人民财讯9月29日电，企查查APP显示，近日，宁波市镇海威远镇芯二期半导体产业投资合伙企业(有限 合伙)成立，出资额10亿元，经营范围包含：股权投资。企查查股权穿透显示，该企业由宁波市镇海产 业投资私募基金管理有限公司等共同出资。 ...

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 ↓ ↓ ↓ 原本打算在全球裁员5000人的意法半导体，由于意大利的强烈反对，率先放弃了意大利工厂的裁员计划，并且缩减其他国家的裁员人数。 此前，该公司曾表示因市场需求变化及业务调整，拟在该工厂裁减部分员工。经过进一步评估和与相关各方的沟通，意法半导体决定调整策略，维持现有 员工规模。 据外媒报道，近期，意大利工业部长Adolfo Urso在罗马与意法半导体和工会代表举行了会谈，旨在避免在意大利北部的阿格拉特（Agrate）工厂进行大规 模裁员。Adolfo Urso在一份声明中表示："意法半导体宣布放弃在阿格拉特的裁员计划，并提出该工厂的工业重启计划：这是向前迈出的一步，也是朝着 正确方向迈出的一步。" 意法半导体则表示，作为双方商定的自愿离职计划的一部分，它将排除裁员。且根据市场发展情况，阿格拉特工厂可能在2027年后进行扩建，但前提是进 行可行性研究。该公司还表示，意大利其他工厂没有计划进行结构性调整。 2025年4月，意法半导体表示，法国工厂将裁员1000人。首席执行官Jean-Marc Chery表示， ...

Core Viewpoint - The company is actively pursuing a strategic transformation by expanding into the semiconductor and AI integration sectors while maintaining stable operations in its traditional business. Group 1: Traditional Business Optimization - The company focuses on optimizing its traditional business structure, primarily in the bulk decoration service sector, serving leading real estate enterprises with a strong delivery capability and standardized operation system [2] - In the first half of 2025, the company's revenue from decoration services was 123.34 million yuan, with the top five clients accounting for 76.52% of total revenue [2] - The company has established new wholly-owned subsidiaries to enhance its comprehensive service capabilities, aiming to create an integrated "design-construction-decoration" model [2] Group 2: Semiconductor Industry Layout - The company has made significant investments in the semiconductor industry chain, focusing on advanced packaging, HBM storage, and ABF substrates, aligning with national self-sufficiency and the computing power era [3] - A new subsidiary, Micro Packaging Technology, has been established to focus on semiconductor packaging equipment, and another subsidiary, Zhongtian Data, is dedicated to AI integration services and big data applications [3] - The company has indirect stakes in projects like the high-end substrate project, which is expected to begin trial production in the third quarter, and is making progress in HBM chip domestic substitution [3] Group 3: Overall Strategic Transformation - The company is entering a new stage of strategic transformation, driven by internal improvements in traditional business, new business initiatives, and enhanced internal controls and management quality [4]

Core Viewpoint - Guizhou Yongji Printing Co., Ltd. (Yongji Co., 603058.SH) announced plans to acquire control of Nanjing Tenafly Electronic Technology Co., Ltd. through a share issuance and cash payment, with a suspension of trading expected to last no more than 10 trading days starting from August 14, 2025 [1]. Company Overview - Yongji Co. specializes in the design, research and development, production, and sales of cigarette labels and other packaging printing products [3]. - Tenafly focuses on the research, production, and sales of data storage main control chips, which are applicable in consumer electronics, graphics video, automotive storage, industrial-grade, and data center fields [3]. Transaction Details - On August 13, 2025, Yongji Co. signed a Letter of Intent for Acquisition with Tenafly's actual controller, Lee Meng Kun. The agreement is preliminary and does not disclose the transaction price or specific plan, which will be determined in a formal agreement later [3][4]. - Yongji Co. plans to issue shares to no more than 35 specific investors to raise matching funds for the acquisition [1]. Previous Involvement in Semiconductor Industry - This is not Yongji Co.'s first venture into the semiconductor industry; in 2021, the company increased its investment in Shanghai Aiyuan Semiconductor Co., Ltd. However, due to changes in the external environment and slower-than-expected commercialization, Yongji Co. decided to terminate further investment in Aiyuan to control risk exposure [4].

Core Viewpoint - The article discusses the potential economic impact of TSMC's planned $300 billion investment in the U.S. and criticizes the Taiwanese government's handling of relations with the U.S. and its implications for Taiwan's economy [1] Group 1: TSMC Investment - TSMC's announcement of a $300 billion investment in Arizona is expected to significantly affect Taiwan's economy, further weakening its economic development and autonomy [1] - The previous $100 billion investment by TSMC had already caused panic and discontent within Taiwan's industry [1] Group 2: Government Criticism - The article criticizes the Taiwanese government, particularly the Democratic Progressive Party (DPP), for its perceived failure to protect Taiwan's economic interests during negotiations with the U.S. [1] - It accuses the DPP of being complicit in the U.S. strategy to undermine Taiwan's industrial value by allowing TSMC to invest heavily in the U.S. [1] - The DPP is described as lacking the will and capability to safeguard Taiwan's economic development and the welfare of its citizens [1] Group 3: Call to Action - The article urges the Taiwanese government to reconsider its approach to U.S. relations and warns against the dangers of excessive appeasement [1] - It calls for unity among the Taiwanese public and stakeholders to actively protect their interests [1]

Core Viewpoint - The Chinese semiconductor industry is experiencing a significant investment decline in the first half of 2025, with total investments amounting to 455 billion yuan, reflecting a year-on-year decrease of 9.8%. However, there is a notable increase of 53.4% in semiconductor equipment investments, indicating a strategic shift towards self-sufficiency in the supply chain [6][9]. Investment Trend Analysis - In the first half of 2025, the investment in the Chinese semiconductor industry (including Taiwan) totaled 455 billion yuan, down 9.8% year-on-year, and down 41.6% compared to the previous year, showing signs of recovery [6]. - The wafer manufacturing sector remains dominant with an investment of 234 billion yuan, accounting for 51.4% of total investments, but it has decreased by 5.1% year-on-year, indicating a saturation in mature process investments [7]. - The semiconductor materials sector received 59.3 billion yuan, representing 13.0% of total investments, with an 8.1% decline, although there is a notable increase in high-end materials [7]. - Chip design and packaging/testing sectors faced significant declines, with investments of 85.3 billion yuan (down 23.7%) and 41.7 billion yuan (down 28.1%) respectively, reflecting weak consumer electronics demand and international supply chain restructuring [7]. Equipment Investment Growth Logic - The growth in semiconductor equipment investment is driven by external pressures, particularly from U.S. technology restrictions, which have spurred domestic innovation in semiconductor equipment [9]. - Policy support from national and local funds has provided strong impetus for equipment research and development, while domestic demand from wafer plant expansions has ensured stable order flows [9]. - Companies like Zhongwei Semiconductor and North China Innovation have made significant advancements in key equipment areas, positioning China as an important player in the global semiconductor equipment landscape [9]. Regional Investment Distribution - The investment distribution across China shows a high concentration, with Jiangsu province leading at 20.7%, followed by Shanghai at 18.8%, Zhejiang at 14.4%, and both Beijing and Hubei at 12.5%, collectively accounting for 78.9% of total investments [10][11]. - This concentration is attributed to the strong industrial foundation in the Yangtze River Delta, favorable policy resources, and regional collaboration effects [11]. Materials Sector Investment Focus - In the semiconductor materials sector, investments in third-generation semiconductor materials (SiC/GaN) reached 16.2 billion yuan, accounting for 27.3% of total investments, indicating a strong development trend [12]. - The electronic specialty gases sector received 11.4 billion yuan, representing 19.3% of total investments, highlighting ongoing breakthroughs in critical supply chain areas [12]. - Together, these two sectors account for nearly 50% of total investments, reflecting a strategic shift from traditional silicon-based materials to high-end specialty materials [12]. Global Industry Context - The semiconductor industry is undergoing profound cyclical adjustments and structural changes, influenced by economic downturns and geopolitical tensions [13]. - Despite challenges, China's unique development path is reshaping the global supply chain, with domestic innovation in equipment and materials being accelerated by U.S. export controls [13]. - The future trajectory of China's semiconductor industry will depend on balancing three key variables: breakthroughs in independent innovation, precise policy measures, and flexible international technological cooperation [13].

Core Viewpoint - The company plans to use excess raised funds amounting to 530.4 million yuan to acquire a 46.9167% stake in Jiangsu Damo Semiconductor Technology Co., Ltd. and to increase its capital by 80 million yuan to obtain an additional 7.6923% stake, resulting in a total ownership of 51% in Damo Semiconductor, which will become a subsidiary included in the company's consolidated financial statements [1][2][9]. Fundraising Overview - The company raised a total of 2,293.11 million yuan from its initial public offering, with a net amount of 2,101.21 million yuan after deducting related expenses [2]. - The company has a total of 1,694.63 million yuan in excess raised funds as of June 30, 2025 [7]. Investment Project Details - The acquisition of Damo Semiconductor is part of the company's strategy to seek growth opportunities amid declining performance in its main business due to increased competition and trade frictions in the U.S. electric vehicle market [9][10]. - The company aims to diversify its business by entering the semiconductor industry, which is experiencing rapid growth, particularly in the semiconductor equipment market [10][11]. Financial Performance and Projections - Damo Semiconductor's revenue is expected to grow from 190.99 million yuan in 2022 to a projected 700 million yuan in 2025, with performance commitments of no less than 70 million yuan, 80 million yuan, and 90 million yuan for the years 2025 to 2027 [12][15]. - The acquisition is anticipated to improve the company's financial condition and enhance its sustainable profitability [12]. Strategic Rationale - The acquisition is seen as a crucial step for the company to overcome challenges in its core business and to explore new growth engines through investment and mergers [10][11]. - The semiconductor equipment market is projected to reach 49 billion USD in sales by 2024, with a year-on-year growth of 33.7%, indicating a favorable environment for the company's strategic shift [10][11]. Governance and Management - Post-acquisition, Damo Semiconductor will be governed by the company, which will appoint key positions to enhance management control while maintaining the existing operational structure to ensure business continuity [14].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体行业观察综合 ，谢谢。 近日，星宸科技发布与专业投资机构共同投资的公告。 星宸科技股份有限公司（以下简称"公司"）表示，根据公司战略规划和投资方向，为更好地借助专 业机构的专业力量及资源优势，帮助公司积极寻找优质项目，获得投资回报，降低投资风险，提高 公司的综合竞争力，公司拟与专业投资机构上海华登高科私募基金管理有限公司合作（以下简称"华 登高科"或"管理人"），与上海华科致远咨询管理合伙企业（有限合伙）（以下简称"华科致远""普 通合伙人"或"执行事务合伙人"）、上海华科同芯咨询管理合伙企业（有限合伙）（以下简称"华科 同芯"或"特殊有限合伙人"）及其他有限合伙人共同投资，公司拟作为有限合伙人以现金方式认缴出 资3,000万元人民币，参与认购华登高科作为私募基金管理人管理的上海华科致芯创业投资合伙企业 （有限合伙）（以下简称"华科致芯""基金"或"合伙企业"）的份额。 基金及其管理人、普通合伙人与公司及公司第一大股东、持股5%以上的股本公司及董事会东、董 事、监事、高级管理人员均不存在关联关系或利益安排、未直接或间接持有公司股份。管理人、普 通合 ...