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: Industry Insights - The article highlights the need for semiconductor professionals to focus on five specific WeChat public accounts to stay updated on industry trends and technologies [1]. - It mentions that the "Semiconductor Technology World" account provides specialized content on semiconductor technology and expert explanations [3]. - The "Global Electronic Market" account is noted as the leading platform in the semiconductor industry, with 500,000 industry professionals already following it [5]. Group 2: Community Engagement - The article promotes the "Semiconductor Industry Circle" as a community for semiconductor professionals to connect and share insights [7]. - It encourages joining the "Semiconductor Industry Alliance" for broader networking opportunities within the semiconductor sector [9]. - The article mentions a WeChat group with 80,000 members that is open for free access, fostering community engagement among semiconductor professionals [12]. Group 3: Joining Instructions - The article provides a step-by-step guide for joining the WeChat group, starting with scanning a QR code to follow the China Semiconductor Forum's official account [13]. - It instructs users to reply with "join group" in the public account to receive further instructions [15].

Core Viewpoint - TSMC reported significant growth in revenue and net profit for Q3 2025, driven by strong demand for advanced processes, particularly in AI applications [1][3][5]. Financial Performance - TSMC's consolidated revenue for Q3 reached NT$989.92 billion, a year-on-year increase of 30.3%. In USD, the revenue was $33.1 billion [3]. - The net profit for the quarter was NT$452.3 billion, marking a 39.1% year-on-year growth and setting a historical record [3]. - The gross margin was 59.5%, reflecting a 0.9 percentage point increase from the previous quarter [3]. Product Composition - In terms of product composition, the revenue from the 3nm process accounted for 23% of total wafer revenue, while the 5nm process contributed 37%, and the 7nm process made up 14%. Advanced processes (7nm and below) collectively represented 74% of total wafer revenue [3]. Platform Revenue Breakdown - High-Performance Computing (HPC) accounted for 57% of revenue, surpassing smartphones at 30%, IoT at 5%, automotive at 5%, and digital consumer electronics at 1% [4]. - The fastest-growing platform was IoT, which saw a year-on-year growth of 20%. Revenue growth for HPC, smartphones, and automotive platforms was recorded at 0%, 19%, and 18%, respectively [4]. Future Outlook - TSMC forecasts Q4 sales between $32.2 billion and $33.4 billion, exceeding market expectations of $31.23 billion. The gross margin is expected to be between 59% and 61% [4]. - For 2025, TSMC anticipates a revenue growth of approximately 30% [4]. Management Insights - TSMC's CEO emphasized the strong and increasing demand for AI, which is expected to drive future growth. The company plans to continue investing to support this demand [5]. - The management highlighted the need to address the supply-demand gap in advanced packaging and is working to enhance capacity for 2026 [5]. - TSMC is accelerating capacity expansion at its Arizona facility and is preparing to upgrade technology for more advanced processes. A second plot of land near the existing factory will be acquired to support expansion plans [5].

商务部近期出台的稀土新规覆盖含中国成分的境外稀土相关物项及技术，要求外国企业重新出口此类产品前需获得批准，而ASML设备中的精密激光器、 磁铁等部件高度依赖稀土材料。 不过，ASML的首席财务官罗杰接受采访时回应称， 其已经为中国对稀土元素及其开采和精炼技术的出口管制制度做好了充分准备。 该公司的先进设备 交货时间很长，因此有充足的原材料库存来支持客户的短期需求。 "我们的交货时间很长，因此，在我们的供应链中，我们确保我们拥有未来几个月所需的材料，" 罗杰 说。据了解， ASML在其磁铁和电池中使用了其中 一些稀土材料。 2025年第三季度，ASML实现净销售额75.2亿欧元，环比下滑2.28%，略低于市场预期的77.1亿欧元；毛利率为51.6%，高于市场预期的51.4%；净利润达 21亿欧元，环比下滑了约6.81%，但优与市场预期。 订单与系统销售方面——该季度总订单金额达达54亿欧元，其中核心的极紫外光（EUV）光刻机订单金额36亿欧元；净系统销售额为55.54亿欧元，其中 ArFi系统销售额占比52%，EUV系统销售额占比38%。 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 ...

Core Viewpoint - The article discusses the recent sanctions imposed by the UK government on Chinese entities, highlighting the geopolitical tensions and the implications for international trade and cooperation [1][3]. Group 1: Sanctions Overview - On October 15, the UK announced its most severe sanctions against Russia, including 90 measures targeting various entities and individuals from multiple countries, including China [3]. - The updated sanctions list includes 11 Chinese entities, which are involved in energy and military industries, and will face asset freezes and trust service sanctions [3][4]. Group 2: Affected Chinese Entities - The sanctioned Chinese entities include: - Shandong Baogang International Port Co. Ltd - Shandong Haixin Port Co. Ltd - Shandong Jingang Port Co., Ltd - Shandong Yulong Petrochemical Company [3][4]. - Additional entities listed are: - National Pipeline Group Beihai Liquefied Natural Gas Co. Ltd - Shenzhen JLFY Technology Co., Ltd - Sure Technology (Hong Kong) Company Ltd - Msuntech Electronics (Group) Co., Limited - Horsway Tech (HK) Co., Limited - Izzition E-Technology Co. Ltd - YW NL E-Commerce Company [4].

Core Viewpoint - The article highlights a significant breakthrough in the field of smart photonics by a research team led by Professor Fang Lu from Tsinghua University, who developed the world's first sub-angstrom snapshot spectral imaging chip, marking a new milestone in high-precision imaging measurement in China [1][3]. Group 1: Technological Breakthrough - The newly developed chip measures approximately 2 cm × 2 cm × 0.5 cm and can achieve sub-angstrom spectral resolution and tens of millions of pixels spatial resolution across a wide spectral range of 400-1000 nanometers [3]. - This chip allows for simultaneous acquisition of full spectral and spatial information in a single snapshot, enhancing the snapshot spectral imaging capability by two orders of magnitude, thus overcoming the long-standing bottleneck between spectral resolution and imaging throughput [3]. Group 2: Innovation and Applications - The research team innovatively proposed a reconfigurable computational optical imaging architecture based on smart photonics principles, transforming traditional physical spectral splitting limitations into photon modulation and computational reconstruction processes [3]. - The "Yuheng" chip developed by the team addresses challenges related to resolution, efficiency, and integration in spectral imaging systems, with potential applications in machine intelligence, airborne remote sensing, and astronomical observation [3]. - For instance, in astronomical observations, the "Yuheng" chip can capture the complete spectrum of nearly 10,000 stars per second, potentially reducing the survey period for the spectra of the hundreds of billions of stars in the Milky Way from thousands of years to under ten years [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 ↓ ↓ ↓ 10月15日消息，据安世半导体官网显示，中国商务部近日发布出口管制公告， 禁止安世半导体中国及其分包商出口在中国生产的特定成品部件和子组 件。 据悉，安世半导体正积极与中国有关部门沟通，争取豁免这些限制，并已为此部署了所有可用资源。安世半导体正与所有相关国家和地方政府部门密切沟 通，以减轻该措施的影响。 据报道，针对荷兰经济事务部对安世半导体实施的行政指令以及公司内部部分管理层发起的法律行动，闻泰科技10月13日发表严正声明，坚决反对将商业 问题政治化，并呼吁回归理性与商业本质。 中国半导体行业协会表示，将持续关注事态发展，积极倾听会员呼声，并通过一切合法渠道向国际社会表达中国产业界的共同关切。 闻泰科技称，作为安世半导体的控股股东，对荷兰政府以莫须有的"国家安全"为由，对安世半导体实施全球运营冻结的行为表示强烈抗议。 这一举措是基于地缘政治偏见的过度干预，而非基于事实的风险评估，严重违背了欧盟一贯倡导的市场经济、公平竞争和国际经贸规则，是对中资企业的 歧视性待遇。 早在9月29日，美国工业和安全局 ...

Core Insights - The Chinese smartphone market showed a total shipment of 68.4 million units in Q3 2025, reflecting a year-on-year decline of 0.6%, indicating overall market stagnation [1]. Group 1: Market Performance - Vivo leads the market with a shipment of 11.8 million units, capturing 17.3% market share, despite a year-on-year decline of 7.8% [2][3]. - Apple follows closely with 10.8 million units shipped, achieving a market share of 15.8%, with a slight year-on-year increase of 0.6% [2][3]. - Huawei ranks third with 10.4 million units and a market share of 15.2%, showing a reduced decline of 1.0% year-on-year [2][3]. - Xiaomi's shipment stands at 10.0 million units, holding a 14.7% market share, with a year-on-year decrease of 1.7% [2][3]. - OPPO shipped 9.9 million units, securing a market share of 14.5%, with a minor year-on-year increase of 0.4% [2][3]. - Honor, with a shipment of 9.8 million units, holds a market share of 14.4%, experiencing a year-on-year decline of 2.1% [2][3]. - The "Others" category saw a significant increase in shipments to 5.6 million units, representing 8.2% market share, with a notable year-on-year growth of 21.5% [2][3]. Group 2: Industry Events - The 2025 Bay Area Semiconductor Industry Ecosystem Expo is scheduled from October 15 to October 17, 2025, at the Shenzhen Convention Center, featuring over 600 participating companies and an exhibition area of 60,000 m² [4].

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 10月15日消息，在2025湾区半导体产业生态博览会（湾芯展）上，新凯来子公司启云方发布两款拥有完 全自主知识产权的国产电子工程EDA（原理图和PCB)设计软件。 据悉，启云方电子工程EDA设计软件在电子电路设计重要指标方面达业界一流水平，产品性能较行业 标杆提升30%，产品硬件开发周期可缩短40%。 据介绍，EDA工具是芯片和电子设计的基石，广泛用于芯片设计、芯片封装以及PCB设计环 节中。作为电子产品设计过程中不可缺少的重要一环，启云方自主可控电子工程EDA产品的 推出，解决了国内半导体及电子工业软件重要短板，成为行业自主化发展的重要里程碑。 启云方电子工程EDA BU总裁袁夷表示，芯片装载到 PCB电路板上，然后和电容、电阻、电 感等一系列的电子元器件来进行连接，才能在整个系统层面实现完整应用功能，在这个过程 中就需要应用电子工程EDA工具进行规则设计。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： "欧美厂商的EDA软 ...

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 ↓ ↓ ↓ 相较于今年二季度， 三星电子 2025Q3 的存储营收实现了 25% 的环比增长 ，这得益于通用 DRAM 内存和 NAND 闪存领域的良好表现。 根据行业追踪机构Counterpoint Research编制的数据，三星电子包括动态随机存取存储器（DRAM）和 NAND闪存在内的存储芯片的总销售额在7月至9月期间达到194亿美元，较上一季度增长25%。 SK海力士第三季度的销售额为175亿美元，较上年同期增长13%。Counterpoint Research将三星电子第三季 度的强劲业绩归功于市场对DRAM和NAND闪存的需求强劲。 该机构还预测，凭借新一代高带宽存储（HBM）芯片（HBM是一种基于3D堆栈工艺的高性能DRAM）， 三星电子明年有望实现全面复苏。 展望未来，机构预测通用 DRAM 内存与 HBM 业务的持续复苏将支持三星电子在 2025Q4 稳 住第一宝座；该企业存储部门的业绩在 2026 年有望在 HBM3E 和 HBM4 的推动下实现显著成 长。 2025 湾区半导体产业生态博 ...

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: Industry Insights - The article highlights the need for semiconductor professionals to focus on five specific WeChat public accounts to stay updated on industry trends and technologies [1]. - It mentions that the semiconductor industry has a significant following, with one public account having 500,000 industry professionals subscribed [5]. Group 2: Community Engagement - The article promotes the establishment of a community for semiconductor professionals, with a mention of a WeChat group that has 80,000 members, which is open for free access [12]. - It provides a step-by-step guide for joining the community, emphasizing the ease of access through the WeChat public account [13][15].