Group 1 - The first engineering verification demonstration line for two-dimensional semiconductors was launched in Shanghai in mid-June, with the potential to achieve mass production of the world's first two-dimensional material chip by 2029, indicating Shanghai's leading position in the global two-dimensional semiconductor industry [1] - The "Shanghai Plan" aims to promote research and layout of future non-silicon-based semiconductor materials, with two-dimensional semiconductors positioned as a strategic focus due to the limitations of silicon-based chips as they approach the physical limits of Moore's Law [2][3] - Two-dimensional materials are seen as a solution to the challenges faced by silicon-based chips, offering advantages such as atomic-level thickness and unique electronic transport properties, which can effectively suppress leakage current and facilitate the manufacturing of transistors at 1 nanometer and below [3][4] Group 2 - The global two-dimensional semiconductor market is projected to reach between $30 billion and $50 billion by 2035, accounting for 10% to 15% of the advanced semiconductor market, highlighting the significant potential for applications in high-performance computing, low-power computing, advanced sensors, and wearable devices [4][5] - Shanghai has successfully developed prototype products and established a complete process for two-dimensional integrated circuit manufacturing, including a 32-bit RISC-V architecture microprocessor named "Wuji," which integrates 5,900 transistors and achieves performance levels that are internationally competitive [6][7] - The company plans to build an internationally leading demonstration commercial production line for two-dimensional semiconductors within three years, aiming for the commercialization of two-dimensional semiconductor technology and the production of chips with 1-2 nanometer performance by 2029 [7][8]
全球首款二维材料芯片预计2029年量产 有望率先抢占超百亿美元市场 “上海方案”开辟芯片竞争新赛道
Jie Fang Ri Bao·2025-07-12 02:12