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 ↓ ↓ ↓ 12月30日消息，据外媒报道，美国政府已向三星电子等颁发年度许可证，允许其在2026年向其位于中国的工厂进 口芯片制造设备。 为了限制中国获取美国先进技术，美国总统特朗普政府一直在重新审视其认为拜登政府时期过于宽松的出口管制 措施。 三星电子是全球最大的存储芯片制造商，而另一家韩国存储芯片商则将中国视为其主要生产基地之一，尤其是在 传统存储芯片方面。由于人工智能（AI）数据中心的需求以及供应趋紧，传统存储芯片的价格一直在飙升。 半导体公众号推荐 ***************END*************** 此次批准对韩国公司而言是一项暂时的豁免，此前美国曾于2025年早些时候撤销了部分科技公司的许可证豁免。 消息人士称，美国政府方面推出了芯片制造设备对华出口的年度审批制度。 此前，三星、台积电等曾受益于美国政府对中国芯片相关产品出口的全面限制豁免。但这项被称为"最终用户认 证"（VEU）的特权将于12月31日到期，这意味着此后美国芯片制造工具运往中国工厂将需要获得美国出口许可 证。 第一步：扫 ...

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 ↓ ↓ ↓ 12月30日消息，台积电已经开启了N2 2nm工艺的大规模量产，不过非常低调，没有任何官宣，但和此前制定的进度计划完全 相符。 台积电官网的2nm工艺专业题页面有这么一句： "台积电2nm技术已按计划于2025年第四季度投入量产。" 明年，台积电N2的产能将快速爬坡，迎接各家产品，包括NVIDIA、AMD、苹果、高通、联发科都会用它。N2是台积电首个应 用GAA(环绕栅极纳米片晶体管)的制程节点，有些类似Intel RibbonFET。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤： 第一步：扫描下方二维码，关注国芯网微信公众号。 该技术通过栅极完全包裹由水平堆叠纳米片构成的导电沟道，优化了静电控制效果，降低了漏电率，从而在不牺牲性能与能效 的前提下进一步缩小晶体管尺寸，实现密度提升。 台积电N2工艺是该公司首款采用纳米片Nanosheet技术的GAA（环绕栅极）晶体管工艺，被视为半导体制造技术的又一次革命 性飞跃。台积电官方宣 ...

Core Insights - BlackRock Science and Technology Term Trust reported a return of 10.1% on market price and 11.6% on net asset value (NAV) for Q3 2025, underperforming the MSCI Custom ACWI SMID Growth IT Call Overwrite Index which returned 15.2% [1] - The trust adjusted its investments in the technology sector to align with changing market conditions and emerging opportunities [1] Company Highlights - NVIDIA Corporation (NASDAQ:NVDA) was highlighted as a key stock, with a one-month return of 3.73% and a 52-week gain of 40.16%, closing at $188.22 per share with a market capitalization of $4.583 trillion on December 29, 2025 [2] - NVIDIA's strong performance was attributed to record quarterly revenue and growth in its Data Center segment, particularly driven by AI compute chips, reinforcing its leadership in AI acceleration and next-generation data-center infrastructure [3] Market Position - NVIDIA Corporation ranked 5th among the 30 Most Popular Stocks Among Hedge Funds, with 234 hedge fund portfolios holding its stock at the end of Q3 2025 [4] - The company reported $57 billion in revenues for Q3 2026, reflecting a 62% year-over-year growth [4]

Let's uh talk some tech picks for the new year. Some potential AI plays. Joining us now, Dan Ies, Wed Bush uh Securities, Global Head of Technology Research, Got kind of a Magnum uh >> PI shirt on.Uh we we were the jacket's muted. Uh you went with the uh you went with the shirt today for for this appearance. All right.Sure. >> I I can we we can do that. Dan, it since it's the beginning, you know, we're at the very end of the year, so we always want to, you know, think that that suddenly the calendar has any ...

Core Insights - Datavault AI Inc. will showcase its technologies at CES 2026, including WiSA, ADIO, VerifyU, DVHolo, Events Citadel, and Data Vault [1] - The company has seen significant growth in its intellectual property, with nine new patents issued in 2025, totaling 63 [2] - Datavault AI's WiSA technology is experiencing increased demand, particularly in global set-top box deployments and premium audio products [2] Intellectual Property and Technology Development - The company has engaged a legal team for a commercial standards-based licensing campaign to enhance its WiSA technology portfolio [3] - Datavault AI has made advancements in its Gen 2 software-centric platform, which is now validated on leading semiconductor platforms [4] - The acquisition of four patents and one pending application, along with the SyncIN broadcast technology, is aimed at enhancing the Event Citadel applications [4] Market Presence and Partnerships - WiSA-enabled products are being shipped to major global brands, including Klipsch, Sagemcom, Bang & Olufsen, and KEF [5] - The company has established a partnership with Dolby Technologies to advance its WiSA product lines and integrate new ADIO technology into events and advertising [7] - Datavault AI has been added to the S&P Semiconductors Select Industry Index, reflecting its position in the semiconductor sector [8] Product Performance and Features - The Gen 2 platform offers improved performance, latency, and reliability, with enhanced scalability for multi-speaker and commercial environments [6] - The WiSA technology is designed to be silicon-agnostic, providing flexibility for OEMs and system integrators [11] - The company aims to demonstrate its Gen 2 software and live deployments at CES 2026 [11]

Venture capitalist Marc Andreessen on Jan. 26 called it “AI’s Sputnik moment.” The rollout of a powerful, seemingly low-cost AI program by DeepSeek, a Chinese upstart, appeared to threaten the foundations of the recent US tech boom. When US markets opened the next day — a Monday — Nvidia Corp. shares plunged 17%, erasing nearly $600 billion from its value in the largest wipeout in market history. Semiconductor stocks had the worst day since March 2020.Here are some recollections from money managers and stra ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.2万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ | 优势物料,特价出售 | | | | | --- | --- | --- | --- | | 品牌 | 型号 | 年份 | 数量 | | NEXPERIA | BUK9K17-60EX | 22+ | 100-200k | | NEXPERIA | 74AHC1G32GV-Q100 | 22+ | 100K | | NEXPERIA | BUK765R0-100E | 21+ | 120K | | NEXPERIA | BZT52H-C6V8 | 18+, 22+ | 240K | | NEXPERIA | BUK9226-75A | 21+ | 30K | | MXIC/旺宏 | MX25L51245GMR08G | 20+ | 14519 | | Sony | CXD2826ER | 2020 | 2801 | | Sony | CXD2856ER | 2020 | 3719 | ...

Core Viewpoint - Edgewater Wireless Systems Inc. is set to attend CES 2026, showcasing its AI-powered Wi-Fi Spectrum Slicing technology to various stakeholders in the broadband and IoT markets [1] Company Overview - Edgewater Wireless Systems Inc. specializes in AI-powered Wi-Fi Spectrum Slicing silicon solutions and intellectual property for residential, enterprise, and industrial IoT markets [1] Event Participation - The company will participate in CES 2026, scheduled for January 6-9, 2026, in Las Vegas, Nevada [1] - During CES, Edgewater will conduct private meetings with broadband operators, OEMs, silicon ecosystem partners, and investors [1]

21世纪经济报道记者倪雨晴 12月30日，GPU企业天数智芯正式启动公开招股，招股期截至2026年1月5日，并计划1月8日以股票代 码"9903"在港交所上市。 根据公告，此次天数智芯拟发售25431800股H股，其中，中国香港公开发售2543200股，占比10%，其 余为国际配售。发行价定为每股144.60港元，以此计算，募资规模约为37亿港元，IPO市值约354.42亿 港元。 （图源：天数智芯全球发售公告） 在资金用途方面，天数智芯计划将约80%的募资净额用于未来五年的研发投入，包括通用GPU芯片及加 速卡的研发和商业化、扩充研发团队、推进专有软件栈和AI算力解决方案建设；约10%用于销售与市场 拓展；其余约10%用于营运资金及一般企业用途。 作为一家成立于上海的通用GPU厂商，天数智芯长期聚焦国产通用GPU芯片及相关解决方案。自2021年 以来，公司陆续推出"天垓"与"智铠"两个系列多款通用GPU产品，覆盖训练型与推理型两类核心应用场 景。 招股书披露，截至2025年6月30日，天数智芯累计出货量达到5.2万片，服务客户超过290家，产品已在 金融服务、医疗保健、交通运输等多个行业完成超过900次实际 ...

“We expect the minutes to the December meeting to note ongoing disagreement among FOMC participants about the appropriate policy path over the near term,” Goldman Sachs economists wrote in a note this week.Today, market watchers will pay close attention to the publication of the minutes from the Fed’s December 9-10 meeting. The minutes will be scrutinized to assess policymakers’ appetite for additional rate cuts. The FOMC lowered its benchmark rate this month for the third time in a row, though officials’ m ...