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印度首家晶圆厂,动工
半导体芯闻· 2025-07-10 10:33
Core Viewpoint - The establishment of India's first semiconductor manufacturing plant in Gujarat marks a significant step towards self-reliance in semiconductor production, reducing dependence on foreign suppliers and enhancing the local electronics industry [1][3]. Group 1: Semiconductor Plant Overview - The semiconductor plant, a collaboration between Tata Electronics and Taiwan's PSMC, will begin production in December 2026 [1]. - The plant will produce various semiconductor chips, including 14nm, 28nm, 40nm, 55nm, and 65nm, catering to multiple applications [6][7]. Group 2: Benefits to India - The plant will help India achieve self-sufficiency in semiconductor supply, mitigating supply chain risks highlighted during the COVID-19 pandemic [3]. - It supports the "Make in India" and "Digital India" initiatives, positioning India as a producer rather than just a consumer of semiconductors [3]. - The project is expected to create over 20,000 direct and indirect jobs, benefiting engineers, technicians, and support staff [3]. Group 3: Tata's Plans and Infrastructure Development - Tata is committed to ensuring the project's success, having sent over 200 employees to Taiwan for advanced training in semiconductor manufacturing [9]. - The Gujarat government is constructing 1,500 residential units, schools, hospitals, and a desalination plant to support Tata's workforce and suppliers [9]. - Additionally, Tata is building a second OSAT plant in Assam, valued at ₹270 billion, which will create 27,000 jobs and is expected to be operational by mid-2025 [9]. Group 4: Global Context - Taiwan currently dominates the global semiconductor market, accounting for 60% of manufacturing capacity, with TSMC alone producing nearly half of the world's semiconductors [10].
陈经:取消芯片技术豁免,美方犯了三个错
Huan Qiu Wang· 2025-06-23 21:39
首先,在性质上,芯片制造设备就与稀土截然不同。稀土作为典型的军民两用战略资源,中国始终秉持 开放合作原则,在民用领域构建公平透明的供应体系。无论是美国企业还是全球其他市场主体,只要符 合相关法规、提交申请,均可获得稳定的稀土供应。但对于高精尖武器制造等军事领域应用,中方基于 维护国际安全秩序的责任,有必要实施差异化管理。而芯片制造设备则是典型的工业基础设备,许可证 发放对象也主要为民用高科技产业。将芯片制造设备的民用领域管控,与中国对稀土的军民两用差异化 管理进行错误类比,美方这一行为混淆了概念本质。 其次,美方收紧芯片设备许可机制,针对的是中国高新技术产业,但受伤的却是全球主要半导体制造商 的在华业务。中国既是全球最大的半导体设备市场,也是重要的半导体产品来源地。2024年,中国大陆 在全球半导体设备市场的份额达38%,应用材料、泛林集团等美企约30%至40%的营收依赖中国市场。 即便是受到管制的荷兰阿斯麦公司,2022年对华出货量也占到了其全球销量的14%。稳步增长的市场和 完整的产业链结构,使得各大半导体制造厂商在过去几年纷纷扩大在华半导体生产规模,也获得了良好 的收益。三星在西安的NAND 闪存工厂, ...
2025年全球百强城市榜单出炉:上海和北京全球前十,苏州入围
Sou Hu Cai Jing· 2025-05-27 05:03
Core Insights - The 2025 Global Most Valuable Cities Top 100 list was released by GYBrand, evaluating cities based on economic strength, infrastructure, quality of life, business environment, international reputation, development potential, and global brand building [1][3] Group 1: Chinese Cities Performance - Fourteen Chinese cities made the list, ranking second globally, with Shanghai and Beijing securing spots in the top ten at 7th and 8th respectively [3][11] - Suzhou entered the top 100 for the first time at 78th, showcasing China's multidimensional breakthroughs in global competition [3][9] Group 2: Shanghai's Strengths and Challenges - Shanghai's core advantages lie in its dual engines of finance and technology, with the Sci-Tech Innovation Board accounting for 40% of the total market value of listed companies in China by 2024 [3][5] - The Shanghai-Suzhou tech cluster ranked fifth globally, with a 10.6% year-on-year increase in PCT international patent applications, totaling 6,185 in 2024 [5] - Challenges include air quality and high living costs affecting livability scores, leading to talent migration to surrounding cities [5][13] Group 3: Beijing's Development - Beijing ranked 8th globally, highlighting its hard power in technology innovation, with 30% of China's AI companies and 40% of quantum computing labs located in the city [7] - The city achieved a research and development intensity of 6.2% in 2024, surpassing Silicon Valley's average [7] - Cultural experiences in Beijing have improved, with the 798 Art District hosting more annual exhibitions than New York's MoMA [7][13] Group 4: Suzhou's Innovation and Growth - Suzhou's core competitiveness stems from the integration of manufacturing and innovation, with 240,000 effective invention patents in 2024, a 19.5% increase [9] - The city is home to the largest industrial internet platform, empowering 150,000 enterprises in digital transformation [9] - Suzhou's transformation from a "world factory" to an "innovation workshop" is marked by significant achievements in various sectors [9][15] Group 5: Emerging Cities and Regional Disparities - Shenzhen ranked 19th globally, surpassing Guangzhou (32nd), with a research and development intensity of 5.8% [11] - Chengdu entered the top 80 for the first time, driven by its "park city" concept and 6G technology development [11] - Regional imbalances are evident, with 11 of the 14 listed cities located in the eastern coastal region, while only Chengdu and Wuhan represent the central and western regions [13] Group 6: Recommendations for Improvement - Major cities should shift from "scale expansion" to "refined operations," with Shanghai exploring "flying economy" and resource sharing with neighboring cities [15] - Beijing needs to alleviate non-capital functions and foster collaborative innovation in the Tianjin-Hebei region [15] - Suzhou should focus on nurturing specialized and innovative enterprises to become champions in global niche markets [15]
中美谈判后,美国的歪招
Sou Hu Cai Jing· 2025-05-26 15:56
三、背后的霸权逻辑与战略误判 近期,中美经贸高层会谈在瑞士日内瓦举行,双方达成重要共识并取得实质性进展,一致同意建立中美经贸磋商机制。这 本应是缓和双边紧张关系、促进合作的积极信号,但令人遗憾的是,美国在谈判结束后,迅速背弃共识,一系列充满霸权 色彩的 "歪招" 接连上演。这些不顾市场规则与国际道义的操作,既暴露了美国对中国发展的病态焦虑,也延续了其动辄 挥舞制裁大棒的霸权惯性。 一、经贸领域的 "关税大棒" 再度抡起 在日内瓦协议达成次日,美国商务部便宣布启动撤销拜登政府时期的《人工智能扩散规则》,加强对海外 AI 芯片的出口 管制,甚至声称 "在全球任何地方使用华为昇腾 AI 芯片都可能违反美国管制"。这种将技术标准政治化的做法,本质上是 借 "国家安全" 之名行保护主义之实。与此同时,美国贸易代表办公室召开听证会,计划对中国起重机加征 100% 的关税, 集装箱、底盘等设备也要加征 20%-100% 的税,理由竟是 "让造船业回归美国本土"—— 这种无视全球产业链分工的荒谬 借口,暴露了其试图通过关税壁垒割裂全球供应链的真实目的。更甚者,美国商务部初步裁定中国电池组件的活性阳极材 料存在 "高额补贴", ...
向着万亿时空服务产业迈进——聚焦我国卫星导航与位置服务产业发展
Zhong Guo Zi Ran Zi Yuan Bao· 2025-05-20 04:32
2024年,北斗系统在多个领域实现了深度应用与创新突破,其高精度定位、短报文通信、时空信息服务等核心能力持续赋能千行百业。北斗跨界融合不 断深化,与5G、AI、物联网技术结合,催生无人农场、数字工地等新业态。 5月18日,中国卫星导航定位协会在京发布《2025中国卫星导航与位置服务产业发展白皮书》。白皮书显示,2024年我国卫星导航与位置服务产业总体 产值达到5758亿元,同比增长7.39%。随着北斗规模应用的市场化、产业化和国际化进程不断推进,产业发展呈现稳步回升态势。 2024年,各行业数字化转型和智能化升级使得对卫星导航设备及时空数据的需求持续释放,为北斗时空信息应用与服务市场发展持续注入新活力。同 时,国家和地方政府连续出台多项政策,推动北斗在行业领域和大众消费领域的深化应用,使市场活跃度不断增强。 北斗规模应用与产业化发展不断取得新突破 白皮书显示,北斗系统自提供服务以来,已在交通运输、气象预报、通信授时、电力调度、减灾救灾、公共安全等领域得到广泛应用,融入国家核心基 础设施,产生了显著的经济效益和社会效益。 在农业领域,北斗应用向着智能化和精准化升级,已从单一导航向全产业链智能化延伸,显著提升了农 ...
黄奇帆新沪商大会最新演讲:主要观点以及对未来经济判断有哪些?
Sou Hu Cai Jing· 2025-04-27 04:17
黄奇帆在新沪商大会的演讲中,围绕 "中国制造 2025" 的十年发展历程与未来战略布局,提出了一系列核心观点,并对中国经济的中长期趋势 作出重要判断。以下是其演讲的主要内容及对未来经济的展望: 一、"中国制造 2025" 的五大标志性成就 黄奇帆指出,经过十年实践,"中国制造 2025" 在五大领域实现了质的飞跃,重塑了全球制造业格局: 尽管面临贸易摩擦和疫情冲击,近十年中国年均吸引外资超 1200 亿美元,较前十年翻番。外资企业贡献了全国 15% 的税收、30% 的高端装备 出口和 50% 的服务贸易附加值,形成 "以市场换技术" 的良性循环。 二、对未来经济的三大核心判断 全球制造业地位巩固 中国制造业规模自 2010 年超越美国后,连续 14 年稳居世界第一。2024 年制造业增加值占全球比重达 34%,是美国的 2 倍、欧盟的 3 倍3。这 一成就不仅体现在规模上,更在于质的突破:芯片、船舶、特高压输电等领域实现技术自主,从 "跟跑者" 转向 "并跑者" 甚至 "领跑者"。例 如,14 纳米芯片量产、7 纳米技术进入试产阶段,国产芯片出口规模达 1500 亿美元,首次超越韩国成为全球第三大芯片供应国。 ...