Digitimes 重点报道台湾半导体行业新闻
May 1
➀ China has achieved a breakthrough in semiconductor research by establishing a fully functional EUV light source experimental platform;
➁ The Shanghai Institute of Optics and Fine Mechanics has reached a peak energy conversion efficiency of 3.42% in their EUV development efforts;
➂ This progress underscores China's commitment to technological independence despite increasing US export restrictions;
➃ China has become ASML's largest single market, accounting for 36.1% of total sales.
➀ Samsung Electronics is reducing production of DDR4 memory and scaling back its HBM2E business to focus on HBM3E and HBM4 products.
➁ Analysts believe this move is a response to the rise of Chinese firms in mature-process memory, forcing Samsung to retreat from segments with intense low-cost competition.
➂ Samsung is aiming to pass Nvidia's HBM3E certification to boost production and gain early leadership in the emerging HBM4 market.