12月30日晚间江波龙（301308）公告，拟通过全资子公司Lexar Europe B.V.以自有及/或自筹现金4608万 美元，收购控股子公司Zilia Eletr nicos剩余19%股权。交易完成后，江波龙将持有该公司100%股权， Zilia Eletr nicos将成为其全资子公司，公司合并报表范围保持不变。 据悉，Zilia Eletr nicos成立于2009年10月19日，注册地址位于巴西圣保罗州阿蒂巴亚市，主营业务为通 用存储器的制造与销售，拥有存储芯片封装测试和SMT制造能力，在巴西市场处于领先地位。截至目 前，江波龙通过Lexar Europe B.V.持有该公司81%股权，剩余19%股权由SMART Modular Technologies (LX) S.à.r.l.持有，此次交易的转让方即为该公司。 本次交易标的公司企业价值确定为2.5亿美元，4608万美元的交易对价略低于标的公司企业价值乘以交 易股权比例的乘积，系交易双方综合考量标的公司价值及交易具体情况后协商确定。交易交割日不晚于 2026年4月28日。 江波龙表示，本次交易旨在顺应全球产业发展趋势，推进公司存储业务和供应链的 ...

鉴于上文所述的数据局限性，我们应谨慎解读这些结论。 因工艺节点而异的生产能力的地理分布 公众号记得加星标⭐️，第一时间看推送不会错过。 近日，经济合作与发展组织(OECD：Organisation for Economic Co-operation and Developme nt ) 发布了一份名为（THE CHIP LANDSCAPE：GEOGRAPHICAL DISTRIBUTION OF WA FER FABRICATION CAPACITY）的报告。 报告中，他们基于其了解，分享了其对全球晶圆厂产能的数据统计。现在，我们将其摘译如下， 分享给读者。需要声明的是，由于本文讨论的数据基于对SEMI、TechInsights数据和案头研究 的分析而得出的部分结论。 图 1 显示了五个晶圆产能最高的经济体（即中华人民共和、中国台湾、韩国、日本和美国）在七个不 同工艺节点密度范围内（详见方框 1）的在产晶圆产能（不包括即将投产的晶圆厂的产能）的地理分 布。截至 2025 年 9 月，这五个经济体合计占全球在产晶圆产能的 87%。 图 1 展示了不同经济体工艺节点组合的差异。例如，韩国的晶圆产能高度集中，近 8 ...

Core Insights - Samsung Electronics has significantly raised its employee patent reward standards, with the maximum reward now reaching three times the original standard, aimed at boosting employee morale and accelerating new technology development in key business areas [1][3] Summary by Sections Patent Reward Adjustments - The company has increased the patent application reward under the "invention incentive fund" to a maximum of double the previous amount, with A1 level rewards rising from 1 million KRW to 1.5 million KRW (approximately 7,353 RMB) and A2 level rewards from 500,000 KRW to 1 million KRW (approximately 4,902 RMB) [3] - This adjustment will be in effect for two years, until September 2027, and is considered unprecedented in both the company and the industry [3] - Prior to this, the highest patent reward was only 500,000 KRW, which had not seen significant changes since 2017 [3] Innovation and Competitive Pressure - The increase in rewards reflects Samsung's urgent need to rebuild its technological competitiveness, as it faces severe challenges to its previously dominant positions in semiconductors, smartphones, and home appliances [3][4] - The company has seen a rising trend in patent registrations, with over 20,000 patents registered in 2023, and 9,599 patents registered in the first half of 2024 alone [4] Market Context - In the high-bandwidth memory (HBM) sector, which is critical for AI, Samsung has lost its leading position to SK Hynix, while its gap with TSMC in the foundry market continues to widen [4] - The smartphone business appears stable, but this is largely due to the use of Qualcomm's high-end application processors, which have taken over the market position previously held by Samsung [4] - In the global semiconductor patent landscape, total patent applications reached 80,892 from April 2023 to March 2024, marking a 22% year-on-year increase, with China accounting for 46,591 applications, a 44% increase [5]