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联电先进封装,拿下大客户!
国芯网· 2025-07-07 13:48
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 据悉,早在2024年底,联电就携手高通展开HPC进封装合作,锁定AI PC、车用,以及AI服务器市 场。 供应链透露,联电第一批中介层1500电容已通过高通的电性测试,目前开始试产,预计2026年首 季有机会量产出货。业界分析,此次联电通过高通认证的产品采用1500nF/mm^2电容,主要搭配 高通的IC和內存所需要的电容值。 法人指出,先进封装最关键的制程就是需要曝光机台制造的中介层,加上需要超高精密程度的矽穿 孔,让2.5D或3D先进封装堆叠的芯片信号可相互联系,联电则具备生产中介层的机台设备之外,且 早在十年前就已将TSV制程应用超微GPU芯片订单上,等于联电完全具备先进封装制程量产技术的 先决条件,成为获得高通青睐的主要原因。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 7月7日消息,据台媒报道,晶圆代工大厂联电近期积极进军高压制程技术平台,并传出将与英特尔在 12nm制程上的 合作延伸 至6nm的同时 ,还传出已拿下 高通高性 ...
HPC网络瓶颈,何解?
半导体行业观察· 2025-07-06 02:49
来源:内容编译自hpcwire 。 高性能计算 (HPC) 以太网旨在促进计算节点之间的快速通信,最大限度地降低延迟并最大化带宽, 以确保快速可靠的数据传输。尽管近年来数据传输速率有所提高,但技术进步仍在不断突破传统网络 的界限。人工智能工作负载尤其苛刻,严重依赖于稳健、可扩展的网络架构。超级以太网联盟(UEC) 最近通过了超级以太网规范 1.0,确保了基于以太网的通信路径的持续发展,以满足现代人工智能和 HPC 系统的严苛需求。 随着数据量和计算需求的激增,专业人员面临着高昂的运营成本、低下的可扩展性以及意想不到的性 能限制。他们该如何避免日益常见的系统膨胀和瓶颈? 公众号记得加星标⭐️,第一时间看推送不会错过。 HPC 网络的膨胀和瓶颈 面对新出现的瓶颈,企业正在快速扩张,投资新硬件,并增加云计算支出,这导致网络变得过于复 杂,配置过度。关键在于,问题在于访问的便捷性,而非计算速度。 技术进步带来了显著的性能提升。然而,现代硬件无法充分发挥其潜力,因为数据密集型工作负载会 造成性能瓶颈。即使是最强大的组件,如果受到低效存储系统的阻碍,也会受到阻碍。 导致这些代价高昂的问题的关键趋势 在 AI 工作流程中, ...
国产替代+AI双驱动,引领半导体产业核心主线,思特威涨超5%,科创芯片50ETF(588750)收十字星,连续3日获资金净流入超7900万元!
Xin Lang Cai Jing· 2025-07-04 09:49
7月4日,A股市场午后冲高回落,科技股受挫。截至收盘,科创芯片50ETF(588750)收十字星,微跌0.10%。资金持续布局"AI催化+国产替代"双轮驱动的半 导体板块,科创芯片50ETF(588750)已连续3日累计吸金超7900万元! 上证科创板芯片指数(000685)上涨0.06%,成分股拓荆科技(688072)上涨5.78%,思特威(688213)上涨5.36%,峰岹科技(688279)上涨4.78%,华海清科(688120) 上涨3.43%,芯源微(688037)上涨2.28%。 | 序号 | 代码 | 名称 | 申万―级行业 | 涨跌幅 | 成交额 | 估算板重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688981 | 中不国际 | 电子 | -0.51% | 21.66亿 | 10.25% | | 2 | 688041 | 海光信息 | 电子 | 0.15% | 15.15 Z | 9.83% | | 3 | 688256 | 寒武纪-U | 电子 | 0.03% | 31.12亿 | 9.04% | | 4 | 688008 ...
Nano Labs Has Purchased About US$50 Million BNB, Expands Digital Asset Reserves to around US$160 Million
GlobeNewswire News Room· 2025-07-03 12:30
HONG KONG, July 03, 2025 (GLOBE NEWSWIRE) -- Nano Labs Ltd (Nasdaq: NA) (“we,” the “Company” or “Nano Labs”), a leading Web 3.0 infrastructure and product solution provider in China, today announced the purchase of 74,315 Binance Coin (BNB) tokens through the OTC (Over-The-Counter) format at an average price of approximately US$672.45, with a total transaction value of about US$50 million. Following this transaction, the Company’s cumulative reserve of mainstream digital currencies, including Bitcoin and BN ...
台积电分红,人均200万
半导体芯闻· 2025-07-03 10:02
如果您希望可以时常见面,欢迎标星收藏哦~ 来 源: 内容来自半导体芯闻综合 。 台积电分红开奖,受惠去年营收、获利攀新高,员工奖金及分红同步水涨船高。其中,2024年总 计将发出1,405.9亿元,年增幅逾4成,以员工人数7万人计算,平均每人可领超过200万元新台币 (约合人民币50万),并分成去年四包季分红及一大包年分红领取。 随后,陆续有员工分享开奖消息,其中33职等、年资6年的员工表示将拿「1.8M」史上最大包,还 开 心 道 「 M 是 百 万 谢 谢 」 , 换 算 将 可 以 拿 到 180 万 ;32 职 等 、 年 资 5 年 、 考 绩 S+ 的 员 工 也 有 「1.16M」,约116万元。 台积电当时12日董事会核准2024年员工业绩奖金与酬劳(分红)总计约新台币1,405亿9,256万 元,其中员工业绩奖金约新台币702亿9,628万元已于每季季后发放,而酬劳(分红)约新台币702 亿9,628万元将于今年七月发放。 现在,这一切也几乎都符合预期。 而董事长魏哲家也改善员工分红领取制度,将不再与在职状态直接挂钩,现行制度会依在职纪录进 行发放,也造就创新低的离职率。 7月百万分红入帐, ...
中国台湾成熟制程 不跟着拼量
Jing Ji Ri Bao· 2025-07-01 23:16
茂硅明确定位走利基型应用市场,锁定需高弹性与定制化的订单,强化与车用及工控客户的粘性。 联电通过结盟英特尔,在美国携手开发12nm技术,外媒更进一步披露,面对中国大陆成熟制程产能大 战,联电评估进军进先进制程,锁定以6nm技术生产更先进的WiFi、无线射频、蓝牙元件、AI加速器, 汽车使用的核心处理芯片。联电强调,将寻求合作伙伴关係,仍持续探索更先进的制造技术。 世界开拓特殊制程应用,耕耘碳化硅(SiC)及氮化镓(GaN)多年。氮化镓已量产,世界并参与汉磊 私募案,目标2026下半年开始量产8英寸碳化硅(SiC)晶圆制造,初期锁定工控与消费用产品,未来扩 展包括电动车、AI数据中心、绿能等应用。 力积电逐步脱离低毛利制程,寻求高附加价值的产品线。力积电董事长黄崇仁先前表示,2019年起即布 局Wafer-on-Wafer(WoW)3D堆叠技术,特别适用于边缘AI、车用电子与高性能计算(HPC)领域。 中国大陆晶圆代工厂大举新建产能,但中国台湾厂不跟着拼量。龙头台积电以先进制程独霸全球,通吃 苹果、AMD、英伟达、高通等国际大厂最先进芯片代工订单;联电、世界、力积电、茂硅等成熟制程 晶圆代工厂则与国际大厂联盟或 ...
Industry First -- Supermicro Systems Certified by Intel for an Immersion Cooling Solution
Prnewswire· 2025-06-30 20:05
Supermicro's BigTwin® Multi-Node Server with 5th Gen Intel® Xeon® Scalable Processors is now certified by Intel Server system design supports OCP immersion guidelines that enables industry-wide compatibility SAN JOSE, Calif., June 30, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing an industry immersion cooling certification for Supermicro's BigTwin Server with 4th and 5th Gen Intel Xeon Scalable Processors from ...
APLD Stock Significantly Beats Industry So Far in June: Is It a Buy?
ZACKS· 2025-06-30 13:25
Key Takeaways Applied Digital Corporation's (APLD) shares have surged 52% so far in June, significantly outperforming the Financial - Miscellaneous Services industry's increase of 9.3%. The upside can be attributed to the rising demand for AI services as well as the company's progress with its infrastructure. APLD recently entered into two approximately 15-year lease agreements with the AI hyperscaler, CoreWeave. Moreover, calendar-year first-quarter earnings commentary by industry leaders, including Micros ...
Sonim Technologies Confirms Receipt of Unsolicited, Non-Binding Proposal from Orbic North America, LLC
Newsfile· 2025-06-27 13:25
No stockholder action required at this timeSan Diego, California--(Newsfile Corp. - June 27, 2025) - The Special Committee of the Board of Directors (the "Special Committee") of Sonim Technologies, Inc. (NASDAQ: SONM), formed to oversee the Company's ongoing strategic alternatives process, today confirmed receipt of an unsolicited, non-binding proposal from Orbic North America, LLC to acquire substantially all of Sonim's operating assets for $25 million. The proposal, dated June 26, 2025, represented that ...
HIVE Digital Technologies grows Bitcoin production, HPC business during 2025
Proactiveinvestors NA· 2025-06-26 12:42
Company Overview - Proactive is a provider of fast, accessible, informative, and actionable business and finance news content aimed at a global investment audience [2] - The company operates with a focus on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5] Content Production - The news team at Proactive delivers unique insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - The content produced is designed to excite and engage motivated private investors [3]