来源：环球时报 【环球时报报道 记者 李迅典】《日经亚洲评论》25日援引知情人士消息报道称，全球最大晶圆代工企 业台积电将不会在其最新2纳米芯片生产线中使用中国大陆的制造设备。报道称，此举是为了避免激怒 美国。 据报道，台积电该决策受到潜在美国法规的影响。以参议员麦克·凯利为首的美国立法者提出了"芯片设 备法案"，拟禁止接受美国联邦资助和税收抵免的企业购买"受关注外国实体"的设备。报道提到，业内 高管普遍认为该说法涵盖中国大陆供应商。 消息人士透露，台积电正在梳理所用芯片材料与化学品，计划降低其在中国台湾和美国业务中的中国大 陆供应占比，但同时计划与中国大陆本土供应商深化合作以满足在中国大陆的生产需求，与中国大陆的 政策导向保持一致。 台积电董事长兼首席执行官魏哲家表示，公司正加速美国亚利桑那州工厂的建设，待扩产完成后，美国 或将承担其2纳米及更先进制程约30%的生产份额。 《日经亚洲评论》报道提到，台积电早期先进芯片生产线曾使用部分中国大陆设备。知情人士表示，约 一年前，台积电曾经计划在2022年量产的3纳米技术生产线中替换中国大陆设备，因其拟将该尖端芯片 生产迁至美国亚利桑那州并规避美国监管风险。然而，更 ...

Core Viewpoint - The Chinese chip industry has not only survived the sanctions imposed by the U.S. but has thrived, particularly in the mature chip sector, positioning itself as a global leader in this market. Group 1: Impact of U.S. Sanctions - In 2019, the U.S. placed hundreds of Chinese chip companies, including Huawei and Yangtze Memory Technologies, on an "entity list," prohibiting them from purchasing American technology [3] - Despite the restrictions on EDA software, photolithography machines, and advanced process foundries, Chinese chip companies adopted a "fight to the end" mentality, leading to significant advancements during a period of apparent dormancy [3][9] Group 2: Growth in Chip Production - After failing to procure ASML's EUV photolithography machines, China invested 150 billion yuan in new wafer fabs across major cities, resulting in a monthly production capacity increase of 350,000 wafers for mature chips [4] - China has achieved a global leading position in mature process capacity (28nm and above), with projections indicating a 43% market share by 2027 [6] Group 3: Technological Advancements - Chinese companies have made significant strides in chip design software, with firms like Huada Jiutian and Gekun Electronics successfully developing designs for 14nm and above [10] - In chip manufacturing equipment, Shanghai Micro Electronics and Zhongwei have achieved mass production of 28nm photolithography machines and successfully integrated 5nm etching machines into TSMC's supply chain [10] Group 4: Market Dynamics and Competition - The return of Huawei's Kirin chips has pressured Qualcomm, resulting in a loss of approximately 40 million chips sold in China, translating to hundreds of billions in economic losses for Qualcomm [10] - Yangtze Memory Technologies has captured an 8.1% global market share in NAND flash memory, forcing competitors like Samsung and Micron to reduce prices by 50% [10] - Chinese companies like BYD and Unisoc have significantly impacted the automotive chip market, leading to a 60% profit drop for Infineon and NXP [10] Group 5: Export Growth - China's chip export value has surged from 437.2 billion yuan in 2014 to 1.14 trillion yuan in 2024, marking a significant increase and breaking the 1 trillion yuan barrier for the first time [11] - The U.S. strategy to restrict high-end chips has inadvertently allowed China to dominate the mature chip market, with global analysts noting that U.S. sanctions have only strengthened China's position [11]

Group 1 - The core viewpoint of the articles highlights Shanghai's significant advancements in the semiconductor industry, emphasizing its strategic importance and growth potential [1][2][3] - Shanghai's integrated circuit industry scale surpassed 390 billion yuan in 2024, accounting for approximately 25% of the national total, with a year-on-year growth of 20% in the first half of the year [1] - The city has over 1,200 semiconductor enterprises and gathers about 40% of the nation's specialized talent, positioning itself as a global leader in the semiconductor sector [1] Group 2 - Shanghai has established a 100 billion yuan leading industry fund to invest in integrated circuits and other key industries, supporting mergers and acquisitions to strengthen the industry [2] - The city has formed various innovation centers, including EDA and RISC-V, to enhance research and development across multiple sectors, including automotive electronics [2] - Future initiatives will focus on accelerating industrial innovation, optimizing industrial layout, and improving the business environment through enhanced support for talent and international cooperation [3]

Core Viewpoint - Unisoc (Shanghai) Technology Co., Ltd. has initiated the process for its initial public offering (IPO) on the Sci-Tech Innovation Board, potentially becoming the first domestic smartphone chip company to go public [1] Company Overview - Established on August 26, 2013, Unisoc is a leading player in China's integrated circuit design industry, mastering communication technologies across 2G to 6G, Wi-Fi, Bluetooth, and satellite communication [2] - Unisoc is one of only six global manufacturers with complete baseband chip technology for 2G, 3G, 4G, and 5G, alongside Qualcomm, MediaTek, Spreadtrum, Huawei, Samsung, and Apple [2][3] - The company offers a range of chip solutions, including high-performance processors, RF chips, power management, audio processing, and multimedia chips [3] Financial Performance - Unisoc's revenue grew by 78% in 2021 to 11.7 billion yuan, followed by a 20% increase in 2022 to 14 billion yuan. However, revenue declined to 13 billion yuan in 2023 [3] - Projected revenue for 2024 is 14.5 billion yuan, representing an approximate 11% growth, with chip shipments expected to exceed 1.6 billion units [3] - The company reported an 82% year-on-year increase in 5G chip sales, with over 100 smart terminal models equipped with Unisoc's 5G chips entering markets in Europe, Latin America, Southeast Asia, and South Asia [3] Market Position - According to Counterpoint Research, Unisoc holds a 10% market share in the global smartphone AP-SoC market, ranking fourth behind MediaTek (36%), Qualcomm (28%), and Apple (17%) [3] Recent Developments - In June 2024, Unisoc's board approved a new round of equity financing exceeding 4 billion yuan, with participation from various state-owned platforms and financial institutions [4] - The company completed its equity financing process in September 2024, with all funds received [4] - In March 2024, Unisoc underwent a shareholding reform, changing its name to Unisoc (Shanghai) Technology Co., Ltd. [4]

Core Viewpoint - Major US semiconductor companies, including Micron, Qualcomm, and Texas Instruments, are seeking relief from anticipated semiconductor import tariffs through comments submitted to the US Department of Commerce, highlighting the complexity of the semiconductor supply chain and the potential negative impact of poorly designed tariffs on US interests [1][2][3]. Group 1: Micron Technology's Position - Micron emphasizes its role as the only large-scale memory component manufacturer in the US and plans to invest $140 billion over the next 20 years to support US national and economic security [5][9]. - The company argues that tariffs on semiconductor manufacturing equipment (SME) could disadvantage US manufacturers by increasing costs and harming competitiveness [17][19]. - Micron's investment is expected to create 80,000 jobs and contribute $1.4 trillion to the US economy over 20 years, while also addressing national security risks associated with memory chip production concentrated in Asia [12][14]. Group 2: Qualcomm's Position - Qualcomm highlights its leadership in semiconductor design and its critical role in 5G and 6G technology, advocating for reduced regulatory burdens to facilitate expansion and investment in the US [28][30]. - The company stresses the importance of maintaining a strong domestic supply chain to support its operations and the broader semiconductor industry, while also emphasizing the need for government policies that stimulate domestic demand for semiconductors [29][39]. - Qualcomm warns that tariffs could jeopardize its global market access and the US's position as a technology leader, urging careful consideration of the implications of any tariff actions [38][40]. Group 3: Industry Implications - The semiconductor industry is characterized by a complex, interdependent global supply chain, where even minor disruptions can lead to significant competitive disadvantages for US companies [39]. - The industry is facing challenges related to high manufacturing costs in the US compared to Asia, necessitating supportive government policies to enhance competitiveness and attract investment [13][24]. - The need for a coordinated trade policy that supports US semiconductor manufacturing growth is critical, as tariffs could inadvertently harm domestic manufacturers and hinder the goal of increasing US semiconductor production [16][22].

Group 1 - The core viewpoint of the article is that the Trump administration is considering reducing tariffs on China from 145% to 50%-54% as part of the upcoming trade talks, which is seen as a strategic move rather than a genuine concession [1][3] - Trump's optimism about the trade talks has raised questions about his sudden softening stance, contrasting with his previous hardline approach on trade issues [3][10] - The U.S. demands for tariff reduction are contingent upon China opening its market fully, lifting restrictions on rare earth exports, and enhancing control over fentanyl, reflecting a strategy to pressure China into accepting unfavorable terms [5][10] Group 2 - China holds a dominant position in the rare earth market, controlling 92% of global refined rare earth production and 60% of mining, making the U.S. heavily reliant on Chinese supplies [12][16] - The existing supply chain dynamics, where China extracts and the U.S. processes rare earths, is set to change with China's new export quota system in 2024, potentially disrupting U.S. manufacturing [14][18] - The U.S. faces significant challenges in rebuilding its rare earth supply chain, with current domestic production insufficient to meet demand, and efforts to collaborate with other countries have been hindered by environmental and regulatory issues [18][20] Group 3 - In response to U.S. pressure, China has initiated a crackdown on the smuggling of strategic minerals, emphasizing the importance of these resources in the trade negotiations [23][25] - The Chinese government has made it clear that any discussions on tariffs must begin with the removal of existing tariff barriers, positioning rare earths as a critical bargaining chip in the negotiations [29]

商业洞察视频号开通啦 欢迎关注并留下您睿智犀利的评论吧 作者： 牲产队长 来源：牲产队（ID： gh_9adbf3261554 ） ----------------------------------------- - - 我针对的不是华为一家，而是在座的所有人！ 特朗普刚重返白宫，芯片战疑似就要来了。马斯克头一个宣布，要求"星链"卫星的台湾供应商，全部 迁出台湾，转移到越南。显然，马斯克这是嗅到风声了，不想被卷入其中。 根据钛媒体报道，今天芯片行业已经开始疯传，台积电向大陆AI芯片公司，统一发送了一份电子邮 件。这几乎是一封"绝杀令"，核心内容是，下周一起，将暂停向大陆GPU、AI芯片客户供应所有7纳 米以及更先进工艺的芯片。也就是说，台积电准备在7纳米制程范围以内，拉黑所有大陆芯片公司 了。 4年前，台积电配合特朗普，全面封杀了华为。如今，华为曾经遭遇的至暗时刻，将席卷到整个行业 了。但这一次，首当其冲的就不是华为了，而是地平线、寒武纪、摩尔线程、平头哥等一大批AI芯 片公司。像平头哥"倚天710"、地平线的"征程6"以及寒武纪的AI芯片等，都是靠台积电代工的。 此前，台积电只是拉黑华为，可现在，要拉黑全 ...