Group 1 - Apple is challenging a new antitrust fine law in India that could result in fines up to $38 billion [2][5] - This lawsuit is the first challenge against the Indian antitrust fine law, which allows the Competition Commission of India (CCI) to calculate fines based on global revenue rather than just revenue within India [4] - Apple claims that the potential fine, calculated at a maximum of 10% of its global revenue over the past three fiscal years, is "arbitrary, unconstitutional, grossly disproportionate, and unjust" [5][6] Group 2 - Since 2022, Apple has been involved in antitrust disputes with Tinder's parent company Match and local Indian startups, with CCI investigating alleged "abusive behavior" in its iOS app market [4] - Apple argues that it is a small player in the Indian market compared to Google Android, which holds a dominant position [6] - According to Counterpoint Research, Apple's smartphone user base in India has quadrupled over the past five years [7]

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 ↓ ↓ ↓ 三星电子宣布，由SAIT和半导体研究所的34位研究人员共同撰写的题为"用于低功耗NAND闪存的铁电晶体管"的论文已发表在著名学术期刊《自然》上。 这项研究代表了一项基础性技术，它首次在全球范围内发现一种核心机制，与现有技术相比，利用铁电材料可将功耗降低高达96%。 这项研究是SAIT和半导体研究所34位研究人员的独立研发成果，他们共同撰写了该论文。SAIT公布的研究证实，通过结合铁电材料和氧化物半导体材料 的NAND闪存结构，与现有技术相比，在单元串操作（NAND闪存中单元串联的结构）中，功耗最多可降低96%。 现有的NAND闪存通过向单元注入电子来存储数据，为了增加存储容量，必须增加单元（堆叠层）的数量。然而，由于NAND闪存的结构特性，信号需要 依次通过串联的单元进行传输，因此随着堆叠层的增加，所需的电压也会升高，从而导致读写功耗增加。 因此，下一代NAND闪存的研究利用了铁电材料的特性，这种材料可以通过自发改变极化来存储信息，而无需向单元注入电子。然而，容量增加和功耗降 低之间的权衡关系仍然没 ...

11月27日消息，据报道 ，安世半导体的荷兰子公司当天在一封公开信中倒打一耙， 声称他们曾多次 尝试与安世半导体的中国子公司恢复对话，但始终没有收到回复。 "安世荷兰曾多次尝试通过电话、电子邮件和提议举行会议等方式，与安世在中国的实体重新建立对 话，这些尝试既有正式的，也有非正式的，"这封公开信写道："遗憾的是，安世方面没有收到任何实 质性的回应。" 11月23日，作为安世半导体的母公司，中国半导体领军企业闻泰科技曾在微信公众号发布声明，敦促 安世荷兰切实回应沟通解决控制权问题以保障全球供应链稳定。 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 ↓ ↓ ↓ 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。 声明称，我们要求安世荷兰能在切实尊重事实和法律的基础上，就如何恢复闻泰科技的合法控制权与完 整股东权利，提出具有建设性且真正富有诚意的解决方案。全球半导体产业的稳定关乎行业发展大局。 我们再次呼吁各方以理性、负责任的态度行事，共同维护安世半导体的稳定与繁荣，保障全球客户的供 应链安全。 此前，荷兰政府于9 ...

不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月28日消息，台湾地区相关部门发布声明， 执法人员因怀疑台积电前高级副总经理罗唯仁涉嫌违反安全 法，突击搜查了其位于台北和新竹的住所。同时已获批准，查封其名下股票与不动产！ 此次搜查行动，标志着台湾地区对这起备受关注的商业纠纷的调查进一步升级。台积电方面指控罗唯仁极 有可能将公司2纳米制程等敏感技术信息泄露给其现任雇主——英特尔公司。英特尔已对此予以否认，而 罗唯仁本人迄今未通过公司渠道公开回应。 台湾地区检方智慧财产分署在声明中指出，罗唯仁涉嫌违反台湾地区法律。周三下午，调查人员持搜查令 对其两处住宅展开搜查，扣押电脑、USB 存储设备及其他相关证据。声明还称，法院已核准检方申请，冻 结其名下股票及不动产。 周四早些时候，英特尔正式驳斥台积电的指控。该公司在电子邮件声明中表示："基于目前已知信息，我 们并无任何理由相信针对罗唯仁先生的指控具备实质依据。" 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 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 文 ...

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 key 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 steps for joining the community, including scanning a QR code and responding with "加群" to gain access [13][15].

Core Viewpoint - The semiconductor industry is facing a significant shortage of memory chips due to surging demand driven by artificial intelligence infrastructure development, which is expected to impact various sectors including consumer electronics and automotive manufacturing [2][4]. Group 1: Memory Chip Demand and Supply - Major tech companies like Dell and HP have warned of potential memory chip shortages in the coming year due to increased demand from AI applications [2]. - Counterpoint Research predicts that memory module prices could rise by 50% by the second quarter of next year, affecting the manufacturing costs of a wide range of products from smartphones to medical devices [4]. - Dell's COO Jeff Clarke noted that the company has never seen costs rise so rapidly, with tight supplies of DRAM, hard drives, and NAND flash memory leading to increased prices across the board [4]. Group 2: Impact on Manufacturers - Companies such as Lenovo have begun stockpiling memory chips in anticipation of rising costs, while Xiaomi has also issued warnings about potential price increases for consumer electronics [4]. - HP's CEO Enrique Lores indicated that the company expects significant challenges in the second half of 2026 and may raise prices if necessary, estimating that memory costs account for 15% to 18% of the average PC cost [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 ↓ ↓ ↓ 英特尔在备忘录中特别指出 ，罗唯仁此前曾在英特尔工作长达 18 年 ，专注于晶圆加工技术的研发，之 后才加入台积电继续从事相关工作。 英特尔表示，公司内部设有严格的政策与管控措施，严禁使用或转移任何第三方的机密信息或知识产 权。这一声明旨在消除外界对于英特尔可能通过挖角获取竞争对手技术的疑虑。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 11月27日消息，据报道，就台积电起诉其前资深副总经理罗唯仁一事，英特尔首席执行官陈立武回应： 台积电的指控毫无根据！ 陈立武在向员工发布的内部备忘录中，公开否认了所有关于"知识产权转移"的指控，并强调公司"全力 支持"罗唯仁的加入，认为台积电的指控毫无根据。这是英特尔 CEO 首次公开点名支持罗唯仁，暗示此 次人事任命或已尘埃落定。 据悉，此次法律纠纷的起因是台积电认为，罗唯仁的跳槽可能会导致其掌握的先进芯片技术，特别是 2nm 制程等关键商业机密泄露给英特尔，从而使英特尔在竞争中获得不公 ...

Core Viewpoint - The article discusses the legal actions taken by TSMC against former executive Luo Wei-ren, who has transitioned to Intel, highlighting concerns over potential trade secret leaks and the implications for Taiwan's semiconductor industry [1][3]. Group 1: Legal Actions and Implications - TSMC has filed for a "temporary status injunction" to prevent Luo Wei-ren from joining Intel, citing risks of leaking company secrets [1][3]. - The case has garnered significant attention, particularly regarding the potential impact on Luo's status as an "Academician" at the Industrial Technology Research Institute [3]. - The Taiwanese economic department has initiated procedures to revoke Luo's academic title, indicating that his actions may violate the "Security Law" and "Trade Secrets Law" [3]. Group 2: Background on Luo Wei-ren - Luo Wei-ren joined TSMC in 2004 and has held several key technical positions over his 21-year tenure, contributing to over 1,500 patents [4]. - He played a crucial role in overcoming the 10nm process development challenges and led the "Night Hawk Project," which established a continuous R&D system [4].

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 that semiconductor professionals should follow five specific WeChat public accounts to stay updated [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 - There is a free access group with 80,000 members available for semiconductor professionals [12]. - The article outlines steps to join the community, including scanning a QR code and responding with "加群" in the public account [13][15].

***************END*************** 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 ↓ ↓ ↓ 11月27日消息，商务部部长王文涛与欧盟委员会贸易和经济安全委员谢夫乔维奇举行视频会谈，就安世 半导体等经贸问题深入交换意见。 王文涛表示，关于安世半导体问题，造成当前全球半导体产供链混乱的源头和责任在荷兰方面。中国政 府始终本着负责任的态度，及时采取切实措施，努力维护和恢复全球半导体产供链稳定。近期，荷方宣 布暂停行政令，向妥善解决问题迈出了一小步， 但是荷方对企业的不当行政和司法干预仍未取消， 全 球半导体产供链尚未恢复正常，依然面临较大不确定性。希望欧方发挥积极作用，敦促荷兰政府尽快提 出建设性的解决方案，为企业开展内部协商创造有利条件。 谢夫乔维奇表示，感谢中国商务部为推动解决安世半导体问题所作的巨大努力，避免了全球半导体产供 链爆发危机。目前，安世半导体问题尚未得到彻底解决，欧方愿与中方一道，致力于推动局势进一步降 温。 双方一致同意，企业是解决安世半导体问题的主体，将共同敦促安世荷兰与安世中国尽快开展建设性沟 通，找到长 ...