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 nextplatform ，谢谢。 由于公司疲弱的收入和利润预测掩盖了英特尔新任首席执行官陈立武 (Lip-Bu Tan) 重振这家陷入 困境的芯片制造商的战略，该公司股价周五下跌逾 8%。 多年来的错误决策导致这家苦苦挣扎的美国芯片制造业巨头在利润丰厚的人工智能行业中落后，而 激烈的中美贸易战也使其个人电脑处理器的短期需求受到质疑。 陈立武周四透露了重振英特尔创新文化的计划，计划将重点放在核心工程上，减少不必要的行政工 作，并裁减员工。 Evercore ISI 分析师表示："英特尔规模如此庞大，改变其航向就像调转战舰方向一样，不可能一 蹴而就。" 摩根大通分析师表示，陈立武并未透露如何恢复英特尔在制造业的领导地位，也没有透露如何为英 特尔的代工厂吸引更多外部客户。 陈立武仍然专注于合同制造业务，最近他与竞争对手台积电的首席执行官会面，讨论两家公司如何 合作。 高管们表示，由于美国和中国之间日益加剧的关税紧张局势使买家对未来的购买持谨慎态度，第一 季度的销售额受到客户囤积芯片的推动。 Quilter Cheviot 全球技术分析师本·巴林杰 (B ...

Core Insights - The 2025 Shanghai International Automobile Industry Exhibition has highlighted the increasing localization efforts of multinational automotive suppliers in China, with Intel making its debut by launching the second-generation AI-enhanced Software Defined Vehicle (SDV) SoC, which utilizes a chiplet architecture [2][3] - Intel's collaboration with companies like Hezhima Intelligent and others aims to address key technological challenges in the automotive sector, focusing on building a new intelligent vehicle ecosystem [2][4] - The automotive industry is facing three main challenges: transitioning from traditional automotive architecture to software-defined vehicles, ensuring sustainability in economics and battery supply, and achieving scalability across different vehicle models [2][3] Intel's Developments - Intel's second-generation SDV SoC boasts a tenfold increase in AI performance, a 61% improvement in CPU performance per watt, and a twofold enhancement in audio performance, with mass production set to begin in 2026 [3] - The automotive division of Intel is now based in China, reflecting the company's commitment to the Chinese market and its belief in significant opportunities within the automotive sector [3][4] Collaboration and Market Dynamics - The partnership with Hezhima Intelligent focuses on creating a cockpit and driving integration platform, leveraging Intel's chiplet architecture [4][5] - The demand for automotive chips is projected to increase significantly, with traditional fuel vehicles requiring approximately 600-700 chips, electric vehicles needing around 1600, and advanced smart vehicles potentially requiring up to 3000 chips [4] Market Trends and Competitors - Other global automotive giants, such as Porsche, are also enhancing their presence in the Chinese market, with Porsche announcing the completion of a strategic upgrade for its R&D center in Shanghai [5] - Unity China is actively developing in-car gaming ecosystems and has established partnerships with numerous automotive manufacturers, achieving over 85% market share in real-time 3D cockpit solutions [7][8] Future Outlook - Mobileye, a subsidiary of Intel, reported a revenue of $438 million in Q1 2025, marking an 83% year-on-year increase, driven by reduced inventory levels among primary customers [10] - The automotive technology landscape is evolving, with companies like Bosch and Aptiv also increasing their investments in the Chinese market, indicating a shift towards local supply chains and solutions [11][12]

据介绍，中央域控制器芯片技术壁垒高，市场长期由国际厂商主导，我国的量产国产化率几乎为零，该 芯片的国产化也是工信部汽车芯片自主可控攻坚任务的重点一环。辰至C1芯片的问世，恰逢其时地填 补了国内在高端车规级芯片领域空白，其稀缺性和独特优势不仅为国内汽车产业的自主可控发展注入了 强大动力，也为全球智能汽车芯片市场带来了新的活力。 近日，辰至半导体在广州举办"辰至半导体C1点亮仪式暨智能网联生态交流会"，会上辰至半导体正式 宣布首款产品"C1系列"芯片已完成研发并成功点亮。 瞄准前沿技术 打造高价值创新产品 车规级芯片相较于消费级和工业级芯片，具有更高的技术门槛和严格的质量标准。首先，车规级芯片需 要满足AEC-Q100等国际标准，该标准涵盖了芯片在高温、低温、湿度、振动等多种极端环境下的可靠 填补国内空白 市场增长潜力巨大 在当今全球汽车产业加速向电动化、智能化、网联化转型的关键时期，车规级芯片作为智能汽车的"大 脑"，其重要性日益凸显。但目前国内车规级芯片的国产化率仍处于较低水平，尤其是主控SOC芯片、 高性能MCU和模拟芯片等关键领域，长期依赖国际厂商供应。这种现状不仅制约了国内汽车产业的自 主发展，也使得国 ...

如果您希望可以时常见面，欢迎标星收藏哦~ IEEE IEDM 会议由 IEEE 电子器件学会主办，是全球规模最大、最具影响力的论坛，旨在展 示晶体管及相关微纳电子器件领域的突破性进展。 在第 70 届 IEEE IEDM 会议上，他们以"塑造未来的半导体技术"分享了芯片的未来技术。我 们摘录如下，以飨读者。 先进的逻辑技术 基于纳米片的晶体管以及由纳米片构建的3D互补场效应晶体管 (CFET) 是延续摩尔定律微缩的关 键，因为现有的FinFET架构正在达到其性能极限。纳米片是一种环栅 (GAA) 晶体管架构，其中 硅堆叠的沟道完全被栅极包围。它们比FinFET具有更好的静电控制、相对较高的驱动电流和可变 的宽度。而CFET是高度集成的3D设计，其中n-FET和p-FET纳米片相互堆叠。这些堆叠器件可以 单片构建（在同一晶圆上），也可以顺序构建（在单独的晶圆上构建，然后进行转移和集成）。 堆叠器件本质上使晶体管密度翻倍，而无需增加器件尺寸，从而实现更强大的功能，并提高功率效 率和性能。在 IEDM 2024 上，多篇论文推动了以下领域的最前沿研究： 一、台积电全新业界领先的 2 纳米 CMOS 逻辑平台 台积电 ...

The semiconductor sector is swimming in red ink today, and ASML Holding NV (NASDAQ:ASML) is one of the primary culprits. The stock is down 6% to trade at $641.56, after the Dutch-based chipmaker reported a lackluster sales forecast. For the second quarter, ASML expects sales between 7.2 and 7.7 billion euros, lower than the 7.8 billion forecast.CEO Christophe Fouquet said in a statement: "The recent tariff announcements have increased uncertainty in the macro environment and the situation will remain dynami ...

根据英飞凌官微消息披露，英飞凌签署了一项以25亿美元收购Marvell Technology汽车以太 网业务的协议。通过此次交易，英飞凌将其领先的汽车MCU产品组合与Marvell的汽车以太网 业务相结合，提高自身在软件定义汽车领域的系统能力。 如果您希望可以时常见面，欢迎标星收藏哦~ 近日，英飞凌收购Marvell汽车以太网业务的消息，引得业界瞩目。 此次收购Marvell的汽车以太网业务，就像是为英飞凌的汽车智能化拼图补上了关键的一块。二者 的结合，一方面将进一步巩固英飞凌在汽车MCU领域的领先地位；同时也将构建起一个"通信+控 制"的全栈解决方案，直接为软件定义汽车的区域架构转型赋能。 此外，从商业价值角度考量，这笔交易同样极具吸引力。 Marvell的汽车以太网业务有50多家汽车制造商客户，其中包括排名前十汽车制造商中的8家。凭 借这一强大的客户根基，据相关数据预测，该业务在2025年预计将贡献2.25亿-2.5亿美元的收入， 毛利率更是高达60%。更为诱人的是，其附带的到2030年40亿美元的design-win储备，犹如一座 蕴藏丰富的宝藏，为英飞凌在自动驾驶、车联网等领域的长期布局奠定了坚实的基 ...

2013年，SiTime推出了其首款32kHz的MEMS振荡器—— SiT15xx系列。 据介绍，这款面向智能终端应用的产品可以克服传统石英振荡器的诸多限制，在面积、功耗、 可 靠 性 和 寿 命 方 面 都 有 了 大 幅 度 的 提 升 。 时 任 SiTime 首 席 执 行 官 的 Rajesh Vashist 表 示："SiTime的突破性硅MEMS和模拟技术提供了创新的计时解决方案，超越了石英行业数十 年的发展。" 本土MEMS振荡器初创企业麦斯塔创始人雷永庆更是直言："MEMS振荡器在未来会取代石英振荡 器。"作为国内这条赛道为数不多的厂商，麦斯塔也在其中扮演重要角色。 MEMS振荡器，大势所趋 翻看振荡器的历史，其实可以追溯到1880年。当时，居里兄弟研究石英水晶片时，发现在晶片上施 加机械应力时，就会产生电荷的偏移。这就驱使他们提出了压电效应这个概念。 在接下来的几十年里，无数先驱投入到石英振荡器的研究中，使得这个产品成为电子产品中不可或 缺的重要组成，因为我们的电子系统（包括各种各样的处理器），都需要有一个周期性的脉冲信 号，这就是石英振荡器发挥作用的地方。然而，随着电子设备越来越小型化， ...

Meta发布全新AI模型Llama 4，原人工智能研究主管即将离职 「硅谷周报」是创业邦推出的系列栏目，旨在为科技领域创业者和投资人精选硅谷科技要闻，投融资 消息等，记录硅谷科技风向变动。 整理 | 刘杨楠 编辑 | 关雎 本周（2025.3.31-4.6）硅谷科技要闻包括： Meta发布全新AI模型Llama 4，原人工智能研究主管即将离 职；微软成立50周年之际，推出一系列针对Copilot的重大更新；Google Gemini高管Sissie Hsiao将卸任； OpenAI将在软银领投的融资轮中筹得400亿美元；Hut 8和埃里克·特朗普将创办比特币挖矿公司；AMD以 49亿美元收购ZT Systems高通考虑收购英国半导体公司Alphawave等等。 硅谷大公司 4月5日，Meta发布了其最新的AI模型系列Llama 4。该系列采用了"混合专家"（Mixture of Experts， MoE）架构，包含Llama 4 Scout、Llama 4 Maverick、Llama 4 Behemoth三款模型。 其中，Llama 4 Scout是一个拥有170亿活跃参数的模型，具备16个"专家"模块。它 ...

Group 1: Housing Policy - The four first-tier cities in China have begun exploring the housing ticket system, with Shenzhen's policy set to take effect on April 9, 2025 [1] - Guangzhou is the first among these cities to implement the housing ticket policy, with a plan released in early 2024 [1] - The housing ticket system aims to diversify compensation methods for urban renewal projects and is seen as a way to stimulate demand in the real estate market [1][2] Group 2: Semiconductor Industry - SMIC reported a revenue increase of 27.7% year-on-year, reaching 57.8 billion yuan, but net profit fell by 23.3% to 3.7 billion yuan [3] - The company anticipates stable or moderate growth in market demand across various application fields in 2025, with external uncertainties expected in the latter half of the year [3][4] - SMIC's challenges include competition and limitations in advanced manufacturing processes, impacting profitability despite increased sales [3][4] Group 3: Employment and Gig Economy - WeChat has launched a new feature called "Nearby Jobs," allowing users to find gig work easily, covering over 20,000 job postings across various fields [5][6] - This feature aims to enhance the efficiency of job searching in the gig economy, which is increasingly significant in the national employment landscape [6] Group 4: E-commerce and AI - Taobao has initiated a comprehensive governance program against AI-generated fake images to protect consumers and original brands [7][8] - The Chinese government has introduced regulations for AI-generated content, effective from September 1, 2025, to ensure responsible use of AI technology [7][8] Group 5: Gaming Industry - Tencent is investing 1.16 billion euros to acquire a 25% stake in a new subsidiary of Ubisoft, focusing on popular game franchises [9][10] - This investment reflects Tencent's strategy to deepen its collaboration with Ubisoft, enhancing its presence in the gaming sector [10] Group 6: Snack Industry - Three Squirrels has announced plans for an IPO in Hong Kong, aiming to raise funds for expanding its supply chain and international branding [13][14] - The company reported a revenue of 10.622 billion yuan, a 49.3% increase, and a net profit of 408 million yuan, up 85.5% [13][14] Group 7: Stock Market Performance - The stock market experienced fluctuations, with the Shanghai Composite Index closing down 0.67% on March 28, 2024, amid a trading volume of 1.12 trillion yuan [15][16] - The market showed a lack of clear direction, with various sectors experiencing mixed performance, influenced by both internal and external factors [16]

Core Viewpoint - The article emphasizes the rapid growth of the photovoltaic (PV) and variable frequency control sectors, highlighting the critical role of MCU chips in determining system efficiency, reliability, and cost competitiveness. Huatai Electronics has developed high-performance MCU chips based on the ARM dual-core Cortex-M7 architecture, which have been widely adopted in PV inverters and industrial frequency converters. However, overcoming market trust barriers due to high migration costs and international competition remains a key challenge [1][2][22]. Industry Pain Points - High migration costs for customer systems pose significant challenges, as switching from imported MCUs often requires extensive system reconstruction due to deep integration with existing architectures. This includes hardware compatibility, software ecosystem dependencies, and certification barriers, leading to reluctance in adopting domestic chips despite comparable performance [3][2]. Technical Breakthroughs - Huatai's MCU chips utilize a dual-core Cortex-M7 design with a clock speed of 300MHz, featuring 2MB eFlash and 512kB SRAM. This architecture addresses core industrial control needs, demonstrating significant advantages over single-core solutions, such as maintaining a total harmonic distortion (THD) below 2% and achieving a maximum power point tracking (MPPT) efficiency of 99.6% [8][9]. Verification System - Huatai has established a three-tier verification system encompassing chip, module, and system levels. This includes an automated testing system for critical parameters, ensuring high accuracy and reliability through extensive pressure testing [10][12]. Reference Design Development - The company offers turnkey solutions for PV inverter applications, significantly reducing customer code migration workload by 70% through hardware abstraction layers. The use of low-loss SJ IGBT core devices enhances overall efficiency and energy savings [11][12]. Ecosystem Construction - To alleviate customer concerns, Huatai has built a "soft and hard collaborative" ecosystem, providing toolchain compatibility, shared algorithm libraries, and certification support to streamline the product launch process [17][18][19]. Market Insights - The article suggests that domestic chip companies must shift from a traditional chip-selling mindset to a system-oriented approach, creating a value loop that demonstrates tangible benefits such as increased energy generation and reduced failure rates. This strategy is essential for building market trust and achieving breakthroughs [22][23]. Conclusion - In the competitive landscape of industrial control chips, understanding application scenarios and delivering value is crucial. Huatai Electronics has not only validated the technical capabilities of its dual-core M7 chips but has also established a trust bridge from silicon to system, which is vital for breaking market monopolies and achieving domestic substitution [23].