Core Viewpoint - Huawei Technologies is making strides in advanced chip technology with a pending patent for a metal integration technique that could enable the production of 2-nanometre class chips without relying on extreme ultraviolet (EUV) lithography tools, which are restricted due to US sanctions [1][2][6]. Group 1: Patent and Technology - The patent, submitted in June 2022 and made public in January 2023, focuses on a method for integrating narrow metal structures using deep ultraviolet (DUV) technology, which is essential for achieving 2nm-class chip specifications [2][3]. - The proposed technique aims to circumvent US sanctions that prevent access to advanced EUV tools from ASML, thereby providing a potential pathway for China to enhance its semiconductor manufacturing capabilities [2][6]. - Huawei's method employs a variation of self-aligned quadruple patterning (SAQP) and utilizes a "spacer-defined patterning" scheme with dual hard-mask materials, allowing for the creation of interwoven metal lines and reducing the need for ultra-tight lithographic overlay [6]. Group 2: Industry Context and Implications - The patent has garnered significant attention as it presents a potential solution to overcome challenges faced by Chinese semiconductor manufacturers in competing with Taiwan Semiconductor Manufacturing Company (TSMC), which currently leads in 2-nm process technology [5]. - A Chinese chip industry veteran has suggested that 14-nm logic chips could potentially match the performance of Nvidia's 4-nm chips through innovative integration with advanced memory and architecture, indicating a shift in competitive dynamics within the semiconductor industry [4]. - Huawei's recent innovations also include advancements aimed at improving AI training efficiency and developing next-generation storage chips with enhanced capacity and performance, further solidifying its position in the tech landscape [5].

WSTS分析称，2025年全球半导体营收的增长主要受益于人工智能应用及数据中心基础设施的强劲需 求，推动了对于逻辑芯片和存储芯片需求的增长。 随着下半年市场的持续火热，对比WSTS今年年中的预测数据，最新的营收预测数据已被再度调高。今 年6月，WSTS预计2025年全球半导体市场规模将达到7009亿美元，同比增长11.2%；并预测市场到2026 年将增长8.5%，达到7607亿美元。 从三季度情况来看，美国半导体行业协会(SIA)在11月公布的数据显示，2025年第三季度全球半导体销 售额达2084亿美元，较第二季度环比增长15.8%。 "今年第三季度全球芯片销售额持续增长，增速显著超过第二季度，"SIA总裁兼首席执行官John Neuffer 此前表示，"市场增长主要得益于包括存储器和逻辑芯片在内的各类半导体产品需求的增加。而亚太地 区和美洲地区的销售额则推动了同比增速。" 12月2日，世界半导体贸易统计组织(WSTS)发布全球半导体市场最新预测，该机构预期2025年全球半导 体营收有望同比增长22.5%至7720亿美元，2026年将再增长26.3%，达9750亿美元，逼近1万亿美元关 卡，成长幅度预计在2 ...

Group 1 - The article highlights significant announcements in the stock market, including "suspension and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events [1] - The article emphasizes the importance of timely information for investors to discern and find suitable listed companies [1] Group 2 - A company is noted for its technological reserves in the 6G field, possessing self-developed aerospace-grade chips that have been successfully applied [1] - Another company is recognized for its products related to storage chips and PCB, with a self-developed liquid cooling solution already supplied to Alibaba [1] - A company associated with Huawei has achieved mass supply of its electronic skin products [1]

Time now for Options Corner. Joining us to take a deeper look is Rick Dukat, lead a market technician. All right, Rick, take us through the trends you noticed in this chart for AMD.>> Yes, certainly a strong period recently for AMD. You can see they're up about 84 a.5% during the past year as of yesterday's close versus the SMH Semiconductor ETF almost 50%, XLK Technology 35. Finally, the S&P only about 20.So significant outperformance, but when you look at it in terms of the other chip makers that are clos ...