全球第四、国内第一，上海集成电路产业发展“成绩单”出炉

Core Insights - Shanghai's integrated circuit industry achieved a revenue scale of 391.2 billion yuan from January to November 2025, marking a year-on-year growth of 23.72%, with an expected annual scale exceeding 460 billion yuan, reflecting a growth of 24% [1] - Shanghai ranks fourth globally and first domestically in the latest Global Integrated Circuit Industry Comprehensive Competitiveness Ranking by the World Semiconductor Association [1] Group 1 - Shanghai has actively implemented national strategic deployments, designating integrated circuits as one of the three key industries for development, resulting in a complete industrial chain, advanced technology, and a concentration of talent and enterprises [1] - The city has established a robust integrated circuit industry chain system, nurturing leading enterprises across various segments, including chip design, manufacturing, packaging, and testing, with 35 companies listed on the Sci-Tech Innovation Board, the highest in the country [1] - The chip design and manufacturing sectors continue to lead domestically, with advanced packaging and high-end equipment materials making significant progress [1] Group 2 - Shanghai has gathered over 1,200 integrated circuit companies, accounting for approximately 40% of national talent and nearly 50% of industry innovation resources, supported by systematic development policies [2] - The city has developed a spatial layout for the industry, including five specialized industrial parks for integrated circuit design and smart sensors, enhancing the business environment and increasing support for talent, finance, and industry policies [2] - Over the past five years, Shanghai has fostered a domestic AI chip strategy, supporting multiple technological routes, with notable companies in the GPU chip sector, including two listed and one soon to be listed [2]