Core Insights - The article discusses Meta's ambitious plans to challenge NVIDIA's dominance in the AI server market with its MTIA series of products, aiming for significant production volumes and advanced technology [3][5]. Group 1: Meta's MTIA Series - Meta is developing the MTIA T-V1, T-V1.5, and T-V2 models, with T-V1 and T-V1.5 expected to have a combined shipment target of 1-1.5 million units by the end of 2026, with T-V1.5 making up a larger share [5][4]. - The MTIA T-V1.5 will feature a doubled intermediary layer size and a PCB with up to 40 layers, while T-V2 is expected to utilize larger CoWoS packaging and require liquid cooling systems with power systems exceeding 170KW [4][5]. Group 2: Market Dynamics - In 2026, the shipment volume of AI ASICs is projected to surpass that of GPGPUs, with NVIDIA currently holding over 80% of the AI server market value share, while ASIC AI servers account for approximately 8-11% [6][7]. - By 2025, the combined shipment of Google TPU and AWS Trainium 2 is expected to reach 40-60% of NVIDIA's GPU shipments, indicating a shift in market dynamics [7]. Group 3: Cost and Technical Considerations - The article highlights a divergence in views regarding the necessity and cost of ASICs, with some large cloud service providers (CSPs) advocating for ASICs to bridge technology gaps despite higher BOM costs, while NVIDIA's CEO suggests that most ASIC projects may be canceled due to economic viability concerns [9][10]. - The high costs associated with ASICs stem from the need for larger CoWoS packaging and high-spec PCBs, which are essential for performance compensation and thermal management [11][12]. Group 4: PCB Market Potential - The article notes that the market for ASIC and GPU PCBs is expected to double in value, with a projected growth rate of 65% next year, indicating a significant opportunity for PCB suppliers [16]. - Companies like Huada Empyrean (WUS) are highlighted as potential beneficiaries of this growth, providing advanced PCBs for Meta's MTIA [17][19].

以下文章来源于白话IC ，作者白山头 白话IC . 从半导体角度观察世界，资深芯片人的职场感悟，行业观察以及知识分享。观察者网专栏作者，电巢百 V作者，与非网2022年度影响力作者。 TP-LINK的芯片部门近期裁员，这个消息之前就有风声，部分员工也早早开始找新工作。如今，算是尘 埃落定了。 其实，这并不意外。曾经有一段时间，很多系统厂商都在搞自研芯片，目的很简单： 掌控供应链。 当 时缺芯严重，谁都想靠自研来填坑，于是各种芯片项目和团队一窝蜂涌现出来。 但时间一长，大家渐渐发现，自建团队未必划算。当然，我并不了解TP-LINK背后的细节，但这确实是 行业里一个普遍趋势。 这几年感触颇多：现在想在一家公司长久、稳定地工作，越来越难了。以前一直以为，只要找一家靠谱 公司，埋头苦干、精进技术，总能混得不错。但现实一遍遍把人打醒。 最早，外企曾被视为"铁饭碗"。可随着国际形势动荡，外企动不动就裁员，甚至干脆撤出中国。接着， 大家把希望寄托在国企和民企，尤其是上市公司，觉得起码不会突然倒闭。然而，这两年退市、亏损、 裁员的案例多得数不过来。 流行和消费趋势，永远是年轻人主导的。远离年轻人，商业嗅觉也会迟钝。 所以，比 ...

Core Viewpoint - The article discusses the IPO application of Shanghai Zhaoxin Integrated Circuit Co., Ltd., marking a significant step for domestic CPU manufacturers in the X86 processor market, aiming to raise 4.169 billion RMB to enhance innovation and supply chain control [1]. Group 1: Company Overview - Zhaoxin, established in 2013 and state-owned, is headquartered in Shanghai and is the third domestic CPU leader to pursue an IPO after Haiguang Information and Loongson [1]. - The IPO aims to issue no more than 382.8677 million shares, with a face value of 1.00 RMB per share, resulting in a total share capital of no more than 2.127042781 billion shares post-issue [1]. Group 2: Funding Utilization - The funds raised will be directed towards enhancing core processor chip R&D, improving domestic CPU self-sufficiency, and developing new generation desktop and server processors [1]. - Zhaoxin plans to strengthen its market position in key industries while gradually entering the consumer market and expanding its server processor product line [1]. Group 3: Market Position and Architecture - Zhaoxin's CPUs target desktop PCs, servers, workstations, and embedded fields, utilizing the x86 instruction set, making it one of the few domestic manufacturers adopting a complex instruction set [2]. - The domestic CPU landscape is characterized by three main architectures: X86, ARM, and self-developed architectures, with Zhaoxin and Haiguang representing the X86 camp [2][3]. Group 4: Future Outlook - X86 architecture is expected to remain dominant, with Zhaoxin and Haiguang leading the domestic replacement process due to their established ecosystems and significant market share [4]. - Future competition will hinge on technological iteration speed, ecosystem compatibility, and industry chain collaboration capabilities [4].

加入"中国IC独角兽联盟"，请点击进入 此次变更经过公司第六届董事会第四十五次会议审议通过，并已在2024年年度股东大会上获 得批准。 公告中提到，公司的注册资本为12.14亿元，成立日期为2007年5月15日。更名后，公司将继 续承继原有的债权债务关系，且本次更名不会影响公司已签署的法律文件及合同的效力。此 外，公司将对相关规章制度、资产、资质等涉及名称的文件进行相应变更。 2025年一季度，韦尔股份实现收入64.72亿元，归母净利润8.66亿元。 完成公司名称变更（暨工商登记手续） 6月17日消息， 韦尔股份 （603501）发布公告，宣布完成公司名称变更暨工商登记手续。 根据公告，公司名称已由"上海韦尔 半导体 股份有限公司"变更为"豪威集成电路（集团）股 份有限公司"，英文名称也相应更改为"OmniVision Integrated Circuits Group, Inc."。 投稿 、 商务合作 请微信 dolphinjetta 是说芯语，欢迎关注分享 ...

长鑫科技集团（ 长鑫 存储）股份有限公司严正声明 投稿 、 商务合作 请微信 dolphinjetta 长鑫集团发现有人假借其名义进行招聘诈骗 ，声明官方招聘信息仅通过长鑫存储官网、招 聘官网、各官方账号及合作第三方平台等渠道发布，招聘过程不收取任何费用、不要求下载软件或点击相 关链接，提醒应聘者警惕，遇骗保留证据报警，将追究不法分子法律责任。 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 ...

Core Viewpoint - The article discusses the procurement issues faced by the North China Computer Technology Research Institute, highlighting management problems and a written warning received from a military supply department, leading to a suspension of procurement activities starting June 15, 2025 [1][2]. Group 1: Military Products - The North China Computer Technology Research Institute develops core military products, including high-performance computing systems for aerospace and military command automation [2]. - The institute is involved in large military information systems, contributing to major national military information projects such as manned spaceflight and lunar exploration [2]. - It provides military software and platforms, with a 30% market share in military flight simulators, which are also exported to multiple countries [3]. - The institute produces embedded computers and hardened equipment for mobile combat platforms, such as the CETC TJ-A422 series servers [3]. - It offers network security devices, recently winning a bid for a firewall procurement project involving web application firewalls and antivirus licenses [3]. Group 2: Civilian Products - The institute's civilian product offerings include information system integration and industry solutions [4]. - It participates in financial electronicization projects, providing core banking systems and payment clearing platforms [5]. - The institute develops e-government solutions, including office automation and smart city management systems [6]. - It provides energy and industrial solutions, focusing on power plant monitoring and production process control systems [7]. - The institute also develops public safety systems, such as security monitoring systems for traffic and parks [8]. Group 3: Technical Services and Manufacturing Capabilities - The institute has capabilities in cloud computing and big data services, offering distributed computing and data processing solutions for sectors like public security and satellite intelligence [12]. - It produces integrated circuits and core components, including microprocessors and radiation-hardened circuits, to meet high-reliability electronic equipment needs [12]. - The institute has manufacturing capabilities in printed circuit board design, electronic assembly, and precision machining to support core product production [13]. - It provides system evaluation and operation maintenance services to ensure the stable operation of critical infrastructure [13].

近日，紫光软件系统有限公司和北京太极信息系统技术有限公司因涉嫌 串通投标 ，被暂停参与 军队采购活动。 违规情况： 经调查，北京太极信息系统技术有限公司在参加项目（编号：2023-JY01-W1098）采 购活动中，涉嫌存在违规失信行为。 处理结果： 根据军队供应商管理相关规定，自 2025 年 06 月 10 日起暂停其参加全军物资工程服 务采购活动资格。 在暂停期内， 法定代表人李翔宇控股或管理的其他企业暂停参加上述范围军队采购活动，授权代 表刘xx暂停代理其他供应商参加上述范围军队采购活动。 转自：数智荟说 加入"中国IC独角兽联盟"，请点击进入 在暂停期内， 法定代表人陈轮控股或管理的其他企业暂停参加上述范围军队采购活动，授权代表 倪xx暂停代理其他供应商参加上述范围军队采购活动。 违规情况： 经调查，紫光软件系统有限公司在参加项目（编号：2023-JY01-W1098）采购活动 中，涉嫌存在违规失信行为。 处理结果： 根据军队供应商管理相关规定，自 2025 年 06 月 10 日起暂停其参加全军物资工程服 务采购活动资格。 投稿 、 商务合作 请微信 dolphinjetta 是说芯语，欢迎关注分 ...

Core Insights - Nvidia plans to establish its headquarters in Beishi Science Park, Taiwan, and aims to recruit AI and chip design talent with annual salaries reaching NT$5.5 million (approximately RMB 1.34 million), intensifying competition in the tech talent market [1][2] - Over 40% of companies expect a significant increase in AI workforce demand in the next 2-3 years, with 22.66% anticipating a substantial rise and 18.35% expecting a slight increase [1] - Nvidia's CEO Jensen Huang highlighted the attractiveness of the Beishi location, which is deemed ideal for the company's operations [1][2] Group 1 - Nvidia's rapid development in Taiwan is attributed to the growing pool of talented engineers, necessitating larger office spaces [2] - The tech industry in Taiwan faces a talent shortage, not only from high salaries offered by mainland Chinese companies but also from foreign firms establishing operations in Taiwan [2] - Research institutions suggest that Taiwan should start talent cultivation from high school to maintain its tech competitiveness, advocating for clearer career planning and comprehensive benefits to retain employees [2] Group 2 - Taiwan is expected to play a crucial role in the global AI industry chain, with AI development extending beyond hardware to include legal, business, policy, and ethical dimensions [2] - The true market expansion will come from software and cross-domain integration capabilities, emphasizing the need for interdisciplinary talent that combines AI knowledge with humanities [2]

Core Viewpoint - Arm is aggressively expanding into the custom chip design market, which poses a significant threat to its downstream partners and highlights its dominance in the semiconductor IP sector [1][3]. Group 1: Arm's Business Strategy - Arm plans to offer self-developed chips to clients, a move that has been perceived as exploitative towards its partners [1]. - The company has increased its licensing fees by three times in the past six months, further tightening its grip on downstream manufacturers [2]. - Arm's revenue heavily relies on a few major clients, with 56% of its income coming from the top five customers, making it vulnerable to potential client defections [3]. Group 2: Downstream Manufacturers' Challenges - Downstream manufacturers face high licensing fees and restrictive agreements, such as the "one generation, one purchase" model, which limits their ability to innovate and adapt [2][4]. - Many domestic manufacturers are reportedly surrendering to Arm's demands, despite the high costs associated with licensing [4][5]. - The dependency on Arm's technology has created a widening performance gap between domestic chips and international counterparts [4]. Group 3: Potential Shift to RISC-V - There is a growing necessity for domestic manufacturers to break free from Arm's control, especially for companies involved in national security and innovation [6]. - RISC-V is emerging as a viable alternative to Arm, offering an open-source model that contrasts with Arm's closed ecosystem, thus providing greater autonomy for developers [6][7]. - The increasing investment in RISC-V technology by major companies indicates a shift in the industry, as they seek to reduce reliance on Arm [7][8].

6月16日路透社消息，三位知情人士称美国在与越南的关税谈判中，施压越方减少出口美国设备中使用的 中国技术。越南是苹果、三星等科技公司的重要制造基地，其组装的设备多依赖中国零部件，Meta和谷歌 在越承包商生产的产品也存在类似情况。 美国施压越南减少出口美产品中的中国科技依赖 （芯榜 6月16日消息）三位知情人士透露，美国在与越南的关税谈判中施压，要求越方减少出口美国设备 中使用的中国技术。越南作为苹果、三星等科技巨头的重要制造基地，其组装的产品多依赖中国零部件， Meta和谷歌的在越承包商生产的虚拟现实头盔、智能手机等也存在类似情况。 越南的应对与挑战 以下文章来源于芯榜+ ，作者芯榜首席 芯榜+ . 中国芯片排行榜，点击查看关注 越南共产党中央总书记阮富仲计划访美 "原产地标签"问题：美国还要求越南打击"中国制造转贴越南标签"以规避关税的行为，越方已在跟 进。 供应链调整意愿与难度：越南正组织本地企业会议，推动国产零部件供应。但企业表示需时间与技 术支持， abrupt changes（贸然调整）可能摧毁现有业务。越南工业生态仍落后中国15-20年，尤其 在供应链规模和成熟度上难以短期内替代中国。 关税压力 ...