芯片行业周刊：产业上下游动态频繁，国内加速探索人才培养新机制

Investment Rating - The report does not explicitly provide an investment rating for the semiconductor industry. Core Insights - The semiconductor industry is experiencing a talent shortage, with a projected demand for approximately 766,500 professionals by 2023, leading to a talent gap of around 200,000 [4][6]. - Significant investments are being made in semiconductor research and development, including a €2.5 billion investment in Belgium's IMEC for advanced chip development [8][17]. - Major companies like TSMC and Samsung are advancing their manufacturing capabilities, with TSMC securing all initial 2nm process capacity for Apple [10] and Samsung planning to utilize its second-generation 3nm technology to compete for Nvidia's chip orders [10]. Upstream Industry Dynamics - TSMC has begun mass production of its InFO_SoW technology for Tesla's AI training modules, aiming to enhance computing power significantly by 2027 [11]. - AMD plans to invest NT$5 billion (approximately RMB 1.12 billion) to establish a research center in Taiwan [12]. - IMEC's strategic investment will support the development of a pilot line for sub-2nm SoCs, enhancing prototype development services [13][17]. Chip Design - The Ministry of Industry and Information Technology of China is collaborating with Hong Kong Investment Company to promote the RISC-V ecosystem, emphasizing the need for international cooperation in standardization [16]. Chip Manufacturing - Silan Micro plans to invest CNY 4.15 billion in a joint venture to build an 8-inch SiC power device manufacturing line, with a total investment of CNY 7 billion for the first phase [20]. - Sitang Technology has completed a B2 round financing of over CNY 150 million to support the mass production of Micro-LED display chips [21]. - BOE's Huacan Optoelectronics is investing CNY 985 million to expand production capacity, focusing on various LED technologies [22]. Packaging and Testing - A semiconductor packaging headquarters project in Changzhou, Jiangsu, has been initiated with a total investment of CNY 5 billion, aiming for completion by 2026 [25]. - Desay SV Automotive's first phase of construction has been completed, with plans for further expansion [26]. - UMC's new Fab 12i P3 facility in Singapore is set to enhance production capabilities with an investment of USD 5 billion [27].