台积电(TSM.N)CEO：我们从一开始就与美国商务部就关税问题保持沟通，我们对高关税会增加台积电 在美国的生产成本表示担忧。 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 eenewseurope 。 四十年前，一种可以在工程师的办公桌上进行逻辑编程的革命性设备问世了。 Xilinx 开发的现场可编程门阵列 (FPGA) 使工程师能够将包含自定义逻辑的比特流下载到桌面编 程器中立即运行，而无需等待数周才能从晶圆厂返回芯片。而且，如果出现错误或问题，也可以立 即对设备进行重新编程。 AMD（该公司于2022年收购了赛灵思）产品、软件和解决方案副总裁柯克·萨班（Kirk Saban）告 诉eeNews Europe："我从1999年开始从事FPGA编程，至今已涉足FPGA领域27年。它可能是鲜 为 人 知 的 半 导 体 类 型 之 一 。 人 们 知 道 什 么 是 CPU ， 随 着 人 工 智 能 的 发 展 ， 人 们 也 知 道 什 么 是 GPU，但对FPGA的了解却较少。" 第一颗芯片 XC2064 于 1985 年 6 月问世，但这当然是经过了多年的研发，以及当年早些时候的 设计和流片。它拥有 600 个门电路和 64 个可配置逻辑块，运行频率为 70MHz。但这是一个巨大 的进步，让这款芯片载入了半导体 ...

● 本次调整原因：由于公司2021年股票期权激励计划第三期自主行权，公司总股本发生变化。公司按照 现金分配总额不变的原则，相应调整每股分配金额。 斯达半导体股份有限公司（以下简称"公司"）分别于2025年04月25日召开第五届董事会第八次会议、第 五届监事会第八次会议和2025年05月28日召开2024年年度股东大会，会议审议通过了《关于公司2024年 度利润分配的议案》，同意公司拟以实施权益分派的股权登记日总股本为基数，每10股派发现金红利 6.36元（含税），截至2024年12月31日，公司总股本为239,469,014股，预计派发现金红利152,302,292.90 元（含税）。如在实施权益分派股权登记日前，因可转债转股/回购股份/股权激励授予股份回购注销/重 大资产重组股份回购注销等致使公司总股本发生变动的，公司拟维持分配总额不变，相应调整每股分配 金额。具体内容详见公司分别于2025年04月26日、05月29日披露的《关于2024年度利润分配预案的公 告》（公告编号：2025-007）、《2024年年度股东大会决议公告》（公告编号：2025-017）。 自2025年01月01日至本公告披露日，由于公 ...

普渡大学的研究人员正专注于研究 TSV——它们在保持足够坚固可靠的情况下，可以做到多小。 TSV 是极细的铜线，直径通常为 5 微米（约为人类头发丝厚度的十分之一）。将这些铜线排列在 堆叠的硅芯片之间，可以实现芯片间极快的通信速度，从而实现极高的带宽和快速的处理速度。但 这需要付出代价。 "先进3D封装的最大挑战之一是散热问题，"机械工程 博士生吕书航说道。"高密度材料如此紧密 地排列在一起，产生的热量比传统的2D芯片更多。物理材料开始变形和破裂，从而影响性能和可 靠性。" 换句话说，仅仅缩小硅通孔尺寸并增加数量并不能提高芯片速度。物理材料（导线的铜和芯片的 硅）在相互接触、升温并开始相互推拉时会遇到问题。随着导线尺寸的减小，问题变得更加棘手 ——发热问题更加严重，而且导线的弹性也会随着收缩而发生变化。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自Source：编译自purdue 。 随着计算机处理器体积越来越小、性能越来越强，半导体工程师们正面临芯片运行速度的物理极 限。一种策略是将芯片进行三维堆叠，并使用被称为硅通孔 (TSV) 的微型导线作为垂直连接器。 Lyu 对 TSV 和硅之间的相互作 ...

Core Points - The company has announced the first vesting period of its 2024 restricted stock incentive plan, with a total of 139,584 shares eligible for vesting [1][12][19] - The incentive plan includes performance-based criteria tied to revenue growth, with specific targets set for each vesting period [1][12][14] - The initial grant of restricted stock was adjusted from 483,727 shares to 677,218 shares, with the grant price revised from 46.32 CNY to 23.19 CNY per share [11][19][20] Group 1: Incentive Plan Details - The incentive plan involves granting 34.5519 million shares, representing 0.46% of the company's total share capital [1][9] - The vesting schedule is divided into four periods, each with a 25% vesting rate, contingent on meeting specific performance targets [1][12] - The performance targets for the first vesting period require a revenue growth rate of at least 45% compared to 2023 [1][12][14] Group 2: Approval and Implementation - The plan was approved during the company's board meetings held on March 29, 2024, and subsequent meetings confirmed the eligibility of the incentive recipients [6][7][12] - The company conducted a self-inspection regarding insider trading prior to the announcement and found no violations [7][19] - The board and supervisory committee have verified the qualifications of the incentive recipients and the fulfillment of vesting conditions [12][16][19] Group 3: Financial Implications - The company will account for the fair value of the restricted stock on the grant date and will not reassess it until the vesting date [17][18] - The vesting of restricted stock is not expected to have a significant impact on the company's financial status or operational results [18][19] - The adjustments made to the incentive plan comply with relevant regulations and are not expected to harm the interests of the company or its shareholders [19][20]

Core Viewpoint - The company is providing a guarantee for its employees' rental housing to alleviate their living pressures and enhance their sense of belonging and happiness, which in turn is expected to improve operational efficiency and sustainable development [3][4]. Summary by Sections 1. Guarantee Overview - The company plans to provide a guarantee for its employees' rental housing, with a total guarantee amount not exceeding 500,000 RMB. As of the end of 2024, the actual guarantee amount provided to employees is 179,400 RMB [1][7]. - The guarantee is subject to approval by the shareholders' meeting after being passed by the board of directors and the supervisory board [1][4]. 2. Basic Information of the Guaranteed Parties - The guarantee is intended for employees who have signed formal labor contracts with the company, excluding directors, supervisors, senior management, and their related parties [2][4]. 3. Main Content of the Guarantee Agreement - The guarantee is specifically for renting public rental housing, with the rental management company being Suzhou Industrial Park Public Rental Housing Management Co., Ltd. The company will assume responsibility for the guarantee during the contract period [2][4]. 4. Reasons and Necessity for the Guarantee - Providing guarantees for employees' public rental housing helps reduce their living pressures, fosters stability in their lives, and enhances their loyalty and happiness, which is beneficial for the company's overall performance [3][4]. 5. Relevant Review Procedures - The proposal for the guarantee was approved in the board and supervisory board meetings held on May 30, 2025, and is pending approval from the shareholders' meeting [4][6]. 6. Special Opinion Statement - The supervisory board believes that the guarantee aligns with the company's operational realities and development plans, and the associated risks are manageable within the company's control [4][6]. 7. Cumulative External Guarantee Amount and Overdue Guarantees - As of the end of 2024, the company has provided guarantees totaling 179,400 RMB, with no overdue guarantees reported [4][5].

Group 1 - Samsung SDI and LGES will establish lithium iron phosphate (LFP) battery production lines in the U.S. for electric vehicles, with a joint factory in Indiana set to introduce LFP production by 2027, previously focused on high-nickel ternary lithium batteries [1] - Foxconn's Zhengzhou factory has implemented significant automation upgrades for iPhone production, achieving over 100% efficiency improvement through modular design and real-time monitoring systems [2] - The Tianwen-2 mission successfully launched to explore and sample asteroid 2016HO3, marking a significant step in China's planetary exploration efforts [3] - The largest silicon carbide wafer factory in Wuhan has commenced production, expected to contribute 30% of China's silicon carbide wafer capacity, addressing the semiconductor shortage in the new energy sector [4] - DJI has acquired land in Shenzhen for 2.287 billion yuan to develop a global headquarters for smart aviation systems, with a construction timeline of 2.5 years to start and 6 years to complete [5]

Report Industry Investment Rating - The overall rating for commodities and stock index futures is neutral, waiting for fundamental verification; gold is recommended for long - term allocation on dips [4] Core Viewpoints - The market should focus on economic fact verification. In April, domestic economic data was mixed, with short - term export support, weakening investment, rising fiscal revenues and expenditures, and slightly pressured consumption. Attention should be paid to the possibility of further fiscal expansion. The RMB is expected to be more stable. The market should also focus on whether there will be a new round of "rush to export" after the tariff negotiations [1] - The downgrade of the US sovereign rating and the expectation of fiscal expansion have led to a continuous rise in long - term US Treasury yields, and potential liquidity risks should be noted. The US Treasury has reduced the issuance of short - term Treasury bonds. US - EU trade negotiations have complex progress. The economic data of the US and the eurozone show different trends [2] - For commodities, attention should be paid to the transmission of fundamentals in the short - term and stagflation allocation in the long - term. Different commodities have different responses to tariffs, and the supply of crude oil is expected to be relatively loose in the medium - term [3] Summary by Related Catalogs Market Analysis - In April, domestic exports were slightly better than expected, with obvious re - export support and eased Sino - US tariffs. Investment data weakened, especially in the real estate sector. Fiscal revenues and expenditures increased, supported by land transfer fees, and consumption was slightly pressured. The PBOC will conduct a 500 billion yuan MLF operation on May 23. The Sino - US Geneva economic and trade talks made substantial progress, and the RMB is expected to be more stable. The market should pay attention to whether there will be a new round of "rush to export" after the tariff negotiations [1] US and Global Economic Situation - Moody's downgraded the US sovereign rating, and the US debt expectation is rising. The Fed may adjust the interest - rate setting framework, and the first interest - rate cut expectation is postponed to September. The US Treasury has reduced the issuance of four - week and eight - week Treasury bonds. US - EU trade negotiations have complex progress. Japan's overseas net assets reached a record high but lost the position of the world's largest creditor nation. The eurozone's economic data weakened, while the US economic data improved [2] Commodity Market - From the 2018 tariff review, different commodities have different responses to tariffs. For industrial products, beware of the emotional impact from the US stock market adjustment. For agricultural products, the probability of price increase due to tariffs is higher. The supply of crude oil is expected to be relatively loose in the medium - term, and OPEC+ will hold meetings to discuss production quotas [3] Strategy - The overall rating for commodities and stock index futures is neutral, waiting for fundamental verification; gold is recommended for long - term allocation on dips [4] Important News - China may relax rare - earth export controls on European chip companies. The US Treasury has reduced the issuance of short - term Treasury bonds. Trump praised the EU's progress in trade negotiations. Japan's Nippon Steel plans to acquire US Steel. Japan proposed to buy billions of dollars of US semiconductor products. Japan's 40 - year Treasury bond auction had a low bid - to - cover ratio, and bond yields rose. OPEC+ will hold meetings to discuss production quotas [5]

Core Viewpoint - The article highlights the successful launch of Changfei Advanced's silicon carbide (SiC) wafer production line in Wuhan, marking a significant milestone in the company's investment and production capabilities in the semiconductor industry [4][6]. Group 1: Company Overview - Changfei Advanced specializes in the research and manufacturing of silicon carbide (SiC) power semiconductor products, possessing a complete industrial chain capability from epitaxial growth to module packaging [7]. - The company has established a first-class 6-inch production line and advanced supporting systems, offering a full range of SiC SBD and MOSFET products for various applications including electric vehicles, photovoltaics, energy storage, and charging stations [7]. Group 2: Production Milestones - The Wuhan base, with a total investment exceeding 20 billion yuan, has officially commenced production, with an annual capacity of 360,000 silicon carbide wafers [4]. - The construction of the Wuhan facility was completed in under 10 months, showcasing a rapid development pace for large-scale investment projects [4]. Group 3: Technological Advancements - The Wuhan base is equipped with 6/8 inch compatible equipment, aligning with international standards for SiC device manufacturers, and features a fully automated crane system to enhance production efficiency [6]. - The facility has achieved a chip yield rate of 97%, which is considered internationally advanced, thanks to the deployment of an A3-level crane system that minimizes human interference [6]. Group 4: Market Impact - The production capacity of the Wuhan base is projected to supply the "heart" for 1.44 million electric vehicles annually, indicating a significant contribution to the electric vehicle market [6]. - The facility has already established collaborations with leading global automotive companies, with several SiC chip models undergoing testing and validation [6].

Group 1 - The report highlights the successful hosting of COMPUTEX, focusing on AI, data centers, and robotics as key trends, with major chip manufacturers showcasing innovations [4][35][36] - In April, the semiconductor market showed signs of recovery, with stable chip delivery times and strong AI-related orders, while automotive and industrial demand began to rebound [4][38] - The report anticipates a structural growth driven by AI in Q2, with recommendations to focus on SoC, ASIC, storage, and CIS opportunities [4][39] Group 2 - The report on Lian Micro (立昂微) indicates a record high revenue of 3.092 billion yuan in 2024, a 14.97% increase year-on-year, despite a net loss of 266 million yuan [10][25] - The company is expanding its production capacity and optimizing its product structure to meet the growing demand in AI, electrification, and smart technology sectors [10][27] - The report projects a downward adjustment in profit forecasts for 2025 and 2026, with net profits expected to be 89 million yuan and 180 million yuan respectively, while maintaining a "hold" rating due to anticipated growth in downstream markets [10][29] Group 3 - The report on Huazhi Wine (华致酒行) reveals a significant decline in Q1 2025 revenue and net profit, with a 31.01% drop in revenue to 2.852 billion yuan [11][31] - The company is implementing a comprehensive adjustment strategy to address inventory and sales challenges, aiming for a recovery in profits by 2025 [11][33] - Future revenue projections for 2025-2027 are set at 9.910 billion, 10.670 billion, and 11.192 billion yuan respectively, with a significant expected increase in net profit [11][33]