以下文章来源于东不压桥研究院 ，作者南极土著 东不压桥研究院 . 关注地缘政治竞争中的科技政策与数字治理，仅代表个人观点，与作者所在的组织无关。 今天彭博社发布报道，透露美国政府计划借鉴财政部外国资产控制办公室（OFAC）针对SDN清单主体子公司 的"50%规则"，规定： 上了商务部实体清单的公司持股50%及以上的子公司，也受到和实体清单企业等同的出 口管制。 DeepSeek 通过马来西亚和新加坡这些第三国绕过美国严格的出口管制，获取了先进的英伟达芯片，你打算怎么 解决这个问题。 OFAC的"50%规则"是判断下属公司是否受到制裁的重要标准。具体而言：如果某一被列入SDN（特别指定国 民）清单的实体，直接或间接持有另一家公司50%或以上的股份或权益（包括投票权），那么该下属公司即使 没有被单独列名，也会被视为SDN实体，同样受到制裁。 此外，如果多家SDN清单上的实体共同直接或间接持有某公司50%以上的股份或权益，那么该公司同样被视作 SDN。这种情形在实际操作中常常涉及交叉持股、多层级持股等复杂股权结构，是"50%规则"实务适用中的难 点。 根据彭博社的这个报道，"知情人士"透露：美国官员正在起草一项规定 ...

Core Viewpoint - Changxin Storage plans to cease production of DDR4 memory and shift focus entirely to DDR5 and HBM technologies, with an expected end of life (EOL) for DDR4 products by mid-2026 [1][2]. Group 1: Production Changes - Changxin Storage will issue an EOL notice for DDR4 products in Q3, with reports indicating that DDR4 products are already nearly out of stock in the market [2]. - The company will no longer develop standard DDR4 products, retaining only some production lines for Gigabyte Innovation to ensure supply for the consumer market [2]. - In addition to DDR5, Changxin is reportedly developing a high-end HBM solution, likely HBM3, driven by government policies urging major chip manufacturers to align with national goals, particularly in AI and cloud infrastructure [3]. Group 2: Market Trends - International competitors like Samsung, Micron, and SK Hynix have also been reducing their DDR4 product offerings, with SK Hynix planning to decrease its DDR4 production share from 40% in Q2 2024 to 30% in Q3 and further to 20% in Q4 [4]. - Samsung has initiated a reduction in DDR4 production, reallocating capacity to advanced products like DDR5 and LPDDR5 [5]. Group 3: Future Projections - Changxin Storage's DDR4 and LPDDR4X DRAM chips are primarily produced using 17-18nm process technology, with expectations that the company will hold a 13% share of the global DRAM market capacity in 2024, contributing 6% to global shipment volume and 3.7% to sales [6]. - By 2025, Changxin Storage's production capacity is projected to reach levels comparable to Micron Technology [7].

Core Viewpoint - The article discusses the escalation of the U.S.-China strategic competition, particularly in high-tech industries, highlighted by the U.S. Department of Commerce's suspension of technology export licenses to COMAC for the C919 aircraft, following China's export controls on rare earth elements [1][4][12]. Group 1: U.S. Export Restrictions - The U.S. has suspended technology licenses for exporting jet engine-related technology to COMAC, directly impacting the C919 aircraft's production capabilities [1]. - The C919, while designed in China, relies on international supply chains for key components, particularly the LEAP-1C engine from CFM International, a joint venture between GE Aerospace and Safran [1][10]. - As of the end of 2024, the C919 has over 1,500 orders, with nearly 400 being international, indicating significant market interest that could be jeopardized by supply chain disruptions [1]. Group 2: China's Response and Rare Earth Controls - China's April implementation of export controls on seven categories of rare earths aims to prevent their use in U.S. military applications, affecting critical U.S. defense systems like the F-35 fighter jet [4][5]. - The U.S. is heavily reliant on China for rare earths, with 70% of its rare earth compound imports coming from China, which holds 92% of global refining capacity [4][12]. - Despite a tax agreement reached during U.S.-China talks, China's control over strategic resources remains firm, with only limited rare earth exports resuming [4][5]. Group 3: Domestic Alternatives and Technological Development - China is accelerating its development of domestic alternatives for aircraft engines, with the Longjiang 1000A engine undergoing testing for compatibility with the C919, showing comparable fuel efficiency to the LEAP-1C [6][8]. - The C919's reliance on foreign technology has prompted discussions about enhancing domestic production capabilities and achieving certification for Chinese-made components [11]. - The shift towards domestic components could allow China to establish its own standards, reducing dependency on Western certifications [11][12]. Group 4: Global Industry Impact - The U.S. export restrictions may lead to significant financial repercussions for American companies, with GE having 7,700 engines in operation in China and potential claims exceeding $100 billion if supply is cut off [11]. - The situation reflects a broader shift in the global aviation industry, with the rise of Chinese manufacturers like COMAC potentially altering the competitive landscape from a duopoly to a triopoly [12][13]. - The ongoing U.S.-China competition in high-tech sectors is likely to catalyze advancements in China's domestic industries, particularly in aviation and semiconductor technologies [12][13].

Core Viewpoint - The article discusses the recent notification from the U.S. Department of Commerce's Bureau of Industry and Security (BIS) to major EDA software companies, including Synopsys and Cadence, regarding new export restrictions to China, particularly targeting military end-users [1][2][4]. Group 1: EDA Companies' Responses - Synopsys confirmed receipt of a BIS letter regarding new export restrictions related to China and is currently assessing the potential impact on its business and financial performance [1][4]. - Cadence disclosed that the BIS notification requires licenses for exporting EDA software and technology to parties in China or military end-users, indicating a focus on military applications [2][4]. - Siemens EDA has not yet issued a public statement but is expected to have received similar notifications and may be taking precautionary measures due to its non-U.S. parent company [5]. Group 2: Impact on the Semiconductor Industry - The new EDA export control measures may have a limited impact on China's semiconductor industry, as the restrictions primarily target military end-users, with relatively few semiconductor companies listed [4]. - Previous assessments indicated that a complete supply cutoff of EDA tools to China was unlikely, suggesting that restrictions would be more selective rather than comprehensive [4].

以下文章来源于傅里叶的猫 ，作者小小 傅里叶的猫 . 芯片EDA大厂资深工程师，半导体AI行业解读及研报分享 这两天EDA断供的事传的沸沸扬扬，金融时报和路透社都报道了这件事。截止到目前，最新的消息还 是这两个报告中的内容，但还不知道具体的细节。笔者认为全面断供即一刀切的可能性并不是很大，这 样就基本意味着中美半导体产业的脱钩。 虽然我们目前都在讲国产替代，但还是要正视跟美国的差距，目前全球三大家EDA公司：Synopsys、 Cadence和西门子EDA（被收购前叫Mentor）还是处于垄断地位，国内绝大多数的芯片设计公司依然是 使用这三家的工具和IP，这篇文章我们来分析一下EDA这个行业，以及国产EDA都覆盖了哪些方面。 本文中的很多图片和数据参考自沙利文的研报和知识星球"半导体综研"中的统计内容。 EDA行业的规模并不大 其实对于很多非芯片行业的人，可能都听过英伟达、Intel、AMD、高通芯片这种设计公司，除了Intel， 其他几家都是Fabless，也就是只设计，没有foundry；肯定也听过台积电、中芯国际、华宏这种foundry 公司，但却很少有人听过Synopsys（新思）、Cadence和M ...

以下文章来源于巨潮WAVE ，作者谢泽锋 巨潮WAVE . 融入时代巨潮，发现商业决策。 按照目前的行业历史阐述，集成电路最初是由杰克·基尔比和罗伯特·诺伊斯发明，两人借此创办了大名 鼎鼎的德州仪器、仙童和英特尔。此后整个产业西风东渐，日韩台芯片产业相继崛起，成为世界科技领 域举足轻重的参与者。 芯片产业发迹于美国加州圣塔·克拉拉谷（硅谷），此后这股火苗开始向东半球蔓延，韩国的京畿道， 台湾省的新竹科学园区，日本东京、九州岛，马来西亚槟城州，中国大陆，整个产业一路向东。 芯片之外，也有越来越多的华裔凭借出众的智商、勤奋努力的秉性，以及超强的适应能力和抗压力，在 各类科技企业中崭露头角，甚至成为全球人工智能领域的主导力量之一。 全球华人对于全球高科技产业的参与度已经远超中国人的想象。无论是相对传统的集成电路行业，还是 人工智能、机器人等各种新兴科技领域，基本上都已经变成了一场不折不扣的"华人内战"。 东方力量 3月18日，英特尔管理层开启新一轮大换血，马来西亚华裔资深半导体专家陈立武担任首席执行官。至 此， 博通、英伟达、英特尔、AMD和台积电五大行业巨头都进入了华人执掌的时代。 作为全球科技领域金字塔顶尖的产 ...

A股刚刚开盘，受相关消息面影响，上市的三家EDA公司开盘都是大涨。截止发稿，华大九天、概伦电子、广立 微均上涨超15%。 是说芯语，欢迎关注分享 | 加入"中国IC独角兽联盟"，请点击进入 | | --- | 投稿 、 商务合作 请微信 dolphinjetta ...

Core Viewpoint - The article discusses the recent performance of the A-share market, particularly in relation to the anticipated earnings report from NVIDIA, highlighting a shift in investor sentiment and expectations compared to previous quarters [2][4]. Group 1: NVIDIA Earnings Expectations - A-share companies in the NVIDIA supply chain saw significant stock price increases, with notable gains from companies like Xinyiseng (up 6.08%) and Shenghong Technology (up 4.22%) [2]. - Current market expectations for NVIDIA's upcoming earnings are between $440 billion and $450 billion, with estimates from major investment banks like Morgan Stanley at $435 billion and UBS at $446 billion [2][3]. - The author's own estimate for NVIDIA's revenue is $455 billion, noting a significant expected decline in gross margin by 8% [3]. Group 2: Investor Sentiment Shift - There is a notable change in investor sentiment, with many investors adopting a more relaxed attitude and lower expectations compared to the previous two years, where high expectations were the norm [4]. - Investors are now more focused on Microsoft's earnings report and the potential breakthroughs in applications and AI agents, showing a more measured approach to NVIDIA's performance [4]. - The current atmosphere allows NVIDIA to focus on delivery rather than being pressured by market expectations, indicating a strategic shift in their operational approach [4]. Group 3: Market Dynamics and Valuation - The consensus revenue expectation for NVIDIA has decreased from $463 billion to $450 billion over the past month, reflecting a cautious outlook among both buyers and sellers [7]. - Despite the anticipated disappointing earnings, there is a belief that this could serve as a positive cleansing event for the company [5]. - Many institutions are optimistic about NVIDIA's potential for record growth in the second half of the year, citing its attractive valuation and the expectation that gross margins will return to the mid-70% range [12][13]. Group 4: Investment Opportunities - The article suggests that selecting undervalued technology companies alongside NVIDIA could be a sound mid-term investment strategy, as the market has identified several promising candidates [14]. - There is a cautionary note regarding sectors that have been overly hyped, as NVIDIA has moved past its explosive growth phase, and the A-share market's speculative nature can lead to volatility [14].

Core Viewpoint - The company aims to become a leading platform group in the semiconductor equipment industry, focusing on high-end equipment and expanding into emerging fields while enhancing its R&D capabilities and market presence [5][9]. Group 1: Strategic Development - The company is committed to a three-dimensional development strategy, focusing on integrated circuit key equipment, expanding applications in the semiconductor field, and exploring new opportunities [5]. - The company has successfully penetrated the domestic and international markets with its plasma etching equipment, which is widely used in advanced processes from 65nm to 5nm [5]. - The company has invested over 2 billion yuan in approximately 40 upstream and downstream enterprises since its listing, achieving over 5 billion yuan in floating profits and significant results in industrial collaboration [5]. Group 2: R&D Efficiency - The company has established a research team of over 1,000 people, significantly improving R&D efficiency, now completing new product development in about 18 months, compared to 3-5 years previously [6]. - In 2024, the total R&D investment is expected to reach 2.452 billion yuan, a year-on-year increase of 94.31%, accounting for approximately 27% of revenue [6]. - The company is currently developing over 20 new devices covering core semiconductor equipment areas [6]. Group 3: Business Performance - The company's etching equipment remains its core competitive advantage, with projected revenue of approximately 7.277 billion yuan in 2024, reflecting a year-on-year growth of about 54.72% [7]. - Although the revenue from thin film equipment is currently small, it is expected to grow rapidly in the next three to five years, with the first LPCVD sales in 2024 projected at approximately 156 million yuan [7]. Group 4: Industry Insights - The company recognizes the competitive landscape and aims to develop differentiated, proprietary high-end equipment, particularly in electron beam detection devices [8]. - The domestic semiconductor equipment market is primarily dominated by foreign companies, but the increasing technological capabilities of domestic firms are enhancing the competitiveness of local products [9]. - The company aspires to be among the top-tier global semiconductor equipment companies by 2035, focusing on scale, product quality, competitiveness, and customer satisfaction [9].

转自：大话芯片 加入"中国IC独角兽联盟"，请点击进入 投稿 、 商务合作 请微信 dolphinjetta 是说芯语，欢迎关注分享 2025年5月28日，星期三 —— 据业内消息来源称，德国西门子公司的电子设计自动化（EDA）部门或 将暂停对中国大陆地区的支持与服务。据称，这一举措是基于美国商务部工业安全局（BIS）的通知， 要求西门子与其在中国大陆的客户"脱钩"。西门子公司表示正在等待BIS进一步澄清细节，而其部分技 术类网站已对中国区用户禁止访问。 与此同时，其他两大EDA供应商Synopsys（SNPS）和Cadence Design Systems（Cadence）也处于观望状 态，并计划在美国官方上班后根据最新的政策指导采取行动。这表明，全球三大EDA工具供应商可能 同时面临针对中国大陆市场的服务限制。 若上述情况属实，对于依赖进口EDA工具进行芯片设计的中国大陆企业而言，将是一次重大挑战。缺 乏必要的技术支持可能会导致研发进程受阻，进而对整个半导体产业链造成影响。 目前，中国及国际业界正密切关注此事件的发展，以及它对全球半导体供应链可能产生的连锁反应。面 对这样的不确定性，中国政府及本土企业正加 ...