{"id":3023,"date":"2025-11-28T17:08:25","date_gmt":"2025-11-28T09:08:25","guid":{"rendered":"https:\/\/www.siproin-ic.com\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025-copy\/"},"modified":"2026-01-06T10:23:55","modified_gmt":"2026-01-06T02:23:55","slug":"monthly-semiconductor-industry-news-nov-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/zh\/monthly-semiconductor-industry-news-nov-2025\/","title":{"rendered":"\u3010Monthly Semiconductor Industry News\u3011Nov. 2025"},"content":{"rendered":"
    \n
  1. \n

    \u82f1\u7279\u5c14\u53d1\u5e03 14A\uff081.4 \u7eb3\u7c73\uff09\u5de5\u827a\u6280\u672f\u8def\u7ebf\u56fe<\/strong>
    \n\u5728 \"\u82f1\u7279\u5c14\u521b\u65b0 \"\u6d3b\u52a8\u4e0a\uff0c\u82f1\u7279\u5c14\u9996\u6b21\u8be6\u7ec6\u4ecb\u7ecd\u4e86\u5176 14A \u5de5\u827a\uff0c\u76ee\u6807\u662f\u5230 2027 \u5e74\u5b9e\u73b0\u91cf\u4ea7\u3002\u8def\u7ebf\u56fe\u5f3a\u8c03\u4e86\u5149\u523b\u6280\u672f\u7684\u7a81\u7834\uff0c\u63a8\u8fdb\u4e86 \"\u56db\u5e74\u4e94\u8282\u70b9 \"\u6218\u7565\u3002<\/p>\n<\/li>\n

  2. \n

    \u7f8e\u56fd\u653f\u5e9c\u6279\u51c6\u6062\u590d\u5411\u4e2d\u82af\u56fd\u9645\u4f9b\u5e94\u6210\u719f\u8282\u70b9\u8bbe\u5907<\/strong>
    \n\u5728\u9632\u6b62\u5411\u5148\u8fdb\u8282\u70b9\u6cc4\u6f0f\u6280\u672f\u7684\u6761\u4ef6\u4e0b\uff0c\u7f8e\u56fd\u5f53\u5c40\u5141\u8bb8\u67d0\u4e9b\u8bbe\u5907\u4f9b\u5e94\u5546\u6062\u590d\u5411\u4e2d\u82af\u56fd\u9645\u8fd0\u9001 28 \u7eb3\u7c73\u53ca\u4ee5\u4e0a\u5de5\u827a\u7684\u5de5\u5177\uff0c\u65e8\u5728\u7f13\u89e3\u5168\u7403\u6c7d\u8f66\u548c\u5de5\u4e1a\u9886\u57df\u7684\u82af\u7247\u77ed\u7f3a\u95ee\u9898\u3002<\/p>\n<\/li>\n

  3. \n

    \u82f1\u4f1f\u8fbe\u53d1\u5e03\u65b0\u4e00\u4ee3\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u82af\u7247 \"InferX B200\"<\/strong>
    \n\u65b0\u82af\u7247\u9488\u5bf9\u5927\u89c4\u6a21\u4eba\u5de5\u667a\u80fd\u63a8\u7406\u4efb\u52a1\u8fdb\u884c\u4e86\u4f18\u5316\uff0c\u4e0e\u524d\u4ee3\u4ea7\u54c1\u76f8\u6bd4\uff0c\u6027\u80fd\u63d0\u5347\u4e86 50%\uff0c\u529f\u8017\u964d\u4f4e\u4e86 30%\u3002\u5b83\u5df2\u83b7\u5f97\u591a\u5bb6\u4e91\u8ba1\u7b97\u5de8\u5934\u7684\u8ba2\u5355\u3002<\/p>\n<\/li>\n

  4. \n

    \u6b27\u76df\u6210\u7acb \"\u6b27\u6d32\u534a\u5bfc\u4f53\u7814\u7a76\u6240\"<\/strong>
    \n\u7531\u6bd4\u5229\u65f6 IMEC\u3001\u6cd5\u56fd CEA-Leti \u548c\u5fb7\u56fd\u5f17\u52b3\u6069\u970d\u592b\u534f\u4f1a\u8054\u5408\u53d1\u8d77\u7684\u6cdb\u6b27\u7814\u53d1\u8ba1\u5212\uff0c\u91cd\u70b9\u5173\u6ce8 2 \u7eb3\u7c73\u4ee5\u4e0b\u6280\u672f\u3001\u4e09\u7ef4\u96c6\u6210\u548c\u91cf\u5b50\u82af\u7247\u3002<\/p>\n<\/li>\n

  5. \n

    \u4e09\u661f\u6210\u529f\u5f00\u53d1 \"\u65e0\u51f8\u8d77 \"\u82af\u7247\u5806\u53e0\u6280\u672f<\/strong>
    \n\u8fd9\u9879\u521b\u65b0\u6d88\u9664\u4e86\u4f20\u7edf\u7684\u7845\u901a\u5b54\uff08TSV\uff09\u548c\u51f8\u5757\uff0c\u4f7f\u4e09\u7ef4\u5806\u53e0\u82af\u7247\u539a\u5ea6\u51cf\u5c11\u4e86 30%\uff0c\u4fe1\u53f7\u4f20\u8f93\u901f\u5ea6\u63d0\u9ad8\u4e86 20%\u3002\u5b83\u5c06\u9996\u5148\u5e94\u7528\u4e8e HBM4 \u548c\u4e0b\u4e00\u4ee3\u79fb\u52a8\u5904\u7406\u5668\u3002<\/p>\n<\/li>\n

  6. \n

    \u7f8e\u56fd CHIPS \u6cd5\u6848\u8865\u8d34\u6269\u5c55\u81f3\u6750\u6599\u548c\u8bbe\u5907\u516c\u53f8<\/strong>
    \n\u9664\u4e86\u6676\u5706\u5382\u4e4b\u5916\uff0c\u5e94\u7528\u6750\u6599\u516c\u53f8\u548c\u6797\u7814\u7a76\u516c\u53f8\u7b49\u56fd\u5185\u8bbe\u5907\u548c\u5316\u5b66\u54c1\u4f9b\u5e94\u5546\u4e5f\u83b7\u5f97\u4e86\u7ea6 $180 \u4ebf\u7f8e\u5143\u7684\u8865\u8d34\uff0c\u4ee5\u52a0\u5f3a\u672c\u5730\u4f9b\u5e94\u94fe\u7684\u5e94\u53d8\u80fd\u529b\u3002<\/p>\n<\/li>\n

  7. \n

    \u4eba\u5de5\u667a\u80fd\u9a71\u52a8\u7684\u5168\u81ea\u52a8\u82af\u7247\u8bbe\u8ba1\u5de5\u5177\u53d6\u5f97\u7a81\u7834\u6027\u8fdb\u5c55<\/strong>
    \n\u521d\u521b\u516c\u53f8 SynthChip \u63a8\u51fa\u4e86\u57fa\u4e8e\u5f3a\u5316\u5b66\u4e60\u7684 EDA \u5e73\u53f0\uff0c\u53ef\u5c06\u82af\u7247\u8bbe\u8ba1\u5230\u7269\u7406\u5b9e\u73b0\u7684\u5468\u671f\u7f29\u77ed 60%\u3002\u8be5\u516c\u53f8\u5438\u5f15\u4e86\u82f1\u7279\u5c14\u548c\u9ad8\u901a\u516c\u53f8\u7684\u6295\u8d44\u3002<\/p>\n<\/li>\n

  8. \n

    \u4e2d\u56fd CXMT \u5ba3\u5e03\u91cf\u4ea7 LPDDR5X \u82af\u7247<\/strong>
    \n\u8be5\u82af\u7247\u91c7\u7528\u7b2c\u4e09\u4ee3\u81ea\u4e3b\u5185\u5b58\u67b6\u6784\uff0c\u901f\u5ea6\u8fbe\u5230 8533 Mbps\uff0c\u6807\u5fd7\u7740\u4e2d\u56fd\u5728\u9ad8\u7aef\u79fb\u52a8\u5185\u5b58\u9886\u57df\u81ea\u529b\u66f4\u751f\u8fc8\u51fa\u4e86\u91cd\u8981\u4e00\u6b65\u3002<\/p>\n<\/li>\n

  9. \n

    \u9884\u8ba1\u5230 2030 \u5e74\u5168\u7403\u7845\u5149\u5b50\u5e02\u573a\u89c4\u6a21\u5c06\u8d85\u8fc7 $100 \u4ebf\u7f8e\u5143<\/strong>
    \n\u5728\u601d\u79d1\u3001\u82f1\u7279\u5c14\u3001\u534e\u4e3a\u7b49\u516c\u53f8\u52a0\u5927\u6295\u8d44\u7684\u63a8\u52a8\u4e0b\uff0c\u6570\u636e\u4e2d\u5fc3\u4e92\u8054\u548c\u4eba\u5de5\u667a\u80fd\u8ba1\u7b97\u7684\u5546\u4e1a\u5e94\u7528\u6b63\u5728\u52a0\u901f\u3002<\/p>\n<\/li>\n

  10. \n

    RISC-V \u67b6\u6784\u83b7\u5f97\u6700\u9ad8\u6c7d\u8f66\u529f\u80fd\u5b89\u5168\u8ba4\u8bc1<\/strong>
    \nStarFive \u548c Nuclei Technology \u7684 RISC-V \u5904\u7406\u5668\u5185\u6838\u83b7\u5f97\u4e86 ISO 26262 ASIL-D \u8ba4\u8bc1\uff0c\u4e3a\u8be5\u67b6\u6784\u5728\u81ea\u52a8\u9a7e\u9a76\u6838\u5fc3\u63a7\u5236\u5668\u4e2d\u7684\u5e94\u7528\u626b\u6e05\u4e86\u4e00\u5927\u969c\u788d\u3002<\/p>\n<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

    China\u2019s CXMT Announces Mass Production of LPDDR5X Chips,Utilizing its third-generation in-house memory architecture, the chips achieve speeds of 8533 Mbps, marking a significant step in China\u2019s self-reliance in high-end mobile memory.<\/p>","protected":false},"author":9,"featured_media":3043,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[317,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/3023"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/comments?post=3023"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/posts\/3023\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media\/3043"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/media?parent=3023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/categories?post=3023"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/zh\/wp-json\/wp\/v2\/tags?post=3023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}