申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 2025年5月14日，吉林省吉林市中级人民法院一审公开宣判紫光集团原董事长赵伟国贪污、为亲友非 法牟利、背信损害上市公司利益案，对被告人赵伟国以贪污罪判处死刑，缓期二年执行，剥夺政治权利 终身，并处没收个人全部财产；以为亲友非法牟利罪判处有期徒刑五年，并处罚金人民币一千万元；以 背信损害上市公司利益罪判处有期徒刑三年，并处罚金人民币二百万元；决定执行死刑，缓期二年执 行，剥夺政治权利终身，并处没收个人全部财产。对追缴在案的赵伟国违法所得返还被害单位。 经审理查明：2018年至2021年，被告人赵伟国利用担任紫光集团董事长的职务便利，与特定关系人李 禄媛共谋，由李禄媛实际控制的公司低价购买原本应当由紫光集团购买的房产，获取房产溢价利益，非 法占有国有资产价值人民币4.7亿余元。2014年至2021年，赵伟国利用担任紫光集团董事长等职务便 利，将本单位的盈利业务交由李禄媛等特定关系人经营，或者以明显高于市场的价格向李禄媛经营管理 的公司购买代建管理服务，造成国家直接经济损失人民币8.9亿余元。2019年，赵伟国还指使其实际控 制的上市公司董事，将公司项目以 ...

Core Viewpoint - The article discusses the recent guidance issued by the Bureau of Industry and Security (BIS) regarding the export controls on AI chips, particularly targeting Huawei's Ascend chips and the implications for U.S. companies and global partners [3][4][20]. Group 1: BIS Guidance Overview - BIS announced the repeal of the Biden-era AI diffusion rules, indicating a shift in U.S. policy towards stricter export controls on AI technology [4][20]. - The first guidance states that using Huawei's Ascend chips anywhere in the world violates U.S. export controls, effectively pressuring third countries to choose sides between Huawei and NVIDIA [4][21]. - The second guidance warns U.S. companies about the risks of using American AI chips to train Chinese models, highlighting potential legal implications [16][21]. Group 2: Legal and Compliance Implications - The guidance serves as a non-binding advisory, indicating how BIS interprets existing export regulations, but lacks the force of law unless incorporated into formal regulations [5][19]. - The concept of "knowledge" is crucial in determining compliance, where companies could be penalized for knowingly using Huawei chips [7][19]. - The third guidance focuses on protecting supply chains from transshipment risks, acting more as a compliance reminder than a legal obligation [18][21]. Group 3: Strategic Objectives - The U.S. aims to maintain its technological leadership by promoting American technology globally while restricting Chinese technology access [9][12]. - The guidance reflects a broader strategy to ensure that U.S. allies adopt American technology, thereby reducing reliance on Chinese alternatives [10][12]. - The recent political maneuvers, including high-profile visits to Saudi Arabia and the UAE, signal a coordinated effort to expand NVIDIA's market presence while discouraging Huawei's influence [13][20].

Core Viewpoint - The article discusses the implications of new export control regulations from the U.S. Bureau of Industry and Security (BIS) regarding AI technology and chips, particularly focusing on Huawei and the potential impact on the Chinese tech industry [3][5]. Group 1: U.S. Export Control Regulations - The U.S. BIS has announced stricter export controls on AI chips, explicitly banning the global use of Huawei's Ascend chips, with violations leading to breaches of U.S. export control laws [3]. - The regulations include warnings against using U.S. AI chips for training Chinese AI models, indicating a broader strategy to limit technology transfer to China [3]. - The article suggests that these measures are part of a larger tech war, with potential implications for major Chinese companies like Alibaba, Tencent, and ByteDance, regardless of their use of Huawei chips [3][5]. Group 2: Market Reactions and Opportunities - The article posits that the new regulations could create opportunities for domestic Chinese chip manufacturers like Cambricon and Haiguang, as the restrictions are seen as targeting China specifically and may not be enforceable [5]. - It encourages Chinese companies to publicly support domestic chips and Huawei, framing this as a national strategy against U.S. pressures [5]. - The article highlights the need for companies to prepare for potential sanctions and to embrace domestic technology solutions, emphasizing that there is no alternative but to support local chip production [5].

申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 "特朗普政府将与世界各地值得信赖的外国一起对美国人工智能技术采取大胆、包容的战略，同时防止 技术落入我们的对手手中。与此同时，我们反对拜登政府试图将自己考虑不周且适得其反的 AI 政策强 加给美国人民。" 此外，BIS今天宣布采取行动，加强对海外AI芯片的出口管制，包括： • 发布指导意见，指出在世界任何地方使用华为 Ascend 芯片违反了美国的出口管制。 • 发布指导意见，警告公众允许美国人工智能芯片用于训练和干扰中国人工智能模型的潜在后果。 • 向美国公司发布有关如何保护供应链免受转移策略影响的指南。 当地时间 2025 年 5 月 13 日，美国商务部正式发布文件 废除拜登政府的人工智能扩散规则，同时宣布 采取额外措施加强对全球半导体的出口管制。 美商务部公告称，AI Diffusion Rule 于 2025 年 1 月 15 日发布，合规要求将于 2025 年 5 月 15 日生效。 这些新要求将扼杀美国的创新，并使公司背负繁重的新监管要求。AI 扩散规则还将破坏美国与数十个 国家的外交关系，将其降级为二级国家。 BIS 计划发布一份联邦公 ...

Core Viewpoint - The overall sentiment towards SMIC is positive, driven by strong customer demand and the trend of localization in production, despite facing uncertainties from tariffs and geopolitical tensions [2][4]. Group 1: Company Performance - SMIC's management maintains a positive outlook on customer demand, supported by localized production and diversified partnerships, with plans for continued capital expenditure through 2025 to seize long-term growth opportunities [2]. - The company has achieved high capacity utilization rates in recent quarters, with expectations for this trend to continue until Q3 2025, indicating strong order visibility [2]. - SMIC's long-term gross margin target remains at 20%, with expectations of 18.0% in Q1 2024 and 22.5% in Q1 2025, despite rising depreciation costs and short-term ASP pressures [3][4]. Group 2: Financial Projections - According to Goldman Sachs, SMIC's revenue is projected to grow from $1.750 billion in Q1 2024 to $2.247 billion in 2025, with a gross profit increase from $240 million to $506 million in the same period [6]. - JP Morgan's report indicates that SMIC's Q1 revenue was 5% below market expectations, primarily due to ASP declines, while strong shipment growth was noted, particularly in 12-inch wafers [7]. - JP Morgan forecasts a revenue decline of 4-6% for Q2 2024, with a cautious outlook for the second half of 2025, adjusting revenue growth expectations down to 10-11% [7][8]. Group 3: Investment Sentiment - Goldman Sachs maintains a "buy" rating for SMIC, citing attractive valuation and long-term growth potential driven by domestic demand and margin recovery [4]. - Conversely, JP Morgan holds a "reduce" rating, highlighting concerns over weak revenue growth prospects in 2025 and ongoing cost pressures affecting margins [8].

龙芯中科最近有个重要消息：他们的 3A5000/3A6000 桌面终端电脑，和上海合见工软的 PCB 设计软件 UniVista Archer 成功 "配对" 了。简单来说，就是 咱们自己的电脑硬件和设计软件现在能一起流畅工作了，而且从芯片到设计工具全是国产的，这在电子行业里可是件大事。 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 总的来说，这次 "配对成功" 不只是两个产品的适配，而是标志着国产电子设计从 "能用国外工具" 到 "全自主可控" 的跨越。以前咱们在产业链上有短 板，现在补上了关键一环，未来还能以此为基础，推动芯片工艺、软件功能进一步升级，让整个电子产业在全球竞争中更有底气。对于普通用户来说，可 能感受不到背后的技术细节，但这一步确实为咱们的科技自主筑牢了一块重要基石。 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 龙芯这两款芯片就像电脑的 "大脑"，3A5000 性能已经不错，3A6000 更是升级款，速度比上一代快了大约 50%。但要让国产软件在自家芯片上跑起来并 不容易，因为龙芯用的是自主研发的架构，和国 ...

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 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 最近几天我们发的文章里面的数据都很有意思，都是网友们很关注却不好获取的数据。这篇文章，我们 结合华泰证券在今年2月份的一篇研报，截取这个研报中的部分内容，并看下全球新建晶圆厂的格局。 华泰的研究预计，中国大陆2027年在全球12寸成熟制程晶圆代工的市场份额将提升至47%，2023年中国 大陆12寸成熟制程在全球 的产能份额约为29%，预计2024-2027年中国大陆12寸成熟制程产能将保持年 均27% 的快速扩张，到 2027 年占全球的份额将达到 47%。预计 2024-2027 年 40-90nm 节点晶圆代工价 格将呈现 5-8%左右的年降，28nm节点年降预计约3%。晶圆代工为芯片设计企业主要成本，占据约 70- 80%左右的比重。 根据SEMI的数据，2019-2024年全球共兴建128座晶圆厂，其中中国大陆占据30%，扩产高峰期集中于 2019-2021年。展望未来，我们认为中国晶圆代工产业将在全球占据更重要的地位，形成全球竞争力。 ...

Core Viewpoint - The article discusses the recent tariff adjustments between the US and China, highlighting a temporary compromise in the ongoing tech rivalry, particularly in the semiconductor sector, which presents both short-term benefits and long-term challenges for the industry [2][19]. Policy Framework and Execution Mechanism - The US has reduced tariffs on semiconductor-related imports from a maximum of 145% to 30%, while China has lowered its retaliatory tariffs from 125% to 10%, with a 90-day negotiation buffer until August 12, 2025 [2]. - Sensitive areas like semiconductor equipment and AI chips remain excluded from tariff reductions, and the US continues to enforce technology restrictions through an "entity list" [2][7]. Industry Chain Cost Restructuring and Market Segmentation Short-term Cost Improvement and Supply Chain Recovery - Equipment procurement costs have decreased by approximately 18%-22% for companies like SMIC, facilitating expansion plans for advanced processes [4]. - The utilization rate for automotive chips at SMIC's Tianjin facility has increased from 65% to 82% due to reduced costs for mature process chips [5]. - US companies like Qualcomm and Intel are expected to see a 12%-15% increase in sales in China by the second half of 2025, potentially impacting domestic competitors [6]. Long-term Competition and Structural Challenges - Despite tariff reductions, technology access remains restricted, with delays in SMIC's expansion due to equipment export limitations [7]. - Domestic semiconductor equipment and materials are gaining market share, with the bidding rate for domestic 28nm etching machines increasing from 22% to 37% [9]. - The global semiconductor supply chain is undergoing regional restructuring, with increased compliance costs for companies adapting to new trade rules [10]. Differentiated Impact and Strategic Choices in Sub-sectors Semiconductor Equipment and Materials - The cost of exporting lithography and etching machines to China has decreased, but key technologies like EUV lithography remain restricted [11]. - Domestic companies are focusing on technological breakthroughs to reduce costs in semiconductor materials, with current profit margins significantly lower than international competitors [11]. Chip Design and Manufacturing - The import cost of high-end AI chips has decreased by 24%, but US policies may restrict sales to China [12]. - SMIC and Huahong Semiconductor are enhancing their competitiveness in automotive chips, but face pricing pressures from international competitors [12]. Packaging and Testing - SMIC's advancements in advanced packaging technologies may attract more AI chip orders, but competition from US subsidies for TSMC could divert high-end demand [13]. Corporate Response Strategies and Market Outlook Short-term Strategies - Companies are diversifying their supply chains, with SMIC shifting 20% of its equipment procurement to Japan and Europe [14]. - Inventory management strategies are being implemented to mitigate risks from fluctuating tariff policies [15]. Long-term Strategies - Investments in domestic technology are being prioritized, with significant funding directed towards local semiconductor manufacturers [16]. - Companies like Huawei are expanding their market presence in Southeast Asia and the Middle East, with overseas revenue expected to rise [16]. Future Trends - The tariff adjustments represent a temporary easing in US-China tech tensions, but core issues like technology restrictions and industrial subsidies remain unresolved [19]. - The semiconductor industry is expected to experience short-term cost improvements alongside long-term competitive pressures, with key negotiations in the next 90 days being critical for future stability [19].

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 在AI芯片的应用场景中，推理的应用已经占据了大头，占了58%，而训练只占33%，大家都说2025年 是AI应用的元年，今年将会是AI应用大爆发的一年，其实在笔者看来，这种势头在去年就已经开始 了。AI的博主们在去年就可以接到很多AI应用公司的广告了，而且给的广告费也都不低。 很多FPGA从业者还在幻想着FPGA能在这波AI的浪潮中有一席之地，但起码在中国的市场中，FPGA 可以说是被GPU和ASIC打的毫无还手之力，无论是市场占有率还是供应商们的营收，都趋近于0. 申请入围"中国IC独角兽" 半导体高质量发展创新成果征集 今天看到一篇IDC对国内GPU的一个统计分析，在IDC的数据中，国产GPU的排名是怎样的？报告中 的数据比较多，我们这篇文章先看三张比较有意思的统计数据。 下面这个图是2024年的出货统计，其中英伟达以70%的市场份额，占据这绝对的第一；第二名是华 为的昇腾，占了23%，其他的总共只占了7%。 在这7%里面，百度又是出货最多的，其次是天数、寒武纪、沐曦、燧原、太初和摩尔线程。AMD和 ...

Group 1 - The core viewpoint of the article highlights the significant reduction of tariffs between China and the United States, marking a de-escalation in the trade war between the two major economies [2][3] - The agreement states that the U.S. will reduce tariffs on Chinese goods from 145% to 30%, while China will lower tariffs on U.S. imports from 125% to 10% [2] - Both countries recognize the importance of sustainable and mutually beneficial bilateral economic relations, emphasizing the need for continued dialogue and cooperation [2][3] Group 2 - The U.S. will modify the tariffs imposed on Chinese goods as per the administrative orders, with a 24% tariff being suspended for the initial 90 days, retaining a remaining 10% tariff [2] - China will also adjust its tariffs on U.S. goods, suspending a 24% tariff for 90 days and maintaining a 10% tariff, while canceling additional tariffs as per previous announcements [3] - Both nations are committed to taking necessary measures to suspend or cancel non-tariff retaliatory measures against each other [3]