封测第一、制造第三、设计第四，无锡剑指半导体设备和零部件高地

Core Insights - Wuxi is a significant player in China's semiconductor industry, with an integrated circuit industry output value exceeding 250 billion yuan in 2024, ranking second nationally [1] - The semiconductor equipment market is highly concentrated, with the top five suppliers being from the US, Netherlands, and Japan, while Chinese companies are just beginning to emerge in the top ten [1] - Wuxi's semiconductor equipment and core component industry is expected to grow by 220% during the 14th Five-Year Plan period, focusing on advanced process equipment and third-generation semiconductors [1] Semiconductor Equipment - Semiconductor equipment is categorized into wafer manufacturing equipment and semiconductor packaging/testing equipment, with key players emerging in the thin film deposition and etching equipment sectors [2] - MicroNano, Wuxi's first listed integrated circuit equipment company, specializes in Atomic Layer Deposition (ALD) technology, targeting the high-k gate oxide film process to overcome foreign monopolies [2][3] - The domestic semiconductor supply chain has been disrupted since 2018 due to US export restrictions, leading to increased demand for domestic equipment [2] Component Support - The domestic localization rate for semiconductor components is only 10%-20%, with vacuum and optical instruments having even lower rates [5] - Wuxi Haigude New Technology Co., Ltd. has become a leader in the domestic market for electrostatic chucks, a critical component in various semiconductor manufacturing processes [5][6] - Haigude has accelerated the development of multiple ESC products since 2021, responding to the urgent need for domestic alternatives [5][6] Innovation Models - The Wuxi New Port Integrated Circuit Equipment and Component Industrial Park has successfully attracted over 20 semiconductor companies, enhancing local production capabilities [7] - The park emphasizes innovation and collaboration, with a focus on developing key equipment and components through partnerships with both domestic and foreign firms [7][8] - The newly established Wuxi Semiconductor Equipment and Key Component Innovation Center aims to drive technology innovation and facilitate the integration of domestic equipment into mainstream manufacturing [8][9]