Core Viewpoint - The European Court of Auditors (ECA) report indicates that China has become the largest source of mature chip imports for the EU, with the EU's dependency on China reaching a "high-risk" level due to U.S. semiconductor technology export controls [1] Group 1: Market Dependency and Goals - The EU aims to capture 20% of the global chip market by 2030, but currently, it is far from this target [1] - Approximately one-third of the EU's mature chip imports come from China, highlighting the significant reliance on Chinese sources [3] Group 2: Industry Competitiveness - Despite having competitive companies like Infineon in Germany, NXP in the Netherlands, and STMicroelectronics, these firms primarily serve the automotive sector and cannot meet the growing demand within the EU [2][3] - The ECA's 2024 survey reveals a semiconductor trade deficit of €9.8 billion between the EU and China, which may widen as the demand for mature chips, crucial for green and energy-efficient technologies, continues to rise [3]

Group 1 - NXP Semiconductors announced the appointment of a new CEO and warned of a "very uncertain environment" due to tariffs [1] - The company's Q1 revenue decreased by 9% year-on-year to $2.84 billion, with adjusted earnings per share of $2.64, slightly above analyst expectations [1] - The new CEO, Rafael Sotomayor, will take over on October 28, succeeding Kurt Sievers, who is retiring for personal reasons [1] Group 2 - NXP forecasts Q2 revenue to decline to between $2.8 billion and $3 billion, with the midpoint exceeding analyst expectations [1] - The company’s stock price fell over 8% in after-hours trading following the earnings report [1] - The semiconductor industry, including NXP, STMicroelectronics, and Infineon, is facing weak demand for mature chips used in electric vehicles and smartphones [1][2] Group 3 - Despite signs of recovery in the industry, tariffs imposed by the Trump administration may cause further turmoil [2] - NXP maintains a "cautiously optimistic" outlook despite the challenging market conditions influenced by tariffs [2] - The company is actively investing in acquisitions, including a $625 million deal for TTTech Auto and a $307 million acquisition of Kinara [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自日经 ，谢谢。 《日经亚洲》获悉，在美国努力缓解风险并抵御来自中国成熟芯片领域日益激烈的竞争之际，美国 合约芯片制造商格罗方德公司与台湾第二大芯片制造商联华电子股份有限公司正在探索合并的可能 性。 根据《日经亚洲》看到的评估计划，GlobalFoundries 与 UMC 的合并将打造一家规模更大的美国公 司，其生产业务遍及亚洲、美国和欧洲。该计划称，合并的目的是打造一家具有经济规模的公司， 以确保在中国大陆和台湾之间的紧张及中国自主生产更多芯片的情况下，美国能够获得成熟的芯 片。 据评估，合并后的公司随后将在美国投资研发，最终可能成为全球最大芯片制造商台湾半导体制造 公司的替代者。台积电在成熟芯片和尖端芯片市场都占有重要份额。 两位消息人士向《日经亚洲》透露，GlobalFoundries 已与 UMC 就可能的合并进行了接触，美国和 台湾的一些政府官员也知道这一谈判。其中一位消息人士表示，这两家芯片制造商大约两年前就讨 论过可能的合作，但谈判没有取得进展。 两位知情人士告诉《日经亚洲》，美国政府（无论是拜登政府还是特朗普政府）都曾尝试过各种方 式 ...