电子行业半导体周跟踪：政府+行业齐发力，自主可控赋能千行百业

Investment Rating - The industry investment rating is "Follow the Market" indicating that the overall return of the industry is expected to be between -5% and 5% relative to the market benchmark index over the next 6 months [23]. Core Viewpoints - The semiconductor industry is experiencing a slight decline, with the Shenwan Semiconductor Index down by 0.25% during the week of December 2-7, while other indices like the Philadelphia Semiconductor Index and Taiwan Semiconductor Index showed positive growth [2]. - The global semiconductor sales reached a record high in October 2024, with a year-on-year increase of 22.4%, and a forecasted growth of 19.0% for the entire year, reaching a total of $626.9 billion [4]. - The report highlights the impact of U.S. sanctions on Chinese semiconductor companies, with 140 firms added to the entity list, prompting a swift response from China to restrict exports of dual-use items to the U.S. [2][3]. Summary by Sections Semiconductor Market Performance - The semiconductor sector's transaction volume accounted for 4.87% of the total A-share market, showing a decrease from the previous week [2]. - Various sub-sectors within the semiconductor industry showed mixed performance, with equipment and materials down by 3.11% and 1.32% respectively, while digital and analog chips saw increases of 0.33% and 2.96% [2]. Company Developments - NXP Semiconductors is expanding its manufacturing capabilities in China, with a new 12-inch wafer fab set to begin production in 2027, aiming to enhance its local supply chain [3]. - The report notes that the domestic semiconductor equipment companies are preparing for potential impacts from U.S. export controls, with most components already localized [9]. Future Outlook - The report suggests that the domestic semiconductor market has significant growth potential, especially with the increasing demand for advanced process chips and local manufacturing initiatives [10]. - The anticipated growth in AI PC applications is expected to drive improvements in storage demand, particularly for NAND Flash products [6].