中国硅片长征路上的突围者

Core Viewpoint - The article emphasizes the critical role of semiconductor silicon wafers, particularly 12-inch wafers, in the modern chip manufacturing industry, highlighting their importance in the geopolitical landscape and the need for self-sufficiency in semiconductor materials due to global supply chain disruptions and trade tensions [3][4]. Group 1: Industry Overview - Semiconductor silicon wafers are essential for the production of over 95% of semiconductor devices and more than 90% of integrated circuits, with their quality directly impacting the performance, yield, and reliability of integrated circuits [3]. - The market for silicon wafers is highly monopolized by a few international giants, including Japan's Shin-Etsu Chemical, Sumco, Germany's Siltronic, and South Korea's SK Siltron, creating a stable yet closed supply system [4]. Group 2: Geopolitical Context - The monopolistic nature of the silicon wafer market is not only a commercial issue but also a geopolitical one, as the control over these materials is crucial for national economic security and technological competitiveness [4]. - Recent global supply chain fluctuations and increasing trade frictions have made the self-sufficiency of semiconductor materials a vital concern for countries, positioning companies that can navigate this landscape as key players in the industry [4].