Core Insights - Soitec and Powerchip Semiconductor Manufacturing Corporation (PSMC) have announced a strategic collaboration to develop ultra-thin Transistor Layer Transfer (TLT) technology for advanced 3D chip stacking [1][2] - The collaboration aims to enhance semiconductor designs, making chips more powerful, compact, and energy-efficient, with applications in smartphones, AI devices, and autonomous driving systems [3][4] Company Overview - Soitec is a leader in innovative semiconductor materials, generating sales of €0.9 billion in fiscal year 2024-2025 and holding over 4,000 patents [8] - PSMC is the seventh-largest pure-play foundry globally, with a production capacity of over 2.1 million 12-inch equivalent wafers annually and a new fab in Taiwan with a planned capacity of 1.2 million wafers [11] Technology Details - The TLT technology enables the stacking of multiple transistor layers vertically, supporting advanced 3D transistor architectures and optimizing power performance [5][6] - Soitec's TLT substrate utilizes Smart Cut™ technology and infrared laser release processing, allowing for ultra-thin semiconductor layers ranging from 5nm to 1µm [6] Collaboration Impact - The partnership reflects a commitment to advancing 3D integration and meeting the industry's demand for faster, more energy-efficient chips [4][7] - The collaboration builds on existing France-Taiwan initiatives in AI and semiconductor technologies, enhancing global cooperation in the sector [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：本文来自经济日报 ，谢谢。 全球封测龙头日月光投控（3711）昨（14）日代子公司台湾福雷电子公告，将以每股新台币9元公 开收购元隆电子普通股，预定收购最高数量为1.51万张，收购总金额将达1.36亿元，依照昨日元隆 收盘价8.73元计算，溢价约3.09％。 业界指出，未来元隆将可能迈向私有化方向前进，借以整顿业务，迎接未来AI新世代。 公告内容指出，福雷收购期间自5月15日至6月24日止，目的为整顿元隆电子营运、促进该公司业 务转型，以及维护元隆电子等股东权益等考量，每股收购价格为新台币9元，预定收购最高数量达 1.51万张，预计最高将收购元隆总发行股数12.4％，本次收购完成后，日月光投控持有元隆持股将 达68.18%。 元隆今年首季财报，单季合并营收2.68亿元、季增14.2％、年增24.6％，由于毛利率及营业利益率 仍为负值，使元隆今年第1季税后净损1.28亿元，亏损幅度写下近四年以来单季新高，每股净损 1.06元，截至今年首季底每股净值为-0.42元，较去年底0.62元转负，依规定将面临下柜命运。 法人表示，由于6吋功率半导体晶圆代工市场报价不断处于弱 ...