AI芯片行业周刊：国内资本加速攻关核心技术，市场投融资热度持续升温

Investment Rating - The report does not explicitly state an investment rating for the AI chip industry Core Insights - The AI chip industry is experiencing significant advancements and investments, particularly in China, with a focus on overcoming key technological challenges and enhancing domestic production capabilities [4][5][12] - The Tianjin municipal government has introduced a development plan aimed at increasing the use of domestic AI chips in data centers to over 60% by 2026, emphasizing the importance of AI chips in driving the digital economy [4][5] - Major breakthroughs in chip manufacturing technologies have been reported, including the establishment of new production lines for advanced photomask substrates and silicon single crystals [8][9][10] Summary by Sections Key Policies - The Tianjin government released a plan to accelerate the development of high-end chips and core algorithms, aiming for significant advancements in AI chip technology by 2026 [4][5] Key Events - The first G7 generation large-area photomask substrate production line in China has been successfully established, marking a significant technological breakthrough [8] - The Taiyuan Haina Semiconductor silicon single crystal production base has been completed, with an expected annual output value of nearly 1 billion yuan [9] - The first 40nm bright-field nano-pattern wafer defect detection equipment has been launched, showcasing advancements in high-end semiconductor detection technology [10] Investment and Financing - Beijing Xiaomi Zhizao Investment Fund is raising additional capital, focusing on the integrated circuit sector [26] - Chip Alliance Technology has completed a multi-billion yuan Series B financing round, indicating strong investor interest in heterogeneous integration technology [28] - Aftermo Intelligent has secured several hundred million yuan in strategic financing, supported by China Mobile, to advance AI chip development [30]