AMEC(SH:688012) 是说芯语·2025-09-21 09:36Core Viewpoint - The establishment of the South China headquarters R&D and production base by Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. marks a significant step in enhancing its capabilities in the semiconductor and related industries, particularly in large flat panel display equipment and emerging micro-processing technologies [2][3]. Group 1 - The South China headquarters project covers an area of approximately 130 acres, with the first phase occupying about 50 acres, expected to be completed by the end of 2026 and operational by 2027 [2]. - The project aims to focus on large flat panel display equipment while also expanding into smart glass and board-level packaging, thereby enriching the product line and strengthening the strategic layout in the semiconductor industry [2][3]. - Zhongwei currently covers 25% to 30% of high-end semiconductor equipment with over thirty types of equipment, with plans to increase this coverage to 50% to 60% in the next five to ten years through organic growth and extension [2]. Group 2 - The introduction of the Zhongwei project is a reflection of the strategic development of the semiconductor and integrated circuit industry in Guangzhou's Zengcheng District, which is actively supporting Guangdong's "Strong Chip Project" [3]. - Zengcheng is establishing the province's first intelligent sensor industrial park and the city's only high-end electronic information new materials industrial park, attracting major projects like Zhongwei and Zengxin to foster competitive advantages in intelligent sensor wafer manufacturing [3].