2025年9月13日，中华人民共和国商务部发布2025年第27号公告，决定对原产于美国的进口相关模拟芯片进行反倾销调查。该产品归在《中华人民共和国 进出口税则》：85423990，该税则号项下其他产品不在本次调查范围之内。 | English Francais Русский Español | 首页 > 政策发布 > 部令公告 > 2025年商务部公告 | | --- | --- | | Deutsch | 2025-09-13 19:25 来源：贸易救济局 类型:原创 | | 无障碍浏览 | | | 首 页 | 商务部公告2025年第27号 公布对原产于美国的进 | | 盟 机构设置 | 口相关模拟芯片发起反倾销立案调查 | | 昌 新闻发布 | | | 目 政务公开 | | | | 【发布单位】贸易救济局 | | 目 政务大厅 | | | | 【发布文号】 商务部公告2025年第27号 | | 曰 互动交流 | 【发文日期】2025年09月13日 | | <> 公共服务 | | 商务部公告全文如下： 10月22日上午，商务部发放相关模拟芯片反倾销案调查问卷。 各利害关系方: 相关模拟芯片反倾销案国外出口 ...

以下文章来源于东四十条资本 ，作者张雪 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 圣邦需要新故事。 作者丨张雪 来源丨东四十条资本 2025年以来，半导体行业的并购案在A股公告栏里几乎是周更。这种活跃性不仅给早期机构提供了一 个安全快速的退出通道，也加速了半导体行业的整合和进化。 10月13日，一笔并购浮出水面，模拟芯片龙头圣邦股份收购亿存芯半导体77.54%股份，并且在近日 完成了工商变更。由于并购规模未达强制披露标准，本次交易没有价格、没有公告，被收购的公司亿 存芯也是名不见经传，也没有进行过一次对外融资。 即便如此，当日圣邦股份股价依然大涨5.77%，收盘市值达到528亿元。 张家口走出的芯片大佬 圣邦股份跟很多早期半导体公司一样，是由一个技术专家带队，实现国产突破的故事。 创始人张世龙1966年出生于河北张家口，90年代在国内完成本科学习后，他选择赴美深造，获得博 士学位。毕业后，张世龙留在了美国，并加入了德州仪器工作，担任电子设计工程师，同时兼任质量 评审委员会委员且两届轮值主席。 作为电子设计专家，张世龙拥有多项发明专利和宝贵 ...

Group 1 - The Chinese Ministry of Commerce emphasizes the importance of China-Netherlands economic cooperation and expresses concerns over measures taken by the Netherlands regarding ASML, which significantly impact global supply chain stability [1] - The Chinese side urges the Netherlands to resolve the ASML issue promptly, advocating for a fair, transparent, and predictable business environment to protect the legitimate rights of Chinese investors [1] - The Dutch Minister of Economic Affairs expresses a willingness to communicate closely with China to find constructive solutions to the ASML issue [1]

但英特尔已实现四年内研发五个生产节点的突破，即将启动 18A 制程技术的量产，并计划将相当 一部分产能从台积电转移到自家芯片工厂。此外，尽管英特尔的市场份额正被 AMD 夺走，但它仍 是全球客户端和数据中心领域最大的 CPU 供应商 —— 这一点意义重大。 特朗普认为，自 去年 8 月下旬，美国政府收购英特尔 10% 股份时，这对英特尔而言是一场重大 胜利 —— 因为这是来自美国本土的投资，其重要性怎么强调都不为过。彼时，英特尔的市值仅为 1070 亿美元；如今，这一数字已飙升至 1810 亿美元。这笔交易为英特尔和美国政府都带来了数 十亿美元的收益。 "我觉得自从我为自己敲定了这笔大交易后， 我 们的浮盈已达 400 亿美元，" 特朗普在接受福克 斯新闻采访时表示，"他们当时来见我，我就说，'你们知道吗？我认为美国应该持有你们公司 10% 的股份。'然后他们就同意了。这对他们也有好处，公司股价涨了这么多， 他们赚得盆满钵满 ，而我们通过这笔交易也赚了 300 到 400 亿美元。 芒廷帕斯稀土矿 的情况也是如此，不过那笔 交易的核心是，我们需要掌控稀土精炼环节。" 去年 8 月下旬软银与美国政府入股英特尔时 ...

10 月 14 日晚间，光伏银浆龙头帝科股份（300842.SZ）披露重磅并购方案，公司拟以 3 亿元现金收购 江苏晶凯半导体技术有限公司（下称 "江苏晶凯"）62.5% 股权。交易完成后，江苏晶凯将成为其控股子 公司并纳入合并报表，标志着这家光伏材料巨头在存储芯片领域的布局迈出关键一步。 据公告披露，本次交易定价经专业评估及多方协商确定：以 2025 年 4 月 30 日为基准日，江苏晶凯股东 全部权益评估值 3.61 亿元，结合后续 9000 万元增资等因素，最终确定 100% 股权价值 4.8 亿元，对应 62.5% 股权收购价 3 亿元。交易对手方包括晶凯电子、因梦控股少数股东张亚群等关联方，其中张亚群 通过亲属控制多家交易主体，形成业务与资本的深度绑定。 作为国内少数具备完整存储芯片封测服务链的企业，江苏晶凯的技术储备成为本次交易的核心亮点。其 业务覆盖两大关键环节：在晶圆测试端，可通过定制设备对 DDR4、LPDDR5 等主流晶圆分级分类，显 著提升成品良率；在封装端，已掌握 8-16 层叠 Die、30um 超薄封装等先进工艺，还能为 AI 算力芯片 提供高位宽 DRAM "中间件" 服务。20 ...

Core Viewpoint - Arrow Electronics has been removed from the U.S. Entity List by the Bureau of Industry and Security (BIS), which is expected to impact the semiconductor distribution market positively, particularly for Texas Instruments (TI) [5][10]. Group 1: Events Leading to Removal - On October 8, 2023, BIS placed Arrow Electronics' subsidiaries in mainland China and Hong Kong on the Entity List due to their involvement in procuring U.S. electronic components for organizations in Iran [9]. - The removal notification from BIS indicates that several Arrow Electronics subsidiaries, including Arrow China Electronics Trading Co., Ltd., have been cleared from the Entity List [6][8]. - A temporary authorization was granted by BIS, allowing Arrow Electronics and its partners to maintain trade of specific controlled items until February 14, 2026, or until the official removal notice is published [7]. Group 2: Market Impact - The removal of Arrow Electronics from the Entity List has led to increased demand for TI products, as Arrow was previously a significant distributor for TI [10]. - Following the removal announcement, there was a notable increase in the prices of TI components, although some market participants reported mixed feelings about price changes [11]. - The market has shown signs of becoming more cautious, with customers adopting a wait-and-see approach after the initial surge in demand [11].

Core Viewpoint - The recent statements from Dutch Economic Affairs Minister Karremans indicate a significant shift in the Netherlands' approach to semiconductor trade with China, emphasizing the need for cooperation to resolve issues related to chip supply for Chinese automotive manufacturers [1][3]. Group 1: Dutch Semiconductor Industry - The Dutch semiconductor industry employs 120,000 people, with 20% of these jobs linked to trade with China, highlighting the sector's dependence on the Chinese market [1]. - ASML, a key player in the industry, is projected to derive 28% of its revenue from China in 2024, with nearly 90% of this revenue coming from DUV lithography machines [1]. Group 2: Global Supply Chain Dynamics - The unique position of Nexperia in the semiconductor market makes it a "must-have" in the automotive electronics sector, as its products, while not cutting-edge, are irreplaceable in the short term [3]. - A hardline stance from either side could lead to a "lose-lose" situation, resulting in asset losses for Chinese companies and supply chain disruptions for Dutch and European industries [3]. Group 3: Diplomatic and Trade Relations - The Chinese Ministry of Commerce has emphasized the importance of the Netherlands maintaining an independent stance and respecting market principles to protect the rights of Chinese investors [3]. - There is a call for the Netherlands to move away from politically motivated thinking influenced by the U.S. and to resolve differences through negotiation [3].

10月20日消息，近日美国存储芯片巨头美光科技，宣布退出在中国的数据中心服务器芯片业务。知情人 士称，美光计划停止向中国数据中心供应服务器芯片。 转自：国芯网 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 知情人士还称，美光在上一财年来自中国大陆的收入约为34亿美元，占其全球总收入的 12%。未来，美光仍将继续向中国市场的汽车和智能手机领域客户销售芯片。 针对退出中国数据中心业务一事，美光在一份声明中回应称，"我们在中国拥有强大的运营基础和客户 网络，中国对美光乃至整个半导体行业而言，依然是一个重要的市场。" 美光此次退出的业务是"服务器芯片"。在数据中心服务器中，最重要的两大存储组件就是内存 （DRAM） 和硬盘（SSD，基于NAND Flash）。 其中，DRAM 的价值和重要性在服务器中尤为突出。一台AI服务器或高性能计算服务器，需要搭载海 量的DRAM来保证数据处理速度，其DRAM成本往往远高于NAND Flash的成本。。 美光与三星、SK海力士并称为全球DRAM 市场的"三巨头"，这三家公司垄断了全球超过90%的DRAM 市场份额。在数据中心DRAM领域，美光拥有强大的技术优 ...

Core Viewpoint - The article discusses the impact of Dutch government intervention on Anshi Semiconductor's operations in Dongguan, leading to shipment restrictions and reduced working hours for employees, which may affect the supply chain and production efficiency [1][2]. Group 1: Company Operations - Anshi Semiconductor's Dongguan factory has restricted shipments since the National Day holiday due to Dutch government intervention, with some positions shifting to a "four days on, three days off" schedule starting next week, and overtime hours being reduced from 70-80 hours per month to 40-50 hours [1][2]. - The Dongguan factory is responsible for 70% of global packaging tasks, but currently faces raw material shortages, with inventory only sufficient until the end of December [2]. Group 2: Supply Chain and Market Impact - Trade merchants have confirmed that the products are facing shortages and price increases, indicating a significant supply chain disruption [2]. - The parent company, Wentai Technology, has initiated a "self-rescue" strategy in China to localize the supply chain, but challenges remain due to core design and wafer manufacturing being based in Europe, complicating technology transfer and customer certification [2]. Group 3: Regulatory and Management Changes - On October 12, Wentai Technology announced that Anshi Semiconductor's assets and intellectual property were frozen due to Dutch government directives, effective from September 30, for a period of one year [2]. - Some foreign executives at Anshi Semiconductor have requested to transfer their shares and have suspended the CEO position appointed by Wentai Technology [2].

Group 1 - Major tech giants Microsoft, Amazon, and Google are intensifying efforts to relocate their product manufacturing and data centers outside of China [1] - Microsoft plans to fully transition production of Surface devices and data center servers outside of China by 2026, requiring suppliers to prepare for this shift [2][5] - Microsoft has been moving a significant portion of its server production overseas since last year, aiming for at least 80% of the bill of materials (BOM) to come from outside China [4] Group 2 - Amazon's AWS is also pursuing a strategy to produce servers and AI data center equipment outside of China, considering reducing reliance on long-term PCB supplier SYE [9][10] - Industry insiders note that completely eliminating Chinese suppliers from AWS's supply chain is unrealistic due to their significant role and advantages in technology, quality, and cost [11][12][16] Group 3 - Google is actively expanding its production base in Southeast Asia, specifically requesting suppliers to increase server production capacity in Thailand, where new facilities are being established [16] - Thailand is emerging as a major server assembly hub, with companies like Quanta and Inventec planning to build SMT production lines, including a $25 million investment by Quanta [19] - Vietnam is becoming a key server production base for Foxconn outside of China, while India is also experiencing significant opportunities with Apple's production expansion, which now accounts for about 20% of Apple's global iPhone output [20][22] Group 4 - Southeast Asian countries are enhancing infrastructure investments and offering tax incentives to attract global tech manufacturing shifts [23]