Group 1: Financial Performance - In 2024, the company achieved a revenue of CNY 3.338 billion, a year-on-year increase of 25.14%, and a net profit of CNY 521 million, up 134.54% year-on-year [1] - The semiconductor business has become a key driver for both revenue and net profit growth, with significant sales in CMP polishing materials and semiconductor display materials [1][2] - The company's cost control measures have improved profitability and operational efficiency, contributing to enhanced management effectiveness [1] Group 2: Market Position and Competitive Advantage - The company has established strong core competencies in the semiconductor materials sector, including technology integration, independent application evaluation, supply chain autonomy, and intellectual property management [2] - The semiconductor segment's revenue reached CNY 1.52 billion in 2024, reflecting a 77.40% year-on-year growth, and is expected to continue increasing its share of total revenue [5] - The company is positioned to benefit from the growing demand in the semiconductor industry driven by AI, automotive growth, IoT expansion, and 5G/6G technology deployment [5] Group 3: Research and Development - In 2024, the company plans to invest CNY 462 million in R&D, a 21.01% increase from the previous year, representing 13.86% of total revenue [3] - The focus of R&D will be on CMP polishing liquids, high-end wafer photoresists, and advanced packaging materials, with an emphasis on AI technology to enhance efficiency [3][4] - The company aims to attract and retain high-end technical talent through team development and incentive mechanisms [4] Group 4: Future Outlook and Strategic Plans - The company is committed to expanding its semiconductor materials business and increasing its market share in response to evolving trade conditions and customer demands [5][6] - The construction of a new production line for high-end photoresists is progressing as planned, with a target capacity of 300 tons per year [8] - The company is exploring diversification into new business areas while maintaining a focus on semiconductor innovation materials [11]

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high tariffs have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, particularly in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, remains dominant in upstream semiconductor equipment and materials, with Japanese companies leading in three out of five categories in a new survey on semiconductor materials for 2024 [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with leading Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. - The semiconductor materials and equipment market is relatively small with lower profit margins, but it requires high technical expertise, which Japan excels in due to its "artisan spirit" and emphasis on foundational research [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry, being one of the most influential semiconductor industrial exhibitions globally [5]. - The upcoming SEMICON Japan 2025 will feature participation from over 1,100 companies and organizations from 35 countries, with a significant number of local Japanese enterprises [5]. Business Exploration - The company plans to organize a six-day business exploration trip to Japan, focusing on SEMICON Japan 2025 and visiting notable semiconductor companies and universities to uncover opportunities within the Japanese semiconductor sector [5][9]. - The itinerary includes networking events to facilitate collaboration between Japanese companies and international participants, enhancing industry connections [7][8]. Experience and Optimization - The company has extensive experience in organizing overseas business explorations, having led over 100 executives to various countries for industry insights and networking since early 2018 [10]. - Continuous optimization of the exploration itinerary is based on feedback and experiences from previous trips, ensuring a rich and professional experience for participants [10].

Core Insights - The global semiconductor industry is undergoing rapid restructuring, with Longgang, Shenzhen, aiming for a semiconductor industry scale of 250 billion yuan by 2025, targeting a 40% share from the region [1] - Longgang has established a collaborative innovation ecosystem, forming a complete industrial chain that includes IC design, manufacturing, packaging, testing, equipment, materials, and platforms [1] Group 1: Industry Development - Longgang has created four major integrated circuit industrial bases, including Bantian, Baolong, Longcheng, and Pinghu, which collectively host over a thousand technology companies [1] - The region is focusing on third-generation semiconductors, AI chips, and sensors, leveraging a dual-driven approach of "innovation + scenarios" to build a technological moat [1] Group 2: Technological Innovations - The world's first automotive-grade UWB chip, developed by Nuri Chip Technology, achieves a distance measurement accuracy of ±1 cm and is integrated into smart cars and AR/VR applications [2] - The DeepEdge10 series chip, designed with a unique "computing block" concept, is expected to see an 81% revenue growth in 2024, with applications in over a thousand scenarios including government and transportation [3] Group 3: Policy and Talent Support - Longgang's semiconductor industry growth is supported by a combination of policies, scenarios, and talent acquisition, including the "Shenzhen Longgang Talent Program" to attract high-end talent [4] - A 5 billion yuan integrated industry fund and computing power planning provide comprehensive support for enterprises from laboratory to market [4] - The establishment of an IC testing center and design platform aims to create a full-cycle service system for the semiconductor industry [4]

Core Viewpoint - In April, South Korea's exports reached a historical high of $58.21 billion, marking a year-on-year increase of 3.7%, while imports decreased by 2.7% to $53.32 billion, resulting in a trade surplus of $4.88 billion [1][2]. Group 1: Export Performance - South Korea's exports have shown positive growth for three consecutive months, driven primarily by semiconductor shipments, which increased by 17.2% year-on-year to $11.7 billion, setting a record for April [1][2]. - The export of automobiles decreased by 3.8% year-on-year, yet still reached $6.5 billion, the highest monthly export figure for the year so far, indicating resilient overall demand [1][2]. - Agricultural and marine product exports reached $1.1 billion, achieving the highest monthly export record for this category, influenced by the global popularity of Korean food (K-food) [1]. Group 2: Import Trends - Total imports in April amounted to $53.32 billion, reflecting a year-on-year decline of 2.7%, with energy imports dropping by 20.1% to $10 billion [2]. - Non-energy imports, including semiconductor manufacturing equipment, grew by 2.4% to $43.4 billion, with semiconductor manufacturing equipment alone increasing by 18.2% [2]. Group 3: Trade Surplus and Market Insights - The trade surplus for April reached $4.88 billion, an increase of $3.6 billion compared to the same month last year, with a cumulative trade surplus of $12.2 billion for the first four months of the year, up by $2.3 billion year-on-year [2]. - The Korean Trade Minister highlighted that despite a decline in exports to the U.S., strong performance in other major markets has helped maintain a positive growth trend [2].

Group 1: Event Overview - The event "SEMICON Japan 2025" will take place from December 16 to 21, organized by Chip Superhero, focusing on exploring opportunities in the Japanese semiconductor industry [1][122] - Participants will visit renowned semiconductor companies and universities in Japan to gain insights into the industry [1][125] Group 2: Semiconductor Equipment Companies - Tokyo Precision (ACCRETECH) offers a diverse range of semiconductor manufacturing solutions, including measurement and packaging equipment [1] - Advantest specializes in automatic test equipment (ATE) widely used in semiconductor packaging and testing [2] - AMAYA manufactures APCVD equipment and semiconductor photomask cleaning agents, having acquired TOMCO MFG's equipment business in 2019 [3] - APIC YAMADA focuses on semiconductor manufacturing equipment, including molding and automation devices [4] - DISCO is a key supplier of cutting, grinding, and polishing equipment for semiconductor backend manufacturing, holding a leading position globally [22] Group 3: Semiconductor Material Companies - Shin-Etsu Chemical is one of the largest semiconductor silicon wafer manufacturers globally, with a leading market share in PVC and semiconductor silicon [76] - Sumco, established in 1999, is the second-largest semiconductor silicon wafer manufacturer, focusing on 12-inch wafers [77] - JSR Corporation holds significant market shares in rubber, plastic materials, and especially in photoresists and LCD materials [78] - Tokyo Ohka Kogyo is a leading global supplier of semiconductor photoresists, with various products holding the top market shares in their respective categories [80] - Sumitomo Bakelite is a leading company in the semiconductor packaging materials sector, particularly in epoxy molding compounds [82] Group 4: Event Highlights and Activities - The event will focus on the latest trends in the Asian semiconductor industry and provide opportunities for networking and business interactions [125] - Participants will have the chance to attend a networking dinner and visit local semiconductor companies and universities for in-depth discussions [125][126] - The itinerary includes visits to significant cultural sites in Japan, enhancing the overall experience for attendees [126]

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 ↓ ↓ ↓ 第一步：扫描下方二维码，关注国芯网微信公众号。 对此，英伟达方面回应 ："这些说法没有任何依据。将毫无根据的主张和猜测作为事实发表是不负责任的 。" 在H20被禁止对华出口之后不仅，今年4月17日，英伟达公司首席执行官黄仁勋奔赴北京与中国贸促会会长任鸿斌举行会谈。 黄仁勋在一再强调英伟达与中国30年的关系，公开承认中国对英伟达的重要性，并表示"我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地 服务中国市场。" ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 4月30日消息，之前外界传闻称，英伟达为了脱离美国监管，将在中国业务单独拆分以便芯片敞开卖的，对此官方正式回应。 据报道，在美国限制英伟达H20对华出口之际，英伟达为了维护其在中国市场的CUDA生态地位，正在低调地启动"B计划"，即考虑在中国设立合资企 业，并可能为未来将中国业务单独拆分做准备。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜ ...

TSS 2025 2025年 6月10日（周二） ，Tr endFor c e集邦咨询将在深圳举办" 2025集邦咨询半导体产业高层论坛 （Tr endFor c e Semi conduc tor Semina r 2025）"。 本次将特别邀请Tr endFor c e集邦咨询资深分析师团队等重要嘉宾发表主题演讲，全方位探讨半导体产 业现状与未来，并为业界高层提供前瞻性战略规划思考与现场深度交流平台。本次会议为主要面向产 业链高层的精品会议，行业精英云集，全程干货分享交流，敬请期待！ 会议亮点 TSS2025 6+ 场嘉宾干货分享 Tr endFor c e集邦咨询资深专业分析师团队全方位探讨半导体产业现状与未来，全程干货满满! 25+年行业研究积累 AI关联领域趋势解析 深度剖析人工智能AI浪潮下，IC设计、制造、封测等半导体上下游产业链关键环节市场趋势与技术走 向。 分析师1v1交流（提前预约） 根据业务需求，与行业资深分析师进行1v1深入交流，获取针对性的解决方案和战略建议。(请联系工 作人员提前预约） 25年半导体产业沉淀积累，专注于存储市场及半导体全产业链市场研究，覆盖存储相关市场及上游晶 圆代 ...

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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 ↓ ↓ ↓ 4月25日消息，近日联电财务长刘启东在回应美国加征关税影响时表示，联电当前订单动能没有受到影 响，联电除了在中国台湾之外，在日本、新加坡及中国大陆等地都设有厂区，加上客户群丰富，后续又 有与英特尔合作的12nm制程开发案，代表后续又有美国生产基地加入运营行列，公司将能有效应对未 来运营变化。 刘启东强调，现阶段市场不确定性相当高，因此对于下半年运营能见度仍相当有限，后续亦将视市场需 求状况，调整未来运营预测。 刘启东预计，全球整体成熟制程市场产值将年增个位数水准，由于新加坡第三期新厂即将进入试产阶 段，以及已经量产的南科12AP6厂产能加持，研判联电全年增长动能可望超越整体市场平均水准。 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 文章内容整理自网络，如有侵权请联系沟通 另外，刘启东在回应联电与格罗方德合并传言时称，目前没有任何并购案进行中，合作形式并不一定是 并购，公司可通过多种合作 ...

Financial Performance - The company reported a basic earnings per share of -0.3800 yuan for 2024, an improvement of 44.93% compared to -0.6900 yuan in 2023 [1] - The net profit for 2024 was -1.67 billion yuan, showing a 45.42% increase from -3.06 billion yuan in 2023 [1] - Operating revenue increased by 20.72% to 6.41 billion yuan in 2024 from 5.31 billion yuan in 2023 [1] - The return on equity was -4.99% in 2024, an improvement from -8.20% in 2023 [1] Shareholder Structure - The top ten unrestricted shareholders collectively hold 20,029.62 million shares, accounting for 45.31% of the circulating shares, with an increase of 15,074.56 million shares compared to the previous period [1] - New significant shareholders include Dongfang Hengxin Group with 14,705.28 million shares (33.25%) and Suzhou Dongxin Kechuang Equity Investment Partnership with 2,250.00 million shares (5.09%) [2] - Several funds exited the top ten shareholders, including Zhuhai Hengqin Zhongjin Fengtai Equity Investment Partnership and Hong Kong Central Clearing Limited [2][3] Dividend Policy - The company has decided not to distribute dividends or increase capital [4]