【锋行链盟】2025年9月中国及31省市半导体芯片产业政策汇编及解读|附下载

National Policy Direction - The core objective of the policy is to enhance core technology breakthroughs and improve the resilience of the industrial chain [1] - The focus is on supporting the semiconductor industry, particularly in upstream materials, midstream manufacturing, and downstream applications, to create a collaborative innovation ecosystem [1] Local Policy Highlights - Fujian Province is promoting green transformation and cultivating industrial clusters [2] - Guangdong Province has introduced an insurance compensation mechanism for new materials [2] - Henan Province is focusing on the deep integration of artificial intelligence and manufacturing [2] - Suzhou in Jiangsu Province is laying out a comprehensive strategy for cutting-edge technologies [2] - Shanghai is making breakthroughs in intelligent computing power and future industries [2] - Hangzhou in Zhejiang Province is upgrading core links in the industrial chain [2] Policy Trends and Industry Opportunities - The direction of technological breakthroughs includes advanced ceramics as core support materials for semiconductor equipment [2] - Regional development characteristics are being leveraged to differentiate layouts in semiconductor materials, AI chips, and advanced manufacturing [2] - Companies are presented with opportunities in high-performance chips driven by demand in sectors like new energy vehicles and industrial robotics [2] Summary - The policy landscape as of September 2025 reveals two main lines: the continuous implementation of policies is expected to enhance the market share of domestic chips in high-end fields [1][2]