50亿，深圳国资基金揭牌

Core Viewpoint - Shenzhen is intensifying its efforts in the semiconductor industry, highlighted by the launch of the 50 billion yuan "Saimi Industrial Fund" aimed at supporting various sectors within the semiconductor ecosystem [4][8][10]. Fund Overview - The Saimi Industrial Fund has a total scale of 50 billion yuan and a duration of 10 years, managed by two major state-owned institutions: Shenzhen Innovation Investment Group and Shenzhen Major Industry Investment Group [8][10]. - The fund focuses on early-stage and growth-stage investments in key areas such as general and specialized computing, new architecture storage, optoelectronics, sensors, and critical manufacturing equipment [8][9]. Investment Focus - The fund targets three main areas: 1. Semiconductor equipment and components, assisting leading companies in acquiring key equipment and facilitating horizontal and vertical integration of high-potential firms [9]. 2. Chip design, focusing on AI chips and new computing architectures, while nurturing competitive EDA and core IP companies [9]. 3. Advanced packaging, supporting leading firms in the packaging sector to grow and develop early-stage teams capable of overcoming overseas patent barriers [9]. Government Support and Policy - The Shenzhen government is committed to supporting the semiconductor and integrated circuit industry with increasing financial investments each year [10]. - A series of measures have been implemented to optimize and enhance the semiconductor industry chain, including the establishment of a "six-in-one" work system to accelerate innovation and improve the industrial ecosystem [10][12]. Industry Growth and Future Prospects - The semiconductor and integrated circuit industry in Shenzhen is projected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [13]. - The first half of 2025 is expected to maintain rapid growth, with an anticipated scale of 142.4 billion yuan, marking a 16.9% increase [13]. - The development of AI hardware is expected to attract a cluster of consumer electronics companies to the Greater Bay Area, further boosting the semiconductor sector [13].