高盛：TechNet China 2025：半导体光刻、资本支出、出口及新应用
高盛·2025-05-25 14:09
24 May 2025 | 4:11AM HKT We hosted Lithography expert, Axera (Private)'s Chairperson, and SICC (688234.SS, Buy)'s CTO at the panel, Semiconductors: Completing the Self-Sufficiency Chain, on May 21 during our TechNet Conference China 2025. Key discussions were about China's efforts in developing semiconductor technologies (from lithography, IC design to materials) as well as the outlook for semiconductor capex and R&D investment in China. Overall, the expert/ management see continuous R&D progress in technol ...