution for humanity, with a development timeline spanning decades [6] - He pointed out China's advantages in AI, including a large youth population and robust infrastructure for power and communication networks [6] - The article mentioned the potential for a unified market in China, which could facilitate breakthroughs in technology despite external pressures [6] Group 4: Product Development - The article noted the launch of the Huawei Mate60 series featuring "Chinese chips" and the upcoming release of the HarmonyOS NEXT, which aims for full self-reliance in operating system technology [5] - Huawei's development of various hardware and software products, including Kunpeng processors and Ascend processors, was highlighted as part of its strategy to build a comprehensive 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 ↓ ↓ ↓ 尽管法院最终裁定长江存储可以获取这73页文件，但美光仍然坚持认为这一决定是错误的，并称考虑到 长江存储与政府联系，这一请求是危险的，希望最高法院能够推翻这一裁决。 ***************END*************** 美光声称，这些文件涉及国家安全问题，不应被提供给被列入美国商务部实体清单的中国企业。 长江存储与美光之间的纠纷始于2023年11月，当时长江存储在美国起诉美光，称其侵犯了其8项与3D NAND相关的美国专利。在法院审理过程中，就需要证据展示，不过根据双方共同商定的保护令，高度 敏感材料的访问权限仅限于外部律师和专家，还规定打印副本总数不超过1500页，且不超过30页连续打 印。 最终，长江存储从美光的"150系列Traveler Presentation"中请求了73页打印页面，其中包含有关美光最新 和即将推出的3D NAND设备的信息。 美光在一份声明中表示："长江存储要求美光最新一代芯片的源代码打印页数是早期一代芯片的10倍"。 6月10日消息，据外媒报道，美国存储芯 ...

Core Viewpoint - NXP Semiconductors plans to close four 8-inch wafer fabs to transition production to new 12-inch fabs, aiming for higher efficiency and profitability through reduced fixed and manufacturing costs [2]. Group 1 - NXP will close one fab in Nijmegen, Netherlands, and three in the United States over the next 10 years [2]. - The production capacity of 12-inch wafers is 2.25 times that of 8-inch wafers, leading to lower costs and higher profits [2]. - A joint venture with World Advanced, VSMC, will establish a 12-inch fab in Singapore, expected to start mass production in 2027, which mitigates capacity construction risks for NXP [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 industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" is described 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 sector [9]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, promoting community engagement among semiconductor professionals [12]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account for further steps [13][15].