12月17日，激光雷达"芯片第一案"迎来最新交锋。 深圳市灵明光子科技有限公司（以下简称"灵明光子"）通过其官方网站发布声明，将以"专利侵权"为由反诉速腾聚创。此举距离其12月10日公开声称"未 收到法律函件"仅过去一周。 专利实力7：100，灵明光子反诉策略承压 从公开信息看，灵明光子的技术轨迹存在显著反差。公司自2018年成立后，长期专注于消费电子级的小面阵SPAD传感器。 然而，在2023年3月与速腾聚创终止合作后，仅用约半年时间便推出了高分辨率的大面阵芯片。这一快速的技术跃迁引发行业关注，因为此类高性能 SPAD-SoC芯片的研发，即便是经验成熟的团队，常规开发周期也需要18至24个月。 更为关键的是，灵明光子尚未公开回应速腾聚创声明提及的内容。根据速腾聚创的官方声明，"其已完成深入调查与专业取证，并形成完整证据链，固定 了涉及其SoC芯片核心技术的关键信息点，以及灵明光子员工涉嫌获取技术秘密等内容。" 同日，深圳市速腾聚创科技有限公司（以下简称"速腾聚创"）发布官方声明回应，"重申灵明光子涉嫌侵害其技术秘密才是本次争议的核心，并透露已采 取包括专利侵权反诉、商业诋毁诉讼及请求宣告专利无效在内的多重法 ...

Group 1 - China's Ministry of Commerce has initiated anti-dumping investigations against certain U.S. semiconductor products, specifically targeting simulation chips, which are essential across various sectors including electric vehicles and industrial control [2][6] - The investigation period has been set until 2026, indicating a serious and long-term approach rather than a superficial response [2] - Additionally, China has launched an investigation into the U.S.'s discriminatory restrictions in the semiconductor sector, citing a history of tariffs and export controls that have affected Chinese companies [2][10] Group 2 - The narrative of China facing a coalition of 38 countries against it is misleading; the number refers to entities on U.S. restriction lists rather than a unified global front [4] - European countries, while appearing to align with the U.S., are unlikely to fully abandon the Chinese market due to their own economic interests [4] Group 3 - China holds significant leverage in the semiconductor market as it is the largest buyer globally, with projected investments in semiconductor equipment reaching nearly $38 billion by 2025 [6][9] - The legal framework for the investigations aligns with WTO regulations, showcasing China's strategy of utilizing legal avenues rather than mere rhetoric [6][9] Group 4 - The ongoing negotiations between China and the U.S. are characterized as a "game of courage," with both sides testing each other's limits while being cautious of potential backlash from their respective domestic audiences [10][12] - The trade conflict has evolved into a comprehensive battle involving rules, psychology, and industrial capabilities, rather than just tariffs and retaliations [12]