如果您希望可以时常见面，欢迎标星收藏哦~ 台积电于周二宣布，已向中国台湾地区智慧财产及商业法院对其前资深副总裁罗维仁提起诉 讼。罗维仁在台积电任职 21 年期间，主导了该公司 5 纳米、3 纳米及 2 纳米等尖端制程芯片 的量产工作，退休后于 10 月加盟英特尔。值得注意的是，2004 年加入台积电之前，罗维仁曾 在英特尔任职 18 年。 台积电在声明中称："有高度可能性表明，罗维仁向英特尔使用、泄露、披露或转移了台积电的 商业机密及保密信息，因此采取法律行动实属必要。" 参参考考链链接接 美 国芯片巨 头 英 特 尔 于 周 四 否认了台积电提出的指控，台积电 称 其 前 高 管 罗 维 仁 （ Wei-Jen Lo）在加盟英特尔后泄露了该公司的商业机密。 英特尔在电子邮件声明中表示："根据我们所掌握的全部信息，没有理由相信涉及罗先生的相关 指控具有任何依据。" 罗维仁暂未回应置评请求。 英特尔强调，公司制定了严格的政策与管控机制，明确禁止使用或转移任何第三方机密信息及 知识产权。该公司表示："我们对这些承诺秉持严肃态度。" 这家美国芯片制造商指出，已正式欢迎罗维仁回归，并强调其在半导体行业以诚信、领导力及 ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index rising by 0.29% to close at 3875.26 points, while the Shenzhen Component Index fell by 0.25% to 12875.19 points. The ChiNext Index decreased by 0.44% to 3031.3 points, and the Sci-Tech 50 Index dropped by 0.33% to 1310.7 points. Overall, 2786 stocks rose, 2445 fell, and 217 remained unchanged, with a total trading volume of 17098 billion yuan, down by 736 billion yuan from the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, light industry manufacturing, basic chemicals, petroleum and petrochemicals, and coal sectors led the gains, with increases of 1.09%, 1.01%, 0.90%, and 0.80% respectively. Conversely, the comprehensive, media, retail, and computer sectors experienced the largest declines, with decreases of 2.34%, 1.40%, 1.20%, and 0.82% respectively [1][2]. Concept Sector Performance - The concept sectors that performed well today included lithium battery electrolytes, consumer electronics OEM, solid-state batteries, sodium-ion batteries, HBM, lithium battery cathodes, power batteries, TWS headsets, optical modules (CPO), lithium batteries, lithium iron phosphate batteries, lithium battery anodes, phosphorus chemicals, analog chips, and copper-clad laminates. In contrast, sectors such as cultivated diamonds, Hainan Free Trade Port, Xiaohongshu platform, SPD, and cross-strait integration saw corrections [2].

Market Overview - The three major A-share indices opened mixed on November 27, with the Shanghai Composite Index rising by 0.29% to 3875.26 points, while the ChiNext Index fell by 0.44% to 3031.3 points [3] - A total of 2786 stocks rose while 2445 stocks fell across the exchanges, with a total trading volume of 17098 billion yuan, down from 17833 billion yuan the previous trading day [4] Sector Performance - The electrolyte and solid-state battery concepts rebounded, while the basic chemical sector showed strength with several stocks hitting the daily limit [6] - The media sector experienced significant declines, with stocks like Huayi Brothers and Shanghai Film dropping over 4% [6] - The real estate sector continued to struggle, with Vanke A falling over 7% and other major players also declining [7] Investment Sentiment - Analysts from Zhongyuan Securities noted that the A-share market is entering a phase of valuation recovery and development, with expectations for the Shanghai Composite Index to stabilize around 4000 points [8] - Guohai Securities emphasized that the A-share market remains in a long-term slow growth trend supported by policy measures, while overseas market uncertainties increase [9] - Morgan Stanley's chief strategist expressed cautious optimism about the Chinese market, highlighting the potential for increased foreign investment and the importance of fiscal policy support [9]

Market Overview - The Shanghai Composite Index rose by 0.29%, while the ChiNext Index experienced a decline of 0.44% after initially rising over 2% in the morning [1] - The total market turnover was 1.70 trillion yuan, a decrease of 93.5 billion yuan compared to the previous day [1] - Over 2400 stocks in the market saw a decline [1] Sector Performance - The electrolyte and solid-state battery concepts rebounded, with active performance in the HBM and consumer electronics sectors [1] - The Shaanxi state-owned assets and commercial aerospace concepts gained momentum in the afternoon [1] - The CPO concept experienced a pullback, while sectors such as cultivated diamonds, AI applications, Hainan, and Fujian collectively declined [1] ETF Performance - Cross-border ETFs showed strength, with E Fund's Brazil ETF, Huaxia Fund's Brazil ETF, and Harvest Fund's S&P Biotechnology ETF rising by 3.17%, 2.64%, and 2.58% respectively [1] - Haitong Securities' China-Korea Semiconductor ETF increased by 2.08% [1] - The chemical sector also performed well, with E Fund's Chemical Industry ETF and Fortune Fund's Chemical 50 ETF rising by 1.72% and 1.4% respectively [1] - The new energy sector saw gains, with Penghua Fund's Sci-Tech New Energy ETF and E Fund's Sci-Tech New Energy ETF increasing by 1.6% and 1.42% respectively [1] Declines in Specific Sectors - The AI application sector faced declines, with E Fund's Software ETF, Online Consumption ETF, and Film & Television ETF dropping by 1.9%, 1.69%, and 1.63% respectively [1] - Hong Kong stocks also fell, with the Hong Kong Stock Connect Technology ETF and Hong Kong Medical ETF decreasing by 1.54% and 1.52% respectively [1]

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 。 针对某近期出版新书的新闻,ASML发表声明称： 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 推荐阅读 全球市值最高的10家芯片公司 ASML注意到近期一本以荷兰语出版、聚焦公司内容的新书引发了媒体关注。ASML不认可该书的 内容。 在该书出版前，我们已通过书面形式明确告知作者，书中多处陈述存在严重不实，并对ASML声誉 造成损害。我们保留采取进一步行动的权利。 书中任何关于ASML曾向任何政府提出"代其行事"的所谓提议，均与事实不符并具有严重误导性。 同样，任何声称ASML有意或曾经有意违反荷兰、美国或任何其他政府相关协议的说法，也均不属 实。 ASML始终遵守所有适用于其业务经营的法律法规，并在相关出口管制规定范围内开展业务。 全球市值最高的10家芯片公司 喜欢我们的内容就点 "在 ...

《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 前言 ①人形机器人+灵巧手，项目集中在灵巧手部件，已实现海外批量出货，国内对接客户超30家，这家公司 四季度订单仍在加速，正积极扩产。 ②HBM+半导体设备，设备通过HBM先进封装工艺验证并批量销 售，客户基本覆盖国内主要HBM厂商，这家公司细分设备打破国外垄断。 ...

Group 1 - The core viewpoint of the article is that Applied Materials has issued a clarification statement regarding recent media reports that inaccurately described its business situation in China, emphasizing its commitment to providing high-quality products and services while adhering to applicable laws and regulations [1] - Over the past 12 months, changes in U.S. trade rules have reduced the market size for U.S. companies operating in China, but Applied Materials does not expect significant changes in market restrictions by 2026 [1]

Core Insights - The event held on November 19 in Wuxi focused on high-quality development paths for the integrated circuit industry, emphasizing collaboration and resource sharing among key players in the sector [1][4] - Jiangsu's integrated circuit industry has maintained its position as the largest in China, with Wuxi, Nanjing, Suzhou, and Nantong forming differentiated industrial clusters [2] Industry Performance - In the first three quarters of this year, China's integrated circuit production reached 381.9 billion units, an increase of 8.6%, while exports totaled 265.3 billion units, growing by 20.3% [2] - The integrated circuit sector is the largest in terms of import and export for Jiangsu province, highlighting its significance in the national economy [2] Investment and Development - Six key integrated circuit projects were signed at the event, with a total investment of 2.6 billion yuan, covering semiconductor equipment, materials, and components [3] - Wuxi has established a complete industrial chain encompassing design, manufacturing, testing, and materials, with over 600 companies contributing to a revenue of 114.5 billion yuan in core sectors [2][3] Future Focus - Wuxi aims to address critical weak links in the industry, such as photolithography and electronic measurement equipment, while advancing cutting-edge technologies like Chiplet and HBM [2] - The event facilitated a platform for effective communication and collaboration among integrated circuit enterprises, promoting deep integration of industry, academia, and research [4]

Group 1 - The core viewpoint is that Xiaomi's President, Lu Weibing, indicated that the rising memory costs are a long-term trend driven by increased demand for HBM due to AI, rather than traditional cyclical fluctuations in the smartphone and laptop industries [1] - Lu Weibing mentioned that due to the rising storage costs, Xiaomi smartphones may see price increases next year [1]

Core Insights - Despite a strong Q3 2025 financial report, Xiaomi Group's stock price continues to face pressure, dropping over 30% since its peak in June 2025 [1] Financial Performance - Xiaomi reported Q3 revenue of 113.1 billion RMB, a year-on-year increase of 22.3%, marking the fourth consecutive quarter exceeding 100 billion RMB [4] - Adjusted net profit reached 11.3 billion RMB, a significant year-on-year increase of 80.9%, setting a historical high [4] - As of September 30, 2025, cash and cash equivalents stood at 35.5 billion RMB, with total cash reserves at 236.7 billion RMB [4] Business Highlights - The automotive and AI sectors emerged as key growth areas, with revenue from these segments reaching 29 billion RMB, a year-on-year increase of over 199%, including 28.3 billion RMB from automotive sales [4] - Xiaomi delivered a record 108,796 new vehicles in Q3, with an annual delivery target of 350,000 vehicles expected to be met [4] Challenges and Outlook - The company anticipates challenges in 2026, particularly regarding automotive gross margins, which may decline due to reduced purchase tax subsidies and increased competition in the automotive sector [6] - The gross margin for Xiaomi's smart electric vehicles and AI innovation business was reported at 25.5% for Q3 [6] - In the smartphone segment, revenue was 46 billion RMB, with global shipments reaching 43.3 million units, reflecting a year-on-year growth of 0.5% [6] - The company is addressing rising memory prices, attributed to increased demand from AI, by securing supply agreements for 2026 and considering price adjustments and product upgrades to manage cost pressures [6]