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 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 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↓↓↓ ▲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↓↓↓ 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 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 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。 iccountry 第二步：在公众 ...

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14日，中国半导体行业协会发布《声明》称，近日，该会会员企业——闻泰科技在荷兰的分支机构安世半导体受到当地政府的干预， 引发产业界高度关注。 在10月13日举行的外交部例行记者会上，有记者就荷兰政府将对闻泰科技控股子公司安世半导体采取限制措施一事提问。 外交部发言人林剑指出，中方一贯反对泛化国家安全概念、针对特定国家企业采取歧视性做法。有关国家应切实遵守市场原则，不要将经 贸问题政治化。 中方维护自身正当合法权益的决心坚定不移。 同日，闻泰科技就荷兰经济事务部近期依据《物资供应法》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，发 表严正声明称，坚决反对将商业问题政治化。 闻泰科技称，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， 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。 此举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。我们对这种针对中资企业的歧视性待遇表示强烈抗 议。 中国半导体行业协会对此表示严重关切，并郑重表明以下立 ...

Core Viewpoint - Samsung's preliminary financial report for Q3 shows a significant recovery in operating profit, driven by the semiconductor sector, indicating strong demand for memory chips amid the accelerating development of artificial intelligence [1][3][4]. Group 1: Financial Performance - Samsung's Q3 operating profit reached 12.1 trillion KRW (approximately 60.52 billion RMB), marking a year-on-year increase of 31.81% and a quarter-on-quarter surge of 158.55%, exceeding market expectations [1][3]. - The sales revenue for Q3 was 86 trillion KRW, reflecting a year-on-year growth of 8.72% and a quarter-on-quarter increase of 15.33%, achieving a historical high [3][4]. - The operating profit for the semiconductor division (DS) is estimated to be 6 trillion KRW, showing a significant rebound compared to Q2, primarily due to rising DRAM prices and increased shipments of high-bandwidth memory (HBM) [3][4]. Group 2: Market Trends and Future Outlook - The performance of Samsung Electronics highlights a rapid increase in demand for storage chips, driven by the growth of artificial intelligence, which is expected to bolster investor confidence in the ongoing demand for AI servers and memory chips [4]. - The company plans to expand its supply of high-bandwidth memory, suggesting a positive outlook for its semiconductor-centric performance in the future [4]. - NH Investment & Securities predicts that Samsung's performance growth will lead among the top three memory manufacturers next year [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 ↓ ↓ ↓ 10月14日消息，据外媒报道，英伟达CEO黄仁勋近日密集套现， 10月1日至10日套现超1.13亿美元（约合8亿元人民币）！ 据报道，10月1日至7日，黄仁勋每日减持7.5万股，10月8日至10日，黄仁勋通过20笔分散交易售出22.5万股。 在黄仁勋持续减持的同时，英伟达股价逐步攀升，10月10日盘中最高触及195.62美元，创下公司上市以来的历史新高。2025年以来，英伟达股价始终保持 上行趋势，年内累计涨幅已超36%，远超标普500指数同期涨幅。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 据悉，黄仁勋此次密集交易减持并非临时决策，资料显示，依据美国《证券交易法》10b5-1规则，黄仁勋出售的股票为今年3月制定的交易计划。 今年 5 月，黄仁勋曾宣布计划出售至多 600 万股英伟达股票，按当时股价计算价值约 8.4 亿美元。6 月份，黄仁勋已开始执行该计划，在 6 月 20 日至 23 日期间出售了 10 万股股票，套现 ...

Group 1 - TP-Link Systems Inc. is under investigation by the Texas Attorney General for allegedly misleading consumers about its independence from China, technology vulnerabilities, and violations of Texas privacy laws [1][3] - This is the second investigation TP-Link has faced this year, following a $135 million settlement to resolve a patent infringement lawsuit with NETGEAR, which accused TP-Link of infringing on five Wi-Fi technology patents [3] - The settlement with NETGEAR was necessary to avoid the risk of a ban on TP-Link's products in the U.S., highlighting the systemic compliance challenges faced by Chinese companies in the U.S. market [3] Group 2 - The article mentions that other Chinese companies, such as Shenzhen Tuozhu Technology and Daotong Technology, have also faced patent lawsuits and data security investigations, often resulting in large settlements or product withdrawals [3] - The ongoing U.S.-China tech friction emphasizes the need for cross-border companies to build compliance capabilities and technological strength to mitigate risks and achieve sustainable development [3]

Group 1 - The article discusses a recent court ruling in Texas, where Samsung Electronics was found to have infringed on patents held by Collision Communications, resulting in a compensation order of $445.5 million (approximately 3.179 billion RMB) [2][4]. - The jury determined that Samsung's laptops, Galaxy smartphones, and other wireless devices violated four key patents related to 4G, 5G mobile communication standards, and Wi-Fi technology [4]. Group 2 - The article promotes the 2025 Bay Area Semiconductor Industry Ecosystem Expo, scheduled to take place from October 15 to October 17, 2025, at the Shenzhen Convention Center, featuring an exhibition area of 60,000 m² and over 100 participating companies [5]. - The event is expected to attract more than 60,000 professional visitors and will include over 20 summit forums [5].

Core Viewpoint - The article discusses the recent challenges faced by Wentech Technology due to the Dutch government's directive to freeze its subsidiary, Nexperia, highlighting geopolitical tensions and the impact on the semiconductor industry [2][4]. Group 1: Government Intervention - The Dutch government issued a directive on September 30 to freeze Nexperia's operations for one year, affecting assets and intellectual property [2]. - Nexperia's foreign executives requested Wentech to transfer its equity in the subsidiary and suspended the CEO appointed by Wentech [2]. - Wentech protested against the Dutch government's actions, claiming they are based on unfounded "national security" concerns and represent systemic discrimination against Chinese enterprises [2][5]. Group 2: Financial Performance - Since acquiring Nexperia, Wentech has maintained compliance with local laws and has significantly improved the subsidiary's financial performance [4]. - Nexperia's revenue peaked at €2.36 billion in 2022, with gross margins increasing from 25% in 2020 to 42.4% in 2022 [4]. - The company has achieved "zero debt" status by October 2024, having repaid all previous debts [4]. Group 3: Research and Development - Wentech's R&D investment has steadily increased from €112 million in 2019 to €284 million in 2024, with a growing proportion of capitalized expenses [4]. - The number of new global patent applications surged from an average of 10-15 per year before 2019 to 110 in 2024, indicating a strong focus on innovation [4]. Group 4: Call for Collaboration - Wentech emphasizes the importance of a collaborative global semiconductor industry and calls for an end to political pressures that undermine fair competition [5]. - The company is committed to using legal and diplomatic channels to challenge the Dutch government's directive and to advocate for a non-discriminatory business environment [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 ↓ ↓ ↓ 10月13日消息，市场监管总局反垄断二司网站刊发其负责人就对美国高通公司违反《中华人民共和国反垄断法》（以下简称《反垄断法》）立案调查事回 答了记者提问。 总部位于美国的高通主要从事电子科技行业，经营范围包括发明移动基础科技，研发无线芯片平台和其它产品解决方案等，是全球领先的无线通信芯片供 应商，在移动通信领域占据主导地位。 2024年3月12日，该局书面通知高通公司要求其进行申报，否则不得实施集中。2024年3月14日，高通明确答复将放弃该交易。2025年6月，高通在未进行 申报、也未与该局作任何沟通的情况下完成对Autotalks的收购。 公开资料显示，2023年5月8日高通宣布其子公司收购Autotalks公司。后者是一家无晶圆厂半导体公司，致力于为人工驾驶和自动驾驶车辆提供车联网 （V2X) 通信，其总部位于以色列，在北美、中国、德国、法国、日本和韩国设有办事处。 过去两年多，该交易因引发多国反垄断监管机构的担忧而搁置。今年6月5日，高通在公司官网宣布已完成对Autotalks的收购。 《中 ...

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13日消息，据台媒报道，中国大陆对稀土的新限制措施预计不会对台湾地区半导体产业产生重大影响，因为稀土与芯片行业所需的金属不同。 台湾地区经济部门在一份声明中表示，中国大陆扩大禁令所涵盖的稀土元素与台半导体工艺所需的稀土项目不同，因此目前预计不会对芯片制造产生重大 影响。但可能会影响电动汽车和无人机等产品的全球供应链，并补充说需要密切关注其影响。 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。 第二步：在公众号里面回复"加群"，按照提示操作即可。 今年4月起，中国大陆已对钐、钆、铽、镝、镏、钪、钇 7 类中重稀土及相关永磁材料进行管制。 次新增管制铕、钳、铒、铥、镱5类中重稀土金 属、合金及相关制品，并且同步扩大相关管制最终用途，涵盖研发、生产14纳米以下逻辑芯片、256层以上储存芯片，以及制造上述制程半导体的 生产设备、测试设备、或者研发具有潜在军事用途的人工智能等，未来相关项目需要逐案审批。 外界关心台湾地区半导体产业是否因此受到冲击，台湾 ...

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 Focus - The article highlights the need for semiconductor professionals to focus on five key 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 insights [3]. - The "Global Electronics 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 industry [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].