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 ↓ ↓ ↓ 6月5日消息，据外媒报道，意法半导体表示， 公司预计未来三年将裁员5000人！ 据报道，意法半导体目前在全球雇佣约50000人，其中意大利和法国政府通过控股公司合计持股 27.5%。 意大利工会 4 日表示，阿格拉泰工厂宣布裁员 1200 人"无法接受"，并呼吁政府立即介入协调。 面对整个半导体行业对传统芯片需求持续低迷的困境，意法半导体正在努力稳住自身业务。尽管生成式 AI 带动的数据中心芯片需求依然强劲，但近几个月用于汽车、工业设备等产品的传统芯片销售乏力。 该公司去年 11 月启动了一项重组制造业务和削减成本的计划。首席执行官表示，该计划到 2027 年底预 计每年可节省数亿美元开支。此外，未来三年的投资将聚焦于用于新一代芯片的先进制造设施建设。 意法半导体成立于 1987 年，由意大利 SGS Microelettronica 与法国 Thomson Semiconducteurs 合并而 成，已成为欧洲半导体产业的重要支柱。意法半导体目前由意大利和法国政府共同持股近 28%，客户 包括苹果 ...

Core Viewpoint - The Chinese semiconductor industry is experiencing significant growth, with integrated circuit exports surpassing mobile phones as the highest single commodity export in 2024, amounting to 1,595 billion USD, while imports reached 3,856 billion USD [1][5]. Group 1: Industry Growth and Challenges - In 2024, China exported 2,981 billion integrated circuits, while imports totaled 5,492 billion units, indicating a robust demand for semiconductors [1]. - Despite the growth, the Chinese chip design industry remains at a mid-to-low end of the value chain, with only about 10% market share in the computer sector compared to 25% internationally [2][5]. - The industry faces challenges due to external restrictions and internal competition, necessitating a strategic breakthrough [2][3]. Group 2: Advanced Chip Demand - The demand for advanced chips is surging, driven by the rise of smart vehicles and artificial intelligence, with significant computational power requirements [4]. - Gartner predicts that the value of AI accelerators for servers will reach 21 billion USD in 2024, growing to 33 billion USD by 2028, highlighting the urgent need for stronger AI chips [4]. - TSMC anticipates that AI accelerator revenue will double by 2025, with a compound annual growth rate of nearly 45% from 2024 to 2029 [4]. Group 3: External Pressures and Technological Innovation - The Chinese semiconductor industry is facing increasing restrictions from the U.S. and allied nations, limiting access to advanced chips and necessary manufacturing equipment [5][10]. - The industry must focus on technological innovation, particularly in architecture and microsystem integration, to develop a self-sufficient technology ecosystem [6]. - The need for innovation is emphasized as the industry transitions from relying on advanced manufacturing processes to developing independent design technologies [5][6]. Group 4: Traditional Chip Market Dynamics - As advanced chip development faces hurdles, Chinese manufacturers are pivoting towards traditional chips, which are essential in various sectors including automotive and consumer electronics [8][9]. - The domestic demand for traditional chips is substantial, and local manufacturers are rapidly gaining market share in areas such as MCU, analog devices, and power devices [9]. - Despite the growth in traditional chip manufacturing, U.S. investigations and potential tariffs pose significant challenges to the Chinese market [10][11]. Group 5: Future Outlook - Industry experts express cautious optimism about the future of the Chinese semiconductor sector, believing that collective efforts across the supply chain will lead to a successful path forward [12]. - The integration phase of the Chinese semiconductor industry presents opportunities for companies with capital and technological resources to strengthen their positions [12]. - The resilience of Chinese companies in various fields indicates a potential for breakthroughs despite external pressures [12].