Key Debate #2 - Can EDA Software Accelerate Its Growth Trajectory? We expect EDA Software providers to address whether or not they can leverage the trend of more custom silicon designs to drive accelerating growth for the industry. Expect key points of debate to be tied to customer R&D spending trends, the increasing use of IP libraries, and the ability to monetize AI toolsets to drive pricing uplift. Key Debate #3 - Are We Entering an Analog Upturn, or Another False Start? We expect analog companies to add ...

Key Takeaways NVIDIA's Q2 revenues jumped 56% year over year to $46.7B, fueled by its data center business.The company projects Q3 revenues of $54B, up 55% year over year and 16% sequentially.Blackwell shipments now top 1,000 racks weekly, driving adoption by OpenAI, Meta, and cloud providers.NVIDIA Corporation (NVDA) recently delivered yet another impressive quarterly result, with revenues soaring 56% year over year to $46.7 billion in the second quarter of fiscal 2026. The performance was driven largely b ...

The U.S. government will take a 10% stake in Intel, whose technology has been used by sanctioned Chinese surveillance and facial recognition firms.Read more: https://t.co/vvom3DHAzm https://t.co/n6iJbPehYs ...

Core Insights - The AI industry chain companies have shown varied performance in their mid-year reports, with a long-term positive trend driven by AI [1] - Approximately two-thirds of the 85 listed AI companies reported profits, with 15 companies experiencing net profit growth exceeding 100%, primarily in the computing infrastructure sector [1][2] Group 1: AI Infrastructure Performance - The AI infrastructure sector has seen significant growth, particularly in semiconductor and server manufacturers, driven by applications like DeepSeek [2] - Chinese AI semiconductor company Cambricon reported a revenue of 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking its first profitable half-year [2] - Another leading domestic AI chip company, Haiguang Information, achieved a revenue of 3.763 billion yuan, up 44.08% year-on-year, with a net profit of 853 million yuan, a 25.97% increase [2] Group 2: Market Trends and Shifts - The demand for AI computing chips is surging, with local chips gaining market recognition, which is further boosting the performance of upstream wafer foundries [4] - Semiconductor manufacturer SMIC reported a revenue of 32.35 billion yuan, a 23.1% year-on-year increase, and a net profit of 1.9 billion yuan, up 47.8% [4] - Huahong Semiconductor's revenue for the first half of 2025 was 8.018 billion yuan, a 19.09% increase, but its net profit fell by 71.95% due to initial production costs and increased R&D expenses [4] Group 3: AI Model Development and Investment - Major internet companies like Alibaba and Tencent are enhancing AI model capabilities, leading to increased infrastructure demand, with Alibaba's capital expenditure reaching 38.7 billion yuan and Tencent's rising 119% year-on-year to 19.11 billion yuan [5] - The market is shifting from AI training to AI inference, with the demand ratio changing from 80% training to 70% inference [6][7] - The Chinese AI server market is experiencing rapid growth, with Inspur's revenue reaching 80.192 billion yuan, a 90.05% increase [7] Group 4: Policy and Future Outlook - The Chinese government has initiated the "Artificial Intelligence +" action plan, aiming for widespread integration of AI in six key areas by 2027, with a target application rate exceeding 70% for new intelligent terminals and agents [8][9] - This policy is expected to catalyze the comprehensive rollout of AI applications across various sectors, enhancing demand and ecosystem development [9]

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月2日消息，美国2nm晶圆代工厂近期再添生力军，在特斯拉高阶主管亲自赴厂区督军下，原本暂缓的 三星美国德州新厂2nm产线近期传出继续运作，业界已传出力拼明年2026年内量产目标。 三星最早决定于2021年投资成立德州泰勒厂，原本计划采4nm制程，但去年9月却传出因为找不到重要 代工客户，延后设厂时间。 不过，路透7月底报导，三星宣布与一家全球知名企业签署了一项总额高达22.8兆韩元（165 亿美元）的 长期芯片供应合约，合作将持续至2033年，美国电动车巨头特斯拉执行长马斯克则亲自证实与三星达成 合作协议。 依据报导，三星泰勒厂计划建设2nm生产线，预计到明年年底产能将达到每月16,000至17,000片12吋晶 圆，投资约28.9亿美元（以17,000片晶圆计算），明年年底或2027年初开始量产。 ***************END*************** 半导体公众号推荐 台积电长期规划美国新厂后续将导入2nm与更先进制程，三星加入战局加上英特尔获得奥援，2nm以下 制程竞争在美国更加 ...

（来源：君实财经） 3、# 看点和逻辑：1）持股45%瑞典Silex，Silex为全球长期领先MEMS公司，24年收入86亿，利润18 亿，# 典型客户包括全球AR/VR龙头、顶尖光刻机客户、DNA测序设备、知名硅光客户等；2）光为未 来高速互联终局路径，# 公司国内外产线除了提供硅光芯片晶圆和工艺开发。另外OCS全光交换在未来 空间巨大，谷歌成熟应用MEM-OCS多年，其中MEMS阵列价值量占比最高ASP为12-14万美金，# 国内 子公司赛莱克斯北京OCS-MEMS通过验证收到客户采购订单、并启动了首批MEMS-OCS8英寸晶圆试量 产，这个领域公司在A股具备唯一稀缺性，未来国产替代空间大；3）启动收购青岛展诚56%控股权为 EDA稀缺标的，25-27年收入对赌16亿、18亿和2亿元，业绩对赌600万、1800万和2000万元，# 主要客 户为华为海思、台积电、海光、联发科、瑞萨科技等全球知名半导体企业超300家； 4、# 估值：24年收入（盛科108亿、赛微12亿），利润两家均为亏损；稀缺性、产业空间、受益逻辑和 看点上述已分析，目前盛科570亿市值，今年一致预期41XPS，赛微175亿市值，今年一致预 ...

#要闻 彭博：美国政府撤销台积电向中国大陆的主要芯片制造基地自由运送必要设备的授权，可能会削弱其在该老一代工厂的生产能力。美国将取消台积电南京工厂的“验证最终用户”（VEU）资格。此前美国撤销三星电子和SK海力士旗下中国工厂的VEU资格，豁免将于约四个月后到期。#行情 台积电美股盘前跳水7%。 https://t.co/hyBr51CfwU ...

来源：滚动播报 台积电盘前大跌，英伟达跌幅达3%。 ...

The US has revoked TSMC's authorization to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older-generation facility https://t.co/VIWVGNi7TX ...

Proven Interoperability and Flexibility Drives Hyperscaler Deployment of Next-Generation Scalable InfrastructureSANTA CLARA, Calif., Sept. 2, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the Marvell® Structera™ Compute Express Link® (CXL®) memory-expansion controllers and near memory compute accelerators have successfully completed interoperability testing with DDR4 and DDR5 memory solutions from industry leaders Micro ...