Group 1 - The article discusses the geopolitical tensions surrounding the semiconductor industry, particularly focusing on Taiwan's actions under U.S. pressure regarding companies like Huawei and SMIC [2] - It highlights China's opposition to the politicization of technology and trade issues by the U.S., emphasizing the negative impact of such actions on Taiwan [2] Group 2 - The article promotes a semiconductor forum and encourages readers to join a related WeChat group for further discussions and networking opportunities [3][4]

Core Viewpoint - The semiconductor industry in China is experiencing significant growth in equipment procurement, indicating a strong investment trend among domestic manufacturers [2] Group 1: Equipment Procurement Data - In the past year, Chinese manufacturers purchased semiconductor production equipment worth $49.55 billion, a substantial increase from $36.6 billion in 2023, representing a year-on-year growth of 35% [2] - South Korea, with major players like Samsung Electronics and SK Hynix, ranked second in equipment purchases, totaling $20.47 billion, up from $19.94 billion in 2023, marking a 3% increase year-on-year [2] - North American manufacturers, including Intel, spent $13.69 billion on equipment, an increase from $12.05 billion in 2023, reflecting a 14% year-on-year growth [2] - Japanese manufacturers purchased $7.83 billion worth of equipment, a slight decline of 1% from $7.93 billion in 2023 [2] - European manufacturers saw a significant drop, with purchases totaling $4.85 billion, down 25% from $6.46 billion in 2023 [2]

Core Viewpoint - The article emphasizes the importance of focusing on high-quality information sources in the fragmented era of the semiconductor industry, suggesting that professionals should follow specific WeChat public accounts to stay informed and connected [1]. Group 1: Recommended WeChat Public Accounts - "半导体技术天地" focuses on semiconductor industry technology, technical materials, and expert explanations [3]. - "国芯网" is highlighted as a key platform for semiconductor industry insights [5]. - "全球电子市场" claims to be the leading WeChat public platform in the semiconductor sector, with 500,000 industry professionals already following it [7]. - "半导体行业圈" is described as a community for semiconductor professionals [9]. - "半导体产业联盟" represents a full industry chain alliance in the semiconductor field [11]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for all to join for free [11]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account for further steps [12][14].

Group 1 - The core viewpoint of the article highlights that Unisoc has completed its transformation into a joint-stock company, marking a significant step towards its IPO goal [2] - The company aims to enhance its corporate governance structure and operational performance following the completion of its shareholding reform [2] - Unisoc's recent leadership change with the appointment of Ma Daojie as chairman is focused on accelerating the company's listing process and improving its governance [2][3] Group 2 - The successful progress of the shareholding reform is supported by multiple rounds of equity financing, with a total scale of approximately 4 billion yuan completed in September 2024 [3] - An additional investment of nearly 2 billion yuan was secured in November 2024, aimed at developing new products in 5G, satellite communication, automotive electronics, and smart wearable chips [3] - In total, Unisoc has raised nearly 6 billion yuan within a year, providing substantial financial support for technology research and capacity expansion [3]

据了解，精测半导体成立于2018年7月，主要从事以半导体量检测设备为主的研发、生产和销售，同时 也开发一部分显示和新能源领域的检测设备。 该公司通过自主构建研发团队和引入国产化等手段，实现半导体测试、制程设备的技术突破 及产业化；并倚靠母公司精测电子在平板显示检测领域已经在国内市场取得优秀的市场地 位，提高相关专用设备产品在集成电路市场的竞争力。 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 ↓ ↓ ↓ 3月24日消息，据报道，近日上海精测半导体发生工商变更，新增国家大基金二期等为股 东，同时公司注册资本由13.69亿元增至20.73亿元。 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 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccountry 近一年内，至少5家半导体设备企业被投资。据不完全统计，近10个月来，国家大基金二期 投资了数家半导体设备企业，包括新松半导体、臻宝科技、中安半导体、昂坤视觉等 ...