先进功率半导体研发国家队，深圳平湖实验室甩出王炸

Core Insights - The article emphasizes the consensus in the industry that the competition in AI is now closely tied to an energy revolution, highlighting the critical issues of energy consumption and computing power [1] - It notes that the demand for computing power in AI has surged by a million times over the past decade, leading to a significant increase in GPU power consumption [1] - By 2026, global data centers are projected to consume electricity equivalent to Japan's annual usage, underscoring the urgency of addressing energy efficiency in AI [1] Industry Developments - The Shenzhen Pingshan Laboratory, a key player in the third-generation semiconductor sector, showcased multiple core technological achievements at the 2025 Bay Area Semiconductor Industry Expo [1][4] - The laboratory focuses on device physics, materials research, technology development, and pilot testing for third and fourth-generation semiconductor materials [2] - It has established a comprehensive R&D and industrialization capability, including research, pilot testing, analysis, and results transformation centers [2] Technological Breakthroughs - The laboratory has achieved significant advancements in substrate processing, including a breakthrough in silicon carbide (SiC) laser stripping technology, which has reduced costs by 26% and improved efficiency [2][7] - It has developed high-performance SiC planar gate MOSFET devices and made strides in GaN epitaxy technology for high-voltage applications [7] - The laboratory is also addressing challenges in power semiconductor technology, focusing on enhancing power density and device reliability by 2026 and 2027 [8] Strategic Goals - The laboratory aims to bridge the gap between research and industrial application, addressing the "pilot production valley of death" that many companies face in transitioning from research to mass production [11][12] - It has built the world's first open shared platform for 8-inch power semiconductors, equipped with over 380 advanced devices [12] - The laboratory has already collaborated with over 30 partners and 10 pilot customers, indicating its role in fostering industry development [12] Future Outlook - The laboratory's director expressed optimism about the next 4-5 years being a critical period for the international market, with opportunities for China to gain a competitive edge in the global third-generation semiconductor landscape [13]