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28日，寒武纪-U再次大涨，收盘上涨15.73%，股价报收1587.91元/股，一举超过贵州 茅台，成为A股第一高价股。 该股昨日盘中股价曾短暂超越贵州茅台，但收盘回落，今日为历史上首次收盘价位居A股第 一。 创始人身家已超1500亿 公开信息显示，寒武纪科技创立于2016年，公司专注于人工智能芯片产品的研发与技术创 新。2020年7月，公司成立仅4年就登陆科创板，成为"国产AI芯片第一股"。 其创始人是一对来自江西的兄弟——哥哥陈云霁出生于1983年，弟弟陈天石出生于1985年， 兄弟俩均毕业于中科大少年班。陈天石的研究方向是人工智能算法，陈云霁则主攻计算机芯 片。寒武纪前身是中科院计算所2008年组建的"探索处理器架构与人工智能的交叉领域"10人 学术团队。取名"寒武纪"，是希望用地质学上生命大爆发的时代来比喻人工智能的未来。 这对别人家的学霸，在自己口中并非模范兄弟。陈云霁在《科学之友》杂志的采访中讲到， 两人小时候常打架，长大后一言不合就吵起来，"要不是有血缘关系早就闹崩了。吵归吵，我 ...

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28日消息，韩国科技巨头三星电子董事长李在镕正在美国访问，有业内人士猜测，此行可能将促成 三星对美国半导体公司英特尔的投资。 消息称，由于台积电为人工智能芯片在封装业务上投入了大笔资金，三星可能将通过与英特尔的合作以 增强自己的竞争力，因为英特尔和台积电是全球仅有两家能够进行先进后段（BEOL）芯片制造的高端 芯片制造商。 消息人士指出，三星的兴趣还建立在另一个基础上，即如果将后端和前端芯片制造的市场份额合并，三 星在全球芯片制造市场上的地位不及英特尔。然而，一旦两家公司合作，它们将共享资源以追赶台积 电。 三星希望通过对英特尔的投资，一方面兑现投资美国半导体制造业的承诺，扩大在当地的业务，另一方 面与英特尔建立更紧密的合作关系。加上提供封装业务的Amkor也在考虑范围内，外界猜测三星的投资 与封装业务有关。 由于英特尔具备先进的混合键合封装能力，让三星产生了合作的兴趣。值得注意的是，如果将前道工艺 （FEOL）和后道工序的市场份额加在一起，三星在全球半导体制造上的市场份额其实是落后于英特 尔。 ...

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 ↓ ↓ ↓ 全国工商联28日在辽宁沈阳发布"2025中国民营企业500强"。京东集团、阿里巴巴（中国）有限公司、 恒力集团有限公司位居前三。 一、整体规模持续提升。2024年，民营企业500强入围门槛增至270.23亿元。营业收入总额达到43.05万 亿元；户均营业收入861.02亿元，较上年增长2.72%；营业收入超过千亿元的企业共105家，较上年增加 8家；其中超过5000亿元的企业有11家，较上年增加2家。资产总额共计51.15万亿元；户均资产1023.09 亿元，增长2.62%。资产总额超过千亿元的企业共97家，较上年增加8家；其中超过5000亿元的有16 家，较上年增加1家。民营企业500强中有29家企业入围今年的《财富》世界500强榜单。 民营企业500强中，有361家企业的营业收入较上年增长，其中，增幅超过5%的企业有237家，增幅超过 10%的企业有161家。营业收入超过千亿元的105家企业中，营业收入增幅超过5%的企业有64家，增幅 超过10%的企业有44家，增幅超过20%的企业有20家。有3 ...

Core Viewpoint - The article emphasizes the importance of integrating artificial intelligence (AI) with materials science to foster innovation and develop interdisciplinary talent in the field [1][2]. Group 1: Workshop Details - The "Advanced Workshop on Key Applications of Artificial Intelligence Empowering Materials Science" aims to reshape research paradigms in materials science through AI [2]. - The workshop will cover various topics, including AI's role in materials data acquisition, processing, and standardization, as well as its applications in new materials discovery and design [3][4]. Group 2: Participants and Logistics - Target participants include leaders, researchers, and technical staff from enterprises, research institutes, and universities involved in materials science [5]. - The fourth session of the workshop is scheduled for September 11-14, 2025, in Guangzhou, with online participation available [6]. Group 3: Costs and Registration - The fee for participation is 4,980 yuan per person, covering expert sessions, venue, meals, and materials [7]. - Participants must submit a recent 2-inch photo during registration and will receive a professional certificate upon completion [10].

Core Viewpoint - The article highlights the advancements in semiconductor technology, particularly focusing on TSMC's 2nm process and its implications for major clients like Apple, indicating a strong demand and production capacity despite challenges in the market [2][4]. Group 1: TSMC's 2nm Process - TSMC is set to enhance its 2nm process capacity in the upcoming quarter, with a wafer price reaching $30,000, marking a historical high [4]. - Apple is projected to account for nearly half of TSMC's 2nm production capacity, with Qualcomm following as a significant client [4]. - The new facilities in Hsinchu and Kaohsiung are crucial for the 2nm process, expected to commence mass production in 2025 [4]. Group 2: Market Demand and Competition - Despite concerns about competitors potentially capturing TSMC's orders, the company continues to follow its planned technological roadmap without significant disruptions [4]. - The initial adoption scale of the 2nm process is anticipated to surpass that of the 3nm and 5nm processes in their early stages [4]. - TSMC's profitability is expected to exceed expectations, even amidst challenges such as tariffs, currency fluctuations, and rising costs [4].

Core Viewpoint - GlobalFoundries is undergoing a workforce adjustment at its Fab 8 facility in Saratoga County, New York, aimed at enhancing operational productivity and preparing for long-term growth, despite ongoing expansion efforts costing $16 billion [1][3]. Group 1: Workforce Adjustment - The specific number of affected employees and their roles remain unclear, but the adjustment is likely a structural optimization rather than a large-scale layoff, as indicated by the company's spokesperson [3]. - Over the past year, Fab 8 has added 150 semiconductor process engineers while reducing 80 traditional assembly positions, reflecting a shift towards automation and higher skill requirements [3]. Group 2: Cost and Efficiency Improvements - The workforce changes have led to a reduction in labor costs per wafer, decreasing from $120 in 2024 to $100 in 2025, while improving production efficiency with wafer yield increasing from 82% to 88% [3]. Group 3: Production Capacity and Orders - Fab 8 serves as GlobalFoundries' advanced process capacity base, primarily producing AI GPUs and automotive sensor chips with significant order growth; for instance, AI GPU wafer production for NVIDIA is expected to increase by 40% in the first half of 2025 compared to the same period in 2024, and automotive sensor chip production for Tesla is projected to grow by 35% [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 ↓ ↓ ↓ 8月27日消息，"科创板AI芯片第一股"寒武纪盘中股价一度超越茅台，市值突破6000亿，晋 升为各大股吧、论坛热议的"寒王"。 半导体公众号推荐 近一周来，寒武纪股价飙升，已经接连突破1000元、1100元、1200元、1300元四个关口 后。昨日晚间，公司披露了半年报。2025年上半年，公司营业收入28.81亿元，同比暴增 4347.82%；归属于上市公司股东的净利润10.38亿元，去年上半年同期亏损5.3亿元，大幅 扭亏为盈，毛利率高达55.93%。 营收大幅增长并且大幅扭亏，半年报再度为寒武纪的飞涨注入"燃料"，27日开盘继续飞涨， 盘中直接突破1400元，最高价格每股1464.98元，一度超越茅台（实时股价约为每股1456 元）。 昨日晚间，寒武纪发布了一份亮眼的中报，上半年实现营收28.81亿元，相当于去年全年营收 的2倍多，同比增长4347.82%；归母净利润为10.38亿元，去年同期为亏损5.30亿元，同比 扭亏为盈；经营活动产生的现金流量净额较上年同期由负转正，为9.11亿元。 | ...

Core Viewpoint - The article discusses the legal case involving the infringement of Huawei's HiSilicon chip technology trade secrets, highlighting the importance of protecting intellectual property in the semiconductor industry [1][5]. Group 1: Case Background - Huawei's HiSilicon, a wholly-owned subsidiary, invested significant resources in the development of Wi-Fi chip technology since 2011, implementing strict confidentiality measures [3]. - Zhang, the former head of the RF chip development department at HiSilicon, founded Zunpai and recruited several former HiSilicon employees to develop similar Wi-Fi chips, using improper methods to obtain proprietary technology [3][4]. Group 2: Legal Proceedings - On April 10, 2024, the Shanghai Municipal People's Procuratorate filed charges against Zhang and 14 others for trade secret infringement, emphasizing the complexity of the case due to the involvement of multiple defendants and technical information [4]. - The court's first-instance judgment on July 28 confirmed the guilt of all 14 defendants, with Zhang receiving a six-year prison sentence and a fine of 3 million yuan, while others received varying sentences and fines [5]. Group 3: Implications for the Semiconductor Industry - The case underscores the critical role of trade secrets in modern economic development and the necessity for robust legal protections to foster innovation within the semiconductor sector [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 ↓ ↓ ↓ 8月27日消息，美国商务部已从拜登政府时期设立的私营非营利组织"半导体技术进步中心"（NATCAST）查封了 74 亿美元的半导体研究基金。据报道， 商务部将其描述为"备用金"，用于前拜登政府官员，并承诺对资金使用地点进行更严格的监督和问责，但未提供更多细节。 拜登政府最具定义性的投资之一是 CHIPS 法案 ，该法案授权近 3000 亿美元的投资，以鼓励在美国设计、开发和制造尖端半导体。NATCAST 的设立是其 中的一部分，为其分配了 110 亿美元，用于建立一系列芯片设计研究中心。 然而，特朗普政府的商务部希望将这个非营利组织纳入其控制之下，并宣布将接管该组织的大部分资金。 7 月，NATCAST 在其位于纽约创造阿尔巴尼纳米技术综合体的 CHIPS for America 极紫外（EUV）加速器设施中庆祝了其创建。该设施旨在加速美国制造 最新极紫外半导体，为访客提供完全访问 ASML 的最新极紫外芯片设计工具。人们还希望吸引半导体设计和制造领域的顶尖人才，但现在该中心和其他 任何 NATCA ...

Group 1 - The article discusses concerns within Taiwan's industry regarding potential U.S. investment in TSMC, which may undermine Taiwan's industrial foundation [2][4] - The spokesperson from the Taiwan Affairs Office highlights that the Taiwanese industry is worried about the U.S. actions due to past experiences where local interests were compromised for external benefits [4] Group 2 - The article emphasizes the need for vigilance against external influences that could harm Taiwan's semiconductor industry, suggesting that the current political climate may lead to detrimental outcomes for local enterprises and the public [4]