Core Viewpoint - The semiconductor industry is crucial for modern technology, impacting various sectors from consumer electronics to military applications, and is currently facing challenges related to energy efficiency and manufacturing costs [2][3][4]. Group 1: Semiconductor Importance - Semiconductors are essential components in a wide range of devices, controlling systems from smartphones to military equipment [2]. - The industry is pivotal not only for information technology but also for advancements in fields like neuroscience and synthetic biology [7]. Group 2: Chip Design and Manufacturing - Chip design is an intellectual task requiring specialized tools and teams, while manufacturing is a labor-intensive process needing large factories [4][6]. - The integration of different chip functions necessitates various technologies, leading to inefficiencies in information transfer and high design costs [4][6]. Group 3: Market Dynamics - TSMC dominates the semiconductor foundry market with over 60% share, while the U.S. manufacturing capacity has significantly declined from 37% in 1990 to 12% in 2021 [7]. - The CHIPS Act was introduced to address the declining U.S. semiconductor manufacturing capabilities, but the global supply chain remains fragile [7]. Group 4: Technological Advancements - Moore's Law, which predicts the doubling of transistors on chips, is facing challenges as manufacturing costs rise and energy efficiency improvements slow down [10][11]. - Innovations such as 2.5D integration and chiplets are being explored to enhance performance and efficiency while addressing the limitations of traditional semiconductor designs [25][16]. Group 5: AI and High-Performance Computing - The demand for AI and machine learning applications is driving the need for specialized processors, leading to significant investments in GPU and dedicated hardware [14][15]. - High-performance computing systems are becoming increasingly power-intensive, necessitating advanced cooling solutions to manage heat [19]. Group 6: Storage Technology - Advances in storage technologies, including 3D structures and high-bandwidth memory (HBM), are crucial for meeting the growing data demands of modern applications [21][22][23]. - Emerging storage technologies like MRAM and PCM are being developed as alternatives to traditional non-volatile memory solutions, offering advantages in speed and energy efficiency [23]. Group 7: Future Outlook - The semiconductor industry is expected to achieve significant advancements driven by the increasing demand for AI and high-performance computing, with innovations in materials and manufacturing processes playing a key role [25][30]. - The integration of photonics and application-specific optimizations will be essential for overcoming the limitations of current semiconductor technologies [28][30].

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 来源：势银（TrendBank） （算力芯片方向，未收录MEMS、CIS等集成制造能力厂商） 重要会议： 11 月 17-19 日，2025势银异质异构集成年会（浙江·宁波） 点此报名 11月19日-21日，2025势银显示技术与供应链产业年会（四川·成都） 点此报名 添加文末微信，加 异质异构集成产业 群 国际地缘政治因素以及 AI算力芯片需求居高不下的背景下，中国将AI等数据中心用半导体发展上升到国家战略层面，中国地方政府积极响应到 2027年将逐步实现全面去美化。 例如：北京市指出，目标将力争到2027年把数据中心用半导体自给率提高到100%；上海市计划，到2027年，在面向AI等数据中心使用半导体方 面，中国自主控制比率将提高到70%以上；贵州市也要求正在建设、以AI为中心的数据中心，半导体要求约90%中国本土制造。 国产 AI用芯片机遇与挑战并存，所谓机遇是中国政府和本土客户AI用半导体需求旺盛，转至本土AI芯片订单比例提升；挑战是本土AI芯片产品竞 争力和可靠性相较于英伟达等国际大厂较差，本土半导体尖端制造供应链能 ...