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传中微5nm刻蚀设备获台积电正式订单
是说芯语· 2025-06-24 07:36
Core Viewpoint - TSMC has placed an order for 10 units of 5nm plasma etching machines from Zhongwei Semiconductor Equipment, marking a significant achievement for Zhongwei in the semiconductor equipment sector [1][2]. Group 1: TSMC's Operations - TSMC's Nanjing factory, established in 2016 with an investment of approximately $3 billion, is a key part of TSMC's strategy in mainland China [3]. - The Nanjing facility achieved remarkable construction efficiency, completing the factory in 14 months and producing its first wafer within 6 months [3]. - The factory primarily focuses on 12nm and 16nm process technologies and has significantly enhanced local wafer foundry capabilities [3]. Group 2: Zhongwei Semiconductor Equipment - Zhongwei Semiconductor has successfully developed a 5nm etching machine that meets TSMC's stringent requirements, showcasing its technological maturity and reliability [1][2]. - The company has a strong track record in etching equipment, having progressed from 65nm to 5nm technology through continuous innovation and R&D investment [2]. - Zhongwei's etching equipment features advanced technology, including adjustable process stability, dual low-frequency RF sources, and a proprietary anti-corrosion reaction chamber [2]. Group 3: Market Position and Financials - Zhongwei Semiconductor is a leading player in the domestic semiconductor equipment market, with over 95% coverage of domestic etching needs and a projected revenue of approximately 7.277 billion yuan in 2024 [5]. - The company has experienced an average annual growth rate of over 50% in etching equipment revenue over the past four years [5]. - Zhongwei is also expanding into new areas, including GaN-based LED lighting and SiC power devices, while actively investing in over 30 upstream and downstream enterprises [6].
“妈妈岗”火了,已婚已育的职场女性更难了
Hu Xiu· 2025-06-24 01:37
菜菜没想到,一场在她看来普通的招聘会,会把自己推向风口浪尖。 她已经失业一年多了,期间一直在北京做全职妈妈,养孩子加上吃喝拉撒,样样成本都很高。不巧的是,最近丈夫也丢了工作。眼看着存款日益减少,焦 虑的菜菜不停歇地投简历,奔波在各大招聘会、面试现场,不愿错过任何一个机会。 这次也是。得知社区举办了"妈妈岗"专场招聘会,菜菜抱着试试看的心态,拿上简历就直奔现场,还顺手拍下了整个过程和后续探岗的内容,发布在网 上。她原以为这只是一次普通的求职经历记录。但没想到,会引来这么多陌生人的质疑与批评。 "活该被剥削,没脑子。" "以后我们只有妈妈岗就老实了。" 菜菜倍感困惑。去年北京也举办过类似的招聘活动,当时还有朋友参加了,但几乎没引起什么风波。这次怎么就不一样了? 顺着评论区的这些争议,她开始翻看最近的热搜,这才发现,"妈妈岗"这个原本冷门的概念如今成为了舆论的焦点。最开始引起风暴是因为一份官方发布 的文件:5月28日,湖北省出台了一项新政策,计划在全省范围内推行"妈妈岗"就业模式。 | 6 湖北省人力资源和社会保障厅 | | 请输入关键字 | Q 搜索 | 长春 | 无障碍 | | --- | --- | --- ...
财说|开润股份的应收账款与存货双高困局
Xin Lang Cai Jing· 2025-06-23 23:05
智通财经记者 | 袁颖琪 智通财经编辑 | 陈菲遐 一份亮眼年报背后,高悬的商誉、恶化的现金流和激增的库存正编织一张危险网。 日前,开润股份(300577.SZ)三位高管的减持计划引起市场关注。投资者发现,这家公司2024年净利 润暴增229%、2025年一季度归母净利润增长20%,但股价年内跌幅达15.88%,与业绩形成尖锐背离。 2025年初,开润股份向资本市场交出一份亮眼成绩单: 2024年营业收入42.40亿元,同比大幅增长 36.6%;归属于上市公司股东净利润3.81亿元,同比飙升229.5%,创下历史新高。 今年一季度,开润股份营业收入增长35.57%达到12.35亿元,归母净利润增长20.12%达到8500万元。这 一业绩增速远超行业平均水平。然而,细究财务数据会发现,公司业绩暴增的幕后推手并非传统的内生 性增长,而是一次精心策划的并购交易——对上海嘉乐股份有限公司(下称上海嘉乐)的控股收购。 2024年6月,开润股份通过全资子公司滁州米润完成对上海嘉乐15.9%股权的收购,交易总价约2亿元。 收购完成后,开润股份对上海嘉乐的持股比例从35.94%上升至51.85%,实现了对这家服装代工企业的 ...
联电要在台湾扩产?
半导体行业观察· 2025-06-21 03:05
Core Viewpoint - The article discusses UMC's potential acquisition of a factory from Han Yu Crystal in Tainan Science Park, emphasizing the company's strategic focus on expanding advanced packaging capabilities in Taiwan and Singapore [1][3]. Group 1: Company Strategy - UMC is exploring opportunities for operational and profit enhancement, including factory acquisitions, technology collaborations, and new investments, with Taiwan remaining a key expansion option [3][5]. - The company plans to integrate wafer fabrication with advanced packaging solutions, moving beyond traditional foundry services to high-value areas [4][5]. Group 2: Technological Development - UMC has established 2.5D advanced packaging capabilities in Singapore and is leveraging wafer-to-wafer bonding technology, which is crucial for 3D IC manufacturing [4][5]. - The company is currently focused on 12nm process technology in collaboration with Intel, while also looking to diversify into compound semiconductors and specialized materials [4][5]. Group 3: Production Capacity - UMC's interposer production currently stands at approximately 6,000 units per month, with no immediate plans for capacity expansion [5]. - Future efforts will concentrate on developing integrated technologies with higher added value, providing comprehensive system-level solutions for clients [5].
朱雀三号一级动力系统试车试验成功;错误率降低1000倍!微软量子计算重大技术突破,可商用丨智能制造日报
创业邦· 2025-06-21 03:02
1. 【错误率降低1000倍!微软量子计算重大技术突破,可商用】6月19日,微软首席执行官 SatyaNadella分享了,微软在量子计算的重大技术突破成果4D拓扑量子纠错码。与2D相比,4D拓扑 量子纠错码在编码效率、纠错能力、逻辑操作都非常出色,并且每个逻辑量子比特只需要极少的物理 量子比特,可以一次性检查错误,并将错误率降低1000倍。同时,这项全新的量子计算成果将应用 在微软的Azure Quantum量子计算平台中,加速科研、医疗的研发效率。(AIGC开放社区) 2. 【中国首制16000TEU甲醇双燃料集装箱船交付】6月20日消息,由扬州中远海运重工建造的国内 首制16000TEU甲醇双燃料集装箱船"中远海运洋浦"轮,今日在上海长兴岛交付。该船的交付实现了 大型甲醇双燃料箱船建造领域"国内船东第一单、国内船厂交付第一艘、国产甲醇主机第一次实船应 用" 三个历史性突破,标志着我国在该领域跻身世界前列,为全球航运业绿色低碳转型提供了"中国 方案"。(第一财经) 3.【朱雀三号一级动力系统试车试验成功】6月20日消息,蓝箭航天自主研制的朱雀三号可重复使用 运载火箭一级动力系统试车,在东风商业航天创新试验 ...
另类视角看中芯:港 A 价差背后,信仰鸿沟多大?
海豚投研· 2025-06-20 11:46
近期港股市场流动性泛滥后,很多内地和香港两地上市的股票,在港股的估值折价都是在缩小,甚至小部分公司都出现估值溢价了,港股中芯国际相对 A 股则走 了一个完全相反的走势——自 DeepSeek 猛涨之后,近期相对 A 股的定价又开始往下滑了。 其实,海豚君刚看中芯国际时就有群友提出,这么一个国之重器的核心资产,中芯 A 股和 H 股为何这么大的价差,差时港股只有 A 股的 25%,DeepSeek 这种高 光时刻也就只修复到了 52%,内地和外资的定价视角到底有什么不同? 本篇海豚君就从这个问题为出发点,更多站在中性视角,基于投入产出比,来看一下: 在解决这几个问题的过程中,顺便自然解决了港、A 不同资金背景,对待港股定价差的问题。 大家如果想深入探讨这些问题,可以长按识别下方二维码加入海 豚交流群,我们后续对互联网、科技等领域的持续跟踪 、 热点大事件的动态观点更新等 ,这些独家研报内容都会发布长桥 App「动态-投研」板块并第一时间分 享到 交流社群 。 以下是详细分析 从内地资金视角来看,中芯国际国内晶圆代工,甚至在整个半导体行业,几乎承担着全村人的 "希望"——在成熟制程上,它有最丰富的产能布局,在制程 ...
6.20犀牛财经晚报:首批参与跨境支付通的机构名单公布 2025年飞天茅台散瓶跌至1900元
Xi Niu Cai Jing· 2025-06-20 10:27
Group 1: Fiscal Data - In the first five months, the national general public budget revenue reached 96,623 billion yuan, a year-on-year decrease of 0.3% [1] - Tax revenue was 79,156 billion yuan, down 1.6% year-on-year, while non-tax revenue increased by 6.2% to 17,467 billion yuan [1] - The securities transaction stamp duty amounted to 668 billion yuan, showing a significant year-on-year growth of 52.4% [1] Group 2: Banking and Finance - The People's Bank of China announced the first batch of institutions participating in the cross-border payment system, including major banks from both mainland China and Hong Kong [2] - Everbright Wealth became the first bank wealth management company to participate in offline IPO subscriptions, successfully bidding for shares in Xintong Electronics [2] - Everbright Wealth's mixed product "Sunshine Orange Absolute Return Strategy" was used for the subscription, indicating a growing trend in bank wealth management participation in equity markets [2] Group 3: Robotics Industry - IDC forecasts that the commercial sales volume of humanoid robots in China will reach nearly 60,000 units by 2030, with a compound annual growth rate of 95.3% [2] - The market is experiencing strong growth, with an estimated 2,000 units expected to be sold in 2024 [2] Group 4: Gaming Industry - In May 2025, China's gaming market size reached 28.051 billion yuan, reflecting a year-on-year growth of 9.86% [3] - The mobile gaming market contributed significantly, with a size of 21.177 billion yuan, up 11.96% year-on-year [3] - The actual sales revenue of self-developed games in overseas markets was 1.577 billion USD, marking a year-on-year increase of 6.93% [3] Group 5: Wine Industry - The wholesale reference price for 2025 Feitian Moutai has dropped to 1,900 yuan per bottle, indicating a decline in market prices [4] - Wuliangye announced a record high dividend payout of 22.3 billion yuan for 2024, with a dividend rate of 70% [5][6] Group 6: Semiconductor Industry - The global semiconductor foundry market is witnessing a shift, with SMIC rapidly closing the gap with Samsung Electronics [6] - SMIC's market share has risen to 6%, while Samsung's has decreased to 7.7%, highlighting a competitive landscape [6] Group 7: Logistics and Technology - Ele.me reported that a logistics supervisor was suspected of job-related crimes and has been reported to the police [7] - Yushu Technology completed a C-round financing of approximately 700 million yuan, with plans for an IPO primarily in the A-share market [7] Group 8: Construction Industry - China Power Construction Company signed new contracts worth 474 billion yuan in the first five months, a decrease of 0.93% year-on-year [8] Group 9: Stock Repurchase - Kailong High-tech received a commitment letter for a stock repurchase loan of 25 million yuan from China Everbright Bank [9] Group 10: Regulatory Actions - ST Aowei received an administrative supervision decision from the China Securities Regulatory Commission for inaccuracies in financial disclosures [10][11] Group 11: Renewable Energy - Guosheng Technology signed a sales contract for photovoltaic components worth 1.043 billion yuan with China General Nuclear Power Group [12]
Marvell,主导定制芯片市场
半导体芯闻· 2025-06-20 10:02
如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 Chosun BIZ 。 Marvell 正在快速崛起,成为应用特定集成电路(ASIC)市场的一支强劲力量。该公司近日宣布 计划与台积公司(TSMC)在3nm以下的先进制程上展开合作。据报道,Marvell 还计划采用台积 电的硅光子技术,这项技术正作为下一代光学半导体方案受到业界关注。当前,台积电在晶圆代工 市场的份额超过60%,几乎在从传统节点到先进制程的各个层面确立了主导地位,如今正瞄准新兴 的应用特定半导体制造市场——这一市场正随着人工智能(AI)的迅猛发展,成为晶圆代工行业 的新战场。 所 谓 应 用 特 定 半 导 体 , 是 为 特 定 功 能 定 制 设 计 的 芯 片 。 相 较 于 为 通 用 目 的 设 计 的 图 形 处 理 器 (GPU),这类芯片具有更低的成本、更小的功耗和更少的整体投入,因此在AI数据中心、汽 车、物联网(IoT)等多个市场中颇具吸引力。摩根大通数据显示,博通(Broadcom)以55%至 60%的市场份额位居该领域首位,Marvell 以约15%的份额紧随其后。 据产业界6月20日消息,Marvell 即 ...
芯片代工市场格局生变 中芯国际大幅逼近三星电子
Zhong Guo Jing Ying Bao· 2025-06-20 04:51
Core Insights - The global semiconductor foundry market is undergoing significant changes, with TSMC maintaining a dominant position while SMIC is rapidly gaining market share at the expense of Samsung Electronics [2][3][4] Market Performance - In Q1 2025, the total revenue of the top ten foundries decreased by 5.4% to $36.43 billion, with TSMC's revenue falling by 5% to $25.517 billion, yet its market share increased by 0.5 percentage points to 67.6% [3][4] - Samsung's revenue dropped significantly by 11.3% to $2.893 billion, leading to a decline in market share from 8.1% to 7.7% [3][4] - SMIC was the only company among the top three to achieve revenue growth, with Q1 2025 revenue reaching 16.301 billion yuan, a year-on-year increase of 29.4% [4][5] Market Share Dynamics - SMIC's market share rose from 5.5% to 6%, narrowing the gap with Samsung from 3.2 percentage points at the end of 2024 to 1.7 percentage points [4][5] - SMIC has surpassed GlobalFoundries and UMC to become the third-largest foundry [4][5] Factors Influencing Growth - SMIC's growth is attributed to strategic inventory buildup in response to U.S. tariffs and favorable domestic policies, which allowed it to thrive amid a market slowdown [2][4] - The decline in Samsung's market share is linked to delivery issues leading to customer loss and reduced orders, compounded by challenges in technology development and production efficiency [5][6] Competitive Landscape - TSMC's market share is significantly ahead of Samsung, with a gap of 59.9 percentage points as of Q1 2025, highlighting TSMC's stronghold in advanced process technology [7][8] - TSMC's 2nm process technology is progressing well, with a yield rate exceeding 60%, while Samsung's yield is around 40%, indicating a widening technological gap [7][8] Future Outlook - If SMIC continues its growth trajectory and optimizes its production processes, it may potentially surpass Samsung in the future, although significant technological advancements are still required [6][8] - The competition in the 2nm node is critical, with TSMC currently leading in technology and customer relationships, making it challenging for Samsung to catch up without substantial improvements [8]
天风证券晨会集萃-20250620
Tianfeng Securities· 2025-06-19 23:45
证券研究报告 | 2025 年 06 月 20 日 $$\overline{{{\prod_{\mathrm{DE}}}}}\frac{\bigtriangleup}{\bigtriangleup}\frac{\bigtriangleup}{\bigtriangleup}\frac{\bigtriangleup\mathrm{bd}}{\bigtriangleup}$$ 制作:产品中心 重点推荐 《策略|行业比较周报——拥挤度指标运用的深入思考》 1、板块的拥挤度本质是该板块成交量占整体的比例,比例越高,说明该 板块是热门板块。"拥挤"是指历史纵向比较在较高的历史百分位,往往 意味着该板块过度热门,短期内有向下调整的压力。短中长期乖离率高位 本质是短期"涨多了"。两者一个是"量"的指标,一个是"价"的指标, 均表示冷热度。但热门板块总有自己上涨的原因,真正结束要看这个原因 什么时候结束,量价指标运用的有效性也会可能随着市场风格变化而变 化。2、长期来看,A 股的行业,在"加速后放量"的状态下,一个月内 跑输是大概率事件;反例是 20-21 年核心资产时代,短暂地无视了这一 规律,呈现出"过热后还有过热"。出现 ...