GRIAM(SH:600206) Qi Lu Wan Bao Wang·2025-10-21 12:07Core Insights - The 2025 Semiconductor Materials Industry Development and AI Innovation Application Conference in Dezhou serves as a high-end platform for technology exchange and industry cooperation, showcasing the city's achievements in the semiconductor industry [1][3] - The rapid development of artificial intelligence technology has significantly increased the demand for high-performance, high-computing power chips, driving innovation and growth in the semiconductor industry [3] - Dezhou has been recognized as a key base for integrated circuit materials, with major projects like 8-inch and 12-inch silicon wafer production coming online, marking a leap from "0" to "1" in the new generation information technology industry [3][4] Industry Development - Dezhou Tianqu New District has become the core area for the semiconductor industry, focusing on integrating various sectors such as electronic information, new energy materials, and high-end equipment manufacturing [4] - The district is investing in a green low-carbon semiconductor industrial park with a total investment of 3 billion yuan, expected to be completed by the end of October, covering an area of approximately 74,000 square meters [4][5] - The local government has implemented strong policies to support the semiconductor industry, including financial support, talent acquisition, and strategic planning for the next five years [7] Company Initiatives - Youyan Yijin New Materials Co., Ltd. has become a leading supplier in the high-end target material sector, providing essential components for chip manufacturing, with a market share in copper target materials leading domestically [4][8] - The company plans to enhance resource utilization and supply chain stability by integrating upstream and downstream resources, aiming to contribute to the high-quality development of the integrated circuit industry in Shandong [8] - The local government and companies are committed to attracting major enterprises and optimizing the industrial ecosystem to further strengthen the semiconductor industry in Dezhou [8]