Recent #China news in the semiconductor industry
12/28/2024, 01:37 PM UTC
为什么AR眼镜在中国销量超过苹果Vision Pro，2024年销量达28.4万部？[News] Why Are AR Glasses Reportedly Outselling Apple’s Vision Pro in China, with 284K Units Sold in 2024?
➀ 苹果Vision Pro于2024年上市，迅速占据了VR/AR市场的5%份额，成为第三大玩家。➁ 据报道，苹果Vision Pro在中国的销量未达到预期。➂ AR眼镜在中国市场表现强劲，2024年销量达到28.4万部。➀ The Apple Vision Pro, launched in 2024, quickly captures a 5% market share in the VR/MR segment, becoming the third-largest player. ➁ Sales of the Apple Vision Pro in China have reportedly fallen short of expectations. ➂ AR glasses are thriving in the Chinese market, with 284K units sold in 2024.
12/27/2024, 06:28 AM UTC
中国汽车市场外国厂商遭遇困境Mixed fortunes for foreign car producers in China
➀ 中国电动汽车的成功对外国汽车制造商造成了负面影响；➁ 诸如日产、通用汽车、大众、宝马和奔驰等外国公司在中国市场面临困境；➂ 丰田和本田是例外，丰田在上海新建了一家电动汽车工厂，而本田在中国重启了电动汽车生产。➀ The success of China's EVs is negatively impacting foreign car producers; ➁ Foreign companies like Nissan, General Motors, Volkswagen, BMW, and Mercedes are struggling in China; ➂ Toyota and Honda are exceptions, with Toyota building a new EV factory and Honda restarting EV production in China.
12/23/2024, 02:50 PM UTC
美国政府调查中国对传统半导体市场的控制，担忧中国供应商充斥市场U.S. gov't launches probe into ongoing China dominance of legacy semiconductor market amid concerns of Chinese vendors flooding the market
➀ 拜登政府已对中国制造的旧款半导体启动正式调查；➁ 调查突显了对中国在该领域不断扩张的主导地位的担忧；➂ 美国商务部对中国的调查可能导致对中国进口的新限制。➀ The Biden administration has launched a formal investigation into Chinese-made legacy semiconductors; ➁ The investigation highlights concerns over China's expanding dominance in this sector; ➂ The U.S. Commerce Department's investigation could lead to new restrictions on Chinese imports.
12/21/2024, 10:06 AM UTC
中国半导体未来还有希望吗？教授说，有好消息和坏消息。The Future of China's Semiconductor Industry: Prospects and Challenges
<p>➀ 市场对中国半导体产业的看法是悲观的，由于资本撤出和裁员。</p><p>➁ 教授表示，好消息是，美国阻止的是中国的先进技术，而不是成熟技术，这为我们提供了机会。</p><p>➂ 坏消息是，中国在先进半导体技术方面的短期前景并不乐观，存在许多问题和缺乏原始创新。</p><p>➀ The market sentiment towards China's semiconductor industry is pessimistic due to capital withdrawal and layoffs.</p><p>➁ Professor suggests that the good news is that the U.S. is blocking China's advanced technology, not mature technology, which presents an opportunity.</p><p>➂ The bad news is that China's advanced semiconductor technology is not promising in the short term, with numerous issues and a lack of original innovation.</p>
12/20/2024, 02:00 PM UTC
半导体行业观察：Semicon Japan 展会、Rapidus 计划、2025 年 WFE 前景及中国影响If you believe in Hobbits you can believe in Rapidus
➀ Semicon Japan 展会人气旺盛但整体氛围低迷，因对支出减弱担忧；➁ 日本政府支持的 Rapidus 半导体计划被视为一场幻想；➂ 分析师正在调整 2025 年 WFE 的展望，因需求放缓；➃ 芯片设备公司正在游说中国销售，引发关于虚伪的质疑；➄ 股市不稳定，以及对新政府半导体政策的不确定性。➀ Semicon Japan exhibit high attendance but a muted tone due to concerns over spending; ➁ Rapidus, a Japanese government-backed semiconductor plan, is seen as a fantasy; ➂ Analysts are adjusting their 2025 WFE outlook due to slowing demand; ➃ Chip equipment companies are lobbying for China sales, raising questions about hypocrisy; ➄ Stock market instability and uncertainty about the new administration's semiconductor policies.
12/20/2024, 01:36 PM UTC
美国要求英伟达调查其芯片如何流入中国US Demands Nvidia Investigate How Chips Were Sold to China
<p>➀ 美国商务部要求英伟达调查其芯片在过去一年是如何进入中国的。</p><p>➁ 英伟达已要求超微计算机和戴尔技术检查东南亚客户，因为这些服务器的产品使用了英伟达的AI芯片。</p><p>➂ 英伟达强调遵守出口限制，并谴责任何非法销售。</p><p>➃ 一些个人被怀疑复制了超微服务器的序列号，并将其连接到他们有权访问的其他服务器上。</p><p>➃ 中国国家市场监督管理总局对英伟达涉嫌违反《中华人民共和国反垄断法》进行调查。</p><p>➄ 英伟达收购网络互联产品公司迈络思引起了关于可能垄断行为的担忧。</p><p>➅ 美国政府对中国出口高端AI芯片施加了限制，包括英伟达的A100和H100。</p><p>➆ 针对美国限制，中国采取了反制措施，包括限制某些材料对美国的出口。</p><p>➀ The US Commerce Department has requested Nvidia to investigate how its chips entered China over the past year.</p><p>➁ Nvidia has asked Supermicro Computer and Dell Technologies to inspect Southeast Asian clients, as their server products use Nvidia's AI chips.</p><p>➂ Nvidia emphasizes compliance with export restrictions and denounces any illegal sales.</p><p>➃ Some individuals are suspected of copying serial numbers from Supermicro's servers and connecting them to other servers they have access to.</p><p>➄ China's State Administration for Market Regulation has launched an investigation against Nvidia for suspected violations of the Anti-Monopoly Law.</p><p>➅ Nvidia's acquisition of Mellanox, a network interconnect product company, has raised concerns about potential monopolistic practices.</p><p>➆ The US government has imposed restrictions on the export of advanced AI chips to China, including Nvidia's A100 and H100.</p><p>➇ In response to US restrictions, China has taken countermeasures, including restricting exports of certain materials to the US.</p>
12/19/2024, 02:46 PM UTC
美国国防部将中国芯片设备制造商AMEC从军事公司名单中移除U.S. gov't removes China's chip toolmaker AMEC from the list of 'military companies'
➀ 美国国防部已将中国蚀刻和沉积设备制造商AMEC从与中国军方有关联的公司名单中移除。➁ 虽然移除部分限制，但AMEC仍被列入商务部实体清单，限制了其技术开发。➂ AMEC此前在2021年也曾遭遇类似的黑名单，包括2021年1月。➀ The U.S. Department of Defense removes AMEC, a Chinese etching and deposition toolmaker, from the list of companies linked to the Chinese military. ➁ The removal eases some restrictions but AMEC remains on the Commerce Department's Entity List, limiting its technology development. ➂ AMEC has faced similar blacklisting in the past, including in 2021.
12/19/2024, 11:56 AM UTC
英国公司向中国GPU设计师提供关键技术：报告称Chinese GPU designers received key technologies from British company Imagination Technology: Report
➀ 英国公司Imagination Technologies向中国公司提供关键GPU技术；➁ 英国中国透明度组织指责Imagination的高管促成了技术转移；➂ Imagination Technologies否认任何不当行为，并声称遵循行业标准。➀ British company Imagination Technologies supplies key GPU technologies to Chinese companies; ➁ UKCT accuses Imagination's managers of facilitating technology transfer; ➂ Imagination Technologies denies any wrongdoing and maintains industry standards were followed.
12/17/2024, 06:20 AM UTC
中国芯片投资今年不佳Bad year for China chip investment
➀ 2024年前11个月，中国芯片投资新交易数量同比下降35.9%，总资金下降32.4%；➁ 长鑫存储和紫光展锐分别成为最大和第二大投资者，金额分别为14.8亿美元和8.24亿美元；➂ JW Insights指出，由于国内供应链限制，中国在高端计算芯片和高端存储产品的需求激增受到阻碍，而美国在AI基础设施方面进行了大量投资，导致第三季度美国半导体市场超过中国。➀ China experienced a decline in chip investment, with new investment deals dropping by 35.9% year-on-year in the first 11 months of 2024; ➁ The total funding decreased by 32.4%; ➂ ChangXin Memory and Unisoc were the largest and second-largest investors, respectively. JW Insights notes that the US semiconductor market surpassed China's in Q3, driven by massive AI infrastructure investments in the US.
12/16/2024, 05:40 AM UTC
国产大硅片龙头IPO获受理！拟募资49亿China's Domestic Giant Silicon Wafer Leader's IPO Application Accepted, Seeking to Raise 4.9 Billion Yuan
<p>➀ 西安奕斯伟材料，国内大硅片龙头企业，科创板IPO申请已获受理。</p><p>➁ 公司是国内最大的12英寸硅片制造商，其产能和月均出货量在全球的占比分别约为7%和4%。</p><p>➂ 成立于2016年，西安奕斯伟已成为国内主流存储IDM厂商的全球硅片供应商中采购占比第一或第二大 的战略级供应商。</p><p>➀ Xi'an Yishuiwei Materials, a leading domestic silicon wafer manufacturer, has had its IPO application accepted on the Science and Technology Innovation Board.</p><p>➁ The company is the largest 12-inch silicon wafer manufacturer in mainland China, with a global market share of about 7% in terms of production capacity and 4% in monthly shipments.</p><p>➂ Established in 2016, Xi'an Yishuiwei has become a strategic supplier to major global silicon wafer suppliers, providing silicon wafers to most of the domestic leading logic wafer fabs.</p>
12/11/2024, 06:11 AM UTC
2023-2029年半导体激光器市场年复合增长率达9%，增长至50亿美元以上9% CAGR 2023-29 for semiconductor lasers
半导体激光器市场预计将从2023年到2029年以9%的复合年增长率增长，从31亿美元增长到超过50亿美元。增长动力包括激光应用的扩展、向能源效率、紧凑尺寸和精度的转变，以及与SOI(2)、SiN(3)、InP(4)和TFLN(5)等多技术平台的集成。电信和基础设施是最大的市场，而消费者市场预计将以1%的复合年增长率增长，到2029年达到17.5亿美元。由于2022-2024年期间光学传感应用的量下降，消费者市场增长较为温和，而汽车领域，尤其是中国市场，预计将实现显著扩张。The semiconductor laser market is expected to grow at a CAGR of 9% from 2023 to 2029, expanding from $3.1 billion to over $5 billion. Growth is driven by the expansion of laser applications, shifts towards energy efficiency, compact size, and precision, and integration with multiple technology platforms. The telecom and infrastructure segment is the largest market, while the consumer market is expected to grow at a 1% CAGR to reach $1.75 billion in 2029. Moderate growth in the consumer segment is due to the decline in optical sensing applications, while significant expansion in the automotive segment is anticipated, especially in China.
12/10/2024, 06:07 PM UTC
中国对英伟达开出10亿美元反垄断罚单——英伟达收购迈络思交易被北京审查Nvidia could face massive $1 billion fine over antitrust violations in China — Nvidia's Mellanox acquisition is in Beijing's crosshairs
➀ 中国国家市场监督管理总局（SAMR）正在调查英伟达2019年收购迈络思技术公司；➁ 英伟达可能面临高达10.3亿美元的罚款；➂ 该调查是中国对美国半导体技术出口控制的反击 行动的一部分。➀ China's State Administration for Market Regulation (SAMR) is investigating Nvidia over its 2019 acquisition of Mellanox Technologies; ➁ Nvidia faces a potential fine of up to $1.03 billion; ➂ The probe is part of China's retaliation against U.S. export controls on semiconductor technology.
12/10/2024, 06:20 AM UTC
SEMI：半导体制造设备销售额达到1130亿美元，创历史新高Equipment sales hit record $113bn, says SEMI
➀ SEMI预测2024年半导体制造设备销售额将同比增长6.5%，达到1130亿美元，预计2025年为1210亿美元，2026年为1390亿美元。➁晶圆厂设备（WFE）部门预计将增长5.4%，达到1010亿美元，受DRAM、HBM和中国推动。➂后端设备销售预计将激增，测试设备销售在2025年增长14.7%，在2026年增长18.6%。➀ SEMI forecasts semiconductor manufacturing equipment sales to grow 6.5% year-on-year to $113 billion in 2024, with projections of $121 billion for 2025 and $139 billion for 2026. ➁ The wafer fab equipment (WFE) segment is expected to grow 5.4% to $101 billion in 2024, driven by DRAM, HBM, and China. ➂ Back-end equipment sales are projected to surge, with test equipment sales increasing 14.7% in 2025 and 18.6% in 2026.
12/10/2024, 12:12 AM UTC
英伟达违规，被中国反垄断调查！万字超硬核长文！NVIDIA Faced with Antitrust Investigation in China! A 10,000-Word Ultra-Core Long Article!
<p>➀ 英伟达因涉嫌垄断在中国被调查。</p><p>➁ 调查与英伟达收购迈络思及其在中国的销售行为有关。</p><p>➂ 文章讨论了英伟达技术对AI行业的影响及其与英特尔和AMD的竞争。</p><p>➃ 文章还探讨了芯片级技术以及不同互连标准的竞争的更广泛背景。</p><p>➀ NVIDIA is being investigated for antitrust practices in China.</p><p>➁ The investigation is related to NVIDIA's acquisition of Mellanox and its sales practices in China.</p><p>➂ The article discusses the impact of NVIDIA's technologies on the AI industry and its competition with Intel and AMD.</p><p>➃ The article also explores the broader context of chiplet technology and the competition between different interconnect standards.</p>
12/09/2024, 02:33 PM UTC
中国制造业：全球领导者The Manufacturers
➀ 2022年，中国占全球制造业产出的31%；➁ 中国制造业增加值为超过5万亿美元，占国家总经济产出的近30%；➂ 中国的制造业主导地位如此显著，其产出几乎等同于全球下七个最大制造业国家的总产出。➀ China accounted for 31% of global manufacturing output in 2022; ➁ Its manufacturing sector's value added exceeded $5 trillion, contributing nearly 30% to the country's total economic output; ➂ China's manufacturing dominance is so significant that its output matches the combined output of the next seven largest manufacturing countries.
12/06/2024, 04:58 PM UTC
中国对特朗普10%关税提案反制，国内产品降价20%——北京政策将负面影响芯片制造商，包括英伟达和英特尔China fires back at Trump’s 10% tariff proposal with a 20% price cut on domestic products — Beijing's policy will negatively affect chipmakers, including Nvidia and Intel
➀ 中国对特朗普的10%关税提案作出回应，对国内产品降价20%；➁ 北京的政策可能对英伟达和英特尔等芯片制造商产生负面影响；➂ 中国行业协会呼吁减少对美国芯片的依赖。➀ China responds to Trump's 10% tariff proposal with a 20% price cut on domestic products; ➁ Beijing's policy may negatively impact chipmakers such as Nvidia and Intel; ➂ Chinese industry associations call for reduced reliance on American chips.
12/06/2024, 04:20 PM UTC
尽管面临制裁，中国公司仍不愿采用本土芯片——国内解决方案技术落后太多Chinese companies are reportedly reluctant to adopt homegrown chips — domestic solutions are technologically too far behind
➀ 尽管面临美国制裁和中国本土化生产努力，中国公司仍然不愿意采用本土芯片；➁ 这种犹豫源于技术限制、可靠的外国替代品可用性以及缺乏政府要求；➂ AI和高性能计算领域尤其具有挑战性，对先进技术的访问受限，本土替代品在竞争中难以立足。➀ Despite U.S. sanctions and China's localization efforts, Chinese companies remain reluctant to adopt domestic chips; ➁ The reluctance stems from technological limitations, availability of reliable foreign alternatives, and lack of government requirements; ➂ AI and HPC sectors are particularly challenging, with limited access to advanced technologies and domestic alternatives struggling to compete.
12/06/2024, 10:08 AM UTC
最新新闻：Gelsinger离职，美国对中国140家公司实施贸易限制，Anduril赢得太空监视网络现代化合同Most Read – Space Surveillance, BAE recruiting, Microchip fab
➀ 英特尔CEO Pat Gelsinger将在三年后离职；➁ 美国对中国参与技术贸易的140家公司实施贸易限制；➂ 安德鲁尔工业公司赢得美国太空监视网络（SSN）现代化的合同；➃ 英国BAE系统计划在2025年招聘超过2400名员工；➄ 微芯科技宣布关闭其亚利桑那州的晶圆制造工厂。➀ Intel CEO Pat Gelsinger is leaving after three years; ➁ The U.S. imposes trade restrictions on 140 Chinese companies involved in technology trade; ➂ Anduril Industries wins a contract to modernize the U.S. Space Surveillance Network (SSN); ➃ BAE Systems plans to recruit over 2,400 staff in the UK; ➄ Microchip announces the closure of its Arizona wafer fabrication facility.
12/05/2024, 10:01 AM UTC
超200亿！新增5个SiC相关项目进展Over 200B Investment in 5 New SiC Projects
<p>➀ 最近宣布了5个新的碳化硅相关项目，投资总额超过2000亿元人民币；</p><p>➁ 印度Tarq半导体和HCL的Vama Sundari Investments将 投资276.5亿元人民币在印度耶伊达地区建设两家半导体制造工厂；</p><p>➂ 上海弗昂元科技有限公司将投资1.15亿元人民币建设一个SiC模块封装设备研发生产项目；</p><p>➃ 华芯邦在海南省海口市投资建设SiC芯片先进封装工艺产线；</p><p>➄ Powerex获得了来自美国《芯片与科学法案》的2000万元人民币补助，用于扩建SiC模块等封装产线；</p><p>➅ 贺利氏在江苏省常熟市开业了一家陶瓷基板工厂。</p><p>➀ Five new SiC-related projects have been announced with an investment exceeding 200 billion yuan;</p><p>➁ Tarq Semiconductors and HCL's Vama Sundari Investments are investing 27.65 billion yuan in two semiconductor manufacturing factories in Yeadon, India;</p><p>➂ Shanghai Fuanyuan Technology Co., Ltd. is investing 115 million yuan in a SiC module packaging equipment R&D and production project;</p><p>➃ Huaxin邦 is investing in a SiC chip advanced packaging process line in Haikou, Hainan Province;</p><p>➄ Powerex has received 2 million yuan in subsidies from the U.S. Chips and Science Act to expand SiC module production lines;</p><p>➅ Heraeus has opened a ceramic substrate factory in Changshu, Jiangsu Province.</p>
12/04/2024, 02:13 PM UTC
中国崛起：加入WTO后的全球供应链关键节点China’s Rise
➀ 2001年，中国加入WTO标志着其成为全球供应链的关键参与者；➁ 过去23年间，中国的出口量增长了13.6倍，成为世界最大的出口国；➂ 中国转型成功归功于丰富的劳动力、有利政府政策和大量基础设施投资。➀ China's entry into the WTO in 2001 marked its rise as a crucial player in the global supply chain; ➁ Over the past 23 years, China has become the top exporter in the world, with exports increasing 13.6-fold; ➂ The success of China's transformation is attributed to abundant labor, favorable government policies, and substantial infrastructure investments.
12/03/2024, 06:22 AM UTC
美国对中国140家涉及技术贸易的公司实施贸易限制US puts China trade restrictions on 140 companies
➀ 美国对中国140家涉及与中国进行技术贸易的公司实施贸易限制，包括中芯国际和华为。 ➁ 同时针对三家中国半导体设备制造商，分别是北京纳睿、ACM Research和Piotech。 ➂ 禁止三星、海力士和美光的产品。 ➃ 这项举措是拜登-哈里斯政府针对中国阻碍先进技术本土化生产的针对性策略的一部分。 ➄ 还建立了新规定，以阻止含有美国组件的产品出口到中国。➀ The US imposes trade restrictions on 140 companies involved in technology trade with China, including SMIC and Huawei. ➁ Three Chinese semiconductor equipment manufacturers are also targeted. ➂ Products from Samsung, Hynix, and Micron are banned. ➃ The move is part of the Biden-Harris administration's targeted approach to hinder China's indigenous production of advanced technologies. ➄ New rules are established to stop the export of products containing US components to China.
12/03/2024, 12:28 AM UTC
美国对中国实施HBM和半导体设备出口管制US Imposes Export Controls on HBM and Semiconductor Equipment to China
<p>➀ 美国政府对中国实施了对高带宽内存（HBM）和半导体设备的出口管制，以防止中国获得人工智能开发的关键组件。</p><p>➁ 美国商务部工业和安全局（BIS）宣布将特定HBM产品添加到受控物品清单中。</p><p>➂ 这些管制适用于内存带宽密度超过每平方毫米每秒2千兆字节的设备。</p><p>➀ The US government has imposed export controls on high-bandwidth memory (HBM) and semiconductor equipment to China to prevent China from acquiring key components for AI development.</p><p>➁ The US Commerce Department's Bureau of Industry and Security (BIS) announced the addition of specific HBM products to the list of controlled items.</p><p>➂ The controls apply to products with memory bandwidth density of over 2 gigabytes per square millimeter per second.</p>
11/17/2024, 04:00 PM UTC
AMAT业绩尚可但展望不佳，2025年市场或更弱——中国及芯片法案的影响AMAT has OK Qtr but Mixed Outlook Means Weaker 2025 – China & Delays & CHIPS Act?
➀ AMAT本季度表现符合预期但展望疲软；➁ AI的强劲无法抵消市场疲软；➂ 监管和中国的风险增加不确定性。➀ AMAT's Qtr performance meets expectations but outlook is weak; ➁ AI strength can't offset market weakness; ➂ Regulatory and China risks add uncertainty.
11/09/2024, 10:19 AM UTC
中美芯片战持续，中国芯片制造设备支出或将在2025年降至400亿美元以下 | TrendForce 新闻[News] China’s Chipmaking Equipment Spending Likely to Drop below USD 40 Billion in 2025 amid U.S. Tensions | TrendForce News
➀ 美国总统选举的影响以及中美持续的芯片战争可能使中国半导体设备支出在2025年降至400亿美元以下。➁ 预计这一紧张局势将影响全球半导体供应链。➂ 该情况凸显了国内半导体制造能力的重要性。➀ Concerns over the impact of the U.S. presidential election and the ongoing chip war between China and the U.S. are likely to decrease China's semiconductor equipment spending to below USD 40 billion in 2025. ➁ The tension is expected to affect the global semiconductor supply chain. ➃ The situation highlights the importance of domestic semiconductor manufacturing capabilities.
11/09/2024, 10:19 AM UTC
高通2024财年近50%的收入来自中国，本季度预计收入同比增长10% | TrendForce新闻[News] Qualcomm Derived Nearly 50% of FY24 Sales from China, Eyeing 10% QoQ Revenue Growth This Quarter | TrendForce News
➀ 高通公布了乐观的第一季度销售预测；➁ 其2024财年近50%的收入来自中国；➂ 预计本季度收入同比增长10%➀ Qualcomm reported an upbeat first-quarter sales forecast; ➁ nearly 50% of its FY24 sales derived from China; ➂ expecting a 10% quarter-over-quarter revenue growth this quarter
11/09/2024, 10:19 AM UTC
台积电下周或将停止向中国AI企业供应7nm及以下 芯片 | 趋势力量新闻[News] TSMC Reportedly to Halt 7nm and Below Chip Shipments to China’s AI Firms Next Week | TrendForce News
➀ 台积电据报道将在下周停止向中国AI企业供应7nm及以下芯片；➁ 此举紧随之前通过代理向华为供应7nm芯片的争议之后；➂ 这种做法可能是对近期贸易紧张和地缘政治问题的回应。➀ TSMC is reportedly set to halt 7nm and below chip shipments to Chinese AI firms next week; ➁ This follows previous controversies involving the supply of 7nm chips to Huawei through proxies; ➂ The move is likely a response to recent trade tensions and geopolitical issues.
11/09/2024, 10:19 AM UTC
三星计划将过时NAND设备出售给中国本地公司 | TrendForce 新闻[News] Samsung Reportedly Mulls to Offload Outdated NAND Equipment in China to Local Companies | TrendForce News
➀ 据报道，三星正在减少其晶圆厂和传统DRAM的生产；➁ 这家韩国半导体巨头据说正在考虑将过时的NAND设备出售给中国；➂ 据称，本地中国公司是潜在买家。➀ Samsung is reportedly reducing its foundry and legacy DRAM production; ➁ The South Korean semiconductor giant is considering selling outdated NAND equipment in China; ➂ Local Chinese companies are said to be potential buyers.
11/03/2024, 04:00 PM UTC
KLAC：业绩稳健，前景不明，中国因素成关键KLAC – OK Qtr/Guide – Slow Growth – 2025 Leading Edge Offset by China – Mask Mash
➀ KLAC报告稳健的季度业绩，增长温和；➁ 中国经济放缓带来不确定性；➂ TSMC持续占据投资主导地位；➃ KLA在光罩检查市场面临挑战。➀ KLA reports a solid quarter with modest growth; ➁ China's economic moderation poses uncertainty; ➂ TSMC's spending dominance continues; ➃ KLA faces challenges in reticle inspection market.
11/01/2024, 07:45 AM UTC
中国崛起的显示产业可能因国家安全担忧面临美国制裁[News] China’s Rising Display Industry May Face U.S. Sanctions Due to National Security Concerns
➀ 中国显示产业正迅速扩大产能；➁ 此扩张引发了美国的国家安全担忧；➂ 美国可能因这些担忧对中国显示产业实施制裁。➀ China's display industry is experiencing rapid expansion in production capacity; ➁ The expansion has raised national security concerns in the U.S.; ➂ The U.S. may impose sanctions on China's display industry due to these concerns.
11/01/2024, 06:16 AM UTC
中国制造业首次在近六个月内实现扩张[News] China’s Manufacturing Sees First Expansion in Nearly Six Months
➀ 中国制造业采购经理指数（PMI）已反弹至扩张区间，这是近六个月来的首次扩张；➁ 此前经历了五个月的收缩期；➂ 该数据由国家统计局发布，显示出中国制造业部门呈现积极趋势。➀ China's manufacturing Purchasing Managers' Index (PMI) has rebounded into expansion territory, marking the first expansion in nearly six months; ➁ This comes after a five-month contraction phase; ➂ The data was released by the National Bureau of Statistics, indicating a positive trend in the country's manufacturing sector.
11/01/2024, 04:03 AM UTC
苹果报告：收入增长6%，iPhone 16需求强劲，中国市场销量下降[News] Apple Reports 6% Revenue Growth, Strong iPhone 16 Demand Amid Declining Sales in China
➀ 苹果宣布2024财年第四季度收入增长6%；➁ iPhone 16强劲的需求缓解了中国市场的销量下降；➂ 报告突出了苹果在全球市场的表现好坏参半。➀ Apple reported a 6% revenue growth in the fourth quarter of fiscal year 2024; ➁ Strong demand for iPhone 16 mitigates the decline in sales in China; ➂ The report highlights the mixed performance of Apple's global market.
11/01/2024, 01:00 AM UTC
全球首款：中国新芯片成功实现量产！[News] World’s First: China’s New Chip Successfully Mass-Produced!
➀ 中国国家原子能机构核安全与环境保护工程技术研究院成功量产了一款新型芯片，实现了重大突破。➁ 这标志着中国半导体产业的重大进步。➂ 新型芯片将提升国家在技术领域的实力和在全球市场的竞争力。➀ The Nuclear Safety and Environmental Engineering Technology Institute at the China National Nuclear Corporation (CNNC) has achieved a significant milestone by successfully mass-producing a new chip. ➁ This breakthrough represents a major advancement in China's semiconductor industry. ➂ The new chip is set to enhance the nation's technological capabilities and competitiveness in the global market.
10/29/2024, 11:30 PM UTC
中国企业固态硬盘制造商竞争的是什么？[News] What Are Chinese Enterprise SSD Manufacturers Competing For?
➀ 随着人工智能应用的兴起，对高性能、可靠的存储产品的需求正在增长；➁ 这一趋势吸引了前所未有的关注，聚焦于中国企业固态硬盘制造商；➂ 竞争围绕性能、可靠性和创新等因素展开。➀ The demand for high-performance, reliable storage products is growing with the rise of AI applications; ➁ This trend is attracting unprecedented attention to Chinese enterprise SSD manufacturers; ➂ The competition revolves around factors such as performance, reliability, and innovation.
10/28/2024, 03:35 AM UTC
白宫指示五角大楼提升人工智能使用，以应对来自中国的竞争[News] White House Instructs Pentagon to Boost AI Usage to Counter Competition from China
➀ 白宫已指示五角大楼加快人工智能的使用，以应对来自中国的竞争；➁ 这一举措是对加快人工智能发展压力的回应；➂ 该策略旨在利用人工智能的力量提升国家安全和技术进步。➀ The White House has instructed the Pentagon to accelerate the use of AI to counter the competition from China; ➁ This move is in response to the increasing pressure to speed up AI development; ➂ The strategy aims to leverage the power of AI for national security and technological advancement.
10/27/2024, 03:00 PM UTC
LRCX：季度业绩稳健，前景展望平缓LRCX- Coulda been worse but wasn’t so relief rally- Flattish is better than down
➀ 拉姆研究公司（LRCX）发布的季度收入和每股收益（EPS）均略高于市场预期。 ➁ 公司对未来季度的展望符合预期，显示出缓慢但稳定的复苏。 ➂ 尽管对中国科技支出放缓的担忧，但拉姆研究公司对科技投资的关注抵消了这一下降。➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.
10/24/2024, 12:00 PM UTC
ASML首席执行官：美国出口限制下，中国可能仍能生产5nm和3nm芯片[News] ASML CEO: China Might be Able to Produce 5nm and 3nm Chips amid U.S. Export Restrictions
➀ 荷兰芯片设备制造商ASML宣布下调其2025年订单预测，导致其股价大幅下跌。➁ ASML首席执行官表示，尽管面临美国出口限制，中国仍有可能生产5nm和3nm芯片。➂ 这反映了半导体行业中的持续竞争和技术进步。➀ ASML, the Dutch chip equipment manufacturer, has announced a reduction in its 2025 order forecast, causing a significant drop in its share price. ➁ The CEO of ASML suggests that despite U.S. export restrictions, China may still be capable of producing 5nm and 3nm chips. ➂ The situation reflects the ongoing competition and technological advancements in the semiconductor industry.
10/15/2024, 12:07 AM UTC
中国量子计算机破解多个SPN算法：加密的未来面临威胁Chinese quantum computer cracked multiple SPN algorithms: 'future of encryption is at stake'
➀ 中国研究人员利用D-Wave量子计算机成功执行了对广泛使用的加密算法的首次量子攻击，对军事和银行部门构成了重大威胁。➁ 该攻击针对的是SPN算法，这些算法被认为是数字安全的关键。➂ 研究人员警告，加密 的未来面临威胁，传统的加密方法可能很快就会过时。➀ Chinese researchers have successfully executed the first quantum attack on widely used encryption algorithms using a D-Wave quantum computer, posing a significant threat to military and banking sectors. ➁ The attack targets SPN algorithms, which are considered crucial for digital security. ➂ The researchers warn that the future of encryption is at stake, and traditional encryption methods may soon become obsolete.
10/06/2024, 09:05 PM UTC
Palworld在中国市场绝对火爆Palworld has 'absolutely taken over' China
➀ Palworld在2024年成为突破性成功游戏之一；➁ 在中国，这款带有枪械的独立版宝可梦游戏受到极大欢迎；➂ 尽管面临任天堂的专利侵权诉讼，Palworld在日本PlayStation 5上发布。➀ Palworld在2024年成为突破性成功游戏之一；➁ 在中国，这款带有枪械的独立版宝可梦游戏受到极大欢迎；➂ 尽管面临任天堂的专利侵权诉讼，Palworld在日本PlayStation 5上发布。
10/01/2024, 03:01 AM UTC
华为向中国NVIDIA客户运送Ascend 910C AI加速器Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China
➀ 华为正在向中国NVIDIA客户运送其Ascend 910C AI加速器；➁ 由于美国对AI硬件实施贸易限制，中国科技巨头难以获取NVIDIA的芯片，如H100；➂ 华为希望通过其新芯片与NVIDIA在AI芯片市场展开竞争。➀ Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China; ➁ The move comes as the US imposes trade restrictions on AI hardware, making it challenging for Chinese tech giants to source NVIDIA chips; ➂ Huawei aims to compete with NVIDIA in the AI chip market with its new chip.
09/25/2024, 07:36 AM UTC
FBI吓阻中国关联的僵尸网络运营商，迫使他们烧毁自己的网络FBI scares Chinese government-linked botnet operators into burning down their own network
➀ 美国联邦调查局（FBI）追查一个中国境内的僵尸网络导致运营商‘烧毁’了他们的网络；➁ 该僵尸网络由‘诚信科技集团’运营，用于收集美国关键基础设施的情报；➂ 僵尸网络运营商试图对FBI发动DDoS攻击以破坏其控制，但未能成功。➀ The FBI's pursuit of a China-based botnet led to the operators 'burning down' their network; ➁ The botnet, operated by 'Integrity Technology Group', was used to gather intelligence on critical US infrastructure; ➂ The botnet operators attempted to launch a DDoS attack on the FBI but failed.
07/18/2024, 03:00 PM UTC
中国综合症-熔毁开始-特朗普打压台湾-芯片受限The China Syndrome- The meltdown starts- Trump Trounces Taiwan- Chips Clipped
1、芯片行业因中国潜在限制和特朗普对台湾的压力面临重大挑战。2、美国计划进一步限制向中国销售芯片设备，主要针对非美国公司如ASML和东京电子。3、失去中国市场可能严重影响美国半导体设备公司的盈利能力。1. The chip industry faces significant challenges due to potential China restrictions and Trump's pressure on Taiwan. 2. US plans to further restrict sales of chip equipment to China, targeting mainly non-US companies like ASML and Tokyo Electron. 3. The potential loss of China market could severely impact US semiconductor equipment companies' profitability.
07/16/2024, 01:55 AM UTC
NVIDIA即将在中国发布下一代旗舰GeForce RTX 5090D GPUNVIDIA set to release a next-gen flagship GeForce RTX 5090D GPU in China
1、NVIDIA计划于2025年1月发布专为中国市场定制的GeForce RTX 5090D，因美国对高性能GPU的出口限制。2、RTX 5090D预计将成为PC游戏强有力的选择，但AI能力受限。3、有猜测称GeForce RTX 50系列（包括RTX 5090和RTX 5080）将于2025年1月全球发布。1. NVIDIA plans to release the GeForce RTX 5090D in January 2025, tailored for the Chinese market due to U.S. export restrictions on high-performance GPUs. 2. The RTX 5090D is expected to be a powerhouse for PC gaming but with limited AI capabilities. 3. There is speculation about a global launch of the GeForce RTX 50 Series in January 2025, including the RTX 5090 and RTX 5080.
07/03/2024, 01:00 PM UTC
中国汽车人工智能洞察Insights into Automotive AI in China
1、中国汽车工业以单位产量计算为全球最大，并正在全球范围内扩张。2、中国的ADAS和自动驾驶研究正在迅速加速，受关税/禁运驱动。3、积极的研发包括AR HUD、驾驶员监控系统和ADAS测试。4、面临的挑战包括对AI功能的热情不高、硬件和软件团队之间的联系薄弱以及监管问题。1. China's automotive industry is the largest in the world by unit production and is expanding globally. 2. Chinese research in ADAS and autonomy is accelerating rapidly, driven by tariffs/embargos. 3. Active R&D includes AR HUD, driver monitoring systems, and ADAS testing. 4. Challenges include low enthusiasm for AI features, weak linkage between hardware and software teams, and regulatory concerns.
