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中国FlipFET技术,颠覆芯片
3 6 Ke· 2025-08-25 01:13
2025年,半导体行业正式叩响GAA时代。 随着GAAFET 技术的落地,"逻辑芯片下一个大趋势" 的光环也随之褪去。 三星在3nm中已应用GAAFET技术,台积电也表示今年下半年大规模生产的2nm芯片中将应用GAAFET技术。 那么 GAA 之后,谁来接棒?按此前的技术路径,CFET 本是下一代架构的公认标杆。但随着 VLSI 2025 的启幕,中国北京大学提出的 FlipFET 技术,引 起更大轰动。 GAA之后,谁来接棒? 五十多年来,半导体行业一直依赖于一个简单的公式:缩小晶体管尺寸,将更多晶体管封装到每个晶圆上,然后看着性能飙升,成本骤降。 在 2D 晶体管时代,FinFET是扛大旗者。 在此之前是MOSFET,不过当栅极长度逼近20nm门槛时,对电流的控制能力急剧下降,漏电率也在升高,传统的平面MOSFET正式走到尽头。 | | MOSFET | FinFET | GAAFET | | | --- | --- | --- | --- | --- | | 名称 | 绝缘栅型场效应晶体管 | 鳍式场效应晶体管 | 环绕栅极场效应晶体管 | 多桥通道场效应晶体管 | | | | | (GAAFET) | ...
芯碁微装股价上涨4.35% 拟发行H股拓展国际市场
Jin Rong Jie· 2025-08-13 16:33
Group 1 - The latest stock price of Chipbond Technology is 144.00 yuan, an increase of 6.00 yuan from the previous trading day, with a trading volume of 62,122 hands and a transaction amount of 884 million yuan, reflecting a volatility of 5.97% [1] - The company specializes in the research, production, and sales of semiconductor equipment, primarily used in integrated circuits and advanced packaging [1] - As a leading semiconductor equipment manufacturer in China, Chipbond Technology continues to drive technological innovation and product upgrades [1] Group 2 - The company has announced plans to deepen its global strategy by issuing H-shares overseas and listing on the main board of the Hong Kong Stock Exchange [1] - The company has completed the election of a new board of directors, with the candidate list approved [1]
魏哲家和刘德音,同获“罗伯特•诺伊斯奖”
半导体行业观察· 2025-07-29 01:14
Core Viewpoint - The article highlights the recognition of Dr. C.C. Wei and Dr. Mark Liu, leaders of TSMC, as the joint recipients of the 2025 Robert N. Noyce Award for their significant contributions to the semiconductor industry [2][4]. Group 1: Award Announcement - The Semiconductor Industry Association (SIA) announced that Dr. C.C. Wei and Dr. Mark Liu will receive the Robert N. Noyce Award in 2025 [2]. - The award ceremony will take place on November 20, 2025, in San Jose, California [2]. Group 2: Contributions to the Industry - Dr. Wei and Dr. Liu are recognized for reshaping the modern semiconductor ecosystem and revolutionizing chip manufacturing technology [4]. - Under their leadership, TSMC has become the largest chip foundry globally and a cornerstone of the semiconductor supply chain [4]. - TSMC has developed numerous groundbreaking technologies that have transformed computing performance, energy efficiency, and the global supply chain [4]. Group 3: Leadership Background - Dr. C.C. Wei has held various leadership roles at TSMC since joining in 1998, including CEO and President [5]. - Dr. Mark Liu has also served in multiple executive positions at TSMC, contributing to its growth and innovation [6]. - Both leaders emphasize the collective effort of their teams and the importance of innovation in the semiconductor field [5][6].
【太平洋科技-每日观点&资讯】(2025-07-21)
远峰电子· 2025-07-20 11:34
Market Overview - The main board saw significant gains with stocks like Dihua Intelligent (+10.03%), Hengwei Technology (+10.02%), and Zhizhen Technology (+10.00%) leading the rise [1] - The ChiNext board also performed well, with Xiling Information (+20.01%) and Century Tianhong (+13.75%) among the top gainers [1] - The Sci-Tech Innovation board was led by Zhongrun Optics (+9.67%) and Qingyun Technology-U (+7.90%) [1] - Active sub-industries included SW Semiconductor Equipment (+1.60%) and SW General Software (+1.31%) [1] Domestic News - Zunheng Semiconductor's self-developed "Glass-based Large Panel Intelligent Packaging TGV Plating Equipment" has been shortlisted for the 2025 provincial first set of major technical equipment, improving advanced packaging efficiency by 50% compared to traditional equipment [1] - Chip Alliance plans to acquire 72.33% of Chip Alliance Yuezhou for 5.897 billion yuan, a strategic move to enhance capabilities in high-end semiconductor manufacturing [1] - Shijia Photon reported high capacity utilization for Fokexima, which has a flexible expansion plan based on market conditions and customer needs [1] - Microchip Technology collaborates with Delta Electronics to develop silicon carbide power solutions, with the agreement including technical training and early access to product samples [1] Company Announcements - Foxit Software announced a change in core technical personnel, with Meng Qinggong no longer serving in his role but retaining his position in the company [2] - Sanhuan Group expects a net profit of 1.128 billion to 1.333 billion yuan for H1 2025, representing a year-on-year growth of 10%-30% [2] - Qingyun Technology reported a reduction in shareholding by a major shareholder, with a decrease from 5.00% to 4.00% after selling 478,000 shares [2] - Nanwei Software announced a share reduction by shareholder Wu Zhixiong, who sold 2,113,600 shares, accounting for 0.3642% of the total share capital [2] International News - Broadcom launched its next-generation network switch chip, Tomahawk Ultra, designed for high-performance computing and AI clusters [3] - Synopsys completed the acquisition of Ansys, expanding its total addressable market to $31 billion and enhancing system design solutions for various industries [3] - Rapidus announced the trial production of 2nm GAA transistors, showcasing its first 30 cm diameter wafer [3] - NVIDIA is actively working on porting CUDA to the RISC-V architecture to enhance GPU parallel processing capabilities [3]
索尼高管:中国高端CIS,来势汹汹
半导体行业观察· 2025-06-16 01:47
Core Viewpoint - Sony Group's imaging and sensing solutions division (I&SS) anticipates a delay in achieving its 60% market share target for 2025 due to lower-than-expected sales from major clients and intensified competition in the high-end sector in China [1][3][4] Financial Performance - For the fiscal year 2024, I&SS expects sales to reach 1.799 trillion yen, a 12% year-on-year increase, and operating profit to hit 261.1 billion yen, a 35% increase, both setting historical records [1][4] - The growth in sales is attributed to favorable exchange rates, improved product mix, and increased sales of mobile device sensors [4][5] - The forecast for fiscal year 2025 includes a 9% increase in sales to 1.96 trillion yen and a 7% increase in operating profit to 280 billion yen, both projected to be historical highs [4] Market Share and Strategy - Sony Semiconductor's president indicated that the market share for 2024 is expected to remain flat at 53%, with a projected increase to 56% in 2025 [1][3] - The CFO explained that the stagnation in market share is primarily due to unmet sales expectations from major clients and increased competition in the high-end market in China [3] - Sony Semiconductor has outlined a business strategy focusing on five functional axes: sensitivity/noise, dynamic range, resolution, readout speed, and power consumption, aiming to balance these features in product development [3][5] Investment and Future Outlook - The company plans to invest in new manufacturing processes to support the production of innovative sensors, with investments expected to be phased in starting from 2030 [5] - The investment scale may approach that of the previous mid-term plan, which was approximately 930 billion yen [5] - The company is also evaluating the growth potential of various sensor markets, including automotive sensors, while aiming for long-term business growth with optimal development costs [6] Corporate Structure Considerations - There are reports suggesting that Sony is considering spinning off its subsidiary, Sony Semiconductor Solutions, with the goal of an initial public offering [7] - The company is open to exploring structural changes in other business units if necessary, but currently has no plans for such actions beyond the financial department [7]