半导体代工

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三星或取消1.4nm工艺项目!
国芯网· 2025-03-17 04:56
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 ↓ ↓ ↓ 3月17日消息,三星原计划于2027年实现量产的FS1.4 1.4纳米级工艺,可能因无法达到预期目标而被取 消。 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。 第二步:在公众号里面回复"加群",按照提示操作即可。 近年来,三星在半导体代工领域似乎一直面临挑战:7纳米和5纳米生产线因产能未被充分利用而关闭, FS3 3纳米工艺也存在良率不足的问题。 与此同时,即将用于生产三星自家Exynos 2600手机处理器的SF2 2纳米工艺虽然已获得日本某公司的订 单,但并未吸引到任何中国芯片厂商的关注。即便在当前国际形势下,一些厂商因制裁无法使用另一家 顶尖代工厂的服务,仍然选择不考虑三星作为替代方案。 三星最近报告称,在智能手机和存储芯片等关键领域的市场份额下降。2024年,三星移动部门的市场份 额从2023年的30.1%降至28.3%,而其DRAM市场份额从42.2%滑落至41.5%。 公司还面临地缘政治风险和原材料价格波动,进一步复杂化了其运营。为应对这些挑战,三星将 ...
中国支持AI态度鲜明,对科技股期待加强
日经中文网· 2025-03-06 03:34
Group 1 - The Chinese stock market shows signs of increased activity, driven by government support for AI development and a recovery in technology stocks [1][2] - The Shanghai Composite Index rose nearly 1% and the Hong Kong Hang Seng Index increased by approximately 3%, with significant contributions from tech companies like Xiaomi and Tencent [2] - BYD's stock rebounded by about 3% after a previous drop, attributed to the announcement of AI integration into its driving systems, indicating a broader recovery trend in the Chinese stock market [3] Group 2 - The Chinese government set a 2025 economic growth target of around 5%, aligning with market expectations, while emphasizing the need for expansionary fiscal policies amid challenges from US-China tensions [2] - Longjiang and Hysan's stock surged over 20% following the announcement of a $22.8 billion sale of port operations to BlackRock, exceeding market valuation expectations [3] - Analysts believe that despite the government's support for the tech sector not being new, there remains significant upside potential for technology stocks [2]