Core Viewpoint - The AiTech Forum on semiconductors, organized by Aijian Securities, aims to create a high-end dialogue platform for industry, research, and capital to address core challenges in the semiconductor industry, particularly in technology barriers, ecosystem construction, and capital collaboration [1] Group 1: Forum and White Paper - The forum focused on "Changes and Constants in the Semiconductor Industry in the AI Era" and released the "Semiconductor Industry White Paper," providing comprehensive insights and forward-looking guidance for industry development [1] - The white paper was jointly published by Aijian Securities and the Pudong New Area Economic and Information Commission, presenting a systematic view of the development trajectory and future trends of China's semiconductor industry, supported by extensive data [2] Group 2: Key Areas of Focus - The white paper highlights three frontier areas: advanced packaging technology, which is crucial for enhancing chip performance as the limits of Moore's Law approach, with AI computing power demands accelerating its commercialization [2] - High-performance storage is projected to exceed 1800EB in total storage capacity in China by 2025, with a focus on the technological upgrades of DRAM and NAND Flash products [2] - The demand surge in sectors like electric vehicles, 5G, and AI is driving the localization of high-performance semiconductor materials, with significant breakthroughs expected in subfields like photoresists and wet electronic chemicals within the next 3 to 5 years [2] Group 3: Industry Trends - The semiconductor industry is currently in a recovery phase, expected to return to positive growth by the end of 2024, with a forecast for restorative growth in 2025 [2] - Due to the long construction cycles of wafer fabs and rapid demand changes, cyclical fluctuations caused by supply-demand mismatches will continue, particularly evident in storage chips due to their high standardization [2] Group 4: Strategic Collaborations - Aijian Securities signed strategic cooperation agreements with several semiconductor companies during the event, aiming to harness the synergy between finance and industry to explore new paradigms of ecological collaboration [3]
爱建证券举办AiTech爱建科技论坛半导体专场