如果您希望可以时常见面，欢迎标星收藏哦~ 台积电董事长魏哲家上个月表示，台积电位于熊本的第一家晶圆厂已于去年年底开始量产，而原定 于今年年初开始建设的第二家晶圆厂则因当地交通问题而"略有推迟"，但他并未提供修改后的时间 表。 《华尔街日报》报道称，消息人士称，尽管尚未确定具体的时间表，但建设可能会进一步推迟。 台积电位于亚利桑那州的第一家晶圆厂已于去年投入商业生产。第二家工厂即将竣工，设备安装正 在进行中。第三家工厂已于今年4月破土动工。该公司新承诺的1000亿美元投资将用于建造另外三 家晶圆厂、两家集成电路组装厂和一个研发中心。 来 源： 内容来自 taipeitimes 。 台积电近日表示，其在美国的投资不会影响其在其他地方的现有项目，否认了《华尔街日报》的报 道。《华尔街日报》报道称，在美国总统唐纳德·特朗普的关税威胁下，该公司将推迟在日本建设 第二家制造厂，以专注于美国扩张。 这家全球最大的合约芯片制造商在一份声明中表示，其全球扩张战略基于多种因素，包括客户需 求、商业机会、运营效率、政府支持和总体成本。 台积电表示，因此该公司在美国的投资不会影响其在其他地区的计划。 《华尔街日报》称，台积电正在认真 ...

同 时 ， 为 了 保 持 摩 尔 定 律 的 进 展 ， 创 新 的 重 点 已 从 尺 寸 缩 放 转 向 功 能 性 缩 放 。 在 从 FinFET 到 Nanosheet，乃至未来CFET等晶体管架构的艰难跋涉中，业界深刻意识到： 仅依赖硅基材料的三 维堆叠技术，已难以支撑可持续的微缩与能效提升。寻求根本性的材料革新，成为突破瓶颈、开辟 新增长曲线的关键所在。 在这一背景下，从传统硅基三维材料向二维半导体材料的战略过渡，迅速跃升为全球半导体研发与 产业布局的核心焦点，吸引了全球科研人员与产业界的目光。 二维半导体，来势汹汹 IMEC 预测至 2039 年的路线图 如果您希望可以时常见面，欢迎标星收藏哦~ 近日，在 《芯片，最新路线图》 一文中，笔者分享了IMEC对未来14年半导体路线图的预测。 能看到，随着先进制程节点的演进和晶体管架构的革新，二维半导体材料或将成为未来业界关注的 焦点。 实际上，当前摩尔定律日益放缓，随着制程节点向物理极限不断逼近，硅基三维晶体管的制造结构 日趋复杂，所需投入的成本呈现指数级攀升，而技术演进带来的边际效益却显著递减。 众所周知，随着半导体制程向亚-纳米级逼近，硅基器 ...

曾经熙熙攘攘的首尔东大门区辉经工业高中，现已更名为首尔半导体高中，准备迎接一次重大的身 份转变。在李明博政府大力推动职业教育的巅峰时期，这所学校招收了2500名学生。如今，学生 人数只有80人。面临关闭，该校正在重塑自身，成为一所半导体高中，计划明年招收64名新生。 该校新任校长池宇中曾是三星电子高管，负责管理印度和埃及的工厂。但池宇中面临着一条艰巨的 道路。尽管政府正在提供预算支持，但这些资金几乎无法支付人员成本，甚至连二手半导体设备都 买不起。寻找合格的教师是一个更大的障碍。该学校提供的时薪不高，最高可达5万韩元（37美 元），但经验丰富的专业人士是否愿意以这样的薪水授课仍不确定。即使他们愿意，现行教育部规 定禁止他们留下，除非他们持有正式的教师资格证书——而拥有教育背景的半导体专业人士几乎不 存在这种资格证书。 为了吸引学生，学校提供宿舍。然而，由于监管方面的障碍，建造一座 3,300 平方米（35,521 平 方英尺）的宿舍可能需要长达四年的时间。 自 1980 年代以来，半导体一直是韩国经济的基石。然而，韩国只有六所半导体高中，其中大多数 是新建的，仍处于早期发展阶段。与此同时，台湾在人才数量和质量 ...

Core Insights - Light Peak Technology received a letter of appreciation from the Tianjin Municipal Bureau of Commerce for its 3D Mapping light show at the "2025 Summer Davos Multinational Enterprise Leaders Exchange Conference" [1] - The event, held on June 24, attracted over 300 guests, including representatives from Fortune 500 companies and international business associations, focusing on innovation and development [1][2] - The 3D Mapping light show was highlighted as a key attraction, providing a unique visual experience and contributing to the event's success, receiving widespread recognition [1][2] Company Performance - Light Peak Technology showcased its expertise in high-end light and shadow creativity, demonstrating its service capabilities at an international level [1][2] - The company plans to leverage its technological and creative advantages to collaborate with more cities and institutions, aiming to inject vitality into urban economic development [2] Technical Execution - The 3D Mapping light show utilized three T Pro series projectors to transform a 40-meter wide and 9.5-meter high building facade into an immersive giant screen [4] - The T Pro series projectors, with over 30,000 lumens brightness, effectively corrected environmental interference, ensuring vibrant colors and detailed visuals despite the building's reddish hue [4] - The technical team completed the entire process from installation to optimization in just 72 hours, showcasing efficient and precise execution [11]

Market Overview - The A-share market experienced a volatile increase last week, with the CSI 300 rising by 1.54% and the CSI 1000 increasing by 0.56% [2][15] - The central economic committee's sixth meeting emphasized the need to govern "involution" competition, leading to a rally in traditional cyclical industries such as steel, coal, and building materials [3][15] Policy Insights - The "anti-involution" policy aims to reduce ineffective supply and promote industrial upgrades, shifting from total stimulus to managing supply [3][16] - The focus on "anti-involution" is expected to create a macro environment conducive to technological and industrial upgrades, although related policies have yet to be fully implemented [3][16] Sector Analysis - Deep-sea technology is highlighted as a multidisciplinary industry that may see repeated catalysts as policies are released [4][17] - Recent easing of semiconductor restrictions by the U.S. government may enhance domestic EDA tool replacement rates, with a focus on building a complete industrial chain [4][17] Fund Market Dynamics - The Beijing Stock Exchange launched the "Specialized and New" index on June 30, which includes the top 50 companies in strategic emerging industries, potentially increasing trading activity on the exchange [4][18] Fund Performance Tracking - The Active Equity Fund Index rose by 0.46% last week, with a cumulative excess return of 11.29% since inception [5][19] - The Value Equity Fund Index increased by 0.56%, with a cumulative excess return of -5.87% since inception [6][19] - The Balanced Equity Fund Index saw a rise of 1.85%, with a cumulative excess return of 4.91% since inception [7][19] - The Growth Equity Fund Index increased by 1.15%, with a cumulative excess return of 15.96% since inception [8][19] - The Pharmaceutical Equity Fund Index rose by 6.88%, with a cumulative excess return of 21.94% since inception [9][19] - The Consumer Equity Fund Index increased by 0.57%, with a cumulative excess return of 15.46% since inception [10][19] - The Technology Equity Fund Index rose by 0.46%, with a cumulative excess return of 15.71% since inception [11][19] - The High-end Manufacturing Equity Fund Index increased by 1.73%, with a cumulative excess return of -3.19% since inception [12][19] - The Cyclical Equity Fund Index rose by 1.11%, with a cumulative excess return of 3.73% since inception [13][19]

Core Viewpoint - Wolfspeed, a pioneer in the semiconductor industry, has filed for bankruptcy due to overwhelming debt and inability to adapt to market changes, particularly the rise of Chinese competitors [3][22]. Group 1: Company Background - Wolfspeed was once the largest manufacturer of silicon carbide (SiC) substrates, with a peak market value of $16.5 billion (approximately 120 billion RMB) [3]. - The company originated from Cree Research, founded in 1987, and became a leader in the LED market before transitioning to SiC technology [8][12]. - Wolfspeed's market share in SiC substrates was as high as 80% in the past, but it has significantly declined to 33.7% by 2024 due to increased competition from Chinese firms [16]. Group 2: Financial Struggles - As of March, Wolfspeed had approximately $1.33 billion in cash reserves but faced $6.5 billion in debt, leading to severe liquidity issues [20]. - The company has reported net losses for ten consecutive years, with losses escalating from $280 million in FY 2018 to $864 million in FY 2024 [21]. - In May 2025, Wolfspeed's stock plummeted by 57%, resulting in a market value loss exceeding $1 billion [21]. Group 3: Market Dynamics - The demand for SiC semiconductors surged in sectors like electric vehicles and renewable energy, with over 60% of the demand coming from the EV market [20]. - Despite the high demand, Wolfspeed's expansion efforts did not yield the expected orders, particularly as the EV market faced a slowdown [20]. - The company's strategy of aggressive capacity expansion did not align with market realities, leading to underutilization of its new facilities [22][23]. Group 4: Competitive Landscape - Chinese competitors have leveraged their mature manufacturing capabilities to challenge Wolfspeed, which failed to adequately address the Chinese market's dynamics [3][24]. - Other global players, such as STMicroelectronics and Infineon, have pursued vertical integration and partnerships with Chinese firms, further intensifying competition [17].

Core Viewpoint - The export of integrated circuits has shown significant growth, contributing positively to overall trade despite a general decline in foreign trade data for May 2025 [3]. Group 1: Export Data - In May 2025, integrated circuit exports increased by 33.4%, boosting overall export growth by 1.4 percentage points [3]. - Major export destinations for integrated circuits include Japan (85.5%), Taiwan (53.2%), India (47.8%), Singapore (45.1%), and Vietnam (26.7%) [3]. Group 2: Industry Trends - The integrated circuit industry is experiencing a shift towards self-sufficiency, with domestic companies increasing investment and R&D efforts, which may reduce reliance on imports [3]. - The AI chip market is projected to exceed $500 billion by 2028, driven by strong demand for AI computing infrastructure [4]. - The global semiconductor market is expected to reach $700.9 billion in 2025, reflecting an 11.2% year-on-year growth [4]. Group 3: Investment Opportunities - The Silver Hua Integrated Circuit Mixed Fund has shown significant growth, with a net asset value increase of 28.33% over the past year [3][6]. - The integrated circuit sector is viewed as a long-term investment opportunity, with current market conditions presenting potential for low-positioning strategies [3][6].

Core Viewpoint - The article highlights the significant advancements made by domestic semiconductor equipment manufacturers, particularly in the field of thin film deposition equipment, which has reached international leading levels, while acknowledging the existing gap in lithography technology compared to global leaders like ASML [1][4]. Group 1: Breakthrough Direction and Market Dynamics - In 2010, the domestic semiconductor equipment market was dominated by international giants, with over 90% market share, prompting companies like拓荆科技 to focus on PECVD equipment as a breakthrough point due to its large market scale [3][4]. - The push for domestic substitution policies has led to unprecedented support for local semiconductor equipment suppliers, with expectations for domestic wafer production capacity to double by 2027 [4][5]. - The ongoing geopolitical tensions have accelerated the push for domestic semiconductor equipment localization, benefiting the equipment sector in the medium to long term [5][6]. Group 2: Technological Advancements and Milestones - In 2011,拓荆科技 produced its first 12-inch PECVD equipment, marking a significant milestone in China's semiconductor equipment development [6][8]. - By 2015, the PF-300T PECVD equipment had achieved over 10,000 wafers processed at中芯国际, validating the reliability of domestic equipment for large-scale production [8][9]. - The company has successfully developed a comprehensive technology system covering PECVD, ALD, and SACVD, with a strong focus on R&D, resulting in over 1,200 patents filed [12][13]. Group 3: Industry Ecosystem and Collaboration - The collaboration between various entities, including national research institutions and leading semiconductor manufacturers, has been crucial for the success of domestic equipment suppliers like拓荆科技 [27][28]. - The domestic semiconductor equipment industry has seen a significant increase in localization rates, projected to reach 50% by 2025-2026, compared to less than 5% in 2010 [28][29]. - The competitive landscape among domestic manufacturers is robust, with companies like北方华创 and中微公司 also making strides in different technology routes [29][30]. Group 4: Market Trends and Future Outlook - The global semiconductor equipment market is expected to grow significantly, with the thin film deposition equipment market projected to reach $34 billion by 2025, driven by advancements in storage chips and packaging technologies [30][31]. - The rise of three-dimensional integration technologies is anticipated to create new revenue streams for companies like拓荆科技, with a projected market size of nearly 30 billion yuan in the next five years [31].

，快速完成参会注册 第十三届半导体设备与核心部件及材料展（CSEAC 2025） ， 2025年9月4日至6日 ， 将在无锡太 湖国际博览中心举行。 CSEAC以"专业化、产业化、国际化"为宗旨，是我国半导体设备与核心部件及材料领域最具知名度的年度性 展会，集"技术交流、展览展示、产品发布、经贸洽谈、国际合作及市场拓展"于一体的产业盛宴。今年呈现五 大亮点： 亮点一：规模盛大，映射中国半导体势不可挡 CSEAC 2025 规划晶圆制造设备、封测设备、核心部件、材料等主题展区， 展览面积超60000m 2 ， 1000+企 业参展 ，展商数量同比增长40%以上。展览面积的扩增、展商数量的增长，映射出设备与部件产业在国内半 导体领域的高热度及当下国内半导体产业蓬勃发展的态势。 图源：CSEAC 2024 亮点二：以国际化视野促进全球产业合作 立足国际视野，与全球半导体产业核心区域的机构及企业互联互动。本届展会目前已有 来自欧洲、亚太等22 个国家和地区的150多家海外企业 主动参展 。 "全球半导体产业链合作论坛" 将集结来自全球的半导体产业领 军人物与权威技术专家，通过主题演讲、圆桌对话等方式，聚焦芯片制造、第 ...

Core Insights - Shenzhen has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, establishing a total fund of 5 billion yuan for this purpose [1] - The measures focus on "strengthening, stabilizing, and supplementing" the semiconductor supply chain, with a particular emphasis on accelerating the maturity of compound semiconductors [1][4] - The fund aims to support key areas such as the preparation of compound semiconductor materials, device design, and chip manufacturing, encouraging mass production of products like silicon carbide power devices and gallium nitride RF chips [1][3] Group 1 - The "Semi Industry Private Equity Fund" has been registered and will primarily invest in critical segments of the semiconductor supply chain, including the research and industrialization of compound semiconductor chips [1][3] - Shenzhen's semiconductor industry is robust, with over 80 companies in the compound semiconductor sector, covering the entire supply chain from materials to devices [4] - Major companies like BYD Semiconductor and Zhongtong Tianke have made significant advancements, with BYD's silicon carbide power modules achieving large-scale applications [4] Group 2 - The policy aims to enhance collaboration within the semiconductor industry, particularly in the Longgang District, which is a core area for semiconductor concentration [5] - Longgang is planning to establish a specialized integrated circuit industrial park to focus on compound semiconductor manufacturing projects [5] - The initiative will promote supply chain cooperation between leading enterprises and small to medium-sized enterprises through a city-level industrial alliance [5]