美国专利商标局（USPTO）近期披露的一项正式裁定显示，该局已撤销了此前准予对美光科技的两项重要专利进 行多方复审（IPR）的决定，并且驳回了长江存储发起的专利无效请求。 裁定书显示，长江存储发起的两项针对美光拥有的专利（专利号：US 8,945,996 B2 与 US 10,872,903 B2）的无效 请求已被正式终止。美国专利商标局局长约翰·斯奎尔斯在裁决书中宣称，该局驳回长江存储请求的原因在于 其"未能履行法律义务"。 据悉，这两项专利均涉及闪存的重要制造工艺。如果这两项专利被判无效，将在一定程度上削弱美光在与长江存 储的"诉讼大战"中的主动权。 此前，斯奎尔斯已于去年11月发布命令，要求长江存储解释：鉴于其已被美国商务部列入"实体清单"，为何该局 仍要承接长江存储针对美光的专利挑战。斯奎尔斯表示，长江存储发起的专利挑战，可能违背所谓美国的"外交 此前，彭博社分析指出，斯奎尔斯及其之前的代理局长寇克·斯图尔特，扩大了拒绝专利挑战申请的自由裁量因 素，以所谓"紧迫的经济、公共卫生或国家安全利益"为由拒绝了许多企业的诉求。 早在去年11月，中国商务部曾就相关问题回应称：中方注意到，美方近期以"国家安全"为 ...

初步胜利 康希通信和Skyworks是射频芯片领域的对手，两者的法律纷争起于2024年。 2024年5月份，康希通信获悉，Skyworks在美国加州中区联邦地区法院起诉康希通信科技（上海）有限 公司和GRAND CHIP LABS,INC.,专利侵权。GRAND CHIP LABS,INC即美国康希，注册地在美国加 州，主要从事射频前端芯片的技术研发及境外市场开拓。 2026.01.26 本文字数：2984，阅读时长大约5分钟 作者 |第一财经 彭海斌 康希通信初步赢了Skyworks。 2026年1月25日，康希通信公告称，根据美国国际贸易委员会（ITC）初裁，公司未侵犯Skyworks专利 权。此前，全球射频芯片龙头企业Skyworks向美国法院起诉康希通信侵权，并向美国国际贸易委员会提 出调查申请。 "这是一场硬仗。"康希通信董事长彭平在1月26日的一场沟通会上表示。这是两家实力悬殊公司的碰 撞，2024年，Skyworks收入约280亿人民币，而康希通信只有5亿人民币。"这场初裁胜利表明中国企业 的产品经得起国际规则的检验，有底气有能力和行业巨头同台竞技。" Skyworks 声称康希通信的部分Wi- ...

深圳商报·读创客户端记者 朱峰 报告期各期末，公司应收账款账面价值分别为2.79亿元、3.36亿元、4.24亿元和4.33亿元，占资产总额的 比重维持在34%以上，2023年和2024年甚至超过42%；存货账面价值分别为1.89亿元、2.13亿元、2.33亿 元和3.23亿元，占资产总额比重约25%。随着经营规模扩大，应收账款和存货持续攀升，占用大量营运 资金。虽然公司称账龄一年以内应收账款占比超90%，但若客户财务状况恶化导致回款延迟，公司将面 临流动性风险和坏账损失。 鹤壁海昌智能科技股份有限公司（以下简称"海昌智能"）下周"迎考"。北交所1月23日公告，北交所上 市委员会定于2026年1月30日召开2026年第10次审议会议，审议的发行人为海昌智能。 这家专注于高性能线束装备的国家级专精特新"小巨人"企业，近年来营收稳定增长，虽然2024年净利润 有所下滑，但预计2025年营收和扣非净利润同比增长均超三成。不过，其毛利率持续下滑、关联交易占 比高企、应收账款攀升等风险因素同样不容忽视。 从资产结构看，截至2025年9月末，公司资产总额达14.20亿元，较上年末增长43.47%；负债总额8.22亿 元，较 ...

Birchtech公司成立于1996年，总部位于德克萨斯州科西卡纳，公司专注于空气和水净化，提供特种活性炭技术，主要通过其专利SEA工艺为燃煤电厂提供 汞排放捕集解决方案。目前，美国已有16个发电厂采用该工艺。此外，Birchtech还致力于饮用水市场，开发创新的吸附剂技术，旨在解决PFAS等永久性 化学物质的污染问题。该公司在宾夕法尼亚州和北达科他州设有两家专门的设计中心，用于研发相关技术。该公司认为，美国相当一部分燃煤电厂侵犯了 其专利SEA工艺，并于2019年开始积极对多家公司提起专利诉讼。 截至2025年9月30日的12个月内，其营收为1900万美元。该公司计划在纽约证券交易所美国板上市，股票代码为BCHT。Birchtech已于2025年10月23日秘 密提交了上市申请。Lake Street Capital Markets和Huntington Investment是此次交易的联合承销商。 1月13日，OTC Markets Group Inc.（OTCQX：OTCM）1家公司向美国证券交易委员会（SEC）提交文件，计划在纽约证券交易所美国板上市。 美国OTC市场OTCQB板块的Birchtech ...

Core Viewpoint - Lam Research has become a significant concern for South Korean materials, parts, and equipment (MP&E) companies due to its aggressive patent infringement lawsuits against them, despite most cases being dismissed by South Korean courts [1][2]. Group 1: Patent Infringement Lawsuits - Since the outbreak of the Japan-South Korea semiconductor materials trade dispute in 2020, Lam Research has filed 12 patent infringement lawsuits against South Korean companies, with 9 occurring after the establishment of its R&D center in Yongin, Gyeonggi Province in 2022 [1]. - The number of patents registered by Lam Research in South Korea surged from 68 in 2020 to 344 by 2025, raising concerns in the South Korean semiconductor equipment industry about the implications of such extensive patent registrations [1]. - Lam Research's lawsuits are seen as a tactic to delay the technological advancements of South Korean competitors, as the company can afford to file lawsuits without the immediate need for winning them [2]. Group 2: Legal Outcomes and Industry Impact - In a notable case, Lam Research lost a patent infringement lawsuit against CMTX, which led to CMTX successfully invalidating Lam's patent. The court ruled that Lam's patent lacked creativity, highlighting the challenges faced by Lam in its legal pursuits [3]. - Lam Research also faced defeat in a lawsuit against MP&E company PSK, where two of its claimed patents were declared invalid. In the past year alone, six of Lam's patents were invalidated [3]. Group 3: Calls for Government Action - There is a growing demand for government intervention to protect domestic technologies, as the ongoing patent lawsuits have adversely affected many companies, particularly small and medium-sized enterprises [4]. - The South Korean Intellectual Property Office provides legal consulting services to companies embroiled in patent disputes, but critics argue that the number of companies not receiving assistance is increasing due to the widespread nature of Lam Research's lawsuits [4]. - Lawmakers emphasize the need to minimize damages to local enterprises and prevent unnecessary litigation, especially during a period of significant growth in the semiconductor industry [5].

Core Viewpoint - The court's second-instance ruling requires the company and an individual to jointly compensate Beijing Jingdiao Technology Group a total of 382 million yuan, impacting the company's future net profit and cash flow [1][2]. Group 1: Legal Ruling and Financial Impact - The court ruled against Shenzhen Chuangjishi Machinery Co., a wholly-owned subsidiary of the company, and an individual, ordering them to pay 382 million yuan in economic losses and reasonable expenses to Beijing Jingdiao [1]. - The company had previously set aside 14 million yuan as a provision for this lawsuit based on the first-instance ruling [1]. - The recent ruling is expected to affect the company's net profit for 2025 by approximately 279 million yuan [1]. Group 2: Financial Position and Operational Impact - For the first three quarters of 2025, the company reported a net profit attributable to shareholders of 348 million yuan [1]. - As of the end of the third quarter, the company had cash and cash equivalents of 600 million yuan and trading financial assets of 552 million yuan, indicating the ability to pay the compensation [1]. - The company has ceased using the involved patents for the production and sale of related machine tools, and the ruling will not affect the normal production and sales of other products [2].

Core Viewpoint - Fuda Alloy (603045.SH) has announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit against Guangda Electronic [1][3]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic's shares for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [3]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition and the declining performance of Guangda Electronic [6]. Group 2: Legal Challenges - The acquisition was complicated by a patent infringement lawsuit filed by Dike Co., Ltd. against Guangda Electronic, which was accepted by the court in November [3][5]. - Dike's lawsuit centers on alleged infringement of a patent related to thick film pastes used in semiconductor devices, which is critical in the photovoltaic silver paste industry [5][8]. Group 3: Patent Implications - The patent in question, owned by Dike's subsidiary, covers a broad range of materials used in semiconductor manufacturing, making it a foundational patent in the industry [5][8]. - Guangda Electronic has counter-sued Dike, claiming the lawsuit is malicious and exceeds reasonable bounds, but the court rejected its jurisdictional objections [6][12]. Group 4: Market Context - Guangda Electronic's projected revenue from photovoltaic silver paste is significant, with estimates showing that it will account for 87.94% of its main revenue in 2023, increasing to 99.56% by mid-2025 [13]. - The ongoing patent disputes may pose risks to Guangda's future revenue projections, particularly concerning its products that fall under the patent's scope [14].

Core Viewpoint - Fuda Alloy (603045.SH) has announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit involving the target company [1][3]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [3]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition, particularly due to declining performance of the target [5]. Group 2: Patent Litigation Impact - The termination of the acquisition may be linked to a patent lawsuit initiated by Dike Co., Ltd. against Guangda Electronic, alleging infringement of a patent related to semiconductor materials [3][5]. - Dike's subsidiary, Zhejiang Suote Material Technology Co., Ltd., has been involved in this legal dispute, which has raised concerns about Guangda's long-term business potential due to the ongoing litigation [3][11]. Group 3: Patent Details and Implications - The patent in question, owned by Dike, covers a broad range of materials used in semiconductor manufacturing, which could significantly impact Guangda's operations and market position [6][11]. - Guangda Electronic's sales from photovoltaic silver paste are projected to constitute a significant portion of its revenue in the coming years, raising concerns about the sustainability of its business model amid the patent disputes [11][12]. Group 4: Industry Context - The acquisition landscape in the photovoltaic silver paste industry is characterized by a focus on building patent barriers, as seen in Dike's acquisition of Zhejiang Suote, which aimed to enhance its market share through a robust patent portfolio [8][10]. - Historical patterns indicate that patent disputes in this sector often lead to settlements, suggesting that Guangda may face similar pressures in the future [10].

Core Viewpoint - Fuda Alloy (603045.SH) announced the termination of its acquisition of Zhejiang Guangda Electronic Technology Co., Ltd. after multiple delays in responding to inquiries from the stock exchange, potentially influenced by a patent lawsuit involving the target company [2][4][8]. Group 1: Acquisition Details - Fuda Alloy planned to acquire 52.61% of Guangda Electronic for a cash consideration of 350 million yuan, aiming to become the controlling shareholder and consolidate Guangda's financials [4][7]. - The acquisition was initially disclosed in September, but faced scrutiny from the stock exchange regarding the rationale for the acquisition and the declining performance of the target [7][8]. Group 2: Legal Challenges - The acquisition faced complications due to a patent infringement lawsuit filed by Dike Co., Ltd. against Guangda Electronic, which was accepted by the court [4][6]. - Guangda Electronic counter-sued Dike, claiming the lawsuit was malicious, but the court rejected its jurisdiction objection [4][6][9]. - Fuda Alloy's management indicated that the patent lawsuit exceeded reasonable bounds and suggested potential commercial motives behind it [9][10]. Group 3: Patent Implications - The patent in question relates to a thick film paste used in semiconductor manufacturing, with broad claims that could impact Guangda Electronic's product offerings [11][17]. - Guangda Electronic's projected revenue from its photovoltaic silver paste products is significant, with expectations of high sales proportions in the coming years, but these projections may be at risk due to ongoing patent disputes [16][17]. - The patent involved has a protection period until 2031, which raises concerns about Guangda's future product viability and may have influenced Fuda Alloy's decision to terminate the acquisition [17].

目前，美国专利局目前正在对长江存储在美国对美光专利提起的两起专利无效IPRs请求进行"国家安全 审查"。 11月10日，美国专利商标局要求长江存储给出理由，解释为何在已被列入实体清单的情况下，其IPR申 请仍应被受理。 值得注意的是，长江存储对美光在中国的这三项专利发起无效的时间是在9月底和10月，早于美国对长 江存储实施"国家安全审查"之前，二者之间并无直接关联。 快科技12月8日消息，在全球专利诉讼持续多年之后，长江存储首次在中国本土对美国存储巨头美光科 技的中国专利发起了无效挑战。 2025年12月3日至4日，国家知识产权局先后公开了三起长江存储挑战美光3D存储专利的案件信息。 涉及的三项专利名称分别是：具有大致垂直的邻近半导体结构的存储器阵列及其形成、三维存储器及形 成所述三维存储器的方法、电荷存储设备、系统及方法。 【本文结束】如需转载请务必注明出处：快科技 责任编辑：黑白 美光也在中国对长江存储的至少8件专利发起了无效挑战，但由于中国专利局尚没有类似可以拒绝受理 的规定，美光发起的这些挑战目前均处于正在审理阶段。 ...