一、立案调查及调查期 自本公告发布之日起，商务部对原产于日本的进口二氯二氢硅进行反倾销立案调查，本次调查确定的倾销调查期为2024年7月1日至2025年6月30日，产业 损害调查期为2022年1月1日至2025年6月30日。 二、被调查产品及调查范围 调查范围：原产于日本的进口二氯二氢硅 被调查产品名称：二氯二氢硅，又称二氯硅烷、二氯甲硅烷等 据商务部官网公告，中华人民共和国商务部（以下简称商务部）于2025年12月8日收到唐山三孚电子材料有限公司（以下称申请人）代表中国二 氯二氢硅产业正式提交的反倾销调查申请，申请人请求对原产于日本的进口二氯二氢硅进行反倾销调查。 商务部决定自2026年1月7日起对原产于日本的进口二氯二氢硅进行反倾销立案调查。本次调查确定的倾销调查期为2024年7月1日至2025年6月30 日，产业损害调查期为2022年1月1日至2025年6月30日。 主要用途：二氯二氢硅主要用于芯片制造过程中的薄膜沉积（如外延膜、碳化硅膜、氮化硅膜、氧化硅膜和多晶硅膜等），用于生产逻辑芯片、 存储芯片、模拟芯片和其他类芯片，也可用于合成硅基系列前驱体和聚硅氮烷等。 原文： 中华人民共和国商务部（以下简称 ...

Group 1 - Jianghuai Automobile Group has announced a patent for a multi-modal flying car that can reduce noise and energy consumption, featuring foldable wings and vertical lift fans for flight control [2] - AMD's CEO revealed at CES that the next-generation AI chip MI455 GPU, built on 2nm and 3nm processes, is expected to enhance AI performance by 1000 times within four years [2] - Star River Power plans to launch the "Ceres-1 Sea Launch (Remote 7)" commercial rocket soon, with the mission code named "Wanghai Tide" [2] - Samsung showcased a crease-free foldable OLED panel at CES 2026, which may be used in the upcoming Galaxy Z Fold8 and potentially in Apple's first foldable iPhone, promising a seamless display experience [2]

公司与参股公司精芯唯尔(常州)电子科技有限公司(以下简称"精芯唯尔")共同推出的IPA1299是一款支持 8通道低噪声设计，24位同步采样模数转换器芯片(ADC)，主要应用于脑电图(EEG)、心电图(ECG)和肌 电图(EMG)，该产品主要特点在于可实现高精度信号采集功能，可应用于非侵入式脑机接口领域。该产 品用于人体生物电信号的高精度测量，其适用于各种可穿戴式设备应用场景，技术路线与当前国际上的 侵入式脑机接口存在显著技术路径差异。 英集芯(688209.SH)发布公告，公司于2026年1月6日在上证E互动平台就投资者"脑机接口"相关问题作出 回复，为保障广大投资者的合法权益，公司就相关业务情况补充说明，并进行风险事项提示如下： 截至本公告披露日，该产品在非侵入式脑机接口领域尚处于市场培育期，尚未实现规模化销售，暂未对 公司业绩产生重大影响，未来销售情况存在不确定性。 ...

Core Viewpoint - Microchip Technology (MCHP) has raised its revenue forecast for Q3 of fiscal year 2026 due to a comprehensive recovery in end markets and strong order demand, resulting in a 4% increase in stock price during pre-market trading [1][4]. Group 1: Revenue Forecast - The company now expects Q3 fiscal year 2026 net sales to reach approximately $1.19 billion, up from the previous forecast range of $1.11 billion to $1.15 billion announced in November [1][4]. - This upward revision follows a significant reduction in chip inventory that had previously impacted demand during the pandemic [1][4]. Group 2: Order and Inventory Management - CEO Steve Sanghi noted that despite the holiday season in December, order conditions remained strong, with initial orders for the new quarter (March) significantly better than the previous year's December quarter [2][5]. - The company has substantially reduced internal inventory, which will help mitigate inventory impairment losses, and is preparing to increase factory capacity in the March quarter to address underutilization costs [2][5]. Group 3: Upcoming Financial Reporting - Microchip Technology plans to announce its Q3 fiscal year 2026 financial results on February 5 [3][6].

Core Viewpoint - The "Sharp Knife" project in Hubei focuses on technological self-reliance and innovation, aiming to break through barriers in various high-tech fields, particularly in medical robotics and other advanced technologies [1][2][3]. Group 1: Medical Robotics - The multi-modal image fusion laparoscopic surgical robot developed by Wuhan United Imaging Healthcare has achieved a 100% success rate in surgeries performed in top-tier hospitals [1]. - The robot allows for precise surgical operations, with the ability to replicate hand movements in real-time, enhancing surgical capabilities [1]. Group 2: "Sharp Knife" Project Overview - The "Sharp Knife" project involves over 200 high-level research institutions and leading technology enterprises, focusing on 9 key technology areas, resulting in 35 targeted projects [2]. - The project employs a milestone management approach, adjusting funding and technical indicators based on application assessments, leading to the dynamic adjustment of 13.21 million yuan in funding and 46 technical indicators over two years [2]. Group 3: Technological Achievements - The "Sharp Knife" project has produced 42 tangible technological outcomes, including breakthroughs in key technologies like Beidou integrated navigation and atomic quantum computers, with some results accelerating towards industrial application [2]. - The project has facilitated the domestic replacement of specialized optical fibers and cables, showcasing its impact on reducing reliance on imports [2]. Group 4: Market and Investment - The project has established a "five-in-one" relay implementation mechanism to enhance the conversion of innovation into productivity, involving product development, demonstration scenarios, and investment support [3]. - Wuhan Minsheng New Technology Co., Ltd. has developed a high-frequency BAW filter chip for 5G applications, with significant market orders already secured, and has received 30 million yuan in investment [3]. Group 5: Government and Market Synergy - The synergy between market demand and government support is accelerating the transformation of "Sharp Knife" projects into products that improve public life and drive industrial development [4].

Core Viewpoint - Guangdong-based Yuexin Semiconductor has made significant strides in the 12-inch wafer manufacturing sector, marking a breakthrough for the region's integrated circuit industry and aiming for a leading position in China's semiconductor landscape through its upcoming IPO and strategic investments [5][7][10]. Group 1: Company Overview - Yuexin Semiconductor was established in December 2017 with a registered capital of 2.365 billion yuan, becoming the first 12-inch wafer manufacturer in Guangdong to enter mass production [7]. - The company focuses on analog chip manufacturing and plans to achieve a production capacity of 120,000 wafers per month, contributing to the national integrated circuit strategy [7][10]. - As of the reporting period, the company has shipped over 1.1 million wafers, indicating a positive growth trend [8]. Group 2: Financial Performance - Over three and a half years, Yuexin Semiconductor generated over 5.3 billion yuan in revenue but incurred a net loss exceeding 6.5 billion yuan [12]. - Revenue figures for 2022, 2023, 2024, and the first half of 2025 were 1.545 billion yuan, 1.044 billion yuan, 1.681 billion yuan, and 1.053 billion yuan, respectively, with net losses of 1.043 billion yuan, 1.917 billion yuan, 2.327 billion yuan, and 1.266 billion yuan [12][15]. - The company has a negative retained earnings balance of 8.936 billion yuan and anticipates achieving profitability by 2029 [15]. Group 3: Production Capacity and Technology - Yuexin Semiconductor operates two 12-inch wafer fabs, with a current capacity of 52,000 wafers per month and plans to expand to 120,000 wafers per month with the completion of the third fab [24][25]. - The company has achieved mass production across various process nodes, including 180nm to 55nm, and plans to develop technologies for 40nm, 28nm, and 22nm nodes [29][32]. - The production process includes multiple steps such as wafer cleaning, oxidation, lithography, etching, and chemical mechanical polishing [22]. Group 4: Market Position and Client Base - Yuexin Semiconductor's revenue primarily comes from the consumer electronics sector, which accounted for 95.19% of its revenue in the first half of 2025 [34]. - The company has developed over 100 clients, including major domestic and international chip design firms, with a high client concentration where the top five clients contributed 67.82% of total revenue in the first half of 2025 [40][42]. - The company is recognized as a leading foundry for capacitive fingerprint recognition chips and has established partnerships with top-tier clients in various segments [39]. Group 5: Future Outlook and Strategic Initiatives - The company aims to transition from pure analog foundry services to a composite technology platform, enhancing its capabilities in high-end analog, mixed-signal, and silicon photonics chips [51]. - Yuexin Semiconductor plans to leverage government support for the semiconductor industry in Guangdong to expand its production and R&D capabilities, focusing on AI applications and advanced manufacturing processes [52]. - The company is strategically positioned to enhance its competitive edge by optimizing production capacity and diversifying its technology platforms [51].

在拉斯维加斯国际消费电子展(CES)上，英特尔公司(INTC.US)展示了基于全新处理器设计的笔记本电 脑，这是该芯片制造商重夺市场竞争力战略的关键一环。该芯片巨头周一宣布，全球主要电脑制造商即 将推出的新款笔记本将搭载采用Panther Lake架构及先进制造工艺的英特尔处理器。公司称，搭载新芯 片的消费级笔记本即日起接受预订，并将于1月27日起在全球上市。 首席执行官陈立武亟需公司运营展现出实质性进展。2025年，他通过一系列非常规交易聚焦成本削减与 资本引入。随着白宫牵头的协议落地，美国政府已成为英特尔最大支持者，英伟达与软银集团也分别购 入其数十亿美元股权。 尽管资本运作已推高英特尔股价，公司仍需证明其主营业务正恢复增长动能。 此外，英特尔还透露将推出面向手持游戏设备的硬件平台，更多合作细节将于今年晚些时候由合作伙伴 公布。 首先是晶体管技术。作为赋予半导体功能的微观开关，现代芯片可在微小面积内集成数百亿个晶体管。 为提升能效，对这些晶体管开关的精确控制变得至关重要。 这些新产品的表现对这家正处转型关键期、且获得美国政府支持的芯片巨头至关重要。它们旨在帮助英 特尔重新夺回市场份额，并证明其制造工艺已具 ...

Market Overview - The three major U.S. indices closed higher, with the Dow Jones reaching an intraday record high of 49,209.95 points [1] - The Dow increased by 594.79 points (1.23%) to close at 48,977.18 points, while the Nasdaq rose by 160.19 points (0.69%) to 23,395.82 points, and the S&P 500 gained 43.58 points (0.64%) to finish at 6,902.05 points [2] Sector Performance - Technology and energy stocks led the gains in the U.S. market, with Chevron (CVX.US) up 5.2% and Tesla (TSLA.US) rising 3% [2] - The Nasdaq Golden Dragon China Index increased by 0.5%, with Beike (BEKE.US) rising over 6% [2] Economic Indicators - The ISM Manufacturing PMI for December recorded 47.9, indicating a contraction in the manufacturing sector for ten consecutive months [6] - Despite the contraction, a decrease in customer inventories suggests potential strengthening in factory orders and production in the coming months [6] Commodity Prices - Gold prices rose over 2.6% to $4,449.02 per ounce, with a peak of $4,455 [5] - Copper prices surpassed $13,000 per ton due to supply concerns from a strike at a Chilean copper mine [5] - Oil prices also increased, with light crude oil futures rising by $1.00 to $58.32 per barrel, and Brent crude up $1.01 to $61.76 per barrel [5] Company Developments - Neuralink, led by Elon Musk, plans to begin mass production of its brain-machine interface devices in 2026, aimed at helping patients with paralysis and neurological diseases [9] - Qualcomm (QCOM.US) is expanding its PC chip offerings with the new X2 Plus processor, targeting the mid-range laptop market [11] Government Actions - The U.S. Department of Energy announced $2.7 billion in orders to enhance domestic uranium enrichment capabilities, aiming to reduce reliance on Russian supplies [8] - U.S. Energy Secretary is set to meet with oil executives to discuss revitalizing Venezuela's energy sector following the arrest of President Maduro [10]

Core Viewpoint - The concept of "slash enterprises," akin to "slash youth," reflects companies that operate across multiple unrelated fields, which may not guarantee long-term success due to the inherent complexities and differences in various industries [1][3] Group 1: Business Strategy - Companies often pursue a "slash" model to capture new growth opportunities and mitigate risks from intensified competition in single sectors, but this approach can lead to increased organizational and management costs [1][3] - Successful companies like Bosch, ASML, and Fanuc focus on core competencies, achieving excellence in their respective fields rather than diversifying into unrelated areas [2] Group 2: Industry Examples - Gree Electric, Fuyao Glass, and CATL exemplify firms that concentrate their resources on specific products, achieving global leadership in their niches through efficiency and technological advancement [2] - Apple, Boeing, and Airbus illustrate the importance of deep social division of labor, relying on specialized suppliers for components while focusing on design and assembly [2] Group 3: Modern Challenges - The attempt to cover the entire supply chain with a few "slash enterprises" reflects a flawed understanding of division of labor, particularly in fast-evolving sectors like AI and biotechnology [3] - The AI computing industry highlights the value of collaboration and specialization, where companies focus on their strengths and work together through standardized interfaces to enhance overall system efficiency [3] Group 4: Recommendations - Companies should return to a capability-driven approach, concentrating on core businesses to build sustainable competitive advantages, while industries should embrace openness and collaboration to foster resilience [3] - Encouraging the development of "hidden champions" and specialized enterprises can enhance overall competitiveness by forming a network based on comparative advantages [3]

Core Viewpoint - TSMC, the world's largest semiconductor foundry, experienced its largest stock price increase since April, with a peak rise of 6.9% in the Taipei market, reaching an all-time high [1] Group 1: Stock Performance - TSMC's stock price surged by 6.9%, marking a significant milestone in its market performance [1] - The stock reached a historical high, indicating strong investor confidence [1] Group 2: Analyst Ratings - Goldman Sachs raised TSMC's target price by 35% to NT$2,330, reflecting expectations of continued robust growth for the company over the next year [1]