自2004年以来，中菲海警多次发生摩擦，且美国频繁站出来为菲律宾发声。在南海问题上，菲律宾一方 面通过不断挑起局势，试图借此向中国施压，另一方面则借助美国的国际影响力为自己争取更多支持。 此外，近年来，菲律宾还频繁从美国购买军事装备，包括二手"黑鹰"直升机和"海鹰"巡逻艇，甚至有意 购买美国退役的F-16战机。表面看，这些采购似乎为菲律宾增强了军力，但实际上，许多人认为这些装 备仅仅是美国的库存商品，菲律宾不过是"接盘侠"罢了。 近日，美国总统特朗普在社交媒体上连续发布多封关税催缴函，宣布对包括菲律宾、文莱、伊拉克等六 个国家征收高达20%~30%的新关税，其中，菲律宾的关税引发了外界的广泛关注。特朗普对菲律宾征 收了20%的税率，这一数字甚至超过了许多非美盟国的征税标准。这一决定令美国的众多盟友倍感压 力，尤其是那些表现得尤为亲美的国家，他们突然发现自己可能反而成了最早遭到征税的对象。 菲律宾一直以来对美国的外交政策给予高度配合，甚至多次主动为美国提供战略支持。2023年，菲律宾 总统小马科斯批准美军在菲律宾增设4个军事基地，使得美军在菲律宾的军事设施总数达到了9个。通过 这些基地，美军能够进一步扩大在台海 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 tomshardware 。 McGill表示："MIPS成熟的处理器核心将补充GF现有IP产品线，使客户能在各类市场打造差异化产品。这涵盖了用于自 动化平台、嵌入式系统和智能边缘设备的计算子系统。交易完成后，GF将继续支持MIPS基于RISC-V架构的指令集处理器 组合及其广泛的生态系统。除了边缘AI应用外，GF与MIPS的协同能力也非常适合在车载、物联网和数据中心基础设施等 高增长领域发挥作用，这些领域需要实时计算能力、安全认证和可扩展的系统架构。" MIPS将保持独立运营 当GlobalFoundries本周早些时候宣布计划收购MIPS时，外界一度认为该公司又一次改变了战略，准备开始自行开发处理 器，从而与部分客户形成竞争。然而，在与GlobalFoundries沟通后我们确认，事实并非如此，GlobalFoundries并无意转 型为一家集成器件制造商（IDM）。相反，它希望借此为客户提供"即用型"的计算IP，加快其产品上市进程。 GlobalFoundries企业传播总监Erica McGill在接受Tom's Hardware采访时表 ...

Core Viewpoint - Navitas Semiconductor's recent collaboration document has caused significant disruption in the global GaN semiconductor industry, revealing TSMC's plan to exit GaN wafer production by July 2027, while Navitas partners with PSMC to advance 8-inch silicon-based GaN technology mass production [1] Group 1: TSMC's GaN Journey - TSMC has been a key player in the commercialization of GaN technology since 2011, leveraging its CMOS manufacturing experience to develop GaN-on-Si technology [2] - By 2015, TSMC achieved mass production of GaN-on-Si, establishing a comprehensive technology platform across various voltage levels, including 650V, 100V, and 40V [2][3] - TSMC captured 40% of the global GaN wafer foundry market by 2023, establishing a competitive landscape with X-Fab and Episil [3] Group 2: TSMC's Withdrawal - TSMC announced its decision to gradually exit the GaN business over the next two years, citing a reassessment of business priorities and a shift towards higher-margin sectors like AI chips [4][5] - The company’s GaN production capacity was relatively small, with a monthly output of only 3,000-4,000 6-inch wafers, leading to minimal revenue contribution [4] - Increased competition and price wars, particularly from Chinese IDM manufacturers like Innoscience, have pressured TSMC's profit margins in the GaN market [6] Group 3: Supply Chain Risks - Recent export controls on gallium and germanium by the Chinese government have introduced uncertainties in the supply chain, impacting costs for GaN production [7][8] Group 4: Industry Transition - Following TSMC's exit, Navitas Semiconductor plans to transition its production to PSMC, utilizing 8-inch lines to produce GaN-on-Si devices, targeting the 100V to 650V voltage range [12] - Infineon is advancing its 300mm GaN wafer IDM production strategy, aiming to capitalize on the growing demand for GaN semiconductors [13][14] - The shift in the industry landscape may accelerate the transition from "technological breakthroughs" to "scale implementation" in the GaN sector [15]

如果您希望可以时常见面，欢迎标星收藏哦~ *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。 来 源 ： 内 容来自 工商时报 。 晶圆代工龙头台积电近月以来高层频繁异动，11日传出资材管理副总李文如在长假后请辞。台积 电证实，该公司资材管理副总经理李文如因个人因素请辞，将于2025年7月13日离职，而资材管理 主管一职将由台积电资深副总经理暨副共同营运长侯永清兼任。 李文如在2022年加入台积电，去年8月升任资材管理副总，在职期间协助建立完整工作模式及系 统，主要提供公司及供应商需求预测，并监控主要供应商的交付状况，该系统也在新冠肺炎疫情期 间客户机台、材料供需失衡的问题。 李文如据悉为台积电内部最年轻副总经理，曾陆续历练谷歌（Google）、苹果（Apple）、高通 （Qualcomm）的采购主管；上个月传出因个人因素休长假，供应链业者透露，资材管理必须管理 上千家供应商，组织责任重大。 正值台积电扩张阶段，供应链仅表示，一切按照计划进行，并未透露更多细节。据悉，台积电未来 重心即是美国亚利桑那州厂积极扩建。 兼 ...

Core Viewpoint - The article discusses the journey of Wang Laichun from a factory worker to the head of a company with a market value of 131.5 billion, highlighting the challenges faced by Luxshare Precision, particularly its heavy reliance on Apple, which accounts for 70.74% of its revenue [2][5][12]. Group 1: Company Background and Financial Performance - Wang Laichun started her career as a factory worker at Foxconn and later co-founded Luxshare Precision, which has grown significantly, with a market value exceeding 250 billion RMB [3][5]. - Luxshare's revenue reached approximately 268.8 billion in 2024, marking a growth of nearly 16% year-on-year, while net profit was over 13.3 billion, up 22% [5][13]. - The company is heavily dependent on Apple, with over 70% of its revenue coming from this single client, raising concerns about the sustainability of its business model [12][14]. Group 2: Strategic Shifts and Challenges - To reduce reliance on Apple, Luxshare has invested heavily in the automotive industry, but this segment only accounted for 5.12% of total revenue in 2024 [17][18]. - The company's asset-liability ratio increased to 62.16% in 2024, up from 56.61% in 2023, indicating financial strain due to its aggressive expansion strategy [16][18]. - Despite the growth in revenue, the automotive business has not yet provided a substantial alternative to the income generated from Apple, posing a risk to Luxshare's financial stability [17][20]. Group 3: Legal and Governance Issues - Luxshare is currently embroiled in a legal dispute regarding a 10 billion shareholding issue, which raises questions about corporate governance and transparency [18][19]. - The planned acquisition of a loss-making asset from Anhui Xinguang has sparked controversy, particularly due to its connection to Wang Laichun's family, leading to allegations of nepotism [20][21]. - The company faces significant challenges in maintaining investor confidence and managing its debt while pursuing high-risk, long-term business ventures [20].

近期，"反内卷"政策密集出台，各行业纷纷发声响应，一度成为股票与商品市场的交易热 点。机构"反内卷"相关研报也迅速出炉并刷屏！ 华创 证券 策略团队从国企占比、行业集中度、价格弹性、税收、就业5个视角筛选"反内 卷"潜在受益行业。 较为受益的行业包括：煤炭开采、焦炭、普钢、 能源金属 、 玻璃玻纤 、冶钢原料、 贵金属 、 白酒 、酒店餐饮。 免责声明 各大机构普遍关注三个方向：如何看待本轮"反内卷"？"反内卷"对资本市场影响几何？哪些 行业有望受益？ 天风证券 表示，"反内卷"行情如果发展顺利，可能分为三阶段：第一阶段政策催化下的预期 （幅度可能较小），第二段定价资源品价格上涨，第三段定价资源品高价横住的时间。 中信证券 认为，本轮"反内卷"与2015年至2016年的供给侧改革主要存在三重差异：一是行 业覆盖面更广；二是上游企业经营情况相对更好，导致企业自发参与减产意愿相对偏弱；三 是本轮供需失衡的部分新兴行业民企占比更高、吸纳的就业人数更多。 华安证券 认为，本轮"反内卷"行情是在相关周期品板块前期滞涨背景下（其余方向均有过轮 动），同时恰逢中央财经委提及治理低价无序竞争催化下的主题行情。这是个短期的主题 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 Digitimes 。 台积电研究发展副总经理暨卓越科技院士余振华，于2025年7月8日正式退休。 而台积「研发六骑士」的美谈并未熄灭，这位真正尚在近期，仍于台积电任职的「最终骑士」余振华，也被半导体业界高 度评价，十足地推动台积电站上晶圆代工产业顶峰。 业界人称道格（英文名）的余振华，自1994年加入台积电，从铜制程的重大突破，到领军开发CoWoS、InFO等划时代先 进封装技术，为台湾半导体技术创下无数里程碑，对台积电登上全球晶圆代工龙头地位贡献深远。 业界认为，余振华对台积电先进封装与异质系统整合制程居功厥伟，尤其是目前AI最夯的CoWoS封装技术更由他一手推 动，余振华退休后，他的工作交由另一位副总徐国晋负责。 半导体业界近期传出余振华将从台积电退休。 台积证实，余振华退休，台积电感谢余振华多年来对公司的贡献，并预祝他退休生活愉快。 余振华成就台积电先进封装 1955年出生于基隆的余振华，1977年自清大物理系毕业，1979年取得材料工程硕士学位，并于1987年获美国乔治亚理工 学院材料工程博士学位，毕业后进入当时全球最先进的美国AT&T ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: TSMC - TSMC currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance in the market [3][4]. - The stock has shown a price increase of 2.73% over the past week, matching the performance of the Zacks Semiconductor - Circuit Foundry industry [6]. - Over the last month, TSMC's shares have increased by 7.25%, consistent with the industry's performance [6]. - In the longer term, TSMC shares have risen by 44.83% over the past quarter and 23.49% over the last year, outperforming the S&P 500's gains of 25.34% and 13.06%, respectively [7]. Trading Volume - TSMC's average 20-day trading volume is 9,544,473 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - Recent earnings estimate revisions for TSMC have been positive, with two estimates moving higher for the full year, raising the consensus estimate from $9.19 to $9.44 over the past 60 days [10]. - For the next fiscal year, two estimates have also increased, with no downward revisions noted [10]. Conclusion - Given the positive momentum indicators and earnings outlook, TSMC is positioned as a strong buy candidate for investors seeking short-term opportunities [12].

Group 1 - The trend of "local for local" manufacturing is strengthening, with wafer foundry demand returning to domestic sources. In Q1 2025, UMC's market share was 4.7%, down from 7% in Q1 2021, while SMIC's market share increased from 5% in Q1 2021 to 6% in Q1 2025. UMC primarily focuses on mature processes, with 53% of its production in 40nm and below nodes, and a capacity utilization rate of 69% in Q1 2025, up from 85.5% in Q4 2024 [1][2] - UMC's average selling price (ASP) in Q1 2025 was 71.12 million yuan per wafer, which is relatively low compared to previous quarters. The company expects ASP to return to a healthy long-term trend after the impact of special events in the first quarter subsides [1] Group 2 - The downstream market is experiencing a mild recovery, driven by policies such as trade-in programs and consumer subsidies, leading to increased demand for bulk products. The industrial and automotive supply chains are replenishing inventory, with strong demand for BCD processes, MCUs, and special memory products, particularly in the automotive electronics sector [2] - The company is increasing its 12-inch wafer capacity by approximately 50,000 pieces annually, maintaining steady growth. The demand for logic chips in leading industries is growing rapidly, with high technical requirements across chip design, foundry, and packaging processes. Domestic companies still lag behind overseas giants, but leading industries are expected to drive continuous iteration of process nodes [2] - As a leading wafer foundry in mainland China, the company is benefiting significantly from the trend of localized manufacturing. Revenue projections for 2025-2027 are 67.503 billion, 77.408 billion, and 90.180 billion yuan, with net profits of 5.070 billion, 6.075 billion, and 7.092 billion yuan respectively [2]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 据悉，早在2024年底，联电就携手高通展开HPC进封装合作，锁定AI PC、车用，以及AI服务器市 场。 供应链透露，联电第一批中介层1500电容已通过高通的电性测试，目前开始试产，预计2026年首 季有机会量产出货。业界分析，此次联电通过高通认证的产品采用1500nF/mm^2电容，主要搭配 高通的IC和內存所需要的电容值。 法人指出，先进封装最关键的制程就是需要曝光机台制造的中介层，加上需要超高精密程度的矽穿 孔，让2.5D或3D先进封装堆叠的芯片信号可相互联系，联电则具备生产中介层的机台设备之外，且 早在十年前就已将TSV制程应用超微GPU芯片订单上，等于联电完全具备先进封装制程量产技术的 先决条件，成为获得高通青睐的主要原因。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 7月7日消息，据台媒报道，晶圆代工大厂联电近期积极进军高压制程技术平台，并传出将与英特尔在 12nm制程上的 合作延伸 至6nm的同时 ，还传出已拿下 高通高性 ...