扫码订阅 智能制造 产业日报， 1.【我国新一代载人飞船分"7座"和"3座"进行研制】6月17日，我国在酒泉卫星发射中心成功组织实 施梦舟载人飞船零高度逃逸飞行试验。零高度逃逸试验的完成对于梦舟飞船的研制是飞船完成初样设 计的重要标志，后续，"梦舟"载人飞船将投入正样飞行器的研制阶段。"梦舟"载人飞船是我国新一代 载人天地往返运输飞行器，由航天科技集团五院抓总研制，采用模块化设计，由返回舱和服务舱两舱 构成，在神舟飞船技术基础上实现了全面升级，通过灵活配置可满足不同深度的空间任务需求。"梦 舟"飞船规划两个核心型号：近地版可支持中国空间站运营，最多可搭载7名航天员往返地面与近地轨 道登月版则服务于载人月球探测任务，可搭载3名航天员穿越地月空间（央视新闻） 2. 【英特尔计划裁减芯片制造部门15%至20%员工】6月18日消息，据环球网援引CRN报道称，英 特尔计划裁减芯片制造部门15%至20%员工，其他部门也将面临裁员。英特尔发言人表示，公司正 采取措施，成为一家更精简、更快速、更高效的公司，以更好地满足客户需求并增强执行力。这些决 定是基于对未来业务定位的仔细考量，公司将关怀和尊重员工。（科创板日报） 3.【 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自彭博 。 两年多来，关于最大、最重要的科技公司的讨论总是围绕着同样的七只股票。现在，华尔街的一些人 开始主张，博通公司也应该加入到这场讨论中。 在人工智能计算设备上的持续投入，大幅提升了这家芯片制造商的收入和利润，推动其股价自2023年 初以来上涨了340%以上，并使其跻身市值至少1万亿美元的精英股票行列。与此同时，特斯拉公司 ——最初被称为"七大企业"之一——今年已暴跌22%，原因是首席执行官埃隆·马斯克进军美国政坛 引发了对这家电动汽车制造商的强烈反对。 另一方面，据彭博社汇编的分析师预测，博通预计其2025财年的销售额将增长22%，2026财年将增 长21%。这一增幅在"七大巨头"中仅次于英伟达公司。这七大巨头包括亚马逊公司、微软公司、Meta Platforms Inc.和Alphabet Inc.。相比之下，特斯拉的营收预计今年将萎缩1%。 Jonestrading 首席市场策略师迈克尔·奥罗克 (Michael O'Rourke) 表示： "博通 将是特斯拉的一个不 错的替代品。"奥罗克是 2023 年初首批使用"七侠荡寇志"绰号的 ...

Group 1 - The core issue in the US-China trade negotiations revolves around rare earth exports, with China agreeing to approve some non-military rare earth export licenses while maintaining a hardline stance on military-grade exports [2][4] - The US has gradually relaxed some high-tech product export restrictions but remains firm on advanced AI chip exports, indicating a complex negotiation landscape [2][6] - The US is considering extending the tariff suspension agreement that is set to expire on August 10 by another 90 days, reflecting ongoing diplomatic efforts [2][9] Group 2 - China holds a dominant position in the rare earth market, producing approximately 70% of global rare earth output and 99% of heavy rare earth refining capacity, which is critical for military applications [4][6] - The US military, particularly companies like Lockheed Martin, heavily relies on samarium for manufacturing F-35 fighter jets, highlighting the strategic importance of rare earths in defense [6][9] - Despite efforts to find alternatives and restart domestic mining, the US still depends on China for processing rare earths, indicating a significant supply chain vulnerability [6][10] Group 3 - The ongoing trade tensions have led to a strategic stalemate, with both sides holding critical resources—China with rare earths and the US with advanced semiconductor technology [10] - China's recent measures include issuing short-term rare earth export licenses to domestic electric vehicle manufacturers and implementing a digital tracking system for rare earth exports to prevent re-exportation [10] - The situation reflects a shift in power dynamics, with the US realizing that its previous strategies to pressure China may no longer be effective, as evidenced by the need to negotiate on rare earth exports [10]

转自：北京日报客户端 据报道，台当局近日更新"出口管制名单"，将华为和中芯国际列入。如岛内厂商想"出口"给管制名单中 的实体，须先取得台"国贸署"许可。不难看出，此举是台当局对美国遏华政策的又一次跟进。 谁都能看出，对美国，台湾只是一张"牌"；但对中国而言，台湾事关核心利益。我们具有坚定意志解决 台湾问题、实现国家统一，维护国家主权和领土完整的能力坚不可摧，反对"台独"分裂和外来干涉的行 动坚决有力。无论是谁、无论如何折腾，挑衅愈甚，反制也将愈烈。 众所周知，将华为和中芯国际列入"黑名单"，是美国泛化国家安全概念，滥用出口管制和长臂管辖的产 物。此前，台湾也禁止了向大陆"出口"光刻机等关键芯片制造设备，但基于岛内产业结构和发展所需， 并未将大陆主要科技企业或芯片制造商统统禁掉。据统计，2024年台湾第一大"出口"市场为大陆及香 港，占整体比重的31.7%，出口额为1506.19亿美元，其中约六成是电子产品。联系如此紧密，却在此刻 切断，有专家分析，不排除是台当局希望抓住这一轮中美贸易谈判的当口，发布"出口禁令"，"显示出 与美国的协作性"。 然而，这些年，台独的"投名状"一直没断过，美国真买账吗？在美国利益面 ...

Group 1 - Apple plans a comprehensive upgrade for the MacBook Pro in 2026 to celebrate the product line's fifth anniversary [1] - The 2026 MacBook Pro is expected to feature OLED display technology for the first time, enhancing brightness, color vibrancy, and contrast [3] - The new MacBook Pro will adopt a thinner design and introduce the new M6 chip series, which is based on TSMC's advanced 2nm process, promising significant performance and energy efficiency improvements [3][4] Group 2 - The 2026 MacBook Pro series is likely to include M6, M6 Pro, and M6 Max versions, available in 14-inch and 16-inch sizes [4] - Apple is also developing a custom chip for its upcoming smart glasses, expected to begin production by the end of 2026 or in 2027, which will also be manufactured by TSMC [4] - The company is collaborating with Broadcom to develop its first chip specifically designed for AI servers, codenamed Baltra, expected to be completed by 2027 [4]

1.【消息称台积电美国亚利桑那州工厂迎来里程碑：已为苹果等制造出首批芯片晶圆】据报道，台积 电位于美国亚利桑那州的工厂已为科技公司苹果、英伟达和 AMD 制造出首批芯片晶圆，标志着晶圆 制造在美国实现了本地化生产。然而，尽管晶圆制造环节在美国取得突破，但先进封装产能仍以中国 台湾地区为主。据了解，英伟达的 Blackwell 系列GPU在完成晶圆制程后，将回送台湾地区进行封 装。（金融界） 2.【Apple Insider：声称"美国制造"的特朗普手机实际上是中国制造】特朗普集团宣布推出特朗普手 机"Trump Mobile"。特朗普称，手机将采用"美国制造"的手机和服务。首款机型为T1，售价499美 元起，配置为12GB+256GB，操作系统为安卓15，将于9月上市。据Apple Insider，有分析师指 出，特朗普T1手机与闻泰科技(ODM业务隶属于立讯精密)研发制造的T-Mobile REVVL 7 Pro 5G非 常相似，该机型应该是在中国生产。另外有消息称，特朗普集团并不直接参与硬件设计或通信服务， 而是继续将"Trump"名称授权第三方使用。（新浪财经） 3.【智能制造加速赋能北京汽车产业转型升 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 在今年四月举办的的华为云生态大会2025上，华为宣布推出CloudMatrix 384超节点。据华为 介绍，面向AI时代的海量算力需求，华为云基于"一切可池化、一切皆对等、一切可组合"的新 型高速互联总线推出CloudMatrix 384超节点，实现从服务器级到矩阵级的资源供给模式转变。 CloudMatrix 384具备"高密""高速""高效"的特点，通过全面的架构创新，在算力、互联带宽、内存 带宽等方面实现全面领先。 近日，华为团队和硅基流动合著了一篇题为《Serving Large Language Models on Huawei CloudMa trix384》的文章。介绍了华为 CloudMatrix。 （原文链接： https://arxiv.org/pdf/2506.12708 ） 按照他们在文章中所说，这是新一代 AI 数据中心架构，体现了华为重塑 AI 基础设施基础架构的愿 景。华为 CloudMatrix384 代表了这一愿景的首个生产级实现。它将 384 个昇腾 910C NPU、192 个鲲鹏 CPU 以及其他硬件组件集成到一个统一的超 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自半导体行业观察综合 。 据说明书介绍，CPU 是构建信息系统安全防护体系的起点和根基，与网络信息安全存在着 不可分割 的紧密联系。目前，我国 CPU 芯片自给率仍处于较低水平，自主研发安全可靠的 CPU 对我国信息产业至 关重要。 公司全面掌握 CPU 芯片设计研发全环节的关键核心技术，成功实现自主指令集拓展与内核微架构设 计、自主互连架构设计、自主 IP 设计、自主设计方法、自主测试验证体系及自主知识产权体系六大 自主创新突破，建立了可自主迭代发展、成熟完备的 CPU 技术体系，核心技术的全面自主可以有效 避免"漏洞"、"后门"等潜在风险。 同时，公司自主通用处理器产品支持安全启动技术、可信计算和密钥管理等安全机制，并自主定义 GMI 国密算法的指令集在 CPU 硬件中实现 SM2、SM3、SM4 国密算法，保障了程序和数据的完整 性、机密性和可用性，为国家信息技术产业创新与发展提供安全保障。 报告期内，公司营业收入分别为 34,004.41 万元、55,512.82 万元和 88,921.52万元，营收快速增 长。主要原因为随着下游市场需求逐步 ...

Core Viewpoint - Chinese automakers, including SAIC, Changan, Great Wall, BYD, Li Auto, and Geely, are preparing to launch models equipped with 100% self-developed chips, with at least two brands aiming for mass production by 2026 [1] Group 1: Industry Trends - The goal is to achieve 100% self-research and manufacturing of automotive chips by 2027, driven by increasing tensions with the U.S. [1] - The self-sufficiency rate of automotive chips in China is currently around 15%, showing improvement from the previous year but still heavily reliant on foreign manufacturers [5] Group 2: Company Developments - Several Chinese automakers have announced their self-developed or produced automotive chips, including those for smart cockpits and intelligent driving systems [3] - Geely's chip subsidiary has produced the Long Eagle No. 1 7nm smart cockpit chip, which has already entered mass production [3] - NIO has released its self-developed intelligent driving chip, Shenji NX9031, based on 5nm technology, with a computing power exceeding 1000 TOPS [4] Group 3: Collaborations and Partnerships - Global automotive chip leaders like STMicroelectronics, NXP, and Infineon are strengthening collaborations with Chinese chip foundries to enhance production capacity for Chinese automakers [3] - Volkswagen plans to procure the self-developed 7nm Turing AI chip from Xiaopeng Motors, which has a maximum computing power of 700 TOPS [4]

Core Viewpoint - The article discusses the recent leadership change at Gree Electric Appliances, where Dong Mingzhu stepped down as the legal representative of its chip subsidiary, Zhuhai Zero Boundary Integrated Circuit Co., Ltd, signaling a potential shift in the company's governance and strategic direction [6][8][18]. Group 1: Leadership Change - Dong Mingzhu has stepped back from her role as the legal representative and chairman of Zhuhai Zero Boundary Integrated Circuit Co., Ltd, with Li Shaobin taking over [8][9]. - This change is seen as more than a routine corporate adjustment, given Dong's close ties to Gree and her previous hands-on approach to the company's chip business [10][22]. - The timing of this leadership transition raises questions about the future direction of Gree and whether it indicates a deeper power transfer within the company [20][22]. Group 2: Chip Business Growth - Zhuhai Zero Boundary was established in August 2018 with a registered capital of 1 billion yuan, focusing on integrated circuit chip design and sales [11][12]. - The chip business has seen significant growth, with cumulative shipments surpassing 100 million units by 2022 and projected revenues of 15 billion yuan in 2024, marking a 50% year-on-year increase [15][16]. - The chip division has become Gree's second-largest profit source, contributing nearly 11% to the group's total profit [15][16]. Group 3: Strategic Implications - Dong Mingzhu's departure from direct management roles is interpreted as a strategic move towards institutionalizing Gree's operations, transitioning from a founder-driven model to a more collaborative governance structure [40][43]. - Li Shaobin, her successor, is described as a typical "system cadre" who understands Gree's product and research culture, indicating a shift towards a management system that can sustain Gree's strategic vision [41][43]. - The article suggests that this transition may lead to a more stable and sustainable future for Gree, aligning with Dong Mingzhu's long-term vision for the company [44].