Core Viewpoint - TSMC plans to phase out 6-inch wafer production and adjust 8-inch wafer production within two years to enhance production efficiency [2][4]. Group 1: TSMC's Production Changes - TSMC has notified customers that its 6-inch wafer production at Fab 2 and 8-inch wafer production at Fab 5 will cease by the end of 2027 [4]. - The company is providing a timeline to assist customers in transitioning to 12-inch wafer production [4]. - TSMC aims to redeploy some employees from the 8-inch wafer plants to strengthen advanced packaging capabilities and accelerate the shift to 12-inch wafers [4]. Group 2: Current Production Capacity - TSMC operates four 12-inch "GigaFab" clusters with a monthly capacity of over 100,000 wafers, four 8-inch wafer plants, and one 6-inch wafer plant, with a total capacity of approximately 17 million 12-inch wafers in 2024 [4]. - TSMC is a pioneer in GaN wafer foundry services, having introduced this technology in its 6-inch wafer plant in 2014 and expanded production to 8-inch wafers in 2021 [4]. Group 3: Board Decisions and Investments - During the recent board meeting, TSMC announced five major resolutions but did not include speculated topics such as increased investment in the U.S. or collaboration with Intel [4]. - TSMC intends to maintain its current level of investment in the U.S. and aims for a capital expenditure target of $38 billion to $42 billion for the year [4].

Core Viewpoint - The article discusses the lawsuit filed by Yitang Co., a domestic semiconductor equipment manufacturer, against Applied Materials (AMAT) for allegedly misappropriating its core technology secrets related to plasma sources and wafer surface treatment [2][5]. Group 1: Lawsuit Details - Yitang Co. has filed a lawsuit in the Beijing Intellectual Property Court against AMAT for illegally obtaining and using its core technology secrets, which were disclosed in a patent application in China [2][6]. - The company is seeking a total compensation of 99.99 million yuan for economic losses and reasonable expenses related to the infringement [2][5]. - The lawsuit aims to protect the intellectual property rights of innovators and maintain the company's legal rights without significantly impacting its operations [5]. Group 2: Technology and Market Position - Yitang Co. specializes in high-concentration, stable, and uniform plasma technology, which is crucial for its semiconductor processing equipment, including dry stripping, dry etching, and surface treatment [5][6]. - The company claims to possess leading original technology capabilities in this field and has relevant trade secrets [5]. - Applied Materials, founded in 1967, is the second-largest semiconductor equipment supplier globally, with projected revenues exceeding $25 billion in 2024, following ASML [6].

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 following five specific WeChat public accounts dedicated to the semiconductor industry for better information access [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" represents a network for the semiconductor industry [9]. - "半导体全产业链联盟" encompasses the entire semiconductor supply chain [11]. Group 3: Community Engagement - The article mentions a WeChat group with 80,000 members that is open for free access, promoting community engagement among semiconductor professionals [11]. - Steps to join the group include scanning a QR code and following the China Semiconductor Forum WeChat account [12][14].

Core Viewpoint - The article emphasizes the importance of revitalizing the domestic semiconductor industry and suggests that in the fragmented information age, it is crucial to efficiently acquire high-quality information [1]. Group 1: Recommended WeChat Public Accounts - The article lists five recommended WeChat public accounts for semiconductor professionals to follow, which include: - Semiconductor Technology World, focusing on industry technology and expert insights [3]. - Global Electronic Market, recognized as the leading platform in the semiconductor industry with 500,000 followers [5]. - Semiconductor Industry Circle, a community for semiconductor professionals [7]. - Semiconductor Industry Alliance, representing the entire semiconductor supply chain [9]. - China Semiconductor Forum, which has a WeChat group with 80,000 members, offering free access to all [11]. Group 2: Joining the Community - The article provides steps to join the semiconductor community: - Step 1: Scan the QR code to follow the China Semiconductor Forum WeChat public account [12]. - Step 2: Reply "join group" in the public account to follow the prompts [14].

Core Viewpoint - The article discusses the recent layoffs at Micron Technology in China, primarily affecting the embedded team, and highlights the company's strategic shift away from mobile NAND product development due to market performance issues [2][4]. Group 1: Company Actions - Micron Technology has announced layoffs in its China operations, impacting teams involved in embedded development, testing, and support [2]. - The company will cease the development of future mobile NAND products, including UFS5, while continuing to support other NAND solutions such as SSDs and automotive applications [4]. - Micron's revenue forecast for the upcoming quarter is projected at $11.2 billion, with a variance of $100 million, an increase from the previous expectation of $10.7 billion [4]. Group 2: Financial Performance - Micron has raised its adjusted gross margin forecast for the fourth quarter to 44.5%, up from a previous estimate of 42% [4]. - For the fiscal year 2024, Micron's revenue distribution shows that the United States is its largest market, contributing $13.17 billion, which accounts for 52.44% of total revenue [4]. - China Taiwan follows as the second-largest market with $4.71 billion, representing 18.75% of total revenue, while mainland China ranks third with $3.05 billion, making up 12.13% of total revenue [5].

Core Viewpoint - The article emphasizes the growing dominance of TSMC in the advanced semiconductor manufacturing sector, particularly with the upcoming 2nm process technology, which is expected to capture a significant market share and drive performance improvements for major clients like Apple and AI chip manufacturers [2][4]. Group 1: TSMC's Market Position - TSMC is projected to enter the 2nm process era next year, potentially achieving a monopoly market share of up to 95% in this segment [2]. - The N2 technology utilizes a leading-edge nanosheet transistor architecture, resulting in a 15% increase in transistor density compared to the previous 3nm process, with performance improvements of 15% at the same voltage or a reduction in power consumption by 24% to 35% [4]. - Analysts believe that despite Samsung's limited competition in the 2nm space, TSMC's market dominance is unlikely to be challenged [4]. Group 2: Clientele and Applications - Apple is expected to be one of the first major clients for TSMC's 2nm process, with its iPhone 18 series set to fully adopt these advanced chips, which will significantly boost TSMC's performance [4]. - AI chips are identified as another critical application area for TSMC's 2nm technology, with major companies like NVIDIA, AMD, and Intel confirming their plans to utilize this advanced process, although their production timelines will lag behind Apple's initial demand [4].

Core Viewpoint - The article discusses the expansion of Samsung's semiconductor investment in the United States, particularly in Texas, with a potential increase to $50 billion due to new orders from Tesla and Apple [1][3]. Group 1: Investment Details - Samsung previously considered an investment of $44 billion while negotiating subsidies under the CHIPS Act, but the final agreement reduced this to $37 billion after removing plans for advanced packaging facilities [3]. - To enhance its advanced packaging capabilities, Samsung is expected to add an investment of at least 10 trillion Korean won [3]. Group 2: Construction Progress - The construction progress of Samsung's first advanced process wafer fab in Taylor, Texas, reached 91.8% completion in the first quarter of this year, with a target completion date by the end of October [3]. - Following the completion of the cleanroom construction within this year, the company plans to gradually introduce semiconductor production equipment next year [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 ↓ ↓ ↓ 8月11日消息，据国内媒体报道，联发科今年上半年员工分红将于8月底正式公布。 据外界估算， 此次分红总金额约新台币135亿元，约较2月底发放的2024年下半年员工分红 总金额多24%。 以该公司有资格参与分红的员工约1.2万人估算，平均每人约可分得新台币113万元（约合人 民币27.15万元）。 近日， 联发科发布2025年第二季度财报，营收为新台币1,503.36亿元（约合361.26亿元人 民币） ，环比下滑1.9%，同比增长18.1%；合并毛利率为49.1%，环比增加1个百分点，同 比增加0.3个百分点； 合并营业利润为新台币293.79亿元（约合70.6亿元人民币），环比减少2.2%，同比增长增 加17.7%； 净利润为新台币280.64亿元（约合67.4亿元人民币），环比减少5.0%，同比增长8.1%，每 股收益为新台币17.5元。 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 ...

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 - The article lists five recommended WeChat public accounts for semiconductor professionals to follow, which include: - Semiconductor Technology World (ID: ic2018ic) focusing on industry technology and expert insights [3]. - Global Electronic Market (ID: xinlun99) recognized as the leading platform in the semiconductor industry with 500,000 followers [5]. - Semiconductor Industry Circle, a community for semiconductor professionals [7]. - Semiconductor Industry Alliance (ID: icchinaunion), representing the entire semiconductor supply chain [9]. - A general semiconductor industry alliance for comprehensive industry coverage [11]. 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 [11]. - Instructions for joining the group include scanning a QR code and replying "join group" in the public account [12][14].

Core Viewpoint - ASMPT announced a strategic optimization adjustment of its manufacturing operations in China, deciding to close its Advanced Semiconductor Equipment (Shenzhen) Co., Ltd. (AEC) in Bao'an District, Shenzhen, affecting approximately 950 employees [3]. Group 1: Company Overview - ASMPT is a leading global supplier of semiconductor and electronic product manufacturing hardware and software solutions, headquartered in Singapore [5]. - The company's product range includes semiconductor assembly and packaging, as well as surface mount technology (SMT), providing solutions for various end-user devices such as electronics, mobile communication equipment, computing devices, automotive, industrial applications, and LED displays [5]. - ASMPT collaborates closely with customers and continuously invests in research and development to create cost-effective and impactful solutions, enhancing production efficiency and product reliability [5]. Group 2: Operational Changes - The closure of AEC is seen as a necessary step to optimize ASMPT's global supply chain, adapting to changing market and customer demands [3]. - This decision is expected to improve the cost competitiveness, flexibility, and operational resilience of ASMPT's key products and solutions in global manufacturing operations [3]. - Operations at other key manufacturing bases globally will not be affected by the closure, and the supply chain system has been fully coordinated to ensure uninterrupted supply to customers [3].