芯片工艺中国走到哪一步了？2025中国工博会给答案：“极小”产品闪耀技术之光

Core Insights - The 2025 China Industrial Expo showcases over 3,000 global industrial participants and highlights 392 "five extremes" exhibits, representing the highest level of current industrial technology [3] - The semiconductor chip sector is a key focus, with over 70 top global companies participating in the integrated circuit exhibition area, demonstrating China's growing strength in chip technology [3][4] Industry Overview - The exhibition features leading companies across the entire integrated circuit supply chain, including chip design, manufacturing, and testing, with over 90% being national or provincial specialized enterprises [4] - Major exhibitors include well-known firms such as HJSoft Group, UNISOC, and others, showcasing advancements in EDA tools, chip design, and semiconductor materials [4][5] Company Highlights - HJSoft has launched a comprehensive EDA platform for digital chip verification, expanding its product offerings across various domains, including advanced packaging and design IP [5] - UNISOC, ranked first in China and fourth globally in mobile chip manufacturing, is actively developing AI solutions and aims to increase its market share in the mid-to-high-end chip market [6] - Zhongxin Jingyuan has shown resilience in the semiconductor market, projecting a revenue of 1.35 billion yuan for 2024, with a 7% year-on-year growth and a significant increase in 12-inch wafer sales [6][7] Technological Developments - The establishment of Zhongxin Jingyuan's semiconductor materials research institute aims to enhance domestic production capabilities in silicon wafers, with a historical monthly sales volume exceeding 1 million pieces [7] - The AI chip market is rapidly expanding, with the global AI GPU chip market projected to reach approximately $53.4 billion in 2023, growing at a rate of 25.7% in 2024 [9] Future Trends - The demand for ASIC custom chips is expected to rise as cloud service providers stabilize their workloads, indicating a shift towards more specialized chip solutions [10] - The integration of AI and big data in smart manufacturing is becoming crucial, with chips playing a central role in enhancing production efficiency and quality [9][12]