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 industry, with 500,000 industry professionals already following it [5]. - "半导体行业圈" is described as a community for semiconductor professionals [7]. - "半导体产业联盟" is noted as a full industry chain alliance in the semiconductor sector [9]. Group 2: Community Engagement - The article mentions a WeChat group with 80,000 members, which is open for free access to all [12]. - Instructions for joining the group include scanning a QR code and replying "加群" in the public account to follow the prompts [13][15].

商务部新闻发言人认为，中方按照联合声明达成的共识，取消或停了针对美"对等关税"采取的相关关税 和非关税措施。而美方出台的多项对华歧视性限制政策严重违背了两国元首1月17日通话共识，严重破 坏日内瓦经贸会谈既有共识，严重损害中方正当权益。如果美方一意孤行，中方将继续坚决采取有力措 施，维护自身正当权益。 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 ↓ ↓ ↓ 6月3日消息，近日全球前三大EDA厂商新思科技、Cadence、西门子集体暂停了对中国大陆半导体公司 的产品支持与升级服务。 6月2日，中国商务部新闻发言人就中美日内瓦经贸会相关问题答记者问。其中提到，中方注意到美国近 期出台多项对华歧视性限制措施，包括发布AI芯片出口管制指南、停止对华EDA的销售、宣布撤销中 国留学生签证。 加群步骤： 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。 5月29日，新思科技、Cadence各自在官网上披露公告，称近期收到美国政府针对EDA软件工具的对华出 口限制函。 据Cadence公告介绍，公司于5月23日收到美 ...

Core Viewpoint - The article emphasizes the importance of the Japanese semiconductor industry, highlighting its strengths in upstream semiconductor materials and equipment despite its relatively low profile in the global market [4]. Industry Overview - Since Trump's administration, high-intensity tariff policies have significantly impacted the global semiconductor supply chain, leading to increased focus on Asian semiconductor industries, including those in China, Japan, and South Korea [3]. - Japan's semiconductor industry, while understated, maintains a dominant position in several key categories of semiconductor materials, with Japanese companies leading in three out of five categories in a new survey for 2024 [4]. Market Position - In the field of photoresists, Tokyo Ohka Kogyo holds a 22.8% market share, with leading Japanese companies collectively accounting for 75.9% of the market [4]. - Shin-Etsu Chemical leads the silicon wafer market with a 24.7% share, while three Japanese companies monopolize the photomask substrate market [4]. Technical Expertise - The semiconductor materials and equipment market is characterized by smaller market sizes and lower profit margins, but it requires high technical expertise. Japan's "artisan spirit" and emphasis on fundamental research have created a unique monopolistic barrier in this field [4]. Event Participation - SEMICON Japan is highlighted as a crucial event for those looking to gain deeper insights into the Japanese semiconductor industry. It is recognized as one of the most influential semiconductor industrial exhibitions globally and in Asia [5]. - The upcoming SEMICON Japan 2025 will feature participation from over 1,100 companies and organizations from 35 countries, with a significant number of local Japanese enterprises [5]. Business Exploration - The company plans to organize a six-day business exploration trip to Japan, focusing on SEMICON Japan 2025, which includes visits to notable semiconductor companies and universities to explore opportunities within the Japanese semiconductor industry [5][8]. - The exploration aims to facilitate efficient connections between local semiconductor enterprises and participants, enhancing collaboration opportunities [7]. Experience and Optimization - The company has extensive experience in organizing overseas business explorations, having led over a hundred executives to various countries, including Vietnam, India, Germany, Japan, the UK, and South Korea, since early 2018 [9][12]. - Continuous optimization of the exploration itinerary is based on feedback and deep engagement with industry stakeholders, ensuring a rich and professional experience for participants [9].

Core Viewpoint - The Netherlands must accelerate investments in the semiconductor industry to maintain its competitive edge amid increasing international competition and geopolitical tensions [1][2]. Group 1: Strategic Importance of Semiconductors - Semiconductors are essential for modern technologies, including electric vehicles, medical devices, artificial intelligence, and defense systems [2]. - The Netherlands plays a critical role in the semiconductor supply chain but is becoming overly dependent on other countries for key value chain components [2]. Group 2: Beethoven Plan - The "Beethoven Plan" involves a joint investment of €2.51 billion from the government, regional authorities, and industry to enhance the semiconductor business environment [2]. - The plan focuses on the Brainport region, which includes key players like ASML and aims to create 62,000 new housing units and improve infrastructure by 2030 [2]. - A talent development initiative aims to train 38,000 skilled professionals by 2030, with an investment of €450 million and ongoing annual funding of €80 million [2]. Group 3: European Semiconductor Coalition - The urgency for action extends beyond the Netherlands, as the European Semiconductor Coalition was formed with eight other EU member states to enhance Europe's position in the global semiconductor value chain [3]. - The coalition aims to increase local chip production, as Europe currently holds only about 10% of the global semiconductor sales market [3]. Group 4: International Cooperation and Security - The Netherlands is fostering collaborations with countries like South Korea, Japan, Taiwan, and the USA in areas such as innovation and talent exchange [5]. - Stricter export controls on advanced chip manufacturing equipment have been implemented to prevent misuse for military purposes [5]. Group 5: National Innovation Capability - A broad coalition of 64 semiconductor companies in the Netherlands has proposed the "ChipNL" innovation plan, focusing on chip design, advanced packaging, and production equipment [6]. - The plan seeks government co-funding to enhance the country's semiconductor capabilities and is closely aligned with national defense objectives [6]. Group 6: Semiconductor Industry Blueprint - The Netherlands will establish the "Semicon Board Netherlands" in early 2025 to create a development blueprint for the semiconductor industry aimed at 2035 [7]. - The Minister emphasizes the need for immediate action to maintain the country's creativity, strategic autonomy, and economic resilience [7].

如果您希望可以时常见面，欢迎标星收藏哦~ 上篇文章《 沙漠上崛起的芯片新贵 》探寻中东，见识了阿联酋的芯片布局；本次我们将视角转向 南亚，聚焦印度半导体产业的发展故事。 近年来，在全球半导体产业逆全球化浪潮与地缘政治博弈交织的当下，印度正以令人瞩目的速度崛 起为国际芯片巨头战略布局的核心坐标。 从瑞萨电子宣布在印启动3nm先进制程研发，到德州仪器将最小MCU设计团队落子班加罗尔，再 到富士康携手HCL斥资建设半导体封装基地...，一场横跨芯片设计、制造、封装全产业链的"印度 热"正在上演。 印度半导体，热闹起来了 瑞萨3nm设计中心聚焦车规级与高性能计算芯片研发，计划2027年下半年量产。项目获印度政府 大力支持，超270所学术机构获EDA软件及学习套件，用于工程师培养。瑞萨计划2025年底将在印 员工增至1000人，并通过"半导体计划"与"生产挂钩激励计划（PLI）"，联动250多家学术机构和 初创企业。制造环节，瑞萨联合印度CG Power、泰国星微电子，在古吉拉特邦投资760亿卢比 （约9.2亿美元）建设外包封测厂，专注国防、太空芯片封装，与塔塔集团28nm晶圆厂协同，构 建"设计-制造-封装"全产业链 ...

以下文章来源于半导体行业观察 ，作者L晨光 半导体行业观察 . 半导体深度原创媒体，百万读者共同关注。搜索公众号：半导体芯闻、半导体产业洞察，阅读更多原创 内容 将投中网设为"星标⭐"，第一时间收获最新推送 下一个半导体中心or大国博弈的牺牲品？ 作者丨 L晨光 来源丨 半导体行业观察 近年来，全球半导体产业在逆全球化浪潮中加速重构，各国纷纷通过政策扶持、资本投入和技术封 锁强化本土产业链韧性。 从美国《芯片与科学法案》的520亿美元补贴，到欧盟《芯片法案》430亿欧元的产业布局，再到 日韩在先进制程和存储领域的激烈竞争，以及中国台湾、大陆在制造和设计环节的持续突破，全球 半导体版图正经历深度调整。与此同时，印度、马来西亚、越南等新兴市场凭借低成本优势和政策 红利，成为产业链转移的新热点。 在这一背景下，阿联酋作为中东地区的科技转型先锋，正以其独特的资源禀赋和战略眼光，悄然崛 起为全球半导体与人工智能领域的重要参与者。 百万颗英伟达先进AI芯片，涌向阿联酋 近日，美国与阿联酋签署的AI芯片进口协议震惊业界：美国允许阿联酋每年进口50万颗英伟达最 先进AI芯片，总量超100万颗，达拜登时代限额的4倍。这份协议至 ...

Core Viewpoint - Beijing Yitang Semiconductor Technology Co., Ltd. (Yitang) is nearing the completion of its IPO process after receiving approval from the China Securities Regulatory Commission (CSRC) in March this year, marking a significant milestone after nearly four years of challenges and delays [1][2]. Group 1: IPO Journey - Yitang's IPO process has been lengthy and complex, facing multiple hurdles including the need to change its accounting firm due to an investigation involving PwC and the impact of the 827 policy [1]. - The company has finally received the "pass" to enter the capital market, which is expected to benefit its major shareholders, including Yizhuang Guotou and several well-known investment firms [1]. Group 2: Business Operations and Client Relationships - Yitang's significant acquisition of MTI (Mattson Technology, Inc.) in 2016 for approximately $300 million has established MTI as a crucial part of Yitang's business, contributing significantly to its revenue [3][6]. - As of the end of 2020, less than 30% of Yitang's employees were based in China, with around 40% of its revenue coming from the mainland, indicating a strong international presence [3][4]. - The company's largest client, referred to as "Client A," is identified as Samsung Electronics, which has historically contributed significantly to Yitang's revenue [6][7]. Group 3: Market Dynamics and Challenges - There has been a noticeable decline in Samsung's procurement from Yitang, particularly in 2024, despite Samsung's overall capital expenditure reaching record levels [7][8]. - The decline in orders from Samsung raises concerns about Yitang's ability to capitalize on its relationship with its largest client, especially in light of competitive pressures from companies like Applied Materials [9][10]. Group 4: Regulatory and Operational Risks - Yitang faces increased risks due to its inclusion on the U.S. Department of Commerce's Entity List, which may limit its ability to procure materials from U.S. suppliers [10][11]. - The company has highlighted the potential impact of regulatory environments across various countries on its operations, emphasizing the need for effective management of its overseas subsidiaries [13][14]. - The absence of key Chinese executives in MTI's management team raises concerns about the integration and operational efficiency of the company in the face of regulatory scrutiny [12][13]. Group 5: Future Outlook - Despite a reduction in the planned fundraising scale compared to 2021, Yitang's valuation remains high, necessitating proactive measures to alleviate investor concerns regarding operational and market risks [14]. - The company is expected to contribute significantly to China's semiconductor industry as it navigates through these challenges [14].

Core Viewpoint - Xiaomi is set to release its self-developed SoC chip,玄戒O1, marking a significant milestone in its chip development journey and positioning it as the fourth global company to produce a 3nm mobile processor after Apple, Qualcomm, and MediaTek [4][8][24]. Group 1: Chip Development and Strategy - The release of the玄戒O1 chip is a culmination of over ten years of investment in chip development, with Xiaomi investing a total of 135 billion yuan in research and development as of April 2023, and plans to invest over 60 billion yuan this year alone [18][24]. - 雷军 emphasized the importance of having autonomy in core technologies, stating that mastering advanced chip technology is essential for Xiaomi's long-term success in the smartphone industry [12][14]. - The company has transitioned from producing smaller chips to developing SoC chips, with the玄戒O1 being a significant leap forward, indicating that Xiaomi has not abandoned its ambition to create high-end SoC chips despite previous setbacks [23][24]. Group 2: Market Position and Challenges - The玄戒O1 chip has begun mass production, with speculation that TSMC will be the foundry due to its capabilities in 3nm process technology [30]. - Xiaomi's chip design is a notable achievement for mainland China, but the company still faces challenges in the manufacturing process, which remains a critical hurdle in the semiconductor industry [26][34]. - The geopolitical landscape and export controls from the U.S. pose additional challenges for Chinese companies like Xiaomi in the semiconductor space, highlighting the ongoing struggle for technological independence [35][36].

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 free access to all interested in the semiconductor industry [11]. - Instructions for joining the WeChat group include scanning a QR code and replying "加群" in the public account for further steps [12][14].

Core Viewpoint - SK Siltron's sales to SK Hynix surpassed those to Samsung Electronics for the first time in Q1 2023, attributed to SK Hynix's success in high bandwidth memory (HBM) and server DRAM, while Samsung faced challenges [1][2]. Group 1: Sales Performance - In Q1 2023, SK Siltron sold wafers worth 124.4 billion KRW to Samsung (Company A) and 128.8 billion KRW to SK Hynix (Company B), marking a 27% decline in sales to Samsung and a 32% increase to SK Hynix compared to the previous year [1]. - This shift is significant as it marks the first time since SK Hynix's acquisition by SK Group in 2017 that sales to SK Hynix exceeded those to Samsung [1]. Group 2: Market Dynamics - The decline in Samsung's sales is attributed to weakened product competitiveness and a reduction in foundry capacity due to poor customer orders, leading to a 50% decrease in capital investment compared to the previous year [2]. - Conversely, SK Hynix has been maximizing production capacity for its 10nm fifth-generation process and has seen strong sales for products like HBM3E, while also investing in new factories [2]. Group 3: SiC Business Challenges - SK Siltron's SiC wafer subsidiary reported Q1 sales of 6.147 billion KRW with an operating loss of 63.4 billion KRW, a significant decline from the previous year's sales of 21.3 billion KRW and an increase in losses from 26.3 billion KRW [3]. - The SiC business, seen as a next-generation power semiconductor opportunity, is facing challenges in technology competitiveness and market conditions, leading to speculation that it may become a liability for SK Group [3].