Core Insights - CT Group is celebrating its 33rd anniversary and has outlined significant plans for the next three years, including the launch of an IoT chip designed by Vietnamese engineers [1][3] - The company is establishing a chip design cluster focused on AI, IoT, UAV, defense, and 5G/6G applications, ensuring autonomy in chip development through proprietary IP technology [1][3] - CT Group aims to achieve full integration of the semiconductor industry chain by 2030, including design and testing, while proposing government investment in lithography equipment [3][4] Market Advantages - CT Group holds a strong market position in UAV, IoT, near-space economy, and defense sectors, with a smart city ecosystem that requires AI and IoT chips [4] - The company benefits from a diverse global network and has established partnerships with top universities to cultivate talent in semiconductor design [4][5] Infrastructure and Strategic Advantages - The project is supported by CT Group's ecosystem, which includes research centers, production bases, and training institutions, with existing capabilities in chip packaging and testing [5] - The company has made long-term investments in the semiconductor industry, aligning with government strategies for technology development in communication, AI, IoT, UAV, and 5G/6G [5] - CT Group has the capability to design complex chips using advanced 2nm CMOS technology, which is critical for various industries including healthcare, defense, smart agriculture, and smart devices [5] Additional Initiatives - CT Group has proposed April 30, 2025, to be recognized as Vietnam Semiconductor Day, symbolizing national unity in a new development phase [6]

Group 1 - The core point of the article is the significant new free trade agreement between China and Serbia, which establishes a zero-tariff status for 95% of import and export goods, enhancing economic exchanges between the two countries [8][10]. - The agreement is expected to boost Serbia's economic growth by increasing the competitiveness of its products in the Chinese market, facilitating smoother trade relations [10]. - The article highlights a surprising shift in the UK’s stance towards China, as former Prime Minister Tony Blair expressed a desire to strengthen economic cooperation with China during his recent visit [12][14]. Group 2 - The UK’s change in attitude is attributed to internal pressures, including energy supply challenges and high inflation, prompting the government to seek economic growth opportunities, particularly from China [14][15]. - The article discusses the broader context of US-UK relations, noting that the US is currently facing significant domestic and international challenges, limiting its ability to intervene in the UK's foreign policy decisions [15][21]. - The cooperation between China and Serbia, along with the UK's potential engagement with China, reflects a global trend towards seeking strategic partnerships for economic recovery and development [21][23].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 scitechdaily，谢 谢 。 此外，高级驾驶辅助系统在提升道路安全和工业自动化效率方面也拥有巨大潜力。6G 应用潜力无 穷，唯有人类的想象力才能发挥其最大作用。因此，我们创新的半导体发现令人振奋，并将有助于快 速、大规模地推动这些发展。 人们普遍认为，从 5G 迈向 6G 需要半导体技术、电路、系统和相关算法的重大升级。例如，其中的 关键半导体元件——由氮化镓 (GaN) 材料制成的射频放大器——必须显著提高速度、产生更大功率 并提高运行可靠性。 释放下一代放大器的力量 未来半导体器件的艺术图像，该器件将有助于实现6G技术。图片来源：布里斯托大学 布里斯托大学的一个团队开发了 SLCFET，这是一种突破性的晶体管结构，利用 GaN 材料中的锁存 效应来提高速度和功率，推动 6G 的未来发展。 自动驾驶汽车可以消除交通拥堵，足不出户即可立即获得医疗诊断，或者感受到远在大洲彼岸的亲人 的触摸，这些听起来可能像是科幻小说。 然而，得益于半导体技术的突破性突破，布里斯托大学牵头并发表在《自然电子》杂志上的一项新研 究可能会使这些可能性更接近现实。 ...

Core Viewpoint - The article discusses a breakthrough in semiconductor technology developed by a team at the University of Bristol, which could significantly enhance the capabilities of 6G technology, enabling faster data transmission and a range of advanced applications in various fields [4][5][7]. Group 1: Technological Breakthrough - The University of Bristol has developed a new transistor structure called SLCFET, utilizing the latching effect in GaN materials to improve speed and power, which is essential for the future of 6G technology [4][5]. - The research published in "Nature Electronics" indicates that this innovation could lead to massive data communication capabilities, essential for future concepts like autonomous vehicles and remote medical diagnostics [4][5]. Group 2: Potential Applications - The advancements in semiconductor technology could lead to significant improvements in healthcare through remote diagnostics and surgeries, as well as virtual classrooms and tourism experiences [5][7]. - Enhanced driving assistance systems could improve road safety and industrial automation efficiency, showcasing the vast potential of 6G applications [7][9]. Group 3: Performance Enhancements - A new architecture tested by an international team has significantly improved the performance of GaN amplifiers, leveraging the latching effect to enhance RF device performance [9][11]. - The SLCFET technology employs over 1000 fins, each less than 100 nanometers wide, to drive current, achieving peak performance in the W-band frequency range (75 GHz to 110 GHz) [9][11]. Group 4: Future Directions - The next steps involve increasing the power density of these devices to provide higher performance and broader service capabilities, with industry partners working to commercialize these next-generation devices [12][13]. - The research team is focused on ensuring the reliability of the latching effect in practical applications, with ongoing rigorous testing showing no adverse effects on device reliability or performance [11][12].

6月5日，马来西亚投资、贸易及工业部副部长刘镇东（Liew Chin Tong）在上海参加渣打银行举办的年 度企业峰会时接受媒体采访表示，马来西亚致力于推动经济的"第二次起飞"，中国是马来西亚的最大贸 易伙伴和重要的投资来源国，期待与中国高端科技企业建立更紧密的合作关系。在同一场采访会上，渣 打银行马来西亚首席执行官麦俊彦（Mak Joon Nien）表示，马来西亚市场对人民币的使用显著增加， 中马合作拥有巨大的发展空间。 据了解，今年渣打银行年度企业峰会的主题为"聚势东盟，驭变共赢"，聚焦中国与东盟的广泛合作。另 据外交部官网，2025年4月，中马两国领导人共同见证中马双方交换30多份双边合作文本，涵盖三大全 球倡议合作、"儒伊文明对话"、数字经济、服务贸易、"两国双园"升级发展、联合实验室、人工智能、 铁路、知识产权、农产品输华、互免签证、大熊猫保护等领域。双方发表《中华人民共和国和马来西亚 关于构建高水平战略性中马命运共同体的联合声明》。 马来西亚期待与中国高科技企业密切合作 中国基金报：请简单介绍马来西亚在投资和贸易方面的现状？ 刘镇东：我们致力于推动国家经济的"第二次起飞"。今年恰逢马来西亚担任东盟 ...

在碎片化的时代里 收获满满？ 2025年，半导体人只需关注5个公众号 半导体技术天地 ID：ic2018ic 半导体论坛 振兴国产半导体产业！ 信息爆 炸的时代 更需要断舍离 如何更加高效的获取高质量的信息 ▲长按二维码"识别"关注 专注半导体产业技术，技术资料，专家讲解。欢迎关注! ↓↓↓值得您的关注↓↓↓ 国芯网 ID：CSF211ic ▲长按二维码"识别"关注 半导体行业第一的微信公众平台，50万的从业人员都已关注！ ↓↓↓值得您的关注↓↓↓ 全球电子市场 ID：xinlun99 ▲长按二维码"识别"关注 ▲长按二维码"识别"关注 芯媒评论，请关注！ ↓↓↓值得您的关注↓↓↓ 半导体行业圈 ID：ic211ic 半导体行业圈，半导体人自己的圈子，请关注！ ↓↓↓值得您的关注↓↓↓ ***************END************** * 半导体论坛微信群 8万人在群，所有微信群免费开放！ 加群步骤： 半导体产业联盟 ID：icchinaunion ▲长按二维码"识别"关注 半导体全产业链联盟，请关注！ 投稿 或 商务合作 请 联系 iccountry 有偿新闻爆料 请添加 微信 iccoun ...

Group 1 - The China Securities Regulatory Commission disclosed the initial public offering and listing guidance report for Chengdu Super Pure Materials Co., Ltd. (referred to as Chengdu Super Pure), with Huatai United Securities as the listing advisory institution [1] - Chengdu Super Pure, established in 2005, is located in Chengdu Shuangliu Airport Development Zone, with over 10,000 square meters of R&D and manufacturing space, focusing on semiconductor etching devices, high-power laser devices, and special ceramics as a national high-tech manufacturing enterprise [1] - The company has independent intellectual property rights and has developed various processes, including advanced surface treatment processes for semiconductor etching devices and MOCVD devices, purification processes achieving material purity above 5N, and advanced ceramic production processes for high-density carbide and nitride ceramics [1] Group 2 - Chengdu Super Pure has completed four rounds of financing, including angel round financing in 2022 with participation from Novartis Capital, Zhenghai Capital, and Guotou Venture [1] - In 2024, the company conducted three rounds of financing (A, B, and B+ rounds), with investors including Zhenghai Capital, Xinxin Venture Capital, BYD, Cornerstone Capital, Woyan Capital, Huatai Zijin Investment, TCL Venture Capital, Chip Dynamics Investment, Fengnian Capital, Zesen Qingquan, Shangqi Capital, and Jianxin (Beijing) Investment, with BYD being the sole investor in the B round [1] Group 3 - The current equity structure shows that Chai Jie controls 49.11% of the voting rights, being the controlling shareholder and actual controller of the company; Chai Jie's brother, Chai Lin, directly holds 20.99% of the shares, acting in concert with Chai Jie, together controlling approximately 70% of the shares [2]

Core Viewpoint - The article emphasizes the strength and growth potential of the U.S. semiconductor industry, highlighting the need for policymakers to implement robust measures to promote industry growth and technological innovation [1]. Group 1: Industry Overview - The global semiconductor sales have increased from $139 billion in 2001 to an estimated $630.5 billion in 2024, with a compound annual growth rate (CAGR) of 6.8% [11]. - The U.S. semiconductor industry regained its global market leadership in 1997, maintaining a market share of 50.4% as of now, after experiencing a significant loss in the 1980s [13]. - U.S. semiconductor companies' sales rose from $71.1 billion in 2001 to $318.2 billion in 2024, reflecting a CAGR of 6.7% [16]. - In 2024, U.S. semiconductor exports reached $57 billion, ranking sixth among all U.S. exports [21]. Group 2: Global Market Dynamics - The demand for semiconductors is primarily driven by consumer products such as laptops, smartphones, and automobiles, with increasing demand from emerging markets in Asia, Latin America, Eastern Europe, and Africa [24]. - The Asia-Pacific region is the largest semiconductor market, with China being the largest single-country market, accounting for nearly 46% of the Asia-Pacific market and 24% of the global market [28]. Group 3: Capital Expenditure and R&D Investment - In 2024, U.S. semiconductor companies invested a total of $119.5 billion in R&D and capital expenditures, with a CAGR of approximately 6.4% from 2001 to 2024 [31]. - The average annual capital expenditure as a percentage of sales has remained between 10% and 15% over the past 20 years, indicating the capital-intensive nature of the industry [39]. - R&D spending in the U.S. semiconductor industry has a CAGR of approximately 7.5% from 2001 to 2024, with total R&D investment reaching $70 billion in 2024 [40]. Group 4: Employment Impact - The U.S. semiconductor industry directly provides 345,000 jobs and supports over 1 million indirect jobs, resulting in nearly 2 million additional jobs created [49]. Group 5: Productivity - Since 2001, labor productivity in the U.S. semiconductor industry has more than doubled, with per capita sales revenue exceeding $744,000 in 2024 [51].

Investment Rating - The report maintains a "Buy" rating for AMEC, with a 12-month price target of Rmb275, indicating an upside potential of 58.8% from the current price of Rmb173.13 [12]. Core Insights - AMEC is positioned as a key supplier in the semiconductor equipment industry, focusing on etching and metal-organic chemical vapor deposition (MOCVD) equipment. The company is expanding its product lineup to include advanced etchers and deposition tools, which are expected to drive growth [9][10]. - The management is optimistic about the growth in China's semiconductor equipment demand and plans to continue investing in R&D and capacity expansions to leverage market opportunities [1][9]. Summary by Sections R&D and Product Expansion - AMEC is committed to continuous R&D spending, focusing on product expansions in etching, deposition, EPI, and advanced packaging tools. The CCP etcher's aspect ratio has improved from 60:1 to 90:1, and the company has over 40 deposition tools in the R&D pipeline [2][8]. Employee Efficiency - The total number of employees has increased by an average of 22% year-over-year since 2016, reaching 2,480 by 2024. The average sales per employee have exceeded Rmb4 million, up from Rmb3.5 million in 2022, indicating improved operational efficiency [3][4]. Capacity Expansion - AMEC's factory size was 348,000 square meters in 2024, expected to grow to 453,000 square meters in 2025 with the new headquarters. By 2028, the company anticipates reaching over 750,000 square meters of total factory space, significantly expanding its production capabilities [4][8]. Market Position and Valuation - AMEC is trading below its historical average 12-month forward P/E ratio, suggesting an attractive valuation. The company is expected to benefit from ongoing capacity expansions and the growing adoption of domestic semiconductor equipment [9][10].

关于矽赫科技矽赫 严正声 2025年5月 矽赫公司自2017年创立以来,专注于开 持续投入大量资源和资金,持有自主核心知 团队达成深度战略合作。 矽赫公司在中国深圳、北京、浙江等地 智能领域和半导体行业内积累了显著的声誉 中心留学人员最具成长性创业企业,2020年 2021年国家品牌日战略新兴产业中国自主 国"国际创新合作榜单等荣誉。 164 20 六 11 六 1 2 2 4 4 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 2 2 2 4 4 以到年1以， 174747777777777 ®"等品牌名义,发布所谓的"半导体高端装备 涌品牌、诋毁商誉等不正当手段,涉嫌骗取 砂赫科技品牌的行为,不仅严重损害矽赫科 严重的违法犯罪活动。矽赫科技依法追究不 法权益。 "矽赫６"、"矽赫微电子ｅ"、"矽赫微电 持有"矽赫庭"、"矽赫微电子◎"、"矽赫微国 为维护社会公众权益及我司合法利益。 (一) 官网:www.siheria.com.cn 微信公众号: 矽赫科技 够 ...