{"schema":"hottub-news/list/v1","item_schema":"hottub-news/item/v1","count":8,"sponsored":0,"items":[{"id":"n_lejtlcz7e5hl5t3brprq","seq":1460756,"kind":"article","title":"거세지는 中 범용칩 공세…삼전·닉스, '차세대 HBM'으로 격차 벌린다[초격차 코리아①]","title_en":"Intensifying China's universal chip offensive... Samsung Electro-Mechanics and NXP 'widen the gap' with next-generation HBM [Super Gap Korea①]","url":"https://www.newsis.com/view/NISX20261002_0003812872","summary":"대한민국 주력 산업이 초격차 기술을 앞세워 글로벌 시장 주도권을 지키기 위한 경쟁을 이어가고 있다. 반도체·자동차·배터리부터 철강·석유화학까지 중국 등 후발 주자의 저가 공세와 글로벌 공급망 재편에 맞서 경쟁력 강화에 나서는 국내 기업의 현주소를 짚어본다. [서울=뉴시스]이지용 기자 = 중국 반도체 기업들이 상대적으로 기술 장벽이 낮은 범용 메모리의 공급을 늘리면서 삼성전자와 SK하이닉스를 빠르게 추격하고 있다. 하지만 고성능 맞춤형 제품인 '고대역폭메모리(HBM)'에서는 국내 기업들과의 격차가 여전히 상당한 것으로 분석된다. 삼성전자와 SK하이닉스는 올해 6세대 'HBM4' 양산에 이어 7세대 'HBM4E', 8세대 'HBM5' 개발에 나서고 있는데, 차세대 제품을 앞세워 주도권을 지킬 수 있을 지 주목된다. 3일 업계에 따르면 중국 1위 D램 기업 창신메모리(CXMT)의 글로벌 시장 점유율이 최근 뚜렷한 상승 곡선을 그리고 있다. 시장조사업체…","published":"2026-10-03T01:00:00Z","seen":"2026-10-03T01:36:26Z","lang":"ko","country":"KR","source":{"id":"kite-newsis-com-f17fa3","name":"newsis.com","domain":"newsis.com","outlet":{"wikidata":"Q12590695","name":"Newsis News Agency","type":"news_agency","country":"KR","designations":["news agency"]}},"via":"kite-newsis-com-f17fa3","authors":["이지용 기자"],"entities":[{"id":"Q627018","name":"Samsung Electro-Mechanics","type":"org"},{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q29520","name":"China","type":"place"}],"story":"st_lejtlcz7e5hl5t3brprq","category":"science-technology","category_p":0.55,"category2":"economy-business","sentiment":"neutral","tone":-0.18,"political":0.44},{"id":"n_3uqnqwfjrhp7xkh7ufwa","seq":386299,"kind":"article","title":"直擊VSMC開幕｜NXP執行長：實體AI走入現實世界 強化全球晶片供應韌性","title_en":"NXP CEO: Physical AI entering the real world, enhancing global chip supply resilience","url":"https://tw.news.yahoo.com/%E7%9B%B4%E6%93%8Avsmc%E9%96%8B%E5%B9%95-nxp%E5%9F%B7%E8%A1%8C%E9%95%B7-%E5%AF%A6%E9%AB%94ai%E8%B5%B0%E5%85%A5%E7%8F%BE%E5%AF%A6%E4%B8%96%E7%95%8C-%E5%BC%B7%E5%8C%96%E5%85%A8%E7%90%83%E6%99%B6%E7%89%87%E4%BE%9B%E6%87%89%E9%9F%8C%E6%80%A7-085000927.html","summary":"【記者呂承哲／新加坡報導】世界先進與荷蘭半導體大廠恩智浦（NXP）合資成立的VSMC新加坡12吋晶圓廠今（28）日舉行開幕典禮。恩智浦總裁暨執行長Rafael Sotomayor表示，人工智慧（AI）正跨越雲端、進入實體世界，讓車輛、機器人、工廠及基礎設施具備即時感知、決策及行動能力，VSMC將透過擴充製造產能及提升供應鏈韌性，支援下一代智慧邊緣系統所需半導體。","published":"2026-09-28T08:50:00Z","seen":"2026-09-28T09:17:31Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q11990767","name":"NXP","type":"org"}],"story":"st_cxsozbnqf6gmbpmcpeoq","category":"science-technology","category_p":0.73,"category2":"economy-business","sentiment":"neutral","tone":0.27,"political":0.06},{"id":"n_ciabqzejtkvhcx2y3f5a","seq":386340,"kind":"article","title":"直擊VSMC開幕｜新加坡12吋廠啟用！方略感謝NXP合作、台積電建廠相挺","title_en":"VSMC opening coverage | Singapore's 12-inch factory starts! Strategy thanks NXP for cooperation, TSMC supports factory construction","url":"https://tw.news.yahoo.com/%E7%9B%B4%E6%93%8Avsmc%E9%96%8B%E5%B9%95-%E6%96%B0%E5%8A%A0%E5%9D%A112%E5%90%8B%E5%BB%A0%E5%95%9F%E7%94%A8-%E6%96%B9%E7%95%A5%E6%84%9F%E8%AC%9Dnxp%E5%90%88%E4%BD%9C-%E5%8F%B0%E7%A9%8D%E9%9B%BB%E5%BB%BA%E5%BB%A0%E7%9B%B8%E6%8C%BA-084000171.html","summary":"【記者呂承哲／新加坡報導】世界先進與恩智浦（NXP）合資成立的VSMC新加坡12吋晶圓廠今（28）日正式開幕，VSMC董事長方略表示，大約兩年前舉行動土典禮時，眼前還只是一片空曠綠地，如今已轉變為300毫米（12吋）晶圓廠，VSMC不再只是一項計畫，它已經成為現實，新廠將服務全球客戶，並強化全球半導體供應鏈韌性。","published":"2026-09-28T08:40:00Z","seen":"2026-09-28T09:17:31Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_ogux457oxnhqbwyakr5a","category":"economy-business","category_p":0.76,"sentiment":"positive","tone":0.45,"political":0.08},{"id":"n_4qo77uhlshcf4uupgmeq","seq":374942,"kind":"article","title":"NXP重金布局VSMC，執行長稱聚焦40至130奈米製程、布局Physical AI","title_en":"NXP invests heavily in VSMC, CEO focuses on 40 to 130 nanometer processes, deploys Physical AI","url":"https://tw.stock.yahoo.com/news/nxp%E9%87%8D%E9%87%91%E5%B8%83%E5%B1%80vsmc-%E5%9F%B7%E8%A1%8C%E9%95%B7%E7%A8%B1%E8%81%9A%E7%84%A640%E8%87%B3130%E5%A5%88%E7%B1%B3%E8%A3%BD%E7%A8%8B-%E5%B8%83%E5%B1%80physical-ai-074638194.html","summary":"【財訊快報／記者李純君報導】NXP執行長暨總裁Rafael Sotomayor，今日出席與世界先進(5347)合資的新加坡廠VSMC的開幕典禮，在致詞上提到，這座晶圓廠將聚焦於130奈米至40奈米製程，生產實現Trusted Physical AI所需的晶片。他提到，目前正邁入一個全新時代，人工智慧正從雲端走向實體世界，使汽車、機器人、工廠及基礎設施得以即時感知、判斷並採取行動，將智慧帶到最需要的地方。如今，這項趨勢被稱為「Physical AI（實體人工智慧）」，展望未來，VSMC將生產實現Trusted...","published":"2026-09-28T07:46:38Z","seen":"2026-09-28T08:16:47Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q101062544","name":"vascular smooth muscle cell","type":"org"},{"id":"Q141219940","name":"physical artificial intelligence","type":"other"}],"story":"st_itagzul2tpdqphkfw7rq","category":"economy-business","category_p":0.59,"category2":"science-technology","sentiment":"neutral","tone":0.07,"political":0.14},{"id":"n_eolplwhr4fidclm4vlea","seq":370767,"kind":"article","title":"世界先进-恩智浦合资企业 VSMC 首座新加坡晶圆厂开幕，2027Q1 量产","title_en":"World Advanced-NXP joint venture VSMC opens its first Singapore wafer factory, mass production in Q1 2027","url":"https://www.ithome.com/1/007/824.htm","summary":"IT之家 9 月 28 日消息，世界先进 (VIS) 与 NXP（恩智浦）合资企业 VSMC 当地时间今日在新加坡淡滨尼举行其首座 12 英寸 (300mm) 晶圆厂开幕典礼。该晶圆厂目前已进入试产阶段， 预计 2027Q1 开始量产 。 VSMC 于 2024 年正式成立，同年 12 月举办动工仪式。其首座晶圆厂已顺利试产首批晶圆，良率超过 99%；该厂 有望在 2029 年达到每月 4.4 万片晶圆的满载产能 。 VSMC 首座晶圆厂 将采用 130nm 至 40nm 的工艺制程技术 ，生产混合信号、电源管理、模拟产品、硅中介层等产品，以支持高性能计算、移动设备、汽车、工业、消费电子等终端市场需求。 世界先进与 VSMC 董事长方略在接受采访时表示， 世界先进与恩智浦的合作有望扩展至第二座晶圆厂 ，导入更为先进的工艺。由于背后的庞大资金需求，第二晶圆厂的方案仍在评估和敲定的过程中。","published":"2026-09-28T06:54:05Z","seen":"2026-09-28T07:45:23Z","lang":"zh","country":"CN","source":{"id":"kite-ithome-com-f1cdd0","name":"ithome.com","domain":"ithome.com","outlet":{"wikidata":"Q28413779","name":"IThome","type":"website","country":"CN","designations":["website"]}},"via":"kite-ithome-com-f1cdd0","entities":[{"id":"Q11990767","name":"NXP","type":"org"}],"story":"st_eolplwhr4fidclm4vlea","category":"economy-business","category_p":0.68,"category2":"science-technology","sentiment":"positive","tone":0.51,"political":0.04},{"id":"n_qrwwllixic4lvf2hjh5a","seq":337454,"kind":"article","title":"恩智浦2015年來最大筆投資 VSMC瞄準「實體AI」商機","title_en":"NXP's largest investment since 2015: VSMC targets 'physical AI' business opportunities","url":"https://tw.news.yahoo.com/%E6%81%A9%E6%99%BA%E6%B5%A62015%E5%B9%B4%E4%BE%86%E6%9C%80%E5%A4%A7%E7%AD%86%E6%8A%95%E8%B3%87-vsmc%E7%9E%84%E6%BA%96-%E5%AF%A6%E9%AB%94ai-%E5%95%86%E6%A9%9F-035233061.html","summary":"晶圓代工廠世界先進（5347）與恩智浦半導體（NXP）合資新加坡12吋晶圓廠VSMC，今（28）日舉行開幕典禮，恩智浦總裁暨執行長Rafael Sotomayor表示，VSMC是恩智浦在新加坡數十年發展歷程中的重要里程碑，也是恩智浦2015年收購飛思卡爾（Freescale）以來最大一筆投資，未來V","published":"2026-09-28T03:52:33Z","seen":"2026-09-28T04:11:33Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q101062544","name":"vascular smooth muscle cell","type":"org"}],"story":"st_lwvfxcdvqtk77s2b2yvq","category":"economy-business","category_p":0.71,"category2":"science-technology","sentiment":"neutral","tone":0.37,"political":0.14},{"id":"n_itagzul2tpdqphkfw7rq","seq":336126,"kind":"article","title":"〈VSMC開幕〉NXP：VSMC鎖定40至130奈米 將成Physical AI製造基地","title_en":"NXP: VSMC focuses on 40 to 130 nanometers and will become a Physical AI manufacturing base","url":"https://news.cnyes.com/news/id/6617054","summary":"NXP執行長Sotomayor出席VSMC新加坡12吋晶圓廠開幕，宣布新廠正式啟用。 新廠聚焦130奈米至40奈米，生產混合訊號、電源管理及類比產品，支援NXP成熟製程需求與Physical AI。 這是NXP自2015年收購Freescale以來最大投資，並強化全球供應鏈韌性與新加坡半導體生態系。","published":"2026-09-28T03:35:15Z","seen":"2026-09-28T04:05:48Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["台股新聞"],"authors":["鉅亨網記者魏志豪 新加坡"],"entities":[{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q101062544","name":"vascular smooth muscle cell","type":"org"}],"image":"https://cimg.cnyes.cool/prod/news/6617054/m/4b8f57d8002c34ec70a7d65c0830dee9.jpg","story":"st_itagzul2tpdqphkfw7rq","category":"science-technology","category_p":0.83,"sentiment":"neutral","tone":0.17,"political":0.07},{"id":"n_7js77oho5am4jmmhw5ra","seq":330131,"kind":"article","title":"12吋廠正式啟用 方略感謝NXP、台積電 莊子壽現身典禮","title_en":"12-inch factory officially starts operation, Fangliao thanks NXP, TSMC, Zhuang Zishou attends ceremony","url":"https://news.cnyes.com/news/id/6617042","summary":"世界先進與恩智浦合資VSMC今在新加坡舉辦新廠開幕，已成具量產能力的12吋晶圓廠 方略稱新廠歷經約兩年建設，未來將服務全球客戶並強化半導體供應鏈韌性 台積電莊子壽到場見證，並在建設、技術移轉與員工培訓提供關鍵支持","published":"2026-09-28T03:00:16Z","seen":"2026-09-28T03:04:29Z","lang":"zh","country":"TW","source":{"id":"kite-news-cnyes-com-887ba2","name":"news.cnyes.com","domain":"news.cnyes.com"},"via":"kite-news-cnyes-com-887ba2","topics":["台股新聞"],"authors":["鉅亨網記者魏志豪 新加坡"],"entities":[{"id":"Q11990767","name":"NXP","type":"org"},{"id":"Q713418","name":"TSMC","type":"org"}],"image":"https://cimg.cnyes.cool/prod/news/6617042/m/8274c47cf145d4e2cfdf364eaa0f8c02.jpg","story":"st_7js77oho5am4jmmhw5ra","category":"science-technology","category_p":0.55,"category2":"economy-business","sentiment":"positive","tone":0.56,"political":0.05}]}