公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 zdnet 。 三星电子计划在其位于美国奥斯汀的晶圆厂量产苹果的下一代图像传感器。这是三星电子首次向苹果供应图像传感器，意 义重大，打破了此前由日本索尼主导的供应链格局。 当地时间6日，苹果公司通过官方新闻稿宣布，"我们正在与三星电子位于德克萨斯州奥斯汀的代工厂合作，生产基于新技 术的半导体，这些技术将在全球首次应用"。 苹果公司宣布这一消息之际，正值其在美国新投资1000亿美元的计划之际。苹果公司表示："通过首先将这项技术引入美 国，我们将能够为全球销售的苹果产品（包括iPhone）提供优化功耗和性能的半导体。" 苹果提到的半导体被认为是CIS（CMOS图像传感器）。CIS是 一种系统半导体，可以将通过镜头进入的光线转换为电图 像信号，是智能手机的关键部件。 此前，苹果的CIS全部由日本索尼供应。然而，从明年或后年量产的下一代iPhone开始，CIS供应链预计将由索尼和三星电 子两家公司瓜分。 半导体行业相关人士表示，"三星电子和苹果自去年以来就CIS供应问题进行了密切磋商"，"目前供应量似乎并不大，但最 早可能在明年开始量产"。 约一周前 ...

Core Insights - The CMOS image sensor (CIS) market is expected to experience strong growth in 2024, driven by the rebound in smartphone demand and needs in security, defense, aerospace, and consumer electronics. Revenue is projected to grow by 6.4% in 2024, following a 2.3% increase in 2023, with a compound annual growth rate (CAGR) of 4.4% from 2024 to 2030 [1][4]. Market Trends - The market volume is anticipated to rise from 7 billion units to 9 billion units by 2030, with mobile, security, and automotive applications being the primary growth drivers [1]. - The average selling price (ASP) remains stable above $3, supported by high-end features in mobile and automotive sectors [1]. - Wafer production is expected to grow by 8.9% in 2024, with a steady increase projected until 2030 [1]. Competitive Landscape - Chinese company Smartsens leads the market with a significant year-on-year growth of 105.7%, expanding into mobile and automotive sectors. Sony's market share has also increased by nearly 50%, while SK Hynix has reduced its focus on CIS, concentrating on memory products [4]. - Companies like ON Semiconductor, Teledyne, and STMicroelectronics have seen revenue declines due to slowdowns in industrial and medical markets, as well as reduced design orders in consumer electronics [4]. - Despite trade tensions, the CIS sector remains resilient due to the adoption of mature nodes, with domestic demand and government support bolstering production in China [4]. Technological Innovations - The CIS industry is evolving through innovations that enhance performance, integration, and sensing capabilities, including higher signal-to-noise ratios, improved low-light sensitivity, compact designs, and lower power consumption [7]. - Sony's three-layer stacked sensors are being adopted in mainstream smartphones, marking a shift towards intelligent sensing rather than just resolution [7]. - Advances in 22nm logic stacking technology aim for ultra-low power consumption and expanded computational capabilities, with FDSOI technology expected to be utilized for neuromorphic sensing [7]. Future Projections - By 2030, global CIS wafer capacity is projected to meet demand with a capacity of 638k wpm and a utilization rate of 72% [4]. - The industry is witnessing a transition towards multi-stacking architectures, with BSI (Backside Illumination) technology leading the way [8].

Group 1 - As of May 2025, Shanghai has 12 high-quality incubators covering over 120,000 square meters, with more than 300 companies incubated, including 36 high-tech enterprises and 18 specialized and innovative small and medium-sized enterprises [1][3] - High-quality incubators focus on hard technology incubation, supporting the rapid transformation of disruptive technological achievements and accelerating the growth of hard tech companies [3][15] - The "Xinzhe Zhixing Port" incubator has successfully incubated companies that have gone public, including five on the Sci-Tech Innovation Board and two on the US stock market [3][4] Group 2 - Since the launch of high-quality incubator construction in November 2023, Shanghai has initiated 12 incubators focusing on emerging industries such as AI, quantum optics, and gene therapy [2][10] - The "Mosu Space" innovation ecosystem has attracted over 100 AI model companies, creating a significant cluster effect in the AI industry [5][8] - The Shanghai government aims to cultivate a batch of globally competitive local hard tech companies and establish 2-3 "innovation nuclear explosion points" with a scale of hundreds of billions by 2025 [15] Group 3 - The Pudong New Area has established a cluster of high-quality incubators, including the "Dart Innovation R&D Center" and "Xinzhe Zhixing Port," which collectively support over 30 quality innovation carriers in the biomedicine sector [4][10] - The human-robot incubator focuses on the entire industry chain and employs a selective approach to project incubation, ensuring that companies are specialized in specific fields [12][15] - Shanghai's high-quality incubators are supported by policies that provide tax reductions, talent points, and innovation vouchers, tailored to the unique characteristics of each incubator [15]

Core Viewpoint - Lenovo Holdings emphasizes the importance of "long-termism" in navigating the rapidly changing global industrial and technological landscape, particularly in fields like artificial intelligence, semiconductors, and new energy [2][3]. Financial Performance - Lenovo Holdings reported a total revenue of RMB 512.81 billion for 2024, marking a year-on-year increase of 17.61% - The net profit reached RMB 7.683 billion, a significant year-on-year increase of 1119.52% - The net profit attributable to shareholders was RMB 133 million, recovering from a loss of RMB 3.874 billion in 2023 [2]. R&D and Innovation Strategy - The company has set a historical high for R&D investment in 2024 at RMB 15.8 billion, reflecting its commitment to innovation [4]. - Lenovo Holdings has developed a unique path for technology industrialization, focusing on long-term independent innovation and aligning with national strategies [4]. Market Position - Lenovo Group holds a 25.9% market share in global PC shipments in the first quarter of 2024, maintaining its position as the world's leading PC manufacturer [4]. - The revenue share from non-PC businesses has increased to 47% as of the 2024/25 fiscal year, indicating a successful diversification strategy [4]. Focus Areas - Lenovo Holdings is concentrating on three key areas: new materials, new energy, and intelligent sensing, through its Forward Technology Research Institute [7]. - The research institute aims to identify and develop cutting-edge technologies and facilitate their commercialization [7]. Collaborative Efforts - The company has established a collaborative network with top universities and research institutions to drive technological breakthroughs in emerging industries [7]. - Lenovo Holdings is leveraging its Japanese channel resources to create a dual-circulation open innovation system, focusing on introducing advanced materials processing technologies [8]. AI Strategy - Lenovo Holdings is positioning itself in the AI sector by forming partnerships across various verticals, including education, healthcare, and manufacturing, to create a comprehensive AI ecosystem [9]. - The company has invested in over 270 AI-related enterprises, establishing a closed-loop ecosystem from algorithm development to practical application [9][10]. Future Aspirations - Lenovo Holdings aims to nurture more outstanding AI companies that not only serve the domestic market but also expand their global influence [11].

Core Viewpoint - Shanghai is accelerating the development of the rehabilitation assistive devices industry through a three-year action plan, focusing on integrating advanced technologies such as artificial intelligence, smart sensing, information communication, and brain-computer interfaces into this field [1] Group 1: Policy and Support - The Shanghai Municipal Development and Reform Commission, along with other departments, has issued a three-year action plan (2025-2027) to promote the rehabilitation assistive devices industry [1] - The plan emphasizes the importance of technological breakthroughs and encourages local enterprises to apply for national-level projects related to key products such as nursing robots, rehabilitation robots, bionic prosthetics, wearable devices, and virtual reality rehabilitation training equipment [1] Group 2: Goals and Targets - By 2027, the plan aims to implement 10 key technology (product) research and development projects and support more than 5 products under the elderly care technology special support [1]

Group 1 - The "9th Zu Chongzhi Cup" Kunshan Innovation and Entrepreneurship Competition focuses on "intelligent sensing" and "digital economy" as core themes, attracting national tech elites to compete [1] - Innovative teams from AI, smart manufacturing, and new materials sectors showcased their projects, including newly developed technologies from universities and research institutions, as well as new projects from established tech companies [1] - The "AIGC immune optimization and intelligent application" project addresses decision-making inaccuracies and cost risks in manufacturing due to inconsistencies between equipment and software data, with 11 authorized patents and plans for empowering smart transformation in the Yangtze River Delta region [1] Group 2 - Jinxikou Town is positioned as a new growth hub in Kunshan, aiming to build a highland for technological innovation and has been recognized as one of the top 100 towns in China for the first time in 2024 [2] - The town is promoting the integration of agriculture, culture, and tourism, fostering new business models such as cultural creativity, village cafes, travel photography, and cycling [2] - Kunshan is committed to creating a talent-friendly city by enhancing the "5A" talent service mechanism and developing a digital service system to address key issues like housing, children's education, and medical care for incoming talents [2]

如果您希望可以时常见面，欢迎标星收藏哦~ https://www.intellinews.com/china-creates-world-s-thinnest-chip-with-5931-transistors-378131/ 点这里加关注，锁定更多原创内容 来源 ：内容编译自 intellinews ，谢谢。 据《IEEE Spectrum》报道，中国研究人员研制出迄今为止最先进的二维材料微处理器，其内部集 成了5931个由二硫化钼制成的晶体管，厚度仅为三个原子。二硫化钼由两层硫层之间的钼层构 成，由于其原子级厚度和高效率，被视为硅的有力替代者。 这种新型微处理器可能对众多行业产生突破性的影响，并受到世界各地其他研究人员的密切关注。 这款名为 RV32-WUJI 的芯片基于开源 RISC-V 架构，能够执行标准的 32 位指令。它基于绝缘蓝 宝石基底，配备全新开发的单元库，包含 25 种逻辑门类型，能够执行"与"和"或"等基本计算功 能。与之前仅管理 156 个晶体管的二维电路相比，这一进展标志着一个重要的里程碑。 尽管 RV32-WUJI 的运行频率仅为 1 千赫兹，功耗仅为 0.43 毫瓦，但它展示了 ...