Core Viewpoint - Japan's Rapidus plans to build a next-generation 1.4 nm wafer fab by FY2027, aiming for production in 2029, to compete with industry giants like TSMC and Intel [2][4]. Group 1: Company Overview - Rapidus was established in 2022 and is supported by eight major Japanese corporations, including DENSO, Kioxia, Mitsubishi UFJ Financial Group, NEC, NTT, SoftBank, Sony, and Toyota [4]. Group 2: Competitive Landscape - Rapidus aims to close the gap with TSMC, which announced its 1.4 nm technology earlier this year and will fully launch R&D next year [4]. - Intel has already begun production of its 18A node process (2 nm level), indicating a highly competitive environment for Rapidus [4]. - TSMC is experiencing a surge in orders due to the "AI boom," with its Arizona facility ramping up production of the latest process chips [4]. Group 3: Production Challenges - Rapidus is expected to start mass production of 2 nm process wafers in the second half of 2027, but faces potential yield issues common in mature foundries before mass production [4].

Core Viewpoint - The article discusses the recent fluctuations in Nvidia's stock price and its implications for the semiconductor industry, particularly in relation to Google's advancements in AI and its TPU technology [2][4][5]. Group 1: Nvidia's Stock Performance - Nvidia's stock price experienced a significant drop of over 7%, resulting in a market value loss of nearly $350 billion, closing at $177.82, the lowest in over two months [2]. - The stock reached a historical high of $212 on October 29, with a total market capitalization of $5.15 trillion, but has since declined by approximately 16%, equating to a market value loss exceeding $800 billion [2]. Group 2: Google's TPU Developments - Google announced the upcoming release of its seventh-generation TPU chip, Ironwood, which is set to launch in the coming weeks [5]. - Google is reportedly considering deploying TPU technology in its data centers, potentially generating billions in revenue and demonstrating the reliability of its technology [4]. - Anthropic has partnered with Google to deploy up to 1 million TPU chips for training its AI model, Claude, with a projected capacity of 1GW by 2026, representing a multi-billion dollar expansion plan [5]. Group 3: Market Positioning - Nvidia maintains a dominant position in the AI chip market, offering higher performance and versatility compared to Google's TPU, which is more specialized and has lower power consumption [5]. - Google does not sell TPUs directly but allows companies to rent them through Google Cloud, which could impact market dynamics and competition in the semiconductor space [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 ↓ ↓ ↓ 11月26日消息，据报道，惠普公司宣布计划通过更多地使用AI工具，在 2028年之前裁员 4000 至 6000 人，从而每年节省约 10 亿美元！ 惠普CEO恩里克・洛雷斯在采访中表示，拟议的"降本增效"将来自 AI 工具在产品开发、客户支持、销 售和生产等领域的应用。他强调说这是确保公司保持竞争力的必要措施。 裁员将导致约 6.5 亿美元的重组费用，其中约 2.5 亿美元将在 2026 财年产生。惠普表示，截至 2024 年 10 月，公司的员工人数约为 58000 人。 三年前，惠普推出了另一项削减成本的计划，目标也是裁员 4000 至 6000 个岗位，当时公司有约 61000 名员工。惠普表示，这一计划最终为公司节省了 22 亿美元。 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。 爆料｜投稿｜合作｜社群 洛雷斯表示，下半年将采取更加谨慎的策略，同时也会采取积极的措施。具体措施包括增加 ...

Core Viewpoint - TSMC has filed a lawsuit against its former senior vice president, Luo Weiren, for allegedly violating non-compete agreements and potentially leaking trade secrets to Intel [2][4]. Group 1: Legal Action - TSMC officially announced the lawsuit against Luo Weiren, citing violations of employment contracts and non-compete agreements [2]. - The lawsuit is based on suspicions that Luo may have used, disclosed, or transferred TSMC's trade secrets to Intel after joining the company immediately following his retirement [4]. Group 2: Background of Luo Weiren - Luo Weiren served at TSMC for 21 years, starting in July 2004 and retiring on July 27 of this year [4]. - After retirement, Luo joined Intel as an executive vice president, raising concerns about potential conflicts of interest [4]. Group 3: Allegations of Misconduct - TSMC claims that Luo requested technical briefings on advanced processes, including 2nm technology, before his departure, which raises questions about his intentions [4]. - During an exit interview on July 22, Luo indicated he would pursue a position in academia, without mentioning his move to Intel, which TSMC views as deceptive [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: 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 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 WeChat account [13]. - It instructs users to reply with "join group" in the public account to receive further instructions [15].

台积电亚利桑那州厂今年第一季已顺利转亏为盈，显示即便处于美国高成本的环境中，仍能迅速扩大产能并开始带来营收。不过，第三季 净利却意外缩水99%，令市场大感意外，外界推测，9月发生的"断气"事件，可能正是导致获利骤降的重要因素之一。 对此，台积电回应强调，"亚利桑那州厂虽已开始正向营收，但公司净利仍受多重因素影响，需要长期观察才能确定。我们先前就已说过， 海外扩厂将使毛利率自2025年起的五年间面临下滑压力。" 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25日消息，据台媒报道，台积电第三季财报美国厂获利暴跌99%，市场传出， 美国厂在上季发生断电事故，生产线停摆数小时，使 得正在为苹果、英伟达与超微等客户生产的数千片晶圆报废！ 据报导，知情人士指出，这起事故发生于9月中旬，主要原因是台积电外包的英国工业气体与工程巨头林德集团出现电力系统故障，造成生 产线突然中断数小时。 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 文章内容整理自网络，如有侵权请联系沟通 据了解，这起事件对台积电的财务损失或许可以透过保险 ...

Core Insights - The semiconductor industry is increasingly seeking alternative solutions due to the ongoing tight capacity for advanced packaging at TSMC, with Marvell and MediaTek evaluating the integration of Intel's EMIB technology into their ASIC chip designs [2][4]. Group 1: Industry Challenges - TSMC faces dual challenges: the inability to rapidly expand its advanced packaging capacity in the short term and the demand from U.S. clients for localizing the entire supply chain, which TSMC's U.S. backend capacity is not yet fully equipped to meet [4]. Group 2: Technological Developments - Intel's EMIB technology, which utilizes a 2.5D packaging architecture, is gaining attention for its unique advantages in heterogeneous chip integration [4]. - Recent job postings from leading companies like Apple, Qualcomm, and Broadcom explicitly mention EMIB-related positions, indicating a proactive approach to talent acquisition in the advanced packaging sector [4]. - Intel's newly launched 3.5D packaging technology achieves higher chip interconnect density through more precise silicon vias, further enhancing its competitive edge [4]. Group 3: Market Dynamics - The embedded bridge solution used in EMIB offers advantages in cost control and yield improvement compared to traditional intermediary layer designs, making it a key focus as advanced process evolution slows down [4]. - The shift of multiple companies towards the EMIB solution not only reflects current supply chain adaptation strategies but may also reshape the competitive landscape of the semiconductor packaging industry [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 on industry trends and technologies [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" is dedicated to the entire semiconductor industry chain [9]. - The article mentions a WeChat group with 80,000 members that is open for free access [12].

Core Viewpoint - The current shortage of DRAM and NAND is unprecedented, with market demand exceeding expectations and original manufacturers' safety stock at historical lows, leading to a "make what you can sell" situation [2][4]. Group 1: Market Conditions - The chairman of ADATA, Chen Libai, noted that the simultaneous shortage of DRAM and NAND is a phenomenon not seen in over 20 years [2]. - The extreme tightening of supply has resulted in high visibility of orders for ADATA, but actual shipments are constrained by limited allocations from original manufacturers [4]. - Customers are facing a situation where they have money but cannot purchase goods, with even top executives needing to negotiate directly with suppliers for inventory [4]. Group 2: Pricing and Contracts - Due to the supply-side having absolute bargaining power, most non-CSP customers are unable to secure long-term contracts and must accept short-term agreements with monthly pricing negotiations [4]. - The current demand for AI is a genuine necessity, with its sustainability and scale surpassing any previous storage shortages, indicating a prolonged bullish market trend [4]. Group 3: Future Outlook - It is anticipated that the supply-demand imbalance for DRAM and NAND will persist until 2026, with ADATA's strategy for the upcoming year focusing on "selling conservatively" and prioritizing strategic key customers [5].

另外，推敲这份流传的"告知信"也会发现多处明显错误，比如将"致态"错误地写成了"致 钛"， 长江存储早在2021年就已启用"致态"作为官方品牌名称，若是官方公告不可能出现如 此低级错误。 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25日消息， 昨天晚间，一张题为《长江存储业务调整告知信》的截图在网络上流传，引 发了很大热议。 该"告知信"声称，由于原材料价格上涨和全球存储系列原材料的制约，长江存储"暂时调整关 闭致钛Ti600、致钛SSD、致钛TiPlus7100s系列生产线，生产线暂时关闭调整约30天左 右"。 对此致态于当日晚间火速辟谣，在澄清声明中致态表示： "今日，致态品牌关注到一张恶意伪造的长江存储官网公告截图在互联网传播，杜撰长江存储 和零售品牌致态不实信息。 致态品牌严正声明，该截图为虚假信息。长江存储及旗下致态品 牌从未发布过此信息，请勿信、勿传。" 投稿 或 商务合作 请 联系 iccountry 告知信中列出的Ti600、TiPlus7100s系列本身就是SSD产品，但中间却又单独写了"致钛 SSD"；而且致态Ti ...