Core Insights - The article emphasizes that in the AI era, computational power (算力) is the new oil, essential for driving industrial capabilities, similar to how oil defined industrial power in the 20th century [1][7] - It argues that while AI models are important, they are transient and will eventually become outdated, whereas computational power is a durable asset that will remain valuable over time [1][5] Group 1: The Shift from Oil to Computational Power - The transition from oil to computational power is likened to the evolution of industrial resources, highlighting that computational power is difficult to extract and requires refinement [1] - The article points out that the current AI landscape is characterized by a scarcity of effective computational resources, despite the availability of hardware [3][4] Group 2: Fragmentation and Infrastructure Challenges - The fragmentation of computational resources is a significant issue, with different companies unable to effectively share or utilize their hardware, leading to inefficiencies [4] - The Chinese government is taking steps to address these challenges by establishing a unified computational infrastructure, which is expected to enhance efficiency and resource utilization [4] Group 3: Collaborative Efforts and Future Directions - The establishment of organizations like the 光合组织 aims to facilitate collaboration between computational resource providers and model developers, creating a more integrated ecosystem [4] - The article suggests that the future of AI will depend on the ability to create a robust and efficient computational infrastructure that can support the evolving needs of the industry [5][6]

Core Viewpoint - ByteDance is developing an AI chip, codenamed SeedChip, to secure advanced chip supply and enhance its AI capabilities [1][3][4] Group 1: Chip Development and Production - ByteDance plans to receive chip samples by the end of March and aims to produce at least 100,000 chips for AI inference tasks this year, with a target to increase production to 350,000 chips [1] - The company is negotiating with Samsung for chip manufacturing and memory chip supply, amid a global shortage of memory chips essential for AI infrastructure [1][4] Group 2: Competitive Landscape - ByteDance's chip development efforts date back to 2022, with a focus on recruiting talent for chip-related projects [3] - Competitors like Alibaba and Baidu have already made advancements in AI chip development, with Alibaba releasing the Zhenwu chip for large-scale AI workloads and Baidu planning to list its chip subsidiary Kunlun [4] Group 3: Strategic Investment - ByteDance established the Seed company in 2023 to develop AI models and promote their applications, planning to invest over 160 billion RMB (approximately 22 billion USD) in AI-related procurement this year, with more than half allocated for overseas AI chips and its own chip development [5] - ByteDance's executive Zhao Qi acknowledged that the company's AI models lag behind those of leading firms like OpenAI but committed to increasing investment in AI research and development this year [6]

Core Viewpoint - Huatian Technology Co., Ltd. announced a major asset restructuring plan to acquire 100% of Huayi Microelectronics for a total transaction price of 2.996 billion yuan, marking a strategic move into the power semiconductor sector and aiming to establish a comprehensive semiconductor packaging and testing group [1]. Group 1: Transaction Details - The acquisition involves a combination of share issuance and cash payment, with a total transaction value of 2.996 billion yuan [1]. - Huayi Microelectronics is a leading high-tech enterprise in China's semiconductor industry, focusing on power device R&D, packaging, testing, and reliability verification [2]. - The financial metrics indicate that the total assets of Huayi Microelectronics are projected to be 221.98 billion yuan, with a net asset value of 107.13 billion yuan and an expected revenue of 138.28 billion yuan for 2024 [2]. Group 2: Performance Commitments - The performance commitment period for the transaction is set for the year of completion and the following two accounting years, with net profit targets of no less than 139 million yuan, 166 million yuan, and 189 million yuan for the design business in the respective years [4]. - The packaging and testing segment of Huayi Microelectronics is required to achieve a positive cumulative net profit during the commitment period, reflecting confidence in the company's growth prospects [4]. Group 3: Strategic Implications - Post-acquisition, Huatian Technology will become the sole packaging and testing platform under its parent company, achieving full asset integration and establishing a comprehensive packaging layout across various semiconductor segments [5]. - The acquisition will enable Huatian Technology to leverage Huayi Microelectronics' R&D capabilities to expand its own brand development, design, and sales in power devices, targeting multiple sectors including automotive and industrial applications [5].

2月10日消息，据台媒报道，台积电当日召开董事会，集中通过多项关键性投资决策与人事任免决议，其中包括核准高达449.62亿美元的资本预算，持续 加码先进制程与先进封装领域的产能布局，同时正式拍板8位高阶主管的晋升事宜，进一步优化核心管理团队架构。 此次台积电同步推进重大投资与人事调整，既是其加码先进产能、巩固行业领先地位的战略举措，也是优化管理团队梯队、夯实长期发展根基的重要布 局，将进一步支撑其在全球半导体领域的核心竞争力。据悉，台积电2026年股东常会将于6月4日在新竹喜来登大饭店举行。 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 在资本支出与长期产能规划层面，此次董事会核准的资本预算约为449.62亿美元（约合新台币1.4万亿元），资金将重点投向四大领域：先进制程产能的建 置与升级、先进封装产能的完善与优化、成熟及特殊制程产能的补充，以及厂房兴建与厂务设施的工程建设，以此精准匹配市场需求预测，支撑公司技术 开发蓝图落地，巩固长期产能竞争优势。据悉，这一预算规模已接近台积电2025年全年680亿美元资本预算的 ...

近日，杭州士兰微电子股份有限公司（以下简称 "士兰微"）向客户发布《价格调整通知函》，宣布因全球金属市场价格波动、关键贵金属成本持续攀 升，将对部分器件类产品价格进行上调，调整幅度为 10%，自 2026 年 3 月 1 日起正式生效。 通知中明确，本次价格调整涉及三类核心产品：小信号二极管 / 三极管芯片、沟槽 TMBS 芯片及 MOS 类芯片。士兰微表示，近期全球金属市场价格波动 剧烈，尤其是晶圆生产所需的关键贵金属价格显著上涨，导致公司晶圆制造成本持续攀升。尽管公司已通过提升内部运营效率、优化生产工艺等方式积极 消化成本压力，但仍难以完全抵消原材料上涨带来的影响，因此决定对相关产品价格进行适度调整。 "我们深知当前市场环境对所有客户均带来一定挑战，此次价格调整并非轻易决定。" 士兰微在通知中强调，公司始终致力于在成本压力与客户需求之间 寻求平衡，未来将继续通过与客户的深入沟通，优化合作模式，确保供应稳定与产品质量。后续，公司客户经理将与客户逐一联系，就本次价格调整进行 详细说明并解答疑问。 杭州士兰微电子股份有限公司（股票代码：600460）成立于 1997 年，是中国本土规模最大的综合性半导体 IDM ...

Core Viewpoint - TSMC's latest EDA alliance list, announced on February 6, includes 12 member companies, reflecting the industry's structural adjustments and the importance of EDA in semiconductor development [1][3]. Group 1: EDA Alliance Composition - The EDA alliance remains stable, with major players like Synopsys, Cadence, and Siemens EDA maintaining their dominant positions, while Primarius is the only domestic EDA company included [1][3]. - Ansys has exited the alliance due to its acquisition by Synopsys, which enhances Synopsys's influence within TSMC's EDA ecosystem [3]. - The remaining 11 members of the alliance have not changed, indicating a stable ecosystem [3]. Group 2: Domestic EDA Industry - Primarius's continued presence as the sole Chinese EDA firm highlights its technical recognition and the current state of the domestic EDA industry [4]. - Primarius focuses on core EDA areas such as modeling, simulation, and circuit verification, serving mid-to-high-end analog and mixed-signal circuit design, demonstrating strong technical capabilities [4]. - The exit of Empyrean from the alliance, following significant changes, underscores the challenges faced by domestic EDA firms in maintaining their positions in global ecosystems [7][8]. Group 3: Industry Dynamics - The TSMC EDA alliance is part of its Open Innovation Platform (OIP), aimed at collaborating with global EDA vendors for tool adaptation and methodology optimization [7]. - The stability and minor adjustments in the alliance reflect the ongoing dominance of international EDA giants in the advanced EDA field, while domestic firms still face significant technological gaps [10]. - Domestic EDA companies like Primarius are gradually overcoming technical barriers and integrating into the global semiconductor manufacturing ecosystem through focused R&D and collaboration with foundries [10].

2月10日，行业分析机构SemiAnalysis发布的最新报告显示，下一代高带宽内存（ HBM4 ） 市场将由韩系厂商SK海力士与三星彻底主导，美国厂商美光（Micron）因技术路线选择失 误，已痛失英伟达下一代Rubin芯片的HBM4供应订单，其在该平台的供应份额恐将降至 0%。 报告明确指出，美光在NVIDIA Rubin平台的HBM4供应份额已被"清零"。与之形成鲜明对比 的是，韩系双雄将瓜分全部订单——市场预计 SK海力士 将拿下约70%的份额，剩余30%则 由三星收入囊中，这也意味着韩系厂商将全面垄断这一高端内存核心市场。 美光此次遭遇市场滑铁卢，核心症结在于技术路线的选择偏差。为降低生产成本并掌控供应 链主动权，美光采取了内部自主设计、制造HBM4基础裸片（ Base Die ）的"单打独斗"策 略，这与竞争对手的合作模式形成了鲜明差异。 不同于SK海力士选择与台积电强强联手、三星拥有自家逻辑代工能力，美光的独立研发生产 模式不仅引发了严重的散热问题，其产品的引脚速度（ Pin Speeds ）也未能达到英伟达的 客户标准。更为关键的是，美光不愿转向更先进的外部制程节点，最终导致自身在关键性能 指 ...

Core Viewpoint - Aixin Yuanzhi, known as the first Chinese edge AI chip company, has completed its IPO and is now listed on the Hong Kong Stock Exchange under the stock code 00600.HK, with an issue price of 28.2 HKD and a total fundraising amount of 2.961 billion HKD [1]. Group 1: Company Overview - Aixin Yuanzhi opened flat at 28 HKD, with a market capitalization exceeding 16.59 billion HKD [2]. - The company was established in May 2019 and focuses on AI inference SoC chips, covering sectors such as terminal computing, edge computing, and smart vehicles. By September 2025, it is expected to have delivered over 165 million SoC chips and achieved five generations of SoC product development and commercialization [3]. Group 2: Financial and Shareholder Information - The net proceeds from the IPO will primarily be used for technology platform optimization, R&D investment, market expansion, and industrial investment mergers and acquisitions [4]. - The company is chaired by Dr. Qiu Xiaoxin, who leads strategic and technological innovation. CEO Sun Weifeng joined in April 2024, with a reported salary of 22.46 million CNY for the first nine months of 2025. Notable shareholders include Weichao Chuangxin and Qiming Venture Partners, each holding over 10%, along with investments from Tencent, Meituan, Lenovo Star, and Chongqing state-owned assets. "Chip Tycoon" Yu Renrong holds a 1.12% stake [4].

| HERB | 英文简称 | 简体中文简称 (参考) | 调整方向 | | --- | --- | --- | --- | | 00501 | OMNIVISION | 豪威集团 | 调入 | | 03986 | GIGADEVICE | 兆易创新 | 调入 | 港股沪深两地交易所公布，因豪威集团（00501.HK）、兆易创新（03986.HK）分别于2026年2月6日、2月7日完成香港市场价格稳 定期，且对应A股上市满10个交易日，满足港股通纳入条件，两只股票自2月9日起正式调入港股通标的名单。 此次调整生效后，内地投资者可通过港股通渠道交易上述两家半导体行业公司港股，将进一步提升标的股票流动性，推动A+H两 地资本市场互联互通。 加入"中国IC独角兽联盟"，请点击进入 是说芯语原创，欢迎关注分享 合作洽谈，进入公众号：服务—>商务合作 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 ...

新思科技中国区人事变动 据悉，姚尧2017年加入新思科技，在国内销售部门逐步晋升，近期担任中国区销售副总裁，在客户管 理、知识产权运营方面经验深厚，擅长搭建高效客户关系并超额完成重点客户收入目标。2023年时，姚 尧曾任新思科技中国区副总裁，负责华东地区销售业务及战略项目，主导与华东地区重点芯片、手机、 新能源车企及云计算系统公司的战略合作。加入新思科技前，他曾任职于ARM、三星电子总部等企业， 在集成电路、移动无线等多个领域拥有超20年行业经验。 转自：芯榜 声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。 本文转自媒体报道或网络平台，系 作者个人立场或观点。我方转载仅为分享，不代表我方赞成或认同。若来源标注错误或侵犯了您的合法权益，请及时 联系客服，我们作为中立的平台服务者将及时更正、删除或依法处理。 加入"中国IC独角兽联盟"，请点击进入 新思科技在致销售的内部信中宣布，全球资深副总裁、中国董事长兼总裁葛群即将离职。 内部信称，葛群经深思熟虑后决定离职，以便休息并陪伴照顾家人。在新思科技近二十年职业生涯中， 葛群是公司中国战略的奠基人之一，明确发展方向并落地市场推广策略，协调跨部 ...