格隆汇9月18日｜欧洲半导体股延续涨势，阿斯麦、ASM国际、意法半导体、爱思强涨幅介于 4.7%-7.2%。 ...

Company News - Novo Nordisk plans to launch an oral version of semaglutide (Wegovy) in the U.S. early next year, highlighting its significant advantages over competitors in the obesity treatment market [2] - GlaxoSmithKline announced a $30 billion investment in the U.S. over the next five years for research and supply chain infrastructure, with $1.2 billion allocated for advanced manufacturing facilities and AI technologies [3] - STMicroelectronics will invest $60 million to upgrade its factory in Tours, France, to establish a pilot production line for advanced semiconductor manufacturing technology known as Panel-Level Packaging (PLP) [4] - Cryptocurrency exchange Bullish has received a BitLicense from the New York Department of Financial Services, allowing it to offer spot trading and custody services to institutional and high-net-worth traders in New York [5]

Group 1 - The core viewpoint of the article is that STMicroelectronics is investing over $60 million to develop next-generation panel-level packaging technology at its facility in Tours, France, with operations expected to start in Q3 2026 [2] - This investment is part of a broader plan to reshape the company's manufacturing footprint, focusing on advanced manufacturing infrastructure in France and Italy [2] - The company has been developing panel-level packaging using direct copper interconnect (PLP-DCI) since 2020, which improves electrical performance, heat dissipation, and miniaturization while reducing power loss [2] Group 2 - The current automated PLP-DCI production line in Malaysia produces over 5 million large panels (700x700 mm) daily [2] - The project is expected to benefit from synergies with the local research ecosystem, including the CERTEM R&D center [2] - Panel-level packaging is an advanced chip packaging and testing technology that enhances efficiency, reduces costs, and enables smaller, more powerful, and cost-effective devices [2]

这家法意合资企业表示，将在图尔工厂研发新一代先进制程技术。而早在去年10月，意法半导体宣布大 规模重组计划后，便已着手将图尔工厂的多条老旧芯片生产线迁出。 该公司透露，目前已在马来西亚麻坡市的工厂为一家客户应用了这项技术，该工厂每日可生产超过500 万颗芯片。 意法半导体在一份声明中称："该项目聚焦于先进制造基础设施建设，同时为法国和意大利部分工厂重 新规划了核心任务，以支撑这些工厂实现长期稳健发展。" 作为欧洲规模最大的芯片制造商之一，意法半导体在其主要市场遭遇持续多年的低迷后，启动了成本削 减计划，拟在图尔等工厂实施裁员。这一举措已引发工会及相关利益方的反对。目前，意大利和法国政 府通过一家控股公司，共同持有该芯片制造商27.5%的股份。 此次计划研发的新技术名为"面板级封装(Panel-Level Packaging，简称PLP)"。借助该技术，意法半导体 可在大型方形面板上制造芯片，替代传统的小型圆形硅晶圆。 智通财经APP获悉，芯片制造商意法半导体(STM.US)于周三宣布，将向其位于法国图尔市的工厂投资 6000万美元，计划在该工厂搭建一条先进半导体制造技术的中试生产线。 传统芯片制造中，多项生产 ...

Group 1 - The company STMicroelectronics announced a $60 million investment for its plant in Tours, France [1] - The investment aims to develop a pilot line for advanced semiconductor manufacturing technology [1]

Core Insights - STMicroelectronics is advancing its next-generation Panel-Level Packaging (PLP) technology with a new pilot line in Tours, France, expected to be operational in Q3 2026 [2][3] - The PLP technology aims to enhance manufacturing efficiency and reduce costs, enabling the production of smaller, more powerful electronic devices [3][4] - A capital investment of over $60 million has been allocated for the development of the new PLP pilot line, which is part of a broader initiative to reshape the company's manufacturing footprint [5][8] Technology Development - PLP technology utilizes large-area carriers instead of traditional circular wafers, allowing for higher manufacturing throughput and cost efficiency [3][7] - The new PLP pilot line will focus on Direct Copper Interconnect (DCI), which improves electrical connectivity and reduces power losses compared to traditional methods [10][11] - The initiative is part of a strategic focus on heterogeneous integration, which aims to enhance the capabilities of various product lines, including RF, analog, power, and microcontrollers [4][8] Operational Impact - The Tours site will leverage synergies with the local R&D ecosystem, including the CERTEM R&D center, to support advanced manufacturing infrastructure [5][8] - STMicroelectronics has demonstrated its capability in high-performing chip packaging and testing in Europe, with a current production volume exceeding 5 million units per day using a highly automated line [9]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 原本打算在全球裁员5000人的意法半导体，由于意大利的强烈反对，率先放弃了意大利工厂的裁员计划，并且缩减其他国家的裁员人数。 此前，该公司曾表示因市场需求变化及业务调整，拟在该工厂裁减部分员工。经过进一步评估和与相关各方的沟通，意法半导体决定调整策略，维持现有 员工规模。 据外媒报道，近期，意大利工业部长Adolfo Urso在罗马与意法半导体和工会代表举行了会谈，旨在避免在意大利北部的阿格拉特（Agrate）工厂进行大规 模裁员。Adolfo Urso在一份声明中表示："意法半导体宣布放弃在阿格拉特的裁员计划，并提出该工厂的工业重启计划：这是向前迈出的一步，也是朝着 正确方向迈出的一步。" 意法半导体则表示，作为双方商定的自愿离职计划的一部分，它将排除裁员。且根据市场发展情况，阿格拉特工厂可能在2027年后进行扩建，但前提是进 行可行性研究。该公司还表示，意大利其他工厂没有计划进行结构性调整。 2025年4月，意法半导体表示，法国工厂将裁员1000人。首席执行官Jean-Marc Chery表示， ...

Central Banks and Economic Policy - The Bank of England (BoE) is expected to slow its balance sheet rundown due to recent market turbulence, indicating a cautious approach to monetary policy normalization [3] - The Federal Reserve's reverse repo operation involved 16 counterparties taking $16.954 billion, reflecting ongoing dynamics in short-term money markets [4][8] Technological Advancements - OpenAI has released GPT-5 Codex, an advanced language model that promises enhanced capabilities in coding, writing, and complex reasoning, potentially revolutionizing professional tasks [5][8] Housing Market Initiatives - FHFA Director Pulte has directed Fannie Mae (FNMA) and Freddie Mac (FMCC) to increase housing supply to address the ongoing housing shortage in the U.S., signaling a strategic effort to inject more inventory into the market [6][8] Semiconductor Industry Stability - STMicroelectronics (STM) has confirmed to the Italian government that it is not planning redundancies at its Agrate plant, providing stability for the local workforce amidst broader industry challenges [7][8] - The company is committed to its investment plans in Italy, including plans to double production capacity at the site by 2027 [9]

Mass layoffs at chip maker STMicroelectronics' plant in Agrate, northern Italy, would be "unacceptable", Italian Industry Minister Adolfo Urso said on Monday. ...

Core Insights - The article discusses the challenges of managing excess inventory in the semiconductor industry, highlighting the financial burden of storage and capital costs associated with unsold materials [1] - It promotes a service called "Chip Superman," which has served 21,000 users and offers rapid transaction completion for inventory clearance [2][8] Inventory Management - A significant amount of obsolete materials is held in inventory, leading to monthly costs of at least 5,000, resulting in a potential loss of 30,000 over six months if not sold [1] - The article emphasizes the need for effective promotion strategies for unsold materials to mitigate losses [1] Sales and Offers - "Chip Superman" is actively selling various semiconductor components at discounted prices, with a detailed list of available items including brands like ADI, TI, and Microchip, along with their quantities and production years [5][6] - The total inventory includes over 50 million chips across 1,000+ models, valued at over 100 million, stored in a 1,600 square meter smart warehouse [8] Purchase Requests - The article also includes a section for purchasing specific semiconductor components, indicating demand for certain models from brands like Skyworks and pSemi [7] Additional Information - The service claims to complete transactions in as little as half a day, addressing the urgency of clearing inventory [2][8] - The company has established a quality control process for each component, ensuring reliability for its users [8]