陕西光电子先导院：打造芯片从实验室走向市场的关键枢纽

Core Viewpoint - The establishment of the first 8-inch silicon photonics pilot line in Northwest China marks a significant breakthrough in the "Chasing Light Plan" of Shaanxi, aiming to accelerate the development of the photonics industry and reduce the chip production cycle by approximately 30% for clients [1][2]. Group 1: Industry Context - The global silicon photonics pilot resources are predominantly concentrated in European and American companies, leading to high costs and long production cycles for domestic firms relying on foreign platforms [2]. - The pilot platform is designed to fill the gap in the market by providing small-batch order services for innovative entities, which traditional mass production factories are often unwilling to undertake [2][3]. Group 2: Business Model Innovation - The "platform + fund" model integrates platform services with industrial investment, creating a virtuous cycle that helps offset operational losses through equity investment returns [3]. - The platform has successfully incubated 577 hard-tech companies with a total market valuation of 6,956 billion yuan as of October 2025 [3]. Group 3: Technological Development - The institute is advancing heterogeneous integration technology to combine different materials on a silicon substrate, maintaining the advantages of silicon while incorporating other material properties [4][5]. - The goal is to establish a comprehensive platform architecture that covers the entire chain from material growth to chip processing and system testing [5]. Group 4: Industry Growth and Ecosystem - Since the launch of the "Chasing Light Plan" in 2021, the number of photonics companies in Shaanxi has increased from approximately 150 to 379, with the industry scale growing from 15 billion yuan to 36.5 billion yuan [5]. - The institute is playing a pivotal role in connecting upstream and downstream enterprises, fostering efficient industry collaboration [5][6].