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 ↓ ↓ ↓ 6月5日消息，据外媒报道，意法半导体表示， 公司预计未来三年将裁员5000人！ 据报道，意法半导体目前在全球雇佣约50000人，其中意大利和法国政府通过控股公司合计持股 27.5%。 意大利工会 4 日表示，阿格拉泰工厂宣布裁员 1200 人"无法接受"，并呼吁政府立即介入协调。 面对整个半导体行业对传统芯片需求持续低迷的困境，意法半导体正在努力稳住自身业务。尽管生成式 AI 带动的数据中心芯片需求依然强劲，但近几个月用于汽车、工业设备等产品的传统芯片销售乏力。 该公司去年 11 月启动了一项重组制造业务和削减成本的计划。首席执行官表示，该计划到 2027 年底预 计每年可节省数亿美元开支。此外，未来三年的投资将聚焦于用于新一代芯片的先进制造设施建设。 意法半导体成立于 1987 年，由意大利 SGS Microelettronica 与法国 Thomson Semiconducteurs 合并而 成，已成为欧洲半导体产业的重要支柱。意法半导体目前由意大利和法国政府共同持股近 28%，客户 包括苹果 ...

Core Viewpoint - The semiconductor company STMicroelectronics (ST) is facing significant challenges due to declining automotive demand, increased market competition, and strategic shifts, leading to substantial layoffs and potential restructuring [3][7]. Group 1: Company Restructuring - ST's CEO announced plans for 5,000 employee departures over the next three years, including 2,800 positions previously announced [3][4]. - The company is implementing cost-cutting measures, including natural attrition and early retirement [4]. - There are discussions among stakeholders in France and Italy regarding a potential split of ST [5][6]. Group 2: Automotive Sector Performance - In Q1 2025, ST's automotive revenue reached $980 million, accounting for 39% of total revenue, making it a core market [8]. - From 2018 to 2023, ST's market share in the automotive semiconductor sector grew by 34.2%, outperforming competitors like Infineon [9]. - However, ST's revenue and profit are projected to decline by 23.24% and 63.03% respectively in 2024, with Q1 2025 net profit growth at -89.08%, marking a ten-year low [11][14]. Group 3: Market Competition and Challenges - ST's market share in automotive semiconductors dropped from 10.2% in 2023 to 8.8% in 2025, a year-on-year decline of 13.7%, the largest among the top five manufacturers [13]. - The company faces intense competition in the MCU market from domestic Chinese manufacturers, leading to a continuous decline in market share [17]. - In the analog segment, ST's performance is hindered by increasing competition from local firms, with ST holding less than 4% market share in China [19][23]. Group 4: Future Outlook - The automotive market's downturn and tariff fluctuations are expected to continue impacting ST's performance, necessitating further cost-cutting and strategic adjustments [16][22]. - Despite challenges, ST is focusing on the growing Chinese market and accelerating its SiC strategic transformation, which may present future growth opportunities [22].

Core Viewpoint - STMicroelectronics is expected to see 5,000 employees leave over the next three years, including 2,800 layoffs announced earlier this year, due to ongoing market challenges and cost-cutting measures [1][2]. Group 1: Employee Reductions - The CEO of STMicroelectronics, Jean-Marc Chery, indicated that approximately 2,000 employees will leave through natural attrition, bringing the total voluntary departures to 5,000 [1]. - Earlier in April, STMicroelectronics announced plans to cut 1,000 jobs in France due to voluntary departures, while negotiations with Italy were still ongoing [2]. - Italian unions expressed that the announcement of 1,200 layoffs at the Agrate factory in Lombardy was "unacceptable" and called for urgent discussions with the Italian government [2]. Group 2: Market Conditions and Financial Outlook - Chery noted signs of market recovery this year, which contributed to an 11.1% increase in the company's stock price, closing at €24.94, marking the largest single-day gain since March 2020 [2]. - The company has outlined a cost-cutting plan aimed at saving hundreds of millions of dollars by 2027, which includes layoffs and early retirements [1]. Group 3: Government Relations and Speculations - The Italian government, which, along with France, holds a 27.5% stake in STMicroelectronics, has expressed dissatisfaction with the company's management and accused it of insider trading, which the company denies [1]. - Italian Industry Minister Adolfo Urso denied rumors regarding the potential splitting of STMicroelectronics, labeling such reports as "groundless" [2].

Market Performance - Jinli Permanent Magnet (06680) rose over 17% due to significant increases in overseas medium and heavy rare earth prices, which are expected to gradually transmit to the domestic market [1] - Zhixing Technology (01274) increased over 3% after securing a platform-based logistics vehicle contract with a leading domestic brand [1] - Weimeng Group (02013) surged over 9% as its upgraded Weimeng Guide Agent product is anticipated to benefit from the growth of WeChat e-commerce [1] - Zhaoke Ophthalmology-B (06622) gained over 8% following FDA approval for a new drug trial application for cyclosporine eye gel [1] - Zai Ding Pharmaceutical (09688) rose over 5% after reporting excellent data from the low-dose group of ZL-1310 [1] - Lianlian Digital (02598) saw a mid-session increase of over 5% as it partnered with BVNK to provide stablecoin payment solutions for its merchants [1] - Reading Group (00772) increased over 7% after acquiring a 26.67% stake in Yihua Kaitian, with its IP+AI strategy expected to unlock more value [1] - NIO opened nearly 4% higher, projecting a year-on-year revenue growth of 11.8%-15% for Q2 [1] - Kuaishou-W (01024) rose over 6% as its Kecing AI recently launched a new 2.1 series model, with institutions optimistic about its profitability [1] - Meituan (03690) surged over 3%, reaching a nearly two-month high, with southbound funds continuing to accumulate for 13 consecutive days [1] US Market Highlights - Applied Digital (APLD.US), a stock related to Nvidia, surged nearly 30%, with a 94% increase over three trading days, as long-term contracts are expected to generate $7 billion in revenue [2] - Tesla (TSLA.US) fell 3.55% due to declines in both the Chinese and European automotive markets, with a 15% year-on-year drop in China's May wholesale sales of new energy passenger vehicles [2] - MongoDB (MDB.US) saw a nearly 15% increase in after-hours trading following better-than-expected Q1 results and an $800 million stock buyback plan [2] - Broadcom (AVGO.US) rose over 3% before earnings, reaching a new historical high, with Morgan Stanley stating that AI is operating at full speed, expecting strong Q2 results [3] - Meta increased over 3% as it was reported to be accelerating the development of ultra-lightweight open-headset projects [3] - Guidewire Software (GWRE.US) surged over 16% after exceeding Q3 earnings expectations and raising its guidance [3] - Dollar Tree (DLTR.US) fell over 8% after warning of potential 50% declines in adjusted earnings due to tariffs and weak consumer spending [3] - STMicroelectronics (STM.US) rose nearly 11% amid reports that Italy and France are considering splitting its joint management rights [3]

如果您希望可以时常见面，欢迎标星收藏哦~ 意法半导体首席执行官周三表示，预计未来三年将有 5,000 名员工离职，其中包括今年早些时候 宣布的 2,800 个裁员计划。 让-马克·切里 (Jean-Marc Chery) 在法国巴黎银行于巴黎主办的一场活动上表示，约有 2,000 名员 工将因自然减员离开这家法意芯片制造商，使自愿离职的员工总数达到 5,000 人。 首席执行官补充说，与利益相关者和当局就实施削减成本计划的讨论正在顺利进行。 他显然指的是意大利，他说道："我确实认为，某个国家的情况更糟。而且很有可能，好吧，会稍 微延缓我们的实施速度。"切瑞说道。 过去几个月，由于意法半导体在其主要市场面临持续低迷，意大利政府对该公司首席执行官表示不 满，并指控其进行内幕交易。意法半导体否认了这些指控。 意大利和法国政府通过一家控股公司持有意法半导体 27.5% 的股份，该公司在全球拥有 50,000 名员工。 去年 11 月，意法半导体详细制定了其成本削减计划，预计到 2027 年将节省数亿美元，其中包括 裁员和提前退休。 来源：内容综合自路透社等 。 今年 4 月，意法半导体表示，由于自愿离职，该公司将在法 ...

Core Viewpoint - The semiconductor industry is experiencing a complex and prolonged downcycle that deviates from traditional cyclical patterns, indicating a structural change rather than a simple cyclical downturn [1][16]. Group 1: Semiconductor Cycle Understanding - The typical semiconductor cycle consists of phases from demand surge to recovery, lasting approximately 16 quarters or 4 years, but the current cycle has shown prolonged and complicated downturns since the pandemic began in 2021 [1]. - Recent reports suggest that Wolfspeed, a leading SiC company, is seeking bankruptcy protection, highlighting the uncertainty in the current market phase [1][17]. Group 2: Performance of Analog Chip Companies - The performance of major analog chip manufacturers in Q1 2025 generally exceeded market expectations, indicating potential positive signals in the industry [5]. - Companies like TI, ADI, and Infineon have shown signs of recovery in industrial and automotive markets, while others like Microchip are still struggling with all major markets at low points [8][9]. Group 3: Market Recovery and Predictions - The Q2 2025 financial guidance shows a 3.6% quarter-over-quarter growth but a 2.9% year-over-year decline, suggesting a potential recovery phase that is still cautious [11][13]. - Nine out of twelve analog chip companies have raised their performance expectations, with TI and ADI anticipating a return to year-over-year growth in Q2 [14]. Group 4: Structural Changes in the Industry - The semiconductor industry is witnessing a shift where investment decisions are increasingly influenced by non-market factors such as policy guidance and geopolitical considerations, rather than solely by market demand and financial returns [16][20]. - The market dynamics have changed, with companies that are well-positioned in industrial and communication sectors showing resilience, while those reliant on consumer electronics face ongoing challenges [22].

Core Points - All resolutions were approved at STMicroelectronics' 2025 Annual General Meeting of Shareholders held in Amsterdam [1] - The statutory annual accounts for the year ended December 31, 2024, were adopted, prepared in accordance with IFRS [2] - A cash dividend of US$ 0.36 per outstanding share will be distributed in quarterly installments of US$ 0.09 from Q2 2025 to Q1 2026 [2][4] - Several appointments and reappointments were made to the Supervisory Board, including Werner Lieberherr and Simonetta Acri for three-year terms [2] - PricewaterhouseCoopers Accountants N.V. was appointed as the external auditor for the financial years 2026-2029 [2] - The Managing Board was authorized to repurchase shares until the conclusion of the 2026 AGM [2] - The company aims to achieve carbon neutrality in all direct and indirect emissions by the end of 2027 [5] Financial Information - The cash dividend distribution schedule includes: - Q2 2025: Ex-dividend date June 24, 2025, payment date July 1, 2025 - Q3 2025: Ex-dividend date September 23, 2025, payment date September 30, 2025 - Q4 2025: Ex-dividend date December 16, 2025, payment date December 23, 2025 - Q1 2026: Ex-dividend date March 24, 2026, payment date March 31, 2026 [4] Corporate Governance - The remuneration for the members of the Supervisory Board was adopted [2] - The discharge of the members of both the Managing Board and Supervisory Board was approved [2] - The authority to issue new common shares and limit existing shareholders' pre-emptive rights was delegated to the Supervisory Board until the end of the 2026 AGM [2]

Core Viewpoint - The article discusses the advancements and applications of Silicon Carbide (SiC) technology in various sectors, particularly in electric vehicles and renewable energy, highlighting the industry's growth potential and challenges ahead [2][4][16]. Group 1: Industry Developments - The third generation of SiC MOSFET products is being developed by STMicroelectronics, with a focus on the Chinese market, aiming for better alignment with local automotive needs [5][6]. - National Electronic has achieved significant advancements in SiC technology, with their MOSFET chips demonstrating a minimum on-resistance of 11mΩ and trench chips as low as 9mΩ, indicating a strong competitive edge [6][7]. - SiC products from various companies are being increasingly adopted in industrial applications, including energy storage systems and AI data centers, showcasing the versatility of SiC technology [8][9]. Group 2: Market Opportunities - The electric vehicle (EV) sector remains the primary market for SiC, accounting for nearly 80% of its application, but emerging markets such as AI server power supplies and industrial applications are expected to drive future growth [16][24]. - The potential for SiC applications in eVTOL (electric vertical takeoff and landing) and electric shipping is being explored, with significant weight and efficiency advantages noted for eVTOL applications [10][13]. - The demand for SiC in the power supply sector, including charging stations and fast charging for electric trucks, is anticipated to grow, driven by the need for efficient energy solutions [17][18]. Group 3: Challenges and Considerations - The industry faces challenges in standardization and cost-effectiveness for SiC applications in new markets, particularly in eVTOL and electric shipping, where high voltage requirements and cost considerations are critical [11][12]. - Companies are urged to focus on product maturity, cost optimization, and innovation to capture emerging market opportunities effectively [25][26]. - The need for tailored solutions in industrial applications is emphasized, as diverse customer requirements necessitate customized designs and approaches [27][28].

Core Viewpoint - The current spot market for chips has cooled down compared to last month, with many previously hot models experiencing a decline in demand and prices. However, there remains active demand for storage and analog chips from various brands, presenting market opportunities [3]. Group 1: Upcoming Product Changes - The eMMC chip KLM4G1FETE-B041 is set to be discontinued, with its price rising from approximately 15 yuan to around 30 yuan since May. The last order date is June 30, 2025, and the final shipment date is March 31, 2026 [6][4]. Group 2: Price Trends of Key Components - The LTM4644IY / LTM4644IYPBF voltage regulator has seen a significant drop in demand, with prices falling from 450 yuan in April to about 360 yuan currently [11][10]. - The STM32F103C8T6 MCU remains popular but has experienced a price decline from around 5.5 yuan in April to between 4 and 4.5 yuan this month [14][15]. - The MP9943GQ-Z chip has seen increased demand, with prices rising to approximately 3.5 yuan, surpassing last year's levels [20][19]. - The DDR4 chip H9HCNNNBKMMLXR-NEE has seen a price increase from around 30 yuan to approximately 45 yuan, attributed to reduced production from suppliers [24][23]. - The SE5004L-R RF amplifier has experienced a price surge from about 15 yuan to around 50 yuan, with some quotes exceeding 60 yuan due to high demand and limited supply [26][25]. - The ADL5561ACPZ-R7 amplifier has seen a price decrease from over 60 yuan at the beginning of the year to around 50 yuan [28][27].

如果您希望可以时常见面，欢迎标星收藏哦~ 近年来，模拟芯片市场在全球半导体产业中展现出独特的韧性与活力。作为连接物理世界与 数字系统的核心器件，模拟芯片以"长生命周期、高毛利、弱周期性"的特性，在汽车电子、 工业控制、通信设备等领域占据不可替代的地位。 半导体属于周期性行业，每3-4年一个周期。模拟芯片从22年Q4到24年Q4总共历时8个季度的下行 周期。从科技巨头的财报指引看，当前模拟芯片周期低点已过，有望从25Q1开始进入上行周期， 尤其是随着工业、汽车市场需求持续向好，模拟芯片供应商基本面有望改善。 在此背景下，TI、ST、英飞凌、恩智浦、瑞萨、安森美等国际模拟芯片大厂近期密集发布的最新 季度财报，释放出复杂的市场信号。 综合来看，国际大厂财报揭示了行业两大核心态势：其一，结构性复苏与分化并存，汽车、工业、 AI 等高端领域需求稳健，但消费电子仍处低迷，企业盈利能力分化加剧；其二，供应链与地缘政 治风险升级，关税政策与国产替代倒逼国际厂商调整产能布局。 这些动态不仅勾勒出模拟芯片行业的当前格局，更预示着全球竞争将围绕技术壁垒、供应链韧性与 新兴市场展开新一轮博弈。 模拟大厂财报解读，释放出哪些信号？ T ...