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 ↓ ↓ ↓ 12月4日消息，美国存储芯片制造商美光科技公司周三表示，将退出其消费内存业务，以在全球关键半导体供应短缺的情况下，加强用于人工智能 数据中心的先进存储芯片的生产。 美光解散其消费者业务的背景是，全球内存供应链紧张，从智能手机中使用的闪存芯片到AI数据中心使用的先进高带宽存储器（HBM）等半导体 供应紧张。 美光表示，将停止在全球零售商、电子零售商和分销商处销售该"至关重要"部门的消费者品牌产品，但将继续通过消费者渠道发货，直到2026年2 月。 Summit Insights分析师Kinngai Chan表示，消费存储业务并不是美光业务的重要推动力。 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。 美光长期以来一直将重点转移到其HBM业务上，该业务已成为美光与韩国SK海力士和三星这三家全球最大内存供应商之间竞争最激烈的领域。 美光首席商务官萨米特·萨达纳表示："数据中心由人工智能驱动的增长，导致对内存和存储的需求激增。" "美光做出了退出至关重要的 ...

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 ↓ ↓ ↓ 12月4日消息，据港交所披露，紫光股份递表港交所主板，中信建投国际、法国巴黎银行及招银国际为其联席保荐人！ 招股书披露，紫光股份是一家数字化解决方案提供商，解决方案包括ICT基础设施产品(涵盖计算、存储、联接、安全)以及云服务及系统集成，主要用于 人工智能训练及推理以及大数据处理等场景。于往绩记录期间，公司超过90%的收入来自中国内地，而少于10%的收入来自海外。 根据弗若斯特沙利文的资料，按收入计，于2024年，公司为中国数字基础设施市场的第三大供应商，市场份额为8.6%。中国数字基础设施市场是中国数 字化解决方案市场的一个细分市场。按收入计，于2024年，公司在中国数字化解决方案市场排名前十。 公司提供的解决方案能够帮助各行各业的客户加速其数字化和智能化转型，核心业务为： 数字化解决方案：设计、开发及供应ICT基础设施产品，包括计算、存储、联接及安全产品，其可作为独立产品提供，也可以作为量身定制的总包解决方 案提供以满足客户的特定要求；提供云服务及系统集成服务，作为基础设施产品组合的补充，满足客 ...

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: Information Acquisition - In the fragmented information age, it is essential to focus on high-quality information sources to gain valuable insights [1]. - The article recommends that semiconductor professionals should follow five specific WeChat public accounts to stay updated on industry trends and technologies [1]. Group 2: Recommended WeChat Accounts - "半导体技术天地" focuses on semiconductor industry technology and expert explanations [3]. - "全球电子市场" is the leading WeChat platform in the semiconductor industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" serves as a community for semiconductor professionals [7]. - "半导体产业联盟" is dedicated to the entire semiconductor industry chain [9]. - The article mentions a WeChat group with 80,000 members that is open for free access [12].

另外，三星已完成HBM4的内部测试；如果包括英伟达在内的主要客户的质量认证结果最早在本月公布，三星可能开始量产。 三星之所以能在SOCAMM 2 的导入阶段抢下英伟达超过50%订单，可能在于其10nm级第6代（1c）DRAM在良率与性能表现较为出色，使得SOCAMM 供 应链格局出现明显调整，领先了本来占优势的美光。 资料显示，SOCAMM 是近年英伟达推动的高性能内存模块，采用压缩连接式CAMM（Compression Attached Memory Module）设计，能在更薄的基板上 整合多颗低功耗DRAM，较传统DDR5 RDIMM 在空间效率与能耗上更具优势。 ***************END*************** 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 ↓ ↓ ↓ 12月4日消息，据韩媒报道，三星电子获得英伟达2026年SOCAMM 2芯片一半的订单！ 英伟达需要从全球DRAM行业采购约200亿GB的SOCAMM 2，三星获得约100亿GB的订单，SK海力士可能承担约60-70亿GB的订单，剩余部分由美光供 应。 第一步：扫描 ...

Core Viewpoint - The article discusses the ongoing TSMC 2nm leak case involving Tokyo Electron's Taiwan subsidiary, emphasizing the company's regret and commitment to information security [2][4]. Group 1: Investigation Results - The Taiwanese prosecutors hold Tokyo Electron's Taiwan subsidiary responsible for failing to supervise a former employee who leaked confidential information, despite the existence of general internal regulations [5]. - The indictment does not indicate any organizational involvement from Tokyo Electron or its Taiwan subsidiary in the improper acquisition of information or the leak of confidential data [5]. - The company asserts that the incident has not impacted its operations [5]. Group 2: Future Measures - Tokyo Electron prioritizes information security, establishing a robust system monitored by internal and external experts 24/7 to prevent and detect information leaks [6]. - The company plans to enhance its compliance and auditing mechanisms across its Taiwan subsidiary and the entire group to prevent similar incidents in the future [6]. - All employees are encouraged to work together to continuously improve corporate value in response to stakeholder expectations [7].

如何更加高效的获取高质量的信息 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 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 ▲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************** * ID：ic211ic 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"， ...

Core Viewpoint - NVIDIA's CFO Colette Kress believes there is no bubble in the AI sector and anticipates a significant market transformation by 2030, with data center infrastructure potentially reaching $3 trillion to $4 trillion due to increasing demand for accelerated computing [2]. Group 1: Market Outlook - The majority of NVIDIA's AI chip shipments are aimed at building new data center infrastructure rather than replacing existing equipment [2]. - By 2026, NVIDIA expects to have orders worth $500 billion for its Blackwell and Rubin GPU chips, which exceeds 3.5 trillion [2][4]. Group 2: Partnerships and Investments - NVIDIA is working on a final agreement with OpenAI, with a previous investment of $100 billion aimed at enhancing OpenAI's computing power through the purchase of NVIDIA's AI GPUs [4]. - The collaboration between NVIDIA and OpenAI is expected to be ongoing, contributing to rising stock prices and valuations for both companies, similar to trends seen with Oracle and Amazon [4]. Group 3: Production and Delivery - At the recent GTC conference, NVIDIA's CEO Jensen Huang announced that the company has GPU orders totaling $500 billion, with plans to deliver 20 million units of Blackwell and Rubin architecture GPUs over the next five quarters [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 ↓ ↓ ↓ 12月3日消息，台湾地区法院宣布，对日本半导体设备大厂Tokyo Electron Limited（简称TEL）台湾子公司及其涉案员工提起公诉，并追 加起诉TEL公司涉嫌违反台湾地区"安全法"及"营业秘密法"等四项罪名，求处1.2亿新台币罚金！ 此前，TEL公司一名前雇员于今年8月被控从芯片制造商台积电窃取商业秘密。 检方在一份声明中表示，这是台湾地区首例依据"安全法"起诉涉嫌窃取核心关键技术商业秘密的企业。检方在声明中补充道，如果罪名 成立，TEL中国台湾分公司可能面临最高1.2亿元新台币的罚款。 检方在讯问了陈姓前雇员以及TEL相关人员，并审查了证据和该公司的书面答复后，认定该公司负有对陈某进行监管的法律义务。 检方声明称："除了通用的、谨慎的内部规定外，该公司缺乏采取具体预防或管理措施的证据。因此，检方认定该公司未能采取必要措施 防止犯罪，应根据相关规定承担企业刑事责任。" TEL在8月份曾表示，在中国台湾对该前员工提起诉讼后，尚未确认公司是否参与其中。 2025年8月，台湾检方已对三名涉案人 ...

Core Insights - The article highlights a significant price increase in PC memory products due to ongoing DRAM shortages, with predictions of at least a 20% price hike for new products next year [1][3]. Group 1: Market Dynamics - The shortage of memory is leading to a price surge, with reports indicating that prices have been fluctuating significantly since early October, with instances of prices doubling every ten days [3]. - Major PC manufacturers are currently relying on existing inventory to maintain pricing, but this strategy is becoming unsustainable as they face increasing losses due to rising costs [1][3]. Group 2: Manufacturer Strategies - Memory manufacturers like Samsung and SK Hynix are shifting focus towards high-value products, such as High Bandwidth Memory (HBM), rather than increasing production of PC memory [4]. - This shift in focus means that upcoming devices featuring Intel Panther Lake or AMD Gorgon Point APU will be significantly more expensive than their predecessors [4].

Core Insights - The article highlights the recent performance of semiconductor stocks in the U.S. market, particularly focusing on Intel's significant gains and its new AI server chip orders exceeding expectations [2] - It discusses the potential collaboration between Intel and Apple for the production of M-series chips, indicating a shift in market trust towards Intel's capabilities in chip manufacturing [4] Group 1: Market Performance - The Philadelphia Semiconductor Index rose by 1.83%, with Intel's stock increasing over 8%, reaching a new high for the year [2] - Intel's new AI server chip, "Xeon Max 2," has received orders that surpassed market expectations, leading to an upward revision of profit forecasts for its AI hardware business [2] Group 2: Intel's Strategic Developments - Analyst Ming-Chi Kuo suggests that Intel may start producing M-series chips for Apple's MacBook Air and iPad Pro as early as early 2027, which would signify a major vote of confidence in Intel's manufacturing capabilities [4] - Intel's third-party chip foundry business has struggled to attract clients, with last quarter's revenue at $4.2 billion, while its own product revenue was $12.7 billion [4] - The upcoming collaboration with Apple will utilize Intel's 18A-P process technology, which is expected to outperform the current 18A process [4] - Intel's stock has surged by 115% this year and 113% over the past 12 months, partly due to leadership changes and increased market confidence [4] - The U.S. government has become one of Intel's largest shareholders, holding approximately 10% of the company, which adds to the support Intel has received from major investors like Nvidia and SoftBank, totaling around $7 billion in investments [4]