weixin
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October 7
- The 'Huangpu Military Academy' of China's Integrated Circuits Industry: What Kind of 'Core' Road Is It Taking?
奔流财经社
➀ Wuxi, known as the 'Huangpu Military Academy' of China's integrated circuit industry, ranks 16th globally and second in China in terms of comprehensive competitiveness; ➁ Wuxi has a complete industrial chain covering chip design, wafer manufacturing, packaging and testing, and equipment materials, with a scale exceeding 240 billion yuan; ➂ Wuxi is making significant progress in areas such as design, manufacturing, and packaging and testing, and has launched a series of key projects and policies to support the industry's development. - Y10T281 Single-Mode VCSEL Progress
Not specified
➀ Progress in single-mode VCSELs has been documented from 25Gbps rates to 106Gbps PAM4 rates by 2024, with transmission distances up to2km-5km; ➁ Broadcom and Finisar use multimode structures with varying transmission distances of 30m, 50m, and 100m; ➂ At OFC2024, an 800G optical module based on single-mode VCSEL was presented; ➃ ECOC2024 saw the development of a 1.6T CPO optical module with 16-channel design; ➄ The design structure remained similar to 2022 and 2023 with optimizations; ➅ A new design approach with no浮雕位错structures improved bandwidth and achieved single-mode control; ➆ A smaller oxidation aperture reduced RC constants, enhancing bandwidth; ➇ P-type electrodes formed a ring-shaped transverse cavity for PPR and single-mode resonance amplification; ➈ 1060nm VCSELs offer lower loss and smaller dispersion, beneficial for longer transmission distances; ➈ Tokyo Institute of Technology achieved a bandwidth of 33GHz at 9mA current, supporting 1.6T CPO module封装 and 2km transmission. - The Storage Industry: A Mixed Bag of Happiness and Concerns
icbank
➀ The storage industry is experiencing a mixed situation with the revival of DRAM and NAND, and the rise of HBM, but the industry's future is not clear and growth has slowed down; ➁ SK Hynix is optimistic about its prospects, having started mass production of 12-layer HBM3E, and is set to supply advanced chips to Nvidia; ➂ Samsung is facing challenges, with its DRAM department lagging behind SK Hynix in HBM technology; ➃ Micron's stock has seen significant fluctuations due to strong AI demand, but it still faces challenges in the HBM market; ➄ Kioxia's future is uncertain due to its ownership by SK Hynix and its failed merger with Western Digital; ➅ Western Digital is considering a split into HDD and NAND/SSD divisions due to the underperformance of its NAND business. - What is OCP Network Interface Card: A Brief Introduction
IT技术分享-老张
➀ OCP is an open-source hardware project aiming to revolutionize data center hardware; ➁ OCP NICs are standardized, easy to use, and open for fast technological updates; ➂ OCP NICs offer a variety of interface speeds and are compatible with different server configurations; ➃ The development of OCP NICs is aligned with the evolution of server CPUs and network bandwidth requirements; ➄ OCP NICs are designed for space-intensive server environments. - Academician You Zheng on the Importance of High-end Sensor Technology Development
芯榜转载自学习时报
➀ Sensors play a crucial role in modern society across various fields such as scientific research, industrial production, national defense, and healthcare; ➁ High-end sensors are considered a 'card up the neck' technology due to their high precision and dependence on new principles, materials, and devices; ➂ The application of sensors ranges widely, from smartphones to medical instruments, and they are vital for the development of new technologies and industries; ➃ China's high-end sensor industry faces challenges such as reliance on imports and gaps in innovation and technology. - SiTime Introduces Industry's First Automotive MEMS Clock System-on-Chip: Chorus Automotive MEMS Clock Generator
微信公众号
➀ SiTime launched the industry's first fully integrated MEMS Clock System-on-Chip (ClkSoC) for the automotive industry, the Chorus Automotive MEMS Clock Generator, which includes a built-in fault detection mechanism suitable for the entire clock generation signal path in automotive design. ➁ The Chorus clock generator integrates MEMS resonators, oscillators, and advanced safety mechanisms into one package, offering performance improvements up to 10 times greater than quartz oscillators with half the size, while providing critical diagnostic coverage for easier achievement of automotive functional safety standards. ➂ The Chorus generator is designed to meet the timing needs of autonomous driving or advanced driver-assistance systems (ADAS) with its robust MEMS timing technology and high-precision timing networks used in data centers, ensuring reliable operation across a wide temperature range. It also features early fault reporting capabilities to minimize fault tolerance time intervals (FTTI), which are common requirements for automotive safety integrity levels (ASIL).
October 6
- Tech Whiz Entrepreneurship: Zhangjiang Chip Company Secures 100 Million Yuan Financing Again
芯师爷
➀ Xinpuxiao Technology, a射频 frontend chip company, has completed nearly 100 million yuan in A++ round of financing; ➁ The company is dedicated to developing射频 frontend chips and has a team with rich experience in the field; ➂ The company's main products are 4/5G PA modules, which can be applied in various fields such as mobile phones, IoT modules, and smart terminals; ➃ The company has received support from multiple VC/PE firms and has made significant progress in the射频 frontend chip market. - Free 1 Million Square Meters of Industrial Land in Mexico's Juarez
Not provided
➀ A local promotional unit in Juarez, Mexico, is offering 1 million square meters of industrial land for free, with background checks and notarization available; ➁ The land is guaranteed to have three connections and one flat, with assistance in solving issues like water, electricity, gas, environmental assessment, and infrastructure; ➂ The promotion targets manufacturing companies with scale and delivery capabilities, and those able to drive several partners in the supply chain to the area; ➃ Juarez, a significant city in northern Mexico, is strategically located near the US border and has a strong talent pool; ➄ The region is experiencing a new wave of industrial development, attracting major companies like TCL, CommScope, and others. - Marvell's Soaring Potential Amid Favorable Winds?
icbank
➀ Marvell's visibility of accelerated growth became clearer after the Q1 2025 earnings release; ➁ The Data Center (DC) division saw a sequential revenue growth of 7.9%, accelerating from 6.7% in Q1 2025; ➂ No signs of slowing down in数据中心 investments, with recent highlights including Microsoft's agreement and BlackRock's AI fund; ➃ Marvell's order volume of 800G PAM and 400ZR data center interconnect products remained stable in Q2 2025, and production of 800G DSP for AEC will increase; ➄ Analysts expect Marvell's EBITDA to grow 27% in FY25 and 60% in FY26, with a current growth rate of about $26 billion. - CIOE2024: IIIV gown on silicon
光芯之路
➀ The commercial light source integration solutions are based on bonding technology, with advantages in high-precision alignment but high cleanliness requirements. ➁ On-chip direct growth on large silicon wafers offers potential low cost and CMOS compatibility, but challenges in epitaxy. ➂ A two-step growth technique is used to address fitting issues, with GaAs-on-V-groove Si (GoVs) as the mainstream template technique. ➃ A new bufferless solution with lateral growth is proposed, with advantages in defect limitation and easier coupling with silicon-based devices. ➄ Room-temperature lasing at 1500 nm波段 is achieved under optical pumping conditions, and the laser peak is related to the cavity length. ➅ PDs with excellent performance in terms of dark current, bandwidth, and responsivity are demonstrated. - The Netherlands: More Than Just ASML
Unknown
➀ The Netherlands is renowned for its tulips and windmills, but it also holds a significant position in the semiconductor equipment sector, with ASML being the most famous. However, there are many 'hidden champions' in this低调 nation playing crucial roles in the global semiconductor industry. ➁ ASML, as a gem in the Netherlands' semiconductor industry, dominates the global semiconductor equipment manufacturing field. Its light刻机 technology is the key to its success. ASML has grown from a struggling startup to the industry leader with numerous untold stories. ➂ ASM International NV (ASM), with a history of 55 years, focuses on ALD and epitaxy, leading the global ALD market with over 55% market share. ➃ BE Semiconductor Industries NV (BESI) has gained attention for its hybrid bonding equipment, experiencing significant stock price growth. ➄ Nearfield Instruments, a company providing metrology and process control equipment for advanced semiconductor manufacturing, has developed an automated high-throughput 3D scanning probe metrology system. - Why China Decides the Fate of the EU
微信公众号：未知
➀ Macron warns that if the EU continues with its traditional agenda, it may be left behind by the market and could collapse; ➁ The EU's problem is not just short-term economic difficulties but a lack of advanced productivity; ➂ The EU has been struggling to keep up with technological advancements in new energy and renewable energy sectors, with China taking the lead; ➃ China's automotive industry is gaining ground in Europe, raising concerns among EU policymakers.
October 5
- Explore New Manufacturing Opportunities in Mexico in December and Connect with the North American Market
潮电视觉与感知
➀ Mexico's GDP in 2023 was $1.79 trillion, making it the 15th largest economy globally. Due to trade barriers, the U.S. is strengthening the return of manufacturing and offshoring, making Mexico the largest trade import country for the U.S. Mexico has become a core part of the U.S. supply chain and is a member of the USMCA due to factors such as geography, labor costs, and intellectual property protection. The influx of companies building factories in Mexico is significantly driven by U.S. market and customer orders. Tesla's construction of its fifth super factory in Mexico is a major booster of the current Chinese manufacturing investment in Mexico trend. ➁ Mexico City, the capital, contributes $369 billion to the national GDP and is the political, economic, cultural, and transportation center of the country. ➂ Monterrey, the third-largest city in Mexico, is an important industrial and commercial center with many multinational corporations. Chihuahua State, located in northwestern Mexico, is the largest state in the country and a major commercial and industrial hub with convenient transportation infrastructure. - Step-by-Step Guide to Building a GPU Computing Center
SemiAnalysis
➀ The rise of AI Neoclouds and their impact on the computing industry; ➁ The different types of providers in the AI Neocloud market, including traditional hyperscalers, Neocloud giants, emerging Neoclouds, and brokers/platforms/aggregators; ➂ Key considerations for building an AI Neocloud, such as cluster BoM, deployment, funding, and daily operations; ➃ Optimization strategies for the BoM, including CPU selection, memory, storage, and network considerations; ➄ Best practices for network management and software packages, including driver installation, user experience, and software requirements; ➅ Multi-tenancy considerations and best practices for isolation and storage management; ➆ Monitoring and common errors in Neocloud operations; ➇ Tips and testing for Neocloud operations, including SLURM topology and NCCL testing; ➈ Cluster deployment and acceptance testing, as well as daily operations and common issues. - Global Semiconductor Sales Surge by 20.6% Year-on-Year
Semiconductor Industry Observation
➀ Global semiconductor sales reached $53.1 billion in August 2024, a 20.6% increase year-on-year; ➁ China's integrated circuit exports surged by 24.8% in the first eight months of 2024; ➂ The global semiconductor industry is recovering from a downturn, driven by AI applications and the trend of vehicle intelligence and electrification. - NVIDIA Executive and Board Sell $1.8B in Stock, Largest Stock Sale in Chipmaker's Recent History
半导体行业观察
➀ Nvidia executives and board members have sold nearly 11 million shares this year, valued at over $1.8 billion. This is the largest stock sale by company leadership since the stock split adjustment. The amount is less than 0.045% of the company's total shares, but the news may put downward pressure on Nvidia's stock price, especially with the delay of the Blackwell B200 GPU. ➁ CEO Jensen Huang recently sold 6 million shares under a pre-arranged trading plan, netting about $713 million. Huang still holds shares worth over $100 billion. ➂ Another major sale was executed by board member Mark Stevens, who sold 1.6 million shares so far this year, valued at about $390 million. He also applied to sell an additional 3 million shares, potentially netting over $731 million. ➃ Nvidia's stock price hit a historical high earlier this year due to the AI GPU boom, making it the world's most valuable company. However, its market price has since fallen by about 10%. ➄ Some analysts question if Nvidia's AI valuation is overestimated and if there is a bubble. Goldman Sachs also doubts the return on investment from massive spending on hardware and AI training. - How to Cultivate Semiconductor Talent? Insights from a Senior Expert
icbank
➀ The importance of practical training related to industry for system architects and software personnel; ➁ The need to cultivate system architects as key talents in the field of system semiconductor design; ➂ The significance of system software in the core of system semiconductors; ➃ The shortage of professors and the need to hire industry experts as 'retirement security professors'; ➄ The need for a change in the evaluation of university education professors to focus on commercial feasibility. - Semiconductor Sector Soars!
Content from Securities Times, Author: Chen Xianchang
➀ The semiconductor sector in Hong Kong experienced a surge, with stocks like Hongguang Semiconductor rising over 200%, Jingyang Group over 100%, and Kangtong, Crystal Gate Semiconductor, and Shanghai Fudan over 90%; ➁ The rise in Hong Kong's semiconductor stocks may be attributed to the increase in US chip stocks, with NVIDIA's CEO emphasizing strong demand for its Blackwell chip; ➂ South Korea's semiconductor inventory decreased at its fastest pace since 2009, indicating a growing demand for high-performance storage chips for AI development. - China's Storage Leader Raises 4.8B RMB for IPO, Countdown Begins!
Unknown
➀ Wuhan Xinxin IC Co., Ltd., a subsidiary of Yangtze Memory Technologies, has received approval for its A-share market IPO application, marking the first IPO in the capital market this下半年. ➁ As a leader in the NOR Flash market, Wuhan Xinxin is expected to raise 4.8 billion RMB through the IPO, with 43 billion RMB allocated for a 12-inch IC manufacturing line and 5 billion RMB for research and development. ➂ The company, with a strong R&D team and a substantial number of patents, aims to become a leading manufacturer in the 3D semiconductor era.
October 4
- Shanghai Xinyang: Transfers Subsidiary for $1
芯榜上海
➀ Shanghai Xinyang announced the transfer of 51% equity in its subsidiary Shanghai Xinyang Haishi High-Tech Materials Co., Ltd. to Luanye Industrial (Shanghai) Co., Ltd. for just $1. The transaction will result in Shanghai Xinyang no longer holding any equity in Haishi High-Tech and it will no longer be included in Shanghai Xinyang's consolidated financial statements. ➁ Haishi High-Tech specializes in the research and development of surface treatment materials and additives for metal and plastic parts used in various industrial applications, as well as their wholesale, import/export, and agency services (excluding auction) and related technical consulting. As of June 30, 2024, Haishi High-Tech had a net assets of -1.9772 million yuan, indicating its poor operating conditions. ➂ Despite the low transfer price, Shanghai Xinyang stated that the transaction is beneficial for optimizing resource allocation and aligns with the company's strategic planning. By shedding non-performing assets, Shanghai Xinyang can focus more on core business development and improve overall operational efficiency and profitability. - CIOE2024: Silicon Photonics Solution by Shiguang Semiconductor
微信公众号：光芯之路
➀ Shiguang Semiconductor presents an interesting report on InP+Silicon Photonics solutions for AI data centers; ➁ The company focuses on SOA and Gain chip development, collaborating with AMF to develop on-chip light source solutions; ➂ The report discusses the application of silicon photonics in data centers, highlighting issues and solutions in light sources; ➃ Shiguang Semiconductor's main products include SOA and DFB, with specifications such as center wavelength, bandwidth, and power output. - Huawei and Mediatek Face Off in Court
微信公众号
➀ Huawei and Mediatek are poised to engage in a patent infringement lawsuit over mobile cellular network technologies including 4G and 5G. Huawei, the global leader in communication technology, holds a significant number of core patents in wireless mobile communications with a 20% global share of 5G patents, ranking first. Mediatek is a well-known chip supplier. The dispute originated from a failed licensing agreement, where Huawei aimed to change the traditional 'charging terminal manufacturers' model and start charging component suppliers like Mediatek for patent licensing fees. If successful, this strategy could reshape the technology industry's licensing landscape. The lawsuit has significant implications not only for the commercial interests of the two giants but also for the development of the entire technology industry chain. Huawei's litigation strategy reflects its deep insight and strategic layout for future industry development. The outcome of this patent war between Huawei and Mediatek will determine how it affects the industry landscape and whether it can truly change the licensing model as Huawei wishes. - Chipmaking Giants Transition from Nanometer to Extreme Ultraviolet (EUV) Era
天天IC
➀ The top three wafer fabs, Intel, Samsung, and TSMC, are making key moves to attract more orders for future generations of chip technology and improve performance and reduce delivery times for custom designs; ➁ The three giants are heading in the same direction, adopting 3D transistors and packaging, a series of enabling and scalable technologies, and larger, more diverse ecosystems, but there are significant differences in methodology, architecture, and third-party support; ➂ The expansion of transistors is expected to last at least until the 18/16/14nm range, possibly starting with nanosheet and forksheet FETs and eventually leading to complementary FETs (CFETs). - Major Investment in Mexico's Manufacturing Plant Sought
微信公众号
➀ A Chinese listed company is in urgent need of purchasing a Mexican manufacturing plant, requiring an existing team and an annual revenue of around 60 million USD. ➁ Mexico has been a hot spot for Chinese investments in recent years, with the number of Chinese companies investing in Mexico increasing by an average of 65 per year from 2015 to 2023. ➂ Mexico's economy is expanding, and its strategic location in the North American market makes it a crucial part of global strategic layout for Chinese manufacturers. - Comparison of Si-Based Epitaxial Quantum Dot Lasers between Huawei and UCSB
光通信女人
➀ A comparison between Huawei's and UCSB's silicon-based epitaxial quantum dot lasers is discussed; ➁ The reliability of quantum dot lasers is higher than that of quantum well lasers under the same technical conditions; ➂ The reliability of quantum dot lasers on GaAs substrates is lower due to lattice mismatch and immature growth technology; ➃ The differences in epitaxial growth technology between Huawei and UCSB are highlighted; ➄ The quality of crystal interfaces and defect densities are compared. - HBM4: The Powerful Weapon for AI
Semiwiki
➀ HBM4 is the key to advancing AI by providing high capacity and performance for large-scale data-intensive applications; ➁ HBM4 improves AI and ML performance through increased bandwidth and memory density, reducing bottlenecks and improving system performance; ➂ HBM4 is designed with energy efficiency in mind, achieving better performance per watt and is crucial for the sustainability of large-scale AI deployments; ➃ HBM4's scalability allows for growth without becoming too expensive or inefficient, making it crucial for deploying AI in various applications. - New Approach in Optical Computing
Unknown
➀ Optical computing as a proposed solution to enhance speed and efficiency is discussed; ➁ The new design architecture called diffraction casting is introduced to overcome existing limitations; ➂ The concept of diffraction projection is explained, which improves upon shadow projection and utilizes the properties of light waves for higher space efficiency and flexibility; ➃ The researchers have developed a full optical system with the final output converted to electronic and digital signals; ➄ The system is expected to take around 10 years to commercialize due to ongoing work in physical implementation. - Apple 5G Modem Arrives with iPhone SE 4?
半导体行业观察
➀ Apple is developing a new iPhone SE with a modern design similar to the iPhone 14; ➁ The iPhone SE 4, codenamed V59, will have a 1170 x 2532 display resolution like the 6.1-inch iPhone 14; ➂ The device will feature Face ID and Touch ID on the Home button, with the Dynamic Island only available on higher-end models; ➃ Apple's first 5G modem, codenamed 'Centauri', will be included in the iPhone SE 4, promising improved hardware and software integration; ➄ The iPhone SE 4 is expected to launch in spring 2025 with a potential price range of $459 to $499. - A New Chip Challenges GPU Performance
Semiconductor Industry Observation
➀ A 30 billion parameter LLM is demonstrated with a prototype inference device equipped with 16 IBM AIU NorthPole processors, achieving a system throughput of 28,356 tokens/second and a latency below 1 ms/token; ➁ NorthPole offers 72.7 times better energy efficiency and lower latency compared to GPUs at the lowest GPU delay; ➂ NorthPole architecture is inspired by the brain, optimized for AI inference, and demonstrates superior performance in LLM推理. - TSMC Partners with Amkor to Provide Advanced Packaging and Testing Services in Arizona
芯智讯
➀ TSMC and Amkor have signed a MoU to provide advanced packaging and testing services in Arizona to expand the local semiconductor ecosystem; ➁ TSMC will adopt Amkor's turnkey advanced packaging and testing services at its new facility in Peoria, Arizona, to support its customers, particularly those with advanced wafer fabrication plants in Phoenix; ➂ The partnership aims to shorten the overall product production cycle by closely collaborating between TSMC's front-end wafer manufacturing factory in Arizona and Amkor's nearby back-end packaging and testing factory; ➃ Both companies will decide on the packaging technology to meet the capacity demand of their common customers, such as TSMC's InFO and CoWoS; ➄ The agreement highlights the commitment of both companies to support customers' regional flexibility requirements in front-end and back-end manufacturing, while fostering the local semiconductor manufacturing ecosystem.