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中国产业叙事:兆易创新
新财富· 2025-04-10 07:30
本文约 5 5 0 0 字,推荐阅读时长 2 5 分钟,欢迎关注新财富公众号。 2 1世纪之初,中国半导体产业深陷"大而不强"的困境:2 0 0 7年,中国大陆首次超越其他地区 成为全球最大的半导体市场,但核心技术长期受制于人,存储器等高附加值芯片几乎完全依 赖进口。 彼时,国内半导体行业产能严重不足,尤其是集成电路领域:2 0 0 7年国内生产的集成电路IC 仅能满足市场需求的2 2%,剩余7 8%依赖进口,进口额高达1 2 8 7亿美元,占全球市场约 5 0%,出口额2 3 9亿美元,净进口的缺口高达1 0 4 8亿美元。分立器件同样呈现"大进大出"格 局,进出口量分别为2 6 7 7亿只和2 4 1 2亿只,进出口额分别为11 7亿美元和8 8亿美元。 这一年,中国集成电路进口额远超原油,半导体逆差形成的"技术黑洞"正疯狂吞噬国家产业 升级的动能。这种背景下,兆易创新的诞生犹如破晓之光——创始人朱一明在硅谷技术积累 与本土产业化愿景的驱动下创立公司,锚定存储芯片这一战略领域。历经三年技术攻坚,初 创团队以"高性能、低功耗"为研发核心,2 0 0 8年推出首款1 8 0 nm工艺的SPI NOR Fl a ...
浪潮、宁畅被列入美国实体清单,将推高国内AI算力成本
雷峰网· 2025-03-26 10:07
" 由于供应链紧张,服务器价格可能会上调。 " 作者丨包永刚 编辑丨王亚峰 消息公布之后,浪潮信息的股价下跌2.89%,市场反应相对平静。 "此次被列入清单的公司之前已经获取了可能被美国列入清单的消息,所以已经有所准备。"芯片行业资深 人士明宇表示,"大概半年前我就听到了浪潮可能要上实体名单的消息,这些公司已经做过准备。" 北京时间3月25日,美国商务部工业与安全局(BIS)将54家中国实体列入清单,其中12家实体是中国大 模型、高性能计算领域的企业,其余42家是量子技术等领域的企业、高校,正式的文档将于美东时间3月 28日发布。 值得注意的是,浪潮集团旗下六家子公司、宁畅信息产业、中科可控旗下的服务器品牌Suma都被列入清 单,包含: 截至发稿,浪潮信息和宁畅暂未对制裁发表官方声明。不过浪潮信息在今天上午紧急取消了原计划于3月 27-28日举行的面向客户和合作伙伴的"2025元脑大会"。 实际上,2023 年 3 月浪潮集团就被美国商务部列入实体清单。算力行业人士康明指出,"此次是进一步 将浪潮的香港及台湾实体列入清单,限制浪潮通过香港获取紧俏的AI芯片。" 服务器公司的瀚文表示,"上了实体清单的服务器公司 ...
宽压高效,国产之光——北京微科WKC4359理想二极管控制器芯片问世
半导体行业观察· 2025-03-07 01:23
Core Viewpoint - The article highlights the launch of the WKC4359 ideal diode controller chip by Beijing Weike Nengchuang Technology, emphasizing its capabilities to replace traditional Schottky diodes and its significance in enhancing energy efficiency and reliability in various applications [2][10][11]. Group 1: Product Features - WKC4359 is designed to drive an external N-channel MOSFET, controlling the forward voltage drop to ensure smooth current transmission without oscillation, even under light load conditions [2]. - The chip features a shutdown mode that reduces static current to a minimum of 10μA, significantly improving energy efficiency [10]. - It can handle a wide input voltage range and has a reverse input voltage tolerance, making it suitable for demanding telecommunications applications [3][10]. Group 2: Technological Significance - The development of WKC4359 represents a significant step in China's self-reliance in semiconductor technology, especially in response to U.S. restrictions on chip supplies since 2018 [3]. - The chip is fully designed, manufactured, packaged, tested, and mass-produced domestically, with three related patents filed for intellectual property protection [3][11]. Group 3: Applications - WKC4359 is applicable in power management systems, ensuring stable operation and improving power efficiency in various electronic devices [8][10]. - It is also suitable for communication and electronic devices, enhancing performance and reliability in signal conditioning and power management [9][11]. - The chip can be utilized in battery protection to prevent damage from reverse connection and overcharging, thereby extending battery life [12]. Group 4: Competitive Advantages - Compared to traditional Schottky diodes, WKC4359 significantly reduces power dissipation, with a forward voltage drop of around 30mV at 10A, while Schottky diodes exhibit a drop of 400mV to 900mV [7][10]. - The chip's design includes an integrated charge pump, fewer pins, and simpler peripheral circuitry, making it more cost-effective and reliable than foreign competitors [10][11].