21特写｜一场中国半导体产业的“生态突围”

Core Insights - The Chinese semiconductor industry is experiencing a significant transformation, moving from reliance on foreign technology to developing a robust domestic ecosystem that includes breakthroughs in materials, hardware, and software [2][3][10]. Industry Developments - The recent "Bay Chip Exhibition" showcased the advancements in China's semiconductor ecosystem, highlighting the collaborative efforts of companies like Fangzheng Microelectronics, Runpeng Semiconductor, and Jiangfeng Electronics, along with research institutions [2][3]. - The introduction of the new ultra-high-speed real-time oscilloscope by Wanlian Eye, which breaks the foreign monopoly on oscilloscopes with bandwidths over 60GHz, marks a significant milestone for domestic technology [2][5]. - Jiangfeng Electronics has successfully produced high-purity tantalum sputtering targets, achieving the highest global shipment volume and breaking the long-standing foreign monopoly in this critical material [4][10]. Technological Innovations - The new 90GHz oscilloscope from Wanlian Eye represents a 500% performance improvement over previous domestic models, positioning it as the second-best globally [5]. - The development of domestic EDA software by Qiyunfang has improved product performance by 30% and reduced hardware development cycles by 40%, effectively replacing foreign products [6][10]. - The shift towards chiplet technology and 2.5D/3D stacking is seen as a new pathway for enhancing chip performance while reducing costs, allowing Chinese manufacturers to compete with advanced processes [7][10]. Manufacturing Advancements - Fangzheng Microelectronics has achieved the highest actual production capacity for SiC automotive chips in China, indicating significant progress in the manufacturing segment of the semiconductor industry [8][9]. - The collaboration between domestic manufacturers and research institutions is crucial for overcoming challenges in the semiconductor supply chain, particularly in the context of global competition [10][11]. Ecosystem Collaboration - The establishment of platforms like the Shenzhen Pinghu Laboratory is facilitating the validation and introduction of domestic semiconductor equipment, helping to break the foreign monopoly in this area [10][11]. - Research institutions are playing a vital role in developing advanced packaging materials and technologies, which are essential for the growth of the semiconductor industry in China [11][12]. Global Engagement - Foreign semiconductor giants are increasingly investing in China's local supply chain, with companies like NXP and GlobalFoundries planning to enhance their operations in the region [14][15]. - The influx of foreign capital into the Chinese semiconductor sector reflects growing confidence in the market, with significant investments aimed at fostering local collaboration and innovation [14][16].