“深圳芯”在高端芯片领域发力国产化替代

Core Insights - Shenzhen is making significant strides in the semiconductor and integrated circuit industry, with local companies like HiSilicon, Ruisi Chip, and Founder Micro achieving high-end chip localization, including NPU, CPU, and automotive-grade silicon carbide chips [1] - The Shenzhen government is heavily investing in the semiconductor sector, establishing a 5 billion yuan investment fund to support key areas of the industry and enhance the supply chain [1] - The semiconductor and integrated circuit industry in Shenzhen is projected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8%, with continued growth expected in the first half of 2025 [1] Industry Development - In the first half of this year, Shenzhen implemented measures to promote high-quality development in the semiconductor and integrated circuit industry, focusing on breakthroughs in high-end chip products, design support, and core equipment [2] - The measures include ten specific initiatives aimed at enhancing the core competitiveness of the industry and building a comprehensive ecosystem, with over 40 companies benefiting from these policies [2] - The industry structure in Shenzhen is becoming more balanced, with significant growth in integrated circuit manufacturing, packaging, and testing sectors, doubling in size compared to 2020 [1]