Investment Rating - The report does not explicitly provide an investment rating for the semiconductor industry. Core Insights - The semiconductor industry is experiencing significant growth and investment, with various countries accelerating their semiconductor strategies and enhancing domestic supply chains [1][3][9]. - China's digital economy reached 56.1 trillion yuan in 2023, growing at approximately 11.75% year-on-year, indicating a strong demand for semiconductor technologies [3][5]. - Major investments are being made in semiconductor manufacturing, with companies like Micron planning to invest approximately 300 billion yuan in a new DRAM factory in Japan [27]. Summary by Sections Key Policies - The Central Cyberspace Administration of China, along with other departments, issued the "Information Standardization Construction Action Plan (2024-2027)" to enhance standards in key information technologies, including integrated circuits [3][4]. Domestic and International Highlights - Qingdao Jiaen Semiconductor signed a strategic cooperation agreement with Xi'an University of Electronic Science and Technology to enhance GaN power device research [6]. - A 2.3 billion yuan industrial mother fund was launched in Yangzhou, focusing on integrated circuits and AI [7]. - Malaysia plans to invest 100 billion USD in its semiconductor industry to strengthen its position in the global supply chain [9][10]. - Vietnam aims to develop a complete semiconductor ecosystem and become a global center for semiconductor design, packaging, and testing by 2030 [11]. Semiconductor Equipment - Weidao Nano plans to raise up to 1.17 billion yuan for the construction of an intelligent factory for semiconductor thin film deposition equipment [13]. - Applied Materials (AMAT) is under investigation by the U.S. government regarding its transactions with Chinese clients, reflecting increased scrutiny on semiconductor exports [14]. Semiconductor Materials - Ziqian Semiconductor has launched a project to produce 1.65 million silicon carbide power modules annually, with an investment of approximately 410 million yuan [15]. - Samsung plans to introduce 1000-layer 3D NAND technology by 2030, focusing on new materials [16][17]. Chip Design - Shendun Group's subsidiary, Xinding Technology, has entered the ASIC design market through a partnership with an AI solution provider [22]. - Xinhang Technology completed a multi-hundred million yuan Series B financing to enhance its digital chip design solutions [23]. Chip Manufacturing - Micron is set to invest approximately 300 billion yuan in a new DRAM factory in Japan, with production expected to start by the end of 2027 [27][28]. - AMS Osram plans to invest up to 588 million euros in its Austrian facility by 2030 to upgrade production capabilities [28]. Chip Packaging and Testing - Nantong Yueya's FCBGA packaging board project is expected to be completed by the end of September, with a total investment of 2.15 billion yuan [32]. - Yongxi Electronics has initiated a project for third-generation power semiconductor packaging, with an investment of 265 million yuan [34]. Conclusion - The semiconductor industry is poised for substantial growth driven by government policies, significant investments, and advancements in technology across various segments, including design, manufacturing, and materials.

智研咨询监测项目部 房地产行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 房地产行业周刊 第 193 期 2024 年5 月27 日-2024 年6 月2 日 “以旧换新”补贴逐步落实，企业短期融资有序推进 核心事件点评 ............................................ 3 【重点政策】广州市发布《关于进一步促进我市房地产市场平稳健康发展 的通知》，加速优化和健全全市地产政策体系........................ 3 政策动向 ................................................ 5 【重点政策】天津市出台《关于进一步调整优化天津市差别化住房信贷政 策的通知》，进一步调整优化差别化住房信贷政策.................... 5 【重点政策】苏州市房地产长效机制试点工作领导小组出台《关于进一步 促进我市房地产市场平稳健康发展若干政策措施的通知》.............. 5 【重点政策】江苏省宿迁市住房和城乡建设局出台《进一步促进中心城区 房地产业平稳发展有关政策措施》.......... ...

| 智研咨询监测项目部 特高压行业周刊 | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------| | | | | | | | 2024年05月27日-2024年06月02日 政策支持加码,特高压工程全速推进 | 法行业周刊 3024年 第 188 期 | | | | | 核心事件点评 . 【重点事件】国务院印发《2024—2025年节能降碳行动方案》，引领能源 | | | 转型、加快配电网改造 行业政策 . ...

= 智研咨询监测项目部 跨境电商行业周刊 | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------| | | | | | | | 境电商行业周刊 2024年 2024年05月27日-2024年06月0 ...

智研咨询监测项目部 房地产行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 房地产行业周刊 第 199 期 2024 年6 月3 日-2024 年6 月9 日 稳步推进老旧小区改造，助力地产市场健康发展 核心事件点评 ............................................ 2 【重点事件】2024年1—4月全国新开工改造城镇老旧小区1.68万个 ... 2 国内热点 ................................................ 4 【重点政策】郑州住房公积金管理中心发布关于住房公积金提取和贷款有 关事项的通知.................................................... 4 【重点事件】5月北京二手房成交量回升 ............................ 4 【重点事件】家电以旧换新销售额增长81.8％ ....................... 5 【重点事件】北京发布2024年第二轮拟供项目清单，共涉及23宗地.... 5 【重点事件】苏州16.06亿元底价成交两宗 ...

2 智研咨询 精品行研报告·专项定刷·月度专题·可研报告·商业计划书·产业视划三 YTELLIGENCE RESEARCAGROUE .2024 EARCH R R E P R 中国VR游戏产业现状及发展趋势 研究报告 ...

2 智研咨询 精品行研报告·专项定刷·月度专题·可研报告·商业计划书·产业视划三 YTELLIGENCERESEARCAGROUE 2024 RＣH R P R 中国装配式建筑产业现状及发展趋势 研究报告 ...

智研咨询监测项目部 芯片行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 芯 片 行 业 周 刊 第 175 期 2024 年05 月20 日-2024 年05 月26 日 产业上下游动态频繁，国内加速探索人才培养新机制 核心事件点评 ............................................ 3 【重点事件】上海集成电路行业产教融合就业育人联盟在上海大学成立.. 3 重点动态 ................................................ 5 【重点事件】深圳坪山携手复旦大学，共同推动集成电路与半导体产业创 新发展.......................................................... 5 【重点事件】比利时半导体研究机构IMEC将获得25 亿欧元投资 ...... 5 产业链上游 .............................................. 6 【重点事件】苹果高管访问台积电，将包圆其所有初期 2nm 工艺产能 .. 6 【重点事件】三星计划利用第二代3n ...

智研咨询监测项目部 特高压行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 特高压行业周刊 第 171 期 2024 年05 月13 日-2024 年05 月19 日 国家电网召开华中座谈会，力推华中电网高质量发展 核心事件点评 ............................................ 3 【重点事件】国家电网公司召开华中区域工作座谈会，推动华中电网高质 量发展.......................................................... 3 行业政策 ................................................ 6 【重点政策】福建省发布《福建省电力负荷管理实施细则》，指导电网企 业加强新型电力负荷管理系统应用.................................. 6 【重点政策】东莞市印发《东莞市推动能源领域大规模设备更新实施方 案》，全面提升电网装备能效和智能化水平.......................... 6 【重点政策】广东清远印发《推进工业领域设备更新和技术 ...

智研咨询监测项目部 氢能行业周刊 INDUSTRY WEEKLY 2 0 2 4 年 氢 能 行 业 周 刊 第 182 期 2024 年05 月20 日-2024 年05 月26 日 企业加大氢能开发力度，制氢项目火热推进 核心事件点评 ............................................ 3 【重点政策】《美丽吉林建设规划纲要（2024—2035年）》发布，助力吉 林省氢能产业规模目标实现........................................ 3 制氢动态 ................................................ 6 【重点政策】《泰兴市深入推进先进制造业和现代服务业融合发展实施方 案（2024-2026年）的通知》发布，支持氢能等新能源产业协同发展 .... 6 【重点企业】远景（沈阳）零碳新能源产业装备基地项目开工.......... 6 【重点企业】上海博氢新能源科技有限公司与上海工程技术大学国家大学 科技园合作............................................ ...