2025.11. 23 本文字数：1125，阅读时长大约2分钟 作者 | 第一财经 郑栩彤 "令人深感遗憾与不解的是，尽管我方展现出最大诚意，安世荷兰方面迄今未对我方的沟通提议作出 任何实质性回应。"这份声明称。闻泰科技在声明中要求安世荷兰在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。 这是闻泰科技在三天时间内第二次发布声明。荷兰经济大臣卡雷曼斯11月19日宣布暂停针对安世半 导体的行政令后，闻泰科技于11月20日晚间也发布了一份声明。 该行政令是指荷兰经济事务与气候政策部9月底要求在一年时间内安世及下属所有子公司、分公司、 办事处等全球30个主体对其资产、知识产权、业务及人员等不得进行任何调整。行政令被暂停后， 闻泰科技在11月20日晚间发布的声明中表示，荷兰经济大臣关于暂停行政令的表态一定程度上体现 了其正视当前问题的态度，这是向妥善解决问题方向迈出的第一步。 但闻泰科技在11月20日晚间发布的声明中同时指出，行政令虽被宣布暂停，荷兰阿姆斯特丹法院企 业法庭作出的紧急措施仍未取消，荷兰经济部有义务彻底、全面解决安世半导体问题，闻泰科技作为 ...

Core Viewpoint - The company emphasizes the importance of constructive communication with Nexperia Netherlands to resolve control issues and ensure the stability of the global semiconductor supply chain [1][2]. Group 1: Company Position - The company has expressed a willingness to engage in constructive dialogue with Nexperia Netherlands to restore its legitimate control and resolve the current dispute, highlighting a responsible attitude and commitment to global customer interests [1][4]. - Despite the company's efforts to initiate communication, Nexperia Netherlands has not provided any substantial response to the proposals made by the company [2][4]. Group 2: Industry Implications - The stability of the global semiconductor industry is crucial for the overall development of the sector, and the company calls for all parties to act rationally and responsibly to maintain the stability and prosperity of the semiconductor industry [2][4].

Core Viewpoint - Nexperia's parent company, Wingtech Technology, has appealed to the Dutch government to revoke its decision to take control of Nexperia, claiming the action is unprecedented and lacks legal basis [2][3]. Group 1: Appeal and Legal Proceedings - Wingtech Technology filed its initial appeal on October 21 and expanded it on November 10, arguing that the Dutch government's order constitutes an unreasonable "property deprivation" [2]. - The Dutch Ministry of Economic Affairs announced on November 19 that it has suspended the order against Nexperia, but this suspension does not affect the ruling made by the Dutch Enterprise Court on October 7, 2025, which remains valid [3]. - The Enterprise Court's ruling includes the suspension of Zhang Xuezheng's positions and the appointment of an independent foreign director with decisive voting rights for Nexperia [3]. Group 2: Demands and Rights Restoration - Wingtech Technology demands the permanent revocation of the administrative order based on the "Goods Availability Act" and the restoration of control and rights for Chinese shareholders to the status prior to September 29, 2025 [4]. - The company asserts it will not accept any attempts to "legalize" illegal outcomes or a new governance norm created through unlawful procedures, and it will take all legal measures to protect its and all shareholders' rights [4]. Group 3: Uncertainty on Further Appeals - It remains unclear whether Wingtech Technology will appeal the ruling made by the Dutch Enterprise Court [5].

Core Viewpoint - The release of the latest DDR5 memory products by Changxin Storage at the 2025 China International Semiconductor Expo signifies the company's advancement to a leading global position in memory speed and capacity, showcasing its competitive technological strength against international manufacturers [1][6]. Group 1: Product Features - The new DDR5 products from Changxin Storage achieve a maximum speed of 8000 Mbps, representing a 25% increase over the current market mainstream of 6400 Mbps, directly competing with top international standards [3]. - The introduction of 24Gb large-capacity chips surpasses the standard 16Gb capacity, which is significant for large-scale data centers, allowing for substantial memory capacity increases in limited physical spaces to support larger AI models and complex multitasking [3]. - The company has developed a comprehensive product matrix covering seven major module types, addressing various needs from cloud data centers to edge computing devices, including RDIMM, MRDIMM, and high-end modules with integrated clock driver chips [4]. Group 2: Market Demand and Strategy - The demand for DRAM driven by AI is experiencing explosive growth, impacting market supply and pricing, highlighting the urgent need for stable and independent domestic DRAM production capacity in China [5]. - Changxin Storage aims to reduce reliance on overseas production through continuous capacity expansion and economies of scale, providing diversified high-end storage options for the global market [5]. - The launch of these high-end products not only strengthens Changxin Storage's competitive product line but also aligns with the massive demand for high-end memory, driving upgrades in local server and data center ecosystems and advancing China's integrated circuit industry towards higher value-added segments [6].

Core Viewpoint - The article discusses the recent shift of Apple's OLED panel order for the iPhone 17 Pro from BOE to Samsung Display, highlighting the implications for both companies and the industry as a whole [1][3][5]. Group 1: Order Changes and Technical Issues - Reports indicate that BOE was initially set to supply 10 million OLED panels for the iPhone 17 Pro but faced challenges with LTPO OLED panel reliability and production yield, leading to the order being reassigned to Samsung [3][5]. - The LTPO technology is critical for features like 120Hz adaptive refresh rates, and BOE's panels reportedly had a switching delay of over 15 milliseconds, exceeding Apple's 5 milliseconds requirement, with a production yield of only 32% [3][5]. - Despite claims that BOE resolved these technical issues by mid-November, Apple's supply chain decisions had already been finalized, resulting in Samsung's supply volume increasing from 80 million to approximately 90 million panels for the iPhone 17 series [3][5]. Group 2: BOE's Response and Market Position - BOE responded to the rumors by asserting that its partnerships with global clients remain stable and that all projects are progressing as planned, expressing regret over the misinformation [4][5]. - The company emphasized its commitment to ongoing technology development and collaboration with key clients, indicating a focus on entering the high-end LTPO OLED supply chain [4][5]. - The article notes that Apple's reliance on Samsung and LG Display for OLED panels highlights the challenges faced by Chinese manufacturers like BOE in achieving high-end technology breakthroughs [5].

Core Viewpoint - The article discusses the potential release of the H200 chip in China, highlighting its specifications and performance compared to domestic AI chips, while also considering the geopolitical context surrounding the decision [2][3][20]. Specifications and Performance - The H200 chip features significant improvements over the H100, including 141 GB of HBM3e memory and a memory bandwidth of 4.8 TB/s, compared to the H100's 80 GB and 3.35 TB/s [9]. - The H200's FP64 Tensor Core performance is 34 teraFLOPS, which is competitive with other high-end chips like the B200 and H100 [18]. Market Context - The article notes that the H200 is currently priced higher than the B200 in certain cloud service providers due to its suitability for high-precision computing and its scarcity [17]. - The usage of H200 in overseas cloud servers remains high, driven by legacy workloads that are difficult to migrate from older cards [19]. Geopolitical Considerations - The potential release of the H200 in China is contingent on the U.S. government's stance, particularly the influence of hawkish advisors [3][20]. - The article suggests that if the U.S. does allow the release of the H200, it is likely that China would follow suit [20].

11月22日消息，昨日晚间，汇顶科技发布公告， 公司董事会于近日收到公司 总裁柳玉平先生因工作内 容调整申请辞去公司总裁职务的书面辞职报告。 辞职后柳玉平担任首席执行官助理。 于2025年11月21日召开董事会会议， 同意聘任叶金春为公司总裁 ，任期自本次董事会审议通过之日起 至第五届董事会任期届满时止。叶金春将全面负责公司的整体运营管理并直接向公司董事长兼首席执行 官张帆汇报。 此次人事变动距柳玉平上任仅8个月， 公告披露了人事调整的核心细节 。柳玉平的辞职报告于11月20日 送达公司董事会并即时生效，其原定任期至2027年9月23日。公告强调，柳玉平已完成全部工作交接， 其离任不会影响公司日常经营的正常开展，且将继续履行此前作出的公开承诺。董事会在公告中对柳玉 平任职期间的勤勉工作表示感谢，但未进一步披露"工作内容调整"的具体背景。而 柳玉平曾于2025年8 月因涉嫌内幕交易被中国证监会立案调查，公司当时称该调查针对个人，与经营无关。 新任总裁叶金春被业内视为汇顶科技的"技术派"核心骨干。 公开简历显示，叶金春1984 年出生，中国 籍，无境外永久居留权，中南大学通信工程专业本科学历。2007 年加入深圳 ...

据报道，一份资料显示，闻泰科技已向荷兰政府提出上诉，要求撤销其接管旗下位于荷兰的芯片子公司 Nexperia（安世半导体）的决定。 在上诉中，闻泰科技的律师敦促荷兰经济部撤销该命令，称其为史无前例且不成比例的"财产剥夺"，缺乏法 律依据。 荷兰政府近日暂停了对安世半导体的干预，此前，荷兰政府称其与中国就导致汽车制造商所需芯片短缺的争端 进行了建设性会谈。 但荷兰政府并未撤销9月30日的决定，并称此举是为了阻止该公司前首席执行官（CEO）将欧洲业务从其位于 荷兰的总部迁至中国。 中国商务部表示，荷兰的举动并未如其所要求的那样彻底结束干预。 闻泰科技和中国方面也呼吁荷兰政府撤回对安世半导体管理不善的另一项诉讼。 其他文件显示，荷兰经济部长Vincent Karremans 在介入此案后不久，便敦促法院迅速采取行动，阻止安世 半导体的资产转移到中国。 荷兰政府的律师在致法院的一封信中表示，闻泰科技很可能不会遵守政府的干预措施。 10月，荷兰法院下令解除安世半导体前首席执行官、闻泰科技创始人张学政的职务，理由是其管理不善。 转自：天天 IC 文件显示，闻泰科技于10月21日首次对该决定提出质疑，并于11月10日扩大了 ...

Core Viewpoint - The U.S. government is considering approving the sale of Nvidia's H200 AI chips to China, indicating a potential easing of export restrictions amid improving U.S.-China relations [1] Group 1: U.S. Government Actions - The U.S. Commerce Department is reviewing policy adjustments that previously prohibited the sale of advanced AI chips to China [1] - A White House official emphasized the government's commitment to maintaining U.S. technological leadership and national security [1] Group 2: Nvidia's Position - Nvidia has stated that current regulations prevent it from providing competitive AI data center chips to China, leaving the market open to foreign competitors [1] - Nvidia's CEO, Jensen Huang, noted that the company's market share in China has dropped to zero, urging the U.S. government to lift restrictions on its more advanced Blackwell series GPUs [4] Group 3: Chip Comparisons - The H200 chip, released two years after the H100, offers higher memory bandwidth for faster data processing [2] - The H200 chip's performance is estimated to be twice that of the H20 chip, which is currently the most advanced AI semiconductor legally exportable to China [4] - The H20 chip is designed to comply with U.S. export controls, while the H200 aims to enhance large model inference and training performance [6] Group 4: Recent Developments - The U.S. Commerce Department has approved the shipment of up to 70,000 next-generation Blackwell AI chips to Saudi Arabia and the UAE [4]

Core Viewpoint - The Biden administration is urging Congress to reject the GAIN AI Act, which would limit Nvidia's ability to sell AI chips to China and other "adversarial nations," thereby weakening the bill's prospects [1] Group 1: GAIN AI Act - The GAIN AI Act requires chip manufacturers to ensure U.S. buyers have priority access before exporting controlled AI chips, reflecting a "America First" framework [1] - The bill is seen as a form of "reverse pressure" from Congress regarding Trump's stance, potentially hindering Nvidia and AMD's sales of high-performance products to China [1] - Nvidia has been lobbying against the GAIN AI Act, asserting that there is no chip shortage in the U.S. [1] Group 2: Impact on U.S. Cloud Giants - If the GAIN AI Act fails, it could negatively impact U.S. cloud giants like Microsoft, who support the bill to ensure priority access to high-end hardware over Chinese competitors [1] - These companies also aim to secure advanced chip access for their data centers located in Saudi Arabia and the UAE [1] Group 3: SAFE Act of 2025 - Congress is pushing another bill, the SAFE Act of 2025, which would require the U.S. Commerce Department to reject all applications for exporting higher-performance AI chips to China for the next 30 months [2] - The fate of both the GAIN AI Act and the SAFE Act remains uncertain, with discussions ongoing about incorporating GAIN AI into the 2026 National Defense Authorization Act [2] Group 4: Historical Context and Future Outlook - Since 2022, the U.S. has imposed restrictions on Nvidia's chip sales to China, citing concerns that advanced AI could enhance China's military capabilities [3] - The Trump administration has previously approved AI chip exports to Gulf countries and allowed the sale of the H20 chip to China, raising concerns about the legality of such arrangements [3] - The U.S. Treasury Secretary indicated that once the Blackwell chip is no longer considered cutting-edge, exports to China may be permitted [4] - The SAFE Act aims to legally restrict high-end chip exports to China, reflecting the rapid changes in the AI hardware industry [4]