今天是12月23日，星期二，中国青年报"青年早新闻"来了——"青年关注、关注青年"！ 几分钟速览最新热点，带你走近"宝藏学校"、触达"青春团讯"、学习"榜样人物"、了解"服务动态"。 今日零时，"粤车南下"入境香港市区正式实施 12月23日零时，"粤车南下"入境香港市区正式实施，获准的广东私家车车主可于预约后驾车经港珠澳大 桥珠海公路口岸驶入香港市区，每辆粤车留港最多三天。 源：央视新闻 来 来 源：央视新闻 商务部回应安世半导体问题 中国商务部新闻发言人22日就安世半导体问题答记者问时称，闻泰科技与安世荷兰的负责人上周举行了 首轮协商，并同意继续保持沟通。 当日有记者问，近期有媒体报道称，安世东莞厂的晶圆库存目前处于较低水平，开始导致包括在中国的 中外汽车制造商出现芯片短缺。请问您对此有何评论？此外，上周闻泰科技与安世荷兰进行了协商，请 问协商进展如何？ 对此，发言人表示，中国政府本着对全球半导体产供链负责任的态度，已采取切实措施，对合规的、用 于民用用途的芯片出口予以豁免，为半导体供应链稳定畅通创造了必要条件，同时督促企业尽快通过协 商解决内部纠纷。 发言人称，闻泰科技与安世荷兰的负责人上周举行了首轮协商 ...

【文/观察者网 柳白】 安世荷兰与中国子公司的博弈仍在继续。路透社12月19日独家报道说，一份信件显示，安世中国已与本 土企业锁定硅晶圆供应，足以覆盖其某一类功率芯片在2026年的全部生产需求。此前，荷兰母公司已停 止向该中国业务实体供应晶圆。 分析人士认为，此举将确保安世中国能够继续生产绝缘栅双极晶体管（IGBT）功率芯片及模块。这类 芯片和模块是用于调节电动汽车及工业设备电流的核心开关器件。 报道称，尽管上月中荷在政府层面缓和了局势，但围绕安世半导体控制权的法律诉讼和内部博弈仍在持 续。安世中国和闻泰科技均发出警告，若无法达成长期解决方案，芯片供应中断的局面可能再度出现。 一位知情人士透露，安世中国已告知本土分销商，由于来自荷兰的晶圆供应短期内无望恢复，其位于中 国广东省东莞市工厂的晶圆库存已处于低位。 该知情人士表示，晶圆库存不足的问题已开始导致中国本土车企面临安世半导体芯片短缺，受影响的主 要是该公司的核心畅销产品——逻辑器件、晶体管和二极管。 日本本田汽车公司本周早些时候也表示，受芯片短缺影响，其在中国和日本的部分工厂将不得不临时停 产。 安世中国在信中称，鼎泰匠芯科技将为其供应12英寸车规级IGB ...

根据日本气象厅（JMA）消息，日本当地时间12月8日晚上11点15分左右，日本青森县东部海域发生里氏 7.6 级地震，震源深度约为50公里，引发青森县 八户市发生日本震度等级6级以上的地震，青森县、岩手县和北海道沿海地区海啸预警。 △日本7.6级地震影响区域 △日本7.6级地震影响区域局部放大，可见受灾最严重的是青森县、岩手县及北海道南部 据报道，岩手县随后出现高达 70 厘米的海浪，北海道出现高达 50 厘米的海浪，青森县出现高达 40 厘米的海浪。 在日本1至7级地震烈度等级中，此次地震在青森县被评为"上六级"——震感强烈，以至于人们无法站立或移动，只能匍匐前进。在这种程度的地震中，大 多数重型家具都会倒塌，许多建筑物的墙砖和窗玻璃也会受损。 东日本铁路公司暂停了该地区的部分服务。东北电力公司和北海道电力公司表示，两家公司运营的该地区核电站未报告任何异常情况。但东北电力公司也 表示，地震导致青森县约2700户家庭停电。 而在日本北海道地区，目前仅有一家半导体制造商——日本初创先进制程晶圆代工厂Rapidus，其正在建设的2nm晶圆厂位于北海道千岁市（该地区的震 度为"5-"）。 截至发稿时，上述相关企业尚 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 日本政府全力支持的新创芯片制造商Rapidus，正试图挑战全球半导体霸主台积电（TSMC）的地 位，目标直接量产全球最先进的2纳米芯片。外媒对此形容，任务难度不亚于当年美国的「阿波罗登 月计划」，堪称一场赌上日本科技命运的「登月级赌注」，如同当年台积电押注28纳米制程战略类 似，日本正面临决定未来数十年技术竞争力的关键时刻。 《彭博》报导，Rapidus成立仅3年，目标是跨越数代技术，直接跃进全球最先进的2纳米逻辑芯片制 成。但这种堪称「不可能的任务」让外界质疑声不断，认为这项技术极为复杂昂贵，即便是全球顶尖 芯片大厂也鲜少能挑战。 然而正因这个赌注，最终让台积电迎来智能型手机大爆发的浪潮，逐步淘汰众多竞争对手，打开台湾 半导体国际地位，也奠定今日所说的「硅盾」。 如今，日本正面临类似的时刻。 AI与数据中心的爆炸式成长，让全球对超先进处理器的需求飙升； 疫情则证明芯片短缺足以瘫痪整个产业。而一通来自IBM传奇研究员的电话，让现任Rapidus董事长 获得制造2纳米芯片的关键技术，日本因此取得光靠砸钱也买不到的珍贵的合作与智财起步优势。 如今日本看到一丝重建本土 ...

Core Viewpoint - Intel (INTC.US) is set to invest an additional 860 million ringgit (approximately 208 million USD) in Malaysia, enhancing the country's role in the global semiconductor supply chain [1] Group 1: Investment Details - The investment commitment was made during a meeting between Malaysia's Prime Minister Anwar Ibrahim and Intel CEO Pat Gelsinger on December 2 [1] - Intel has already invested 12 billion ringgit in an advanced packaging facility in Penang, which is currently 99% completed [1] - In 2021, Intel pledged to invest 7 billion USD in building a factory in Penang [1] Group 2: Malaysia's Semiconductor Industry - Malaysia accounts for approximately 13% of the global chip packaging, assembly, and testing market, which is the final stage of semiconductor manufacturing [1] - The semiconductor industry drives about 40% of Malaysia's export output [1] - Malaysia is actively working to strengthen its position in the global supply chain amid competition from major economies enhancing their semiconductor capabilities [1] Group 3: Global Context - The Trump administration emphasized the necessity for the U.S. to establish a complete domestic semiconductor supply chain, encouraging local companies to expand within the U.S. despite lower manufacturing costs in Asia [1]

Core Viewpoint - Japan has reportedly ceased exports of photoresist to China, which is seen as a significant escalation in tensions between the two countries and poses a threat to China's semiconductor industry [1][3]. Group 1: Impact on Semiconductor Industry - The semiconductor market is experiencing a general supply shortage, with demand for DRAM and HBM rising sharply, presenting an opportunity for Chinese companies to grow [3]. - The interruption of photoresist exports from Japan is expected to undermine the expansion plans of Chinese semiconductor manufacturers like CXMT and SMIC, as unstable procurement of core materials could hinder their market entry speed [3]. - The disruption may lead to a global supply chain restructuring and changes in overall price structures within the semiconductor market [3]. Group 2: Japan-China Relations and Supply Chain Dynamics - The export restrictions are seen as a move to increase the distance between Japanese and Chinese companies, while simultaneously strengthening the supply chain ties between South Korea and Japan [3]. - As Japan tightens its control over photoresist exports, South Korean companies are likely to seek more stable cooperation with Japanese SMEs, potentially positioning South Korea as a central axis in the semiconductor supply chain between China and Japan [3]. - The ongoing tensions are expected to have broader implications for the semiconductor supply chain, with South Korean industries closely monitoring the situation for potential impacts on their operations [3]. Group 3: Photoresist Market Overview - Photoresist is a critical material in semiconductor manufacturing, with Japan holding over 70% of the global market share, making it a key leverage point in geopolitical conflicts [4]. - The recent export halt is viewed as a significant setback for China's semiconductor ambitions, particularly affecting companies like SMIC and ChangXin Memory, which are looking to expand production amid rising DRAM prices [4]. - Japan's export controls may gradually extend beyond photoresist, as evidenced by the recent cessation of imports of Chinese DRAM by Japanese semiconductor firm Kioxia due to quality and safety concerns [4].

Group 1 - Sumitomo Chemical announced the acquisition of all shares of Asia Union Electronic Chemical Corp, a Taiwanese semiconductor cleaning agent manufacturer, with an estimated transaction value of approximately 10 billion yen (about 63.85 million USD) [1] - The acquisition is expected to be completed by the end of 2025 and is subject to regulatory approval, establishing Sumitomo Chemical's first production base in Taiwan, complementing its existing sites in Japan, the US, mainland China, and South Korea [1] - Asia Union Electronic Chemical currently operates factories in Kaohsiung, Taiwan, Reno, Nevada, and Shanghai, focusing on high-purity chemicals for semiconductor cleaning applicable to both mature and advanced processes [1] Group 2 - The semiconductor materials industry has high market entry barriers due to long customer relationship cycles and complex product certification processes [2] - By acquiring a mature company like Asia Union Electronic Chemical, Sumitomo Chemical aims to quickly penetrate the market and accelerate business expansion, while also applying its production technology to enhance efficiency at Asia Union's factories [2] - Sumitomo Chemical's semiconductor materials business, including photoresists, is a core growth segment, with a target to double revenue from semiconductor process chemicals by the fiscal year 2030 compared to fiscal year 2024 [2]

Core Viewpoint - The recent developments regarding Nexperia's control issues have seen a positive turn with the Dutch government announcing a suspension of the ministerial order, although the control remains limited for the time being [1] Group 1: Government Actions - The Dutch Minister of Economic Affairs and Climate Policy, Vincent Karremans, announced on November 19 that it is an appropriate time to take constructive measures due to recent developments [1] - The ministerial order issued on September 30, 2025, required Nexperia and its global subsidiaries to report on their assets and operations [1] - The Chinese Ministry of Commerce welcomed the Dutch government's decision to suspend the administrative order, viewing it as a step towards resolving the global semiconductor supply chain turmoil [1] Group 2: Company Status - Despite the suspension of the ministerial order, the court ruling from October 7, 2025, remains in effect, which continues to limit the control of WWT over Nexperia [1] - Nexperia announced that its CEO, Zhang Xuezheng, remains suspended and will not resume his duties, with the CFO Stefan Tilger continuing as the interim CEO [1] Group 3: Supply Chain and Operations - Nexperia stated that it has not completely halted wafer shipments and is committed to delivering wafers to the supply chain while providing alternative solutions [1] - The company indicated that Nexperia China has deviated from the established governance framework and has not followed the legitimate directives from the global management [1] - Nexperia assessed that it has sufficient wafer and finished product inventory to maintain operations for several months, attributing any failure to complete shipments to Nexperia China [1]

Core Viewpoint - The article discusses the ongoing situation regarding Nexperia Semiconductor, highlighting the uncertainty in the supply chain and the impact on market conditions and prices due to recent developments and negotiations between the Netherlands and China [2][3][4]. Group 1: Current Situation of Nexperia - As of November 13, reports indicate that Nexperia's Dutch subsidiary has not been supplying silicon wafers to its Chinese subsidiary for assembly [3]. - The Dutch government plans to send a delegation to China to seek resolutions regarding the issues faced by Nexperia Semiconductor [4]. - The Chinese Ministry of Commerce has expressed a desire for constructive solutions to stabilize the global semiconductor supply chain [4]. Group 2: Supply Chain and Production Issues - Nexperia's Dongguan packaging and testing factory is facing material shortages, leading to adjustments in work schedules and reduced overtime [5]. - Reports indicate that about one-third of the machines in the Dongguan factory have been idle due to wafer shortages from Nexperia's facilities in Germany and the UK [6]. - Despite the challenges, Nexperia China claims to have sufficient finished and in-process inventory to meet customer demands until the end of the year [7]. Group 3: Market Reactions and Trends - The market has become quieter since November, with a notable decrease in trading activity and price stability following the spread of unverified news regarding supply chain recovery [13][14]. - The initial surge in demand for Nexperia chips led to significant price increases, with reports of up to tenfold price hikes for certain chips [15]. - As companies seek alternative suppliers, there is a growing trend among major automotive Tier 1 suppliers to switch to alternative materials, indicating a shift in the supply landscape [15]. Group 4: Future Outlook - The wafer supply issue remains unresolved, necessitating continued monitoring of official communications and negotiations between the involved parties [16].

Core Viewpoint - The ongoing crisis involving Nexperia, a chipmaker with Chinese and Dutch operations, has escalated into a public dispute, highlighting tensions between China and the Netherlands as they prepare for critical government discussions regarding the company's future [1][2]. Group 1: Company Operations - Nexperia's Chinese and European divisions are in conflict, contradicting previous claims of a diplomatic resolution [2]. - The European operations of Nexperia have accused the Chinese arm of financial malpractice and refusal to pay for wafers shipped from Europe [5]. - Nexperia stated that it has continued to ship wafers to China for packaging and testing during the crisis, asserting that the Dongguan operation has sufficient wafers to meet supply needs for several months [6]. Group 2: Government Relations - The Dutch economy minister expressed no regrets over his actions related to the crisis, which has drawn sharp criticism from Beijing [2][4]. - China's Ministry of Commerce expressed strong dissatisfaction with the minister's remarks, labeling them as reckless and distorting the truth [4]. - The situation has been described as a breach of contract that has caused turmoil in the global semiconductor supply chain [5].