南方财经记者 李金萍深圳报道 《若干措施》强调充分发挥市场配置资源的决定性作用和企业的市场主体地位，以支持研发、专项资 助、推广应用等普惠性政策引导产业链上下游对接，推动形成稳定高效的协同发展机制。 "赛米产业私募基金"已于5月完成工商登记注册。据了解，该基金总规模50亿元，由深创投担任管理 人，深创投、深圳市重大产业投资集团有限公司共同作为基金普通合伙人，主要出资方包括深圳市引导 基金、龙岗区引导基金等。将主要投向深圳市半导体与集成电路重点项目和细分龙头企业及其他对完善 深圳市半导体产业链有重大作用的项目，重点围绕深圳集成电路重大制造项目集群建链、补链、强链、 延链，着力构建"自主可控、高效协作、紧密配套"的本地化产业链供应链。 深圳是中国集成电路产业发展重镇，汇聚了海思半导体、记忆科技、中兴微电子、比亚迪半导体等知名 企业，涵盖集成电路设计、制造、设备、材料等关键环节。2025年上半年，深圳市集成电路产业规模达 1424亿元，创历史同期新高，同比增长16.9%。 7月5日，记者从深圳市发展和改革委员会获悉，《深圳市关于促进半导体与集成电路产业高质量发展的 若干措施》（以下简称《若干措施》）现已发布，并设立 ...

近日，据深圳市发展和改革委员会消息，《深圳市关于促进半导体与集成电路产业高质量发展的若干措 施》已出台实施，将支持集成电路全链条优化提质，做到强链稳链补链，全面提升深圳集成电路产业链 的核心竞争力和创新引领力。此次《若干措施》从高端芯片产品突破、加强芯片设计流片支持、加快 EDA工具推广应用、突破核心设备及配套零部件、突破关键制造封装材料、提升高端封装测试水平、 加速化合物半导体成熟等方面，提出了10条具体支持举措，推进全市半导体与集成电路产业重点突破和 整体提升，构建完善产业生态，增强产业核心竞争力。（深圳特区报） ...

Core Viewpoint - Shenzhen has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, establishing a 5 billion yuan "Semi Industry Private Fund" to support the entire industry chain optimization and quality improvement [1][2] Group 1: Policy Measures - The measures focus on "strengthening, stabilizing, and supplementing" the industry chain, proposing 10 specific support initiatives aimed at breakthroughs in high-end chip products, chip design support, EDA tool promotion, core equipment, packaging materials, and advanced testing levels [1] - The government aims to leverage market resources and enhance the role of enterprises, guiding the industry chain's upstream and downstream connections through inclusive policies [1] Group 2: Financial Support - The "Semi Industry Private Fund" has a total scale of 5 billion yuan and is registered to support key projects and leading enterprises in Shenzhen's semiconductor and integrated circuit sectors [2] - The fund aims to build a localized supply chain characterized by "self-controllable, efficient collaboration, and close matching" [2] Group 3: Industry Growth - Shenzhen has established itself as a significant hub for the integrated circuit industry, achieving a record scale of 142.4 billion yuan in the first half of 2025, representing a year-on-year growth of 16.9% [2]

7月3日-5日，2025第九届集微半导体大会在上海张江科学会堂举行。 在半导体装备领域，刻蚀设备，清洗设备，离子技术设备，量检测设备都已进入产线大规模的应用，尤 其是上海在投资领域设立了规模达1000亿元的先导产业基金，重点投资集成电路等三大先导产业。 "我们也先后成立了上海集成电路的三期基金，并且在同步组建装备、材料、EDA等一系列行业并购基 金，推动行业并购整合、补链强链战略发展。"汤文侃说。 并且，产业生态持续加强和完善。上海组建了EDA、IP产业创新中心，加速全流程EDA和全栈IP研发； 成立了RISC-V产业创新中心，推动RISC-V在HPC、AI算力、智能终端和汽车电子等领域的发展，以及 建立了面向各行业的专利池和硬件开发平台；组建了汽车芯片工程中心，支持汽车芯片自主研发；持续 加强国家集成电路产业创新中心、国家智能传感器产业创新中心的能力建设，以及联合中国电子技术标 准化研究院在上海成立了芯片检测认证中心等。 在7月5日的大会主论坛上，上海市经信委副主任汤文侃在致辞中表示："近年来，上海积极落实国家的 战略部署，将集成电路作为重点发展的三大先导产业，已形成技术先进、产业链完整、配套齐全的产业 体 ...

证券代码：300782 证券简称：卓胜微 江苏卓胜微电子股份有限公司 方案论证分析报告 （修订稿） 二〇二五年七月 射频前端产业是集成电路行业中的重要组成部分，随着通信技术不断迭代，射频前 端需求日益丰富，射频前端芯片解决方案的定制化、集成化、模组化已逐渐成为产业趋 势。根据 QY Research 统计，2024 年全球射频前端模组市场约为 265.40 亿美元，未来有 望保持增长态势，主要受以下因素驱动： （1）庞大的智能手机市场为射频前端芯片市场提供了广阔的市场空间 移动智能终端产品是射频前端芯片的主要下游应用，智能手机是移动智能终端中普 及率最高、形态最多元、需求量最大的产品。2023 年以来，在经历库存积压、更换周期 长及技术创新瓶颈等因素后，全球智能手机市场出现回温信号。根据 Canalys 的统计， 机的迅速发展为智能手机行业提供了新的增长点。根据 IDC 的统计，2024 年全球智能手 机出货量同比增长 6.4%，达到约 12.4 亿部；IDC 在其发布的《2025 年中国智能手机市 场十大洞察》中提到，2023 年开始的换机周期有望在 2025 年延续，2025 年中国智能手 机市场出货量将 ...

青岛城投集成电路先进装备园全景图 先进装备园总建筑面积8.9万平方米，配套有超净无尘室、检验测试车间、研发中心、动力中心等专业设施。在百级超高洁净度和四万平方米无尘专业厂房 支撑下，项目将成为具备规模化生产能力的原子层沉积镀膜（ALD）和离子注入（IMP）等高端装备整机制造产线，带动社会固定资产投资超15亿元，达产 后预计创造年产值约30亿元。随着园区设立首个国家级博士后科研工作站，将拉动高水平专业人才就业超600人，硕博以上研发人才占比超40%。 先进装备园的如期投产，助力思锐智能实现硅基及化合物半导体领域离子注入全系列机型布局，有力保障企业自主研发攻关和交付能力提升，推动高能离子 注入等关键技术"卡脖子"环节的国产化进程及供应链安全，填补了区域在半导体核心装备整机制造领域的产业链空白，标志着青岛集成电路产业向高端化、 自主化迈出了坚实一步。 6月27日，随着百级超净无尘厂房的点亮，青岛城投集成电路先进装备园如期落成。同日，思锐智能半导体先进装备研发制造中心正式入园投产。投产活动 上，青岛市委统战部、西海岸新区、自贸片区、城投集团、思锐智能及行业领军人物、链主企业、50余家产业链合作伙伴有关领导、嘉宾共同见 ...

Core Viewpoint - The company plans to raise funds through a private placement of shares to enhance its core competitiveness and support the development of semiconductor equipment, with a total fundraising target of up to 313,203.05 million RMB [1][2]. Fundraising Plan - The company intends to issue no more than 188,648,115 shares, raising funds primarily for a "semiconductor equipment R&D project" and to supplement working capital [1][2]. - The total investment for the semiconductor equipment R&D project is estimated at 383,958.72 million RMB, with 219,243.05 million RMB expected to come from the raised funds [12]. Background and Purpose of Fundraising - The integrated circuit industry is a strategic and foundational sector for national security and economic development, with significant growth potential driven by domestic and international market demands [2][3]. - National policies strongly support the development of the integrated circuit industry, recognizing it as a key area for enhancing national strategic technological capabilities [3][4]. Market Trends and Opportunities - The semiconductor equipment market is expected to grow significantly, with global semiconductor sales projected to reach 626 billion USD in 2024, a year-on-year increase of 18% [4][11]. - The demand for semiconductor equipment is driven by advancements in AI, automotive electronics, and 5G technologies, which are expanding the market for chips and related equipment [4][11]. Company’s Competitive Position - The company has established a strong technical foundation in integrated circuit testing equipment, with over 50% of its workforce dedicated to R&D [9]. - The company has developed core technologies in testing machines and AOI equipment, positioning itself to meet the growing demand for domestic semiconductor equipment [9][10]. Investment Project Details - The semiconductor equipment R&D project aims to develop testing machines and AOI equipment, enhancing the company's product line and meeting diverse market needs [8][10]. - The project is supported by favorable national policies and the company's existing technical capabilities, ensuring its feasibility and alignment with industry trends [9][10]. Financial Impact - The fundraising will improve the company's financial structure, reduce debt risk, and support ongoing business expansion and R&D efforts [12][13]. - While there may be short-term dilution of earnings per share due to increased share capital, the long-term benefits from the investment projects are expected to enhance overall profitability [14].

Core Viewpoint - The article discusses the critical role of Electronic Design Automation (EDA) in the semiconductor industry, highlighting the challenges faced by China's integrated circuit sector due to U.S. export controls and the dominance of American EDA companies in the market [3][8][9]. Group 1: EDA Overview - EDA, or Electronic Design Automation, refers to industrial software used in chip production, akin to CAD software in architecture [4]. - EDA tools are essential for integrating billions of transistors into tiny chips, making them indispensable in the chip production lifecycle [5][6]. - The top three EDA companies dominate nearly 80% of the market, all of which are based in the U.S., while China's domestic EDA replacement rate is barely over 10% [8]. Group 2: Historical Context - EDA emerged alongside the integrated circuit industry, initially aimed at automating the labor-intensive process of circuit design [11]. - The first EDA tools significantly reduced the time required for chip design, transforming the industry [17]. - By the 1980s, EDA had evolved into an independent industry with the establishment of major companies like Synopsys, Mentor Graphics, and Cadence [25][26]. Group 3: Challenges in China - China's EDA development has been hampered by historical technology embargoes, particularly the "Paris Coordinating Committee" restrictions, which limited access to advanced EDA tools [30][31]. - The introduction of domestic EDA tools like the "Panda System" faced challenges from established U.S. companies that quickly undercut prices and offered superior products [32]. - The recent U.S. export controls on EDA tools have raised concerns about the future of China's integrated circuit industry, as companies may struggle to keep pace with advancements in chip manufacturing [36][39]. Group 4: Industry Interdependencies - The relationship between EDA companies, chip design firms, and foundries is symbiotic, with EDA tools being crucial for accessing Process Design Kits (PDKs) necessary for chip production [47][48]. - The inability to renew EDA tool licenses due to export restrictions could severely impact China's ability to design and produce advanced chips [38][46]. - The integrated circuit industry's evolution relies on collaboration across various sectors, with each segment needing to adapt to maintain competitiveness [51][55]. Group 5: Future Outlook - Achieving breakthroughs in advanced EDA tools in China will require progress across the entire supply chain, emphasizing the need for a collaborative approach [58][60]. - The article concludes that the challenges faced by China's semiconductor industry are not new but are part of a long-standing struggle against external pressures and internal limitations [61].

6月20日，深圳半导体行业协会咨询委员会主任周生明在2025中国(深圳)集成电路峰会上表示，2024年 深圳市集成电路产业营收2839.6亿元，增长率32.9%，无论总规模和增长率都超过预期。他表示，每一 次"卡点"都将成为重大的机会，新常态下建议中国集成电路产业发展模式从"引进来"向"走出去"转变， 技术发展由"路径依赖"向"基础创新"转变。(人民财讯) ...

Group 1 - Huaxinfeng Private Equity Investment Fund (Qingdao) was established on June 12 with a registered capital of 111 million yuan, reflecting a strong commitment to the semiconductor industry in Qingdao [2][3] - The fund is backed by a consortium of significant investors, including state-owned venture capital institutions, local state-owned platforms, and well-known chip companies, indicating a strategic intent to develop the semiconductor sector in Qingdao [2][4] - The fund's capital structure includes contributions from Huaxin Shiheng Technology Venture Capital Fund (45.045%), Henan Asset Management Co., Ltd. (45.045%), Chip Alliance Integrated Circuit Manufacturing Co., Ltd. (9.009%), and Huamin Equity Investment Fund Management (Shenzhen) Co., Ltd. (0.9009%) [4][6] Group 2 - Qingdao has established a collaborative industrial structure known as "one core and four poles," with the West Coast New Area as the core for integrated circuit industry development, attracting various supporting enterprises [8][9] - The city has attracted significant national-level funding for its chip industry, with a total of 14 billion yuan in equity investment funds launched in October 2024, half of which are related to integrated circuits [8][9] - The strategic establishment of Huaxinfeng Fund in Qingdao is supported by local educational institutions and existing semiconductor projects, facilitating quick connections with invested enterprises [9]