每经记者｜王晶 每经编辑｜何小桃 魏官红 进入第四季度，智能手机行业的"年度旗舰大战"如火如荼地展开。11月25日，伴随着华为Mate 80系列、折叠屏手机Mate X7正式发布，给本就竞争激烈的 市场注入了新的变数。 在11月25日的发布会上，余承东公布了产品起售价：Mate 80基础版4699元起，Mate 80 Pro系列5999元起，Mate 80 Pro Max系列7999元起，Mate 80 非凡大 师系列11999元起。Mate 80起售价较上一代降低800元，Mate 80 Pro与Mate 80 Pro Max系列也比上一代同档机型降价500元。 视频截图 作为华为今年下半年的旗舰机型，华为Mate 80系列在软硬件系统层面都进行了革新。软件方面，该产品出厂首发搭载HarmonyOS 6操作系统；在硬件 上，据中银国际、东吴证券等机构的研报披露，华为Mate 80系列搭载新一代麒麟芯片——7纳米制程的麒麟9030 SoC（系统级芯片），这也是麒麟旗舰芯 片在全面回归后的一次重要迭代。对于这一信息，《每日经济新闻》记者也从业内专家及渠道商方面得到确认。 搭载麒麟9030芯片 Mate系列作为华 ...

Core Viewpoint - The publication of the book "The Most Important Machine" has sparked significant controversy surrounding ASML, a leading company in the global semiconductor lithography machine sector, due to allegations of its involvement in geopolitical tensions and proposals to monitor Chinese clients for the U.S. government [1][2]. Group 1: Book Content and Impact - The book is described as a political thriller about ASML, highlighting its critical role in international power struggles, particularly between the U.S. and China [2]. - The authors claim to have disclosed previously confidential information, using exclusive sources, including participants in U.S.-China negotiations regarding ASML [4]. - The book emphasizes ASML's lithography technology's importance for AI, autonomous driving, and next-generation weapons, suggesting that ASML holds significant influence over future global dynamics [5]. Group 2: Allegations and Responses - The book alleges that ASML broke agreements to limit sales of DUV lithography machines to China, leading to dissatisfaction from Dutch and U.S. officials [5]. - It is reported that the former CEO of ASML, Peter Wennink, suggested that the company should continue servicing Chinese clients and even proposed that ASML engineers gather internal development intelligence from Chinese companies [5][6]. - A senior U.S. government official is quoted as saying that ASML could act as an informant for Washington regarding China, although this proposal was rejected by U.S. National Security Advisor Jake Sullivan [6]. Group 3: ASML's Official Stance - ASML has publicly rejected the claims made in the book, stating that the allegations are factually incorrect and damaging to the company's reputation [1]. - The company has reiterated its compliance with all applicable laws and regulations, emphasizing that it has never proposed to act on behalf of any government [1][6].

如果您希望可以时常见面，欢迎标星收藏哦~ 来 源 ： 内容来自半导体芯闻综合 。 中国台湾经济部长周三表示，台湾正在调查一名近日跳槽至英特尔的台积电退休高管。此前当地媒 体报道称，该人士可能将这家晶圆代工厂的先进技术数据带到新雇主处。 中国台湾媒体本周报道指出，曾在推进台积电 2 纳米到 5 纳米尖端制程技术上扮演关键角色的罗 唯仁（Wei-Jen Lo），疑似在 10 月加入英特尔前带走公司资料。 罗唯仁未回应置评请求。 一名知情人士透露，罗唯仁目前已在这家美国芯片制造商任职，并直接向英特尔 CEO 陈立武 （Lip-Bu Tan）汇报。 罗唯仁在台积电任职 21 年，于今年退休前担任企业策略发展资深副总裁。 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 根据台积电与职高台湾工业技术研究院的资料，他此前领导台积电的研发与先进技术发展，推动 5nm、3nm 和 2nm 制程量产，并加强与供应商的合作。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC ...

复旦大学管理学院院长陆雄文教授强调："管理学院以培养'将帅之才'为己任，通过此类合作持续赋能科创企业，培养引领中国经济发展、影响世界产业 变革的杰出管理人才。"榜单发布同期举办颁奖典礼及圆桌论坛，与安永等合作伙伴深化资源对接，推动获奖企业融入全球创新网络。 自2011年首届评选以来，历届获奖企业中已有60多家成功登陆国内外资本市场。本届榜单特别关注具身智能赛道，14家企业覆盖全产业链，彰显中国在实 体智能领域的创新活力。 "最具潜力企业"指在技术革新和商业模式上具有突破性潜力、能快速响应市场变化的高成长公司，其评选为科创生态注入持续 动能。 2025年10月10日，复旦大学管理学院与安永大中华区联合发布"2025最具潜力企业"榜单，作为持续追踪中国新兴企业成长的权威评选，本届聚焦具身智能 等前沿领域，旨在挖掘高成长性创新企业，助力中国产业转型升级。 榜单评选聚焦五大核心领域：具身智能、人工智能、生命科学、移动出行、芯片技术。评审委员会由行业专家、高校学者共同组成，从技术创新性、场景 落地能力、成长潜力等维度严格筛选，最终26家企业获"最具潜力企业奖"，8家企业获"种子企业奖"。 复旦大学管理学院会计学系系主任 ...

Core Viewpoint - The emphasis on the dual role of scientific popularization and technological innovation as essential components for achieving innovative development, with a call for equal importance to be placed on both aspects in society [1][2] Group 1: Policy and Strategic Framework - The new revision of the "Science and Technology Popularization Law" will legally establish the equal importance of scientific popularization and technological innovation [1] - A series of policies have been introduced to strengthen the institutional framework for the collaboration between scientific popularization and technological innovation, including the "National Science and Technology Popularization Development Plan" [3] - The top-level design for the collaboration has evolved from integrating research and popularization to a more comprehensive approach that includes various elements such as facilities, talent, and outcomes [3] Group 2: Collaborative Ecosystem - The collaboration between scientific popularization and technological innovation has expanded to include a diverse range of stakeholders, including technology enterprises, media, and the public [4] - The role of technology enterprises has become crucial in bridging the gap between science and the public through immersive educational experiences and open research facilities [4] - The content of scientific popularization has evolved to include cutting-edge topics such as the metaverse, chip technology, and AI advancements, reflecting public interest and enhancing the interaction between popularization and innovation [4] Group 3: Challenges and Recommendations - There are existing weaknesses in the collaboration, such as insufficient integration of popularization into evaluation systems for projects and talent, and a lag in the supply of cutting-edge popularization content [5] - The urgency of building a strong technological nation has been highlighted, with a strategic goal set for 2035, necessitating improvements in the effectiveness of the collaboration [5] - Recommendations include strengthening institutional collaboration, innovating content production mechanisms, and enhancing talent development in the field of scientific popularization [6][7]

Core Viewpoint - The emphasis on the dual role of scientific popularization and technological innovation as essential components for achieving innovative development is highlighted, establishing the strategic importance of scientific popularization in the context of innovation [1][2]. Group 1: Policy and Framework - The new revision of the "Science and Technology Popularization Law" will incorporate the equal importance of scientific popularization and technological innovation into legal provisions, reflecting a commitment to integrate these two aspects [1]. - A series of policies, including the "National Science and Technology Popularization Development Plan" and the "14th Five-Year Plan," have been introduced to systematically strengthen the institutional framework for the collaboration between scientific popularization and technological innovation [3]. - The top-level design for the collaboration has evolved from the initial proposal of combining research and popularization to establishing a legal framework that ensures their close cooperation [3]. Group 2: Stakeholder Involvement - The collaboration has expanded to include a diverse range of stakeholders beyond traditional entities like research institutions and universities, now encompassing technology companies, media, and the general public [4]. - Technology companies are playing a crucial role in bridging the gap between science and the public by creating immersive educational environments and opening research facilities [4]. - New media platforms have emerged as significant channels for disseminating cutting-edge scientific knowledge, enhancing the reach and impact of scientific popularization [4]. Group 3: Content and Quality - The content of scientific popularization is evolving, with innovative and disruptive technological advancements providing fresh material and perspectives for public engagement [4]. - The popularity of topics such as the metaverse, chip technology, and AI tools like ChatGPT reflects the public's keen interest in technological progress and the interactive relationship between scientific popularization and innovation [4]. - There is a recognized need to improve the quality and timeliness of scientific popularization content to keep pace with rapid technological advancements [5]. Group 4: Challenges and Recommendations - Existing challenges include inadequate integration of popularization efforts into the evaluation systems for scientific projects and talent, as well as a shortage of professionals capable of effectively communicating complex scientific concepts [5]. - To enhance the effectiveness of the collaboration, it is recommended to strengthen institutional frameworks, improve incentive mechanisms for scientific popularization, and develop a comprehensive talent training system [5][6][7]. - The establishment of a collaborative model involving government, society, and market forces is essential for creating a robust ecosystem for scientific popularization [6].

Group 1 - The global competition in chip technology has evolved from a focus on processes to a comprehensive competition, with China reportedly leading in third-generation chip materials, significantly surpassing its Western counterparts [1] - Most existing chips are based on silicon technology, which is approaching its limits, leading major manufacturers like TSMC, Intel, and Samsung to abandon traditional upgrade paths in favor of equivalent processes [3] - The global industry is exploring new chip technologies and materials, such as photonic and quantum chips, as alternatives to silicon [3] Group 2 - China faces significant challenges in advancing silicon chip technology due to difficulties in obtaining EUV lithography machines, which involve a complex supply chain requiring collaboration from thousands of companies across multiple countries [5] - In the realm of advanced chip technology, China is considered to be in the first tier alongside the United States, particularly in photonic and quantum chip technologies, although the exact competitive advantage remains unclear until large-scale commercialization occurs [5] - Chinese companies have reportedly achieved a leading position in the global gallium nitride (GaN) materials market, which is recognized as a third-generation chip material, with widespread applications, especially in mobile phone chargers [5][7] Group 3 - Innoscience, a Chinese company, holds a 30% share of the global GaN materials market, followed by American companies Navitas, Power Integrations, and EPC with shares of 17%, 15.2%, and 13.5% respectively [7] - GaN materials are not only used in mobile phone chargers but also in emerging technology sectors such as electric vehicles and high-speed rail, contributing to rapid advancements in these fields [7] - The application of GaN materials extends to military technology, enhancing the detection range of advanced radar systems and being utilized in various defense applications [7][9] Group 4 - In addition to GaN, China has made significant progress in other advanced chip materials such as gallium arsenide (GaAs), indium phosphide (InP), and silicon carbide (SiC), supporting technological advancements across various sectors [9]

Core Insights - The article highlights the positive momentum in the semiconductor and AI computing sectors following the unexpected outcomes of the US-China summit on October 30, which has led to a continuous net buying of SMIC shares in the Hong Kong market for seven consecutive days, totaling HKD 30.44 billion [1][6] - The launch of the first Hong Kong information technology ETF (159131) is gaining attention as it tracks the CSI Hong Kong Stock Connect Information Technology Composite Index, which focuses on semiconductor, electronics, and software sectors [1][2] Group 1: Market Trends - The Hong Kong Stock Connect Information Technology Composite Index consists of 41 hard technology companies, with a composition of 70% hardware and 30% software, emphasizing a strong focus on semiconductor and electronic sectors [3][5] - The index has shown significant performance, with a cumulative increase of 110.93% from December 30, 2022, to September 30, 2025, outperforming other Hong Kong technology indices [5][8] Group 2: Investment Opportunities - The ETF provides a tool for investors to capitalize on the growth of hard technology assets in Hong Kong, particularly in the semiconductor sector, where SMIC holds a weight of 19.41% in the index [5][6] - The index's high concentration in leading companies aligns with the objective of capturing long-term growth opportunities in the technology sector [5][6] Group 3: Future Outlook - The article indicates a strong demand for quality hard technology companies in Hong Kong, with expectations for more listings in the future, driven by the increasing participation of international long-term funds in the IPO market [6][8] - The current price-to-earnings ratio of the index stands at 42.68, significantly lower than other major global technology indices, suggesting potential growth opportunities for investors [6][8]

Core Insights - *ST Chengchang reported significant improvement in financial performance for the first three quarters of 2025, with revenue exceeding 300 million yuan and net profit increasing nearly fourfold, successfully reversing the loss from the same period last year [2] Financial Performance - For the period from January to September 2025, the company achieved revenue of 306 million yuan, representing a year-on-year growth of 204.78% [2] - The net profit attributable to shareholders reached 90.36 million yuan, with a year-on-year increase of 386.56% [2] - In the third quarter alone, the company generated revenue of 105 million yuan and net profit of 33.73 million yuan, reflecting year-on-year growth of 266.57% and 565.20% respectively [2] Operational Factors - The substantial performance improvement is attributed to the continuous recovery in downstream market demand, with ample orders across various business segments and key projects entering mass delivery phase [2] - The company has optimized its product structure and advanced refined management practices, effectively controlling costs and enhancing operational efficiency, leading to an increase in gross margin in the third quarter [2] Industry Position - As a chip design enterprise, *ST Chengchang holds a technological advantage in the phased array T/R chip sector [3] - In the context of a rising industry climate, the company is actively advancing capacity layout and accelerating R&D iterations, providing strong support for future performance growth [3] - Market expectations indicate that with the continuous release of orders, the company's profitability is likely to improve further [3]

【文/观察者网 阮佳琪】 当地时间10月17日，法国《世界报》刊登的一篇评论文认为，自今年年初"深度求索"（DeepSeek）给世 界带来了"亿点"小小震撼后，中国正试图借助这一效应，举全国之力，缩小与美国在芯片与人工智能 （AI）领域的差距。 "美国对高端芯片的封锁，成为了中国企业的兴奋剂。"有法媒总结该文章的观点称，美国的封锁没有能 够让中国AI倒下，反而激发了更强烈的自主欲望。 "整个中国，现在都在以一种'你封我，我就自己造'的精神前行着。"法媒写到。 比如，DeepSeek的工程师采用MoE架构（mixture of experts，混合专家模型），在算力有限的情况下实 现了理想效果。此外，DeepSeek选择开源模式，允许任何人集成并开发其技术，这一决策也大幅提升 了其市场认可度。 《世界报》还写道，中方将AI视为"赶超美国实力的核心领域"，并从政策、资金等多方面大力支持其在 社会各领域的应用。目前AI已渗透中国制造业、港口物流乃至政府管理：连广州的小工厂都在用AI设 计服装，武汉的AI自动驾驶测试也在如火如荼地推进。 9月17日，DeepSeek-R1开创历史，梁文锋论文登上《自然》封面 《世界报 ...