隐形“芯片大省”，凭什么跟广东“扳手腕”？

Core Insights - Gansu province, often perceived as underdeveloped, has emerged as a significant player in the semiconductor industry, ranking third in integrated circuit production in China with 73.84 billion units in 2024, only behind Jiangsu and Guangdong [1][4] - Tianshui, a city in Gansu, is responsible for the entire integrated circuit output of the province, surpassing major cities like Shenzhen and Suzhou in production volume [7][12] - Despite high production numbers, Tianshui's integrated circuit industry faces challenges, including a focus on low-end chips and a lack of presence in higher-value rankings [12][15] Production and Ranking - In the first half of 2024, Gansu's integrated circuit production reached 43.112 billion units, briefly overtaking Guangdong to become the second-largest producer in the country [4] - From 2017 to 2022, Gansu consistently held the second position in integrated circuit production, only recently being surpassed by Guangdong [4] - Tianshui's contribution of 73.84 billion units in 2024 exceeds that of Shenzhen (66.91 billion units) and Suzhou (41.5 billion units) [7] Industry Characteristics - Tianshui's integrated circuit industry primarily focuses on packaging and testing, lacking in chip design and manufacturing capabilities, which limits its overall industry value [15] - In 2023, Tianshui's integrated circuit industry output value was only 21.16 billion yuan, significantly lower than cities like Shanghai, Wuxi, and Shenzhen, which have industry values in the range of hundreds of billions [12] - Gansu's "14th Five-Year Plan" for electronic information industry development aims to enhance the integrated circuit sector and target high-end markets, with a focus on AI computing power [15]