对话赵奇：芯联集成的“冷”赛道“热”突围┃百亿千万计划

Core Viewpoint - The article highlights the strategic positioning and technological advancements of ChipLink Integrated, a key player in the semiconductor manufacturing sector, particularly in power semiconductors and sensors, as it navigates the evolving landscape of the industry and the AI revolution [2][3][5]. Group 1: Company Strategy and Market Position - ChipLink Integrated, under the leadership of Chairman Zhao Qi, has focused on power semiconductors and sensors, which were initially seen as unconventional choices in the industry [3][5]. - The company has rapidly ascended to become a leader in automotive-grade chips, capitalizing on the explosive growth of the new energy vehicle market [5]. - Zhao Qi emphasizes the importance of maintaining technological leadership and the necessity of continuous innovation to survive in the competitive semiconductor landscape [8][18]. Group 2: Technological Advancements - The company adopts a strategy of releasing new technologies in a staggered manner, ensuring that two generations of technology are always in development while one is in production, thus maintaining a competitive edge [8][10]. - ChipLink Integrated has recognized the critical role of AI in driving hardware requirements, particularly in efficient power management and the increasing demand for intelligent sensing capabilities [11][12]. - The implementation of AI tools has significantly improved the efficiency of chip design and process development, leading to a 30% increase in experimental efficiency [12][13]. Group 3: Financial Performance and Future Outlook - The company has faced initial losses due to heavy investments in equipment and technology, but it anticipates a turnaround in profitability, with projections for a positive gross margin in 2024 [17]. - In the first quarter of 2025, ChipLink Integrated reported a revenue of 1.734 billion, a year-on-year increase of 28.14%, with significant growth in its wafer foundry and module packaging segments [17]. - The company aims to become the largest and most advanced research and manufacturing base in China's power and analog semiconductor sector, with a long-term goal of joining the global first tier in the industry [18][19].