不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 11月26日消息，台积电正式宣布，已向台湾地区法院提起诉讼， 控告其前资深副总经理罗唯仁违反竞业禁止约定，并可能泄露公司营业 秘密及机密资讯给竞争对手Intel！ 罗唯仁自2004年7月起在台积电任职，一路晋升至资深副总经理，于今年7月27日正式退休，服务时间长达21年，然而他离职后立即加入 了Intel，担任执行副总裁一职。 随后本月有消息称，罗唯仁在退休前利用高级主管职权，要求员工制作并携带有关于台积电2nm及A16、A14等先进工艺的技术简报。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 半导体论坛百万微信群 台积电指出，诉讼是基于双方签署的聘雇合约、竞业禁止同意书以及《营业秘密法》等规定，罗唯仁在职期间曾签署保密及离职后的竞 业禁止条款。 台积电表示 ，在罗唯仁今年3月被调任至企业策略发展部（幕僚单位，职能上不再监督研发部门）后，他仍要求研发部门召开会议并提供 资料，以了解正在研发中以及未来规划的先进制程技术。 更关键的是，台积电在今年7月22日进行离职面谈时，罗唯仁明确表示离职后将前往学术机构任职，完全没有提及将转投Intel。 台 ...

纳芯微是国产汽车模拟芯片龙头，2024 年在中国汽车模拟芯片市场中份额为1.8%，位居所有厂商第 十、中国厂商第一。SerDes 芯片等高价值量产品正加速放量推动毛利率持续提升，同时收购麦歌恩带 来的协同效应逐渐显现，公司业绩增长动力强劲。同时，公司拟以不低于2 亿元且不超过4亿元的自有 资金回购股份并全部用于员工持股计划或股权激励，回购价格不超过200 元/股。 风险提示：下游终端市场需求不及预期风险，新技术、新工艺、新产品无法如期产业化风险，市场竞争 加剧风险，系统性风险等。 泛能源：2025 年前三季度泛能源领域（含工业控制、电源模块、光伏储能等）收入占比为53%。光伏 与储能市场（涵盖微型逆变器、大型逆变、储能电站及户用储能）需求明显恢复；电源模块业务（包括 服务器电源、通信电源等）也在AI 服务器需求拉动下实现快速增长。在AI 服务器方面，公司主要为服 务器电源提供隔离芯片等产品，目前已在国内外服务器电源类客户中量产出货。 消费：2025 年前三季度消费电子收入占比为13%。公司消费电子板块聚焦于扫地机器人、智能家电、 无人机、3D 打印等新兴场景，增长动力主要来自于收购麦格恩后带来的传感器业务并表 ...

Group 1 - The AI sector is experiencing significant catalysts, with both computing power and semiconductors showing strength. The semiconductor equipment ETF (561980) rose nearly 2% during intraday trading and closed up 1.47%, attracting a net inflow of 325 million yuan over the last 10 trading days, bringing its total size to 2.744 billion yuan [1] - Key stocks in the semiconductor sector, such as ChipSource Micro and Haiguang Information, saw increases of 4.74% and 3.63% respectively, while several others, including Cambrian and TuoJing Technology, also experienced gains of over 2% [1] - The electronic industry is undergoing a critical transition driven by AI, shifting from infrastructure to application deployment. The overall industry valuation is considered high, prompting a shift in investment logic from valuation expansion to profit realization, with core opportunities concentrated in three main areas, including the semiconductor field [1][3] Group 2 - The storage market continues to see price increases, with DDR4 and DDR5 products experiencing weekly price rises of 2.38% to 16.67%, while solid-state drives (SSDs) saw even more significant increases, with weekly price hikes of 25% to 35.71% [1][2] - The semiconductor industry is expected to grow rapidly, with significant demand for computing power leading to a supply-demand gap. The trend of domestic computing power is on the rise, and domestic computing power chips are worth monitoring [2][3] - The semiconductor equipment ETF (561980) tracks the semiconductor industry chain, with over 70% of its holdings in key areas such as semiconductor equipment, materials, and integrated circuit design, all of which are critical for domestic production [3]

资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联 接基金为，A类：008887；C类：008888。 11月26日上午，A股三大指数集体上涨，上证指数盘中上涨0.15%，通信、医药生物、综合等板块 涨幅靠前，国防军工、电力设备跌幅居前。芯片科技股走强，截至10点09分，芯片ETF（159995.SZ） 上涨1.12%，其成分股瑞芯微上涨4.53%，海光信息上涨3.69%，拓荆科技上涨3.03%，寒武纪上涨 1.58%，紫光国微上涨1.31%。 中国半导体行业协会集成电路设计分会理事长魏少军教授在高峰论坛环节作了"技术创新驱动设计 产业升级"主旨报告，介绍了2025年中国芯片设计业总体发展情况，对芯片设计业发展质量进行了分 析。魏教授指出，2025年芯片设计全行业销售预计为8357.3亿元，相比2024年增长29.4%。 国海证券表示，智能化是我们这个时代的特征，人类已经迈入智能化时代。抓住这一机遇，主动实 践国务院发出的"人工智能+"行动计划，既可以掌握产业发展的先机，更 ...

A股三大指数早盘集体上涨，沪指涨0.14%报3875.48点，深成指涨1.61%，创业板指涨2.76%，北证50指 数涨0.4%。沪深京三市半日成交额11439亿元，较上日缩量392亿元，全市场超2800只个股上涨。盘面 上，CPO、半导体、流感概念板块涨幅居前，中船系、军工装备板块集体调整。 ...

Nvidia's website touts its work with companies like ZTE, which has been effectively banned from selling its products in the U.S. for years over national security concerns.Read more: https://t.co/ZniwTBhiuJ https://t.co/koV8i86RH1 ...

Core Viewpoint - SoftBank Group Corp. has completed a $6.5 billion acquisition of US chip startup Ampere Computing LLC, enhancing its portfolio in AI hardware [1]. Group 1: Acquisition Details - The acquisition of Ampere Computing is part of SoftBank's strategy to strengthen its position in the AI hardware market [1]. - The financial impact of the acquisition on SoftBank's earnings is currently under review [1]. Group 2: Company Background - Ampere Computing was founded by former Intel executive Renee James, focusing on data center processors utilizing Arm Holdings technology [2]. - The company has secured high-profile customers and built a substantial engineering team experienced in the semiconductor industry [2]. Group 3: SoftBank's Existing Investments - SoftBank is the majority owner of Arm, whose technology is widely used in the electronics market and increasingly in server chips [3]. - Additionally, SoftBank owns UK-based Graphcore Ltd., which is expected to contribute technologies essential for artificial intelligence components [3].

有报道称，英伟达重要大客户Meta正考虑在未来数据中心采用谷歌自研TPU，并从明年起租用谷歌云芯 片资源。报道提到，谷歌TPU被推销为英伟达GPU的"成本更优替代品"，并引发投资者忧虑，这或削弱 英伟达在AI基础设施中的统治地位。 当地时间周二，英伟达罕见回应市场对其AI芯片主导地位受威胁的担忧。 昨夜，美股三大指数集体收涨，道指涨1.43%。 11月25日，美联储理事斯蒂芬·米兰(Stephen Miran)在电视采访中表示，由于美联储过高的利率目标，导 致就业市场恶化，他建议加大降息力度以支持经济。 热门科技股普遍收涨，META收涨3.78%，谷歌收涨1.62%，市值逼近4万亿美元。而英伟达收跌 2.59%，一度跌超7%。 英伟达在社交平台X上发文称："我们对谷歌的成功感到高兴——他们在人工智能方面取得了巨大进 展，而我们也将继续向谷歌供货。""英伟达领先行业整整一代，是唯一一个能运行所有AI模型、并在所 有计算场景中部署的平台。"英伟达补充道："与专为特定AI框架或功能设计的ASIC（专用集成电路） 芯片相比，英伟达提供更高的性能、更强的通用性以及更好的可替代性。" 来源：智通财经、中国基金报、市场公开 ...

Market Overview - Asia-Pacific markets showed strong performance, with the MSCI's index of Asia-Pacific shares excluding Japan rising by 1%, Japan's Nikkei gaining 0.8%, and South Korea's Kospi surging 2.39% [2][8] - The Hang Seng Index in Hong Kong climbed to 26,000 points, driven by expectations of a U.S. Federal Reserve interest rate cut [3][8] Technology Sector Developments - The AI chip market is experiencing intensified competition, with Meta Platforms in talks to acquire Google's Tensor Processing Units, potentially challenging Nvidia's market dominance, which saw a 4% drop in shares during premarket trading [4][8] - Amazon is under investigation by the FAA following an incident involving one of its delivery drones, while SK Hynix has launched a unique snack in collaboration with 7-Eleven, marking a first for the semiconductor industry [5] - Taiwan's China Steel Corp. is expanding into the drone and robotics sectors, producing motors for UAVs and developing ultra-thin electromagnetic steel products [6] Foreign Exchange and Investment Trends - South Korea's Finance Minister has pledged to address extreme fluctuations in the foreign exchange market, with a focus on monitoring speculative activities [9][10] - Domestic investors in South Korea have significantly increased overseas stock purchases, with net purchases of U.S. stocks reaching $6.85 billion last month [10] Geopolitical Context - Beijing has reiterated its determination to counter foreign interference regarding Taiwan, particularly in response to Japan's missile deployment [11] - Ukrainian President Zelenskiy expressed readiness to advance a U.S.-backed framework for ending the war with Russia, with discussions expected to involve U.S. President Trump and European allies [13]

Group 1: Technology Innovations - Huawei launched the Mate 80 series smartphones featuring four new technologies: ultra-transparent Linglong screen, outdoor exploration mode, emergency communication without network, and second-generation red maple imaging. Prices start from 4699 yuan for Mate 80 and go up to 11999 yuan for Mate 80 RS [2] - Tencent introduced the open-source HunyuanOCR model with only 1 billion parameters, achieving state-of-the-art results in various OCR applications [4] - Baidu established two new research departments focused on developing general AI models and specialized application models, reporting directly to CEO Li Yanhong [5] Group 2: AI and Cloud Computing - Alibaba's CEO discussed the strong demand for AI, indicating a supply chain expansion cycle lasting at least two to three years, with AI resources remaining in short supply [3] - Amazon announced an investment of up to $50 billion to enhance its AI and high-performance computing services for U.S. government agencies, planning to build 1.3GW of new data center capacity [7] - Ideal Auto's chairman revealed plans to launch AI glasses as part of their ecosystem, emphasizing the integration of AI capabilities into their products [8] Group 3: Corporate Developments - Upwind New Materials appointed Peng Zhihui as chairman and announced a new executive team following a board restructuring [6] - TSMC filed a lawsuit against former executive Luo Weiren for potential trade secret violations after he joined Intel [11] - Demingli plans to raise up to 3.2 billion yuan through a stock issuance to fund SSD and DRAM expansion projects [13] Group 4: Mergers and Acquisitions - Purun Co. is planning to acquire a 49% stake in Zhuhai Noah Changtian Storage Technology Co., with the transaction still in the planning stage [14] - SIRUI plans to purchase shares of Ningbo Aura Semiconductor Co., which may constitute a significant asset restructuring [15][16] - Dingtong Technology intends to acquire 70% of Shenzhen Blue Ocean Vision Technology Co. for 126 million yuan, focusing on machine vision equipment [17] - Chunqiu Electronics is making a voluntary offer to acquire all shares of Asetek A/S for up to 573 million Danish kroner, targeting the liquid cooling technology sector [18]