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 ↓ ↓ ↓ " 我一股都不想卖。我只是更需要钱去投资OpenAI和其他项目。卖英伟达的时候，我都哭了。 （I was crying to sell Nvidia shares） " 12月2日消息，软银集团孙正义最新表示，如果他的公司有"无限的钱"支持下一阶段的人工智能投资——其中包括对OpenAI的大手笔押注 ——他绝不会卖掉英伟达的股票。 这也是他首次就软银11月突然披露"清仓英伟达"一事作出公开回应，并抨击了有关"人工智能（AI）投资泡沫"的说法。 当地时间周一（12月1日）， 孙正义在东京的一场论坛上解释道软银之所以出售英伟达持仓，只是为了筹集资金，用于诸如建设数据中心 等项目。 11月11日，软银发布的业绩报告中提到，截至第二季度末，其持有的3210万股英伟达股票（含资产管理子公司持股）已于2025年10月以 58.3亿美元价格售出。 但这并非软银首次清仓英伟达。软银曾在2017年以40亿美元买入英伟达近5%的股份，成为其大股东之一。但在2019年，出于资金流动性 需求以及当时对英伟达股价涨幅的判断， ...

Group 1 - Lenovo ISG division in Shanghai has undergone significant layoffs, affecting hundreds of employees, including pregnant women [2][4] - The communication regarding the layoffs was brief, lasting only 15 minutes, with a 2-minute audio recording played [2] - The layoffs also impacted software, firmware, and OS teams across multiple cities including Beijing, Shanghai, Tianjin, and Shenzhen [2][4] Group 2 - Lenovo's ISG and SSG business revenues now account for one-third of the total group revenue [4] - AI-related revenue has shown rapid growth, making up 29% of total revenue in the first half of the year, increasing to 30% in the second quarter [4] - The ISG business has the highest revenue growth rate, while SSG's operating profit margin exceeded 20% this quarter [4]

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 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! ↓↓↓值得您的关注↓↓↓ 国芯网 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：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 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 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 ******* 爆料｜投稿｜合作｜社群 半导体全产业链联盟，请关注！ ***************END************** * 半导体论坛微信群 8万人在 ...

Core Insights - NVIDIA has confirmed it is the first and only customer for TSMC's A16 process node, which is expected to begin mass production in the second half of 2026 and will be used for the Feynman series GPU planned for release in 2028 [1][3]. Group 1: A16 Process Node - The A16 process node features significant technical advantages, including an 8% to 10% speed improvement, a 15% to 20% reduction in power consumption, and a 7% to 10% increase in chip density compared to the N2P process [3]. - The A16 process utilizes a Nanosheet transistor structure and introduces Super Power Rail (SPR) backside power delivery technology, optimized for AI acceleration and high-performance computing (HPC) markets [3]. Group 2: NVIDIA's Product Roadmap - NVIDIA's CEO has outlined a four-year AI GPU roadmap, which includes the Blackwell Ultra in 2025, Rubin in 2026, Rubin Ultra in 2027, and Feynman in 2028 [3][4]. - Feynman GPU is anticipated to be a groundbreaking product following the Blackwell architecture, serving as a core strategic product for NVIDIA in AI and HPC sectors [4]. Group 3: Production Plans - TSMC's Kaohsiung P3 factory is set to begin large-scale production in 2027 to align with NVIDIA's product roadmap [2]. - NVIDIA has also placed substantial orders for TSMC's 3nm wafers for the production of the Rubin and Rubin Ultra GPU series [3].

Core Viewpoint - NVIDIA is expanding its strategic partnership with Synopsys to enhance GPU-accelerated engineering solutions, aiming to drive innovation across various industries through advanced design and engineering capabilities [2][4]. Group 1: Strategic Partnership - NVIDIA will invest $2 billion to acquire common stock of Synopsys at a price of $414.79 per share, indicating a strong commitment to the collaboration [2]. - The partnership will focus on integrating NVIDIA's CUDA accelerated computing, AI capabilities, and Omniverse digital twin technology to achieve unprecedented simulation speed and scale in engineering [4]. Group 2: Industry Impact - The collaboration aims to redefine engineering and design processes, empowering engineers to create innovative products that shape the future [4]. - Both companies emphasize the necessity of deep integration between electronic and physical systems, leveraging AI and computational acceleration to address the complexities and costs of developing next-generation intelligent systems [4].

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 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! ↓↓↓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 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！ ***************END************** * 半导体论坛微信群 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 ...

Core Viewpoint - The article discusses the termination of the acquisition plan by Guoke Microelectronics for a 94.366% stake in Zhongxin Integrated Circuit (Ningbo), emphasizing the company's focus on maintaining normal operations and financial stability despite the setback [2][4]. Group 1: Acquisition Details - Guoke Microelectronics planned to acquire a majority stake in Zhongxin Ningbo, which specializes in RF front-end and MEMS sensor semiconductor technologies [2][4]. - The acquisition was terminated due to the inability to reach an agreement on related matters within the expected timeframe, despite thorough communication and negotiation efforts [4]. Group 2: Financial Performance - For the first three quarters of the year, Guoke Microelectronics reported revenues of approximately 1.172 billion yuan, reflecting a year-on-year decline of 2.5% [4]. - The net profit attributable to shareholders for the same period was approximately 7.4054 million yuan, showing a significant year-on-year decrease of 89.42% [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1日消息，知情人士表示， 美光科技计划投资约1.5万亿日元，在日本广岛现有厂区内建 设一座新工厂，专门生产用于人工智能的HBM芯片。 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。 该工厂预计于明年5月动工，2028年起开始出货。此举旨在推动生产基地多元化，避免先进 芯片制造过度集中于台湾地区。 为振兴本土半导体产业， 日本经济产业省将向该项目提供最高5000亿日元的补贴，希望通过 此类扶持政策吸引美光、台积电等国际芯片制造商加大在日投资。 美光此前的主要HBM产能集中于美国和中国台湾。随着人工智能与数据中心投资快速增长， HBM需求持续攀升，美光自2019年以来首次启动新厂建设，并有意通过扩大在日本的生产布 局，提升供应链韧性，同时增强与市场领先者SK海力士的竞争力。 今年5月，美光已在广岛工厂引进用于先进制程的极紫外光设备，为未来生产下一代高带宽内 存HBM4奠定了技术基础。 ***************END************* ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 多位来自百度内部的员工表示，此次裁员规模远超以往，不少员工直言 " 自 2018 年以来从未见过如此大规模的裁员 "。 从整体趋势来看，百度的人力收缩已持续多年。自 2021 年起，百度便不断进行组织瘦身。2022 年裁减约 4200 人，2023 年裁减 1500 人，2024 年裁减约 3900 人，四年累计减少员工近 1 万人。其中，研发人员缩减最为明显，从 27500 人下降至 19500 人，仅 2024 年一年便减少约 2300 人，销售和市场团队 则从 9800 人缩减至 7700 人。 而在本轮调整中，裁员覆盖多个业务线，其中移动生态事业群组（MEG）成为重点区域，部分部门优化比例达 20%-30%。其他业务线如智能云 （ACG）、基础架构部（TPG）等也有涉及。 ***************END*************** 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 近日，有消息称百度正在进行新一轮裁员，并要求在 12 月底前完成。 从裁员对象看，本轮优化重点面向入职未满一年的新人、年龄偏大的资深员工，以及连续两年未晋 ...

Core Viewpoint - The article discusses the potential technology leak involving former TSMC senior vice president Luo Wei-ren, who is suspected of taking critical 2nm process secrets to join Intel, raising concerns about intellectual property theft and national security [3]. Group 1: Incident Overview - Luo Wei-ren's assets worth over 2 billion were seized by Taiwanese authorities amid allegations of technology theft [1]. - The investigation includes searches of Luo's residences in Taipei and Hsinchu, where computers and USB drives were confiscated [3]. - The Taiwanese prosecutor's office has preliminarily identified Luo as a suspect in the theft of 2nm technology, which could lead to serious legal consequences under local laws [3]. Group 2: Legal Implications - According to Taiwanese regulations, individuals found guilty of stealing or misappropriating core technology can face imprisonment ranging from 5 to 12 years [3].