亚利桑那州立大学艾拉·A·富尔顿工程学院物质、传输与能量工程学院的教授通盖（Tongay）正是研究这 一领域的专家。他获得了全球微电子领军企业应用材料公司（Applied Materials Inc.）的一系列研究资 助，致力于创造先进技术，开发更小、更节能的芯片。 作为美国最大的半导体设备供应商，应用材料公司提供的这笔资金是其与亚利桑那州立大学更广泛合作 的一部分，旨在共同推动微电子领域的重大突破。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自ASU 。 对于微电子的未来而言，尺寸至关重要。为了应对下一波人工智能、智能设备等领域的创新浪潮，未来 的微芯片需要变得更小。 芯片的未来在于"扁平化" 随着半导体行业面临传统硅技术回报递减的困境，二维（2D）半导体作为一种大胆的新兴前沿技术脱颖 而出。这些材料的厚度仅有几个原子，有望实现硅已经无法做到的事情：将芯片的速度、效率和小型化 推向前所未有的水平。 通盖和他的团队正在探索原子尺度的世界，以创造、测试和优化新材料。这些材料可能很快将为从量子 计算到快速发展的人工智能硬件等一切设备提供动力。 通盖表示："二维半导体提供了传统硅已经无法再提供的优 ...

Core Viewpoint - The article discusses the advancements made by the startup CDimension in the development of two-dimensional (2D) semiconductors, specifically focusing on their ability to grow molybdenum disulfide (MoS2) on silicon at low temperatures, which could revolutionize chip manufacturing and reduce power consumption significantly [3][5]. Group 1: CDimension's Technology - CDimension claims to have solved key challenges in the industrialization of 2D semiconductors, including wafer-level uniformity, device performance, and compatibility with silicon manufacturing processes [3][4]. - The proprietary process developed by CDimension allows for the growth of single-layer MoS2 at approximately 200°C, avoiding damage to the underlying silicon circuits, which is a significant improvement over traditional methods that require temperatures up to 1000°C [4]. - The startup is currently shipping silicon wafers with grown 2D materials for customer evaluation and integration into devices, showcasing the potential for 2D materials to be used in scalable logic devices [4][5]. Group 2: Industry Implications - Major chip manufacturers like Intel, Samsung, and TSMC are exploring the replacement of silicon nanosheets with MoS2 and other 2D semiconductors, indicating a shift in the semiconductor industry towards these advanced materials [4]. - The low-temperature synthesis demonstrated by CDimension's team can produce MoS2 transistors with multiple stacked channels, potentially meeting or exceeding the performance requirements of future 10A (1 nanometer) nodes [4]. - The motivation for adopting 2D semiconductors includes a significant reduction in power consumption, with devices made from CDimension's materials consuming only one-thousandth of the power of traditional silicon devices [5].

Group 1 - The first engineering verification demonstration line for two-dimensional semiconductors was launched in Shanghai in mid-June, with the potential to achieve mass production of the world's first two-dimensional material chip by 2029, indicating Shanghai's leading position in the global two-dimensional semiconductor industry [1] - The "Shanghai Plan" aims to promote research and layout of future non-silicon-based semiconductor materials, with two-dimensional semiconductors positioned as a strategic focus due to the limitations of silicon-based chips as they approach the physical limits of Moore's Law [2][3] - Two-dimensional materials are seen as a solution to the challenges faced by silicon-based chips, offering advantages such as atomic-level thickness and unique electronic transport properties, which can effectively suppress leakage current and facilitate the manufacturing of transistors at 1 nanometer and below [3][4] Group 2 - The global two-dimensional semiconductor market is projected to reach between $30 billion and $50 billion by 2035, accounting for 10% to 15% of the advanced semiconductor market, highlighting the significant potential for applications in high-performance computing, low-power computing, advanced sensors, and wearable devices [4][5] - Shanghai has successfully developed prototype products and established a complete process for two-dimensional integrated circuit manufacturing, including a 32-bit RISC-V architecture microprocessor named "Wuji," which integrates 5,900 transistors and achieves performance levels that are internationally competitive [6][7] - The company plans to build an internationally leading demonstration commercial production line for two-dimensional semiconductors within three years, aiming for the commercialization of two-dimensional semiconductor technology and the production of chips with 1-2 nanometer performance by 2029 [7][8]

Core Viewpoint - The article discusses the future of semiconductor technology, emphasizing the transition from traditional silicon-based materials to two-dimensional (2D) semiconductor materials as a key focus for innovation and development in the industry [2][12][53]. Group 1: Industry Trends and Predictions - IMEC predicts that by 2039, the second generation of 2D Field Effect Transistors (2DFET) will become mainstream, highlighting the growing importance of 2D materials in semiconductor technology [4][53]. - The global market for 2D semiconductor materials is expected to reach $1.8 billion in 2024, with graphene being the largest segment, accounting for 45% of the market share [16]. - The market is projected to grow at a compound annual growth rate (CAGR) of 24%-26.5% from 2025 to 2030, driven by demand in 5G communication, AIoT, and high-performance computing [16]. Group 2: Material Innovations - The transition to 2D semiconductor materials is seen as a solution to the challenges posed by traditional silicon-based devices, which face physical limitations such as quantum tunneling and short-channel effects [5][12]. - 2D materials, such as graphene and transition metal dichalcogenides (TMDs), offer unique electrical properties and the potential for higher integration densities, with vertical field-effect transistors (VFETs) achieving densities ten times that of FinFETs [6][14]. - Research has shown that 2D materials can be engineered to exhibit a wide range of electronic properties, making them suitable for various applications, including neuromorphic devices and quantum computing [9][12]. Group 3: Industrial Applications and Developments - Companies like TSMC, Intel, and Samsung are investing heavily in the research and integration of 2D semiconductor materials, pushing the industry from laboratory experiments to large-scale production [16]. - The first domestic engineering demonstration line for 2D semiconductors has been launched, aiming to develop commercial production lines within three years [17]. - Significant advancements have been made in the development of flexible integrated circuits based on 2D materials, with successful demonstrations of medium-scale circuits that integrate over 100 transistors [45][50]. Group 4: Challenges and Solutions - The integration of 2D materials into existing semiconductor processes presents challenges, including the need for compatible substrates and the management of high-temperature growth processes [54][57]. - Researchers are exploring various methods to overcome these challenges, such as using low-resistance source/drain contacts and alternative doping techniques to enhance the performance of 2D devices [58][59]. - The industry is also focusing on developing heterogeneously integrated chip technologies that leverage existing silicon ecosystems while incorporating 2D materials [59].

Core Viewpoint - The article discusses the future of semiconductor technology, emphasizing the transition from traditional silicon-based materials to two-dimensional (2D) semiconductor materials as a key focus for innovation and development in the industry [2][11][63]. Group 1: Semiconductor Industry Trends - The evolution of advanced process nodes and transistor architectures is leading to a growing interest in 2D semiconductor materials, as traditional silicon-based technologies face physical limitations and increasing costs [2][4][11]. - IMEC predicts that by 2039, 2D materials will become mainstream in semiconductor applications, particularly in the development of the second generation of 2D field-effect transistors (2DFETs) [3][52]. Group 2: Advantages of 2D Materials - 2D materials, such as graphene and transition metal dichalcogenides (TMDs), offer unique electrical properties and the potential for significantly higher transistor densities compared to traditional silicon [5][13]. - The introduction of 2D materials can address challenges related to size scaling and energy efficiency, making them ideal candidates for next-generation integrated circuits [11][12]. Group 3: Market Potential and Growth - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [15]. - The market is expected to grow at a compound annual growth rate (CAGR) of 24%-26.5% from 2025 to 2030, driven by demand in sectors such as 5G communication, AIoT, and high-performance computing [15]. Group 4: Research and Development Initiatives - Major companies like TSMC, Intel, and Samsung are investing heavily in 2D semiconductor research and development, aiming to transition from laboratory experiments to large-scale production [15][16]. - Research teams are making significant breakthroughs in the fabrication and application of 2D materials, including the development of the first domestically produced 2D semiconductor integrated circuit demonstration line in China [16][19]. Group 5: Challenges in Industrialization - The transition to 2D materials presents several challenges, including the need for compatible substrates, high-temperature growth processes, and maintaining device reliability and consistency [52][58]. - The industry faces hurdles in integrating 2D materials with existing CMOS technology, particularly in achieving low-resistance contacts and effective doping methods [59][60]. Group 6: Future Outlook - The rise of 2D semiconductor materials is not just a technological advancement but also a restructuring of the semiconductor supply chain, with China positioned to leverage its policy support and technological capabilities [63]. - The integration of 2D materials is expected to lead to a new era of electronic systems characterized by high heterogeneity, impacting various fields including information processing and energy conversion [63].

Group 1 - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which selects 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - The index includes leading companies that have shown significant performance in the domestic substitution process, such as North Huachuang and Zhongwei Company in the etching equipment field, and Hushi Silicon Industry and Nanda Optoelectronics in key materials [2] - The sample selection reflects the trend of self-reliance and upgrading in the semiconductor industry chain, showcasing the overall performance of listed companies in semiconductor materials and equipment [2] Group 2 - As of June 20, 2025, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose by 1.01%, with component stocks such as Jingrui Electric Materials up by 6.68% and Sanjia Technology up by 4.14% [1] - Yuanjiwei Technology (Shanghai) Co., Ltd. has recently completed several million yuan in seed and Pre-A financing, which will help accelerate its industrialization efforts [1] - The launch of the first fully autonomous two-dimensional semiconductor integrated circuit engineering demonstration line in Shanghai marks a significant step in the domestic semiconductor industry chain's maturity and completeness [1]

Group 1 - Yuanjiwei Technology has completed several million yuan in seed and Pre-A financing, with investments from Zhongke Chuangxing, Fuyong Investment, and others, aimed at accelerating industrialization [1] - The company was founded in 2025 by Bao Wenzhong, a researcher from Fudan University, focusing on the commercialization of two-dimensional semiconductor technology [1][2] - Yuanjiwei plans to achieve silicon-based 28nm performance integrated chips by 2026 and aims for global mass production of the first low-power edge computing chip based on two-dimensional materials by 2029 [1][2] Group 2 - Traditional chip manufacturing faces significant challenges as integrated circuits enter the sub-3nm technology node, while two-dimensional semiconductors offer advantages such as low power consumption and simplified processes [2] - The research team has established a complete process for two-dimensional integrated circuit manufacturing and built an ecosystem for two-dimensional semiconductors, including wafer growth and packaging testing capabilities [2] - Shanghai's municipal government plans to attract quality enterprises in the two-dimensional semiconductor industry through policies like industrial funds, tax incentives, and land guarantees [3]

Core Viewpoint - The launch of the original Jiwei two-dimensional semiconductor engineering verification demonstration process line marks a significant step in the development of key technologies for the post-Moore era [1] Group 1: Industry Development - The Shanghai Municipal Science and Technology Commission is actively formulating specific action plans to support the development of two-dimensional semiconductors and other cutting-edge technologies [1] - The initiative aims to promote the gathering and development of upstream and downstream enterprises in the industry chain through the construction of public platforms and industrial parks [1]

Core Viewpoint - The development of two-dimensional (2D) materials, particularly graphene, has gained significant attention due to their unique electrical properties and potential applications in various fields, including semiconductors, photonics, and quantum computing [1][2][9]. Industry Overview - Two-dimensional materials are defined as materials with atomic layer thickness in one dimension while maintaining larger dimensions in the other two. Graphene is the most well-known example, first isolated in 2004, showcasing exceptional electrical properties [1][2]. - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [14]. Market Status - The semiconductor materials market is expected to generate $67.5 billion in revenue in 2024, with a year-on-year growth of 3.8%. This growth is driven by the recovery of the semiconductor industry and the increasing demand for advanced materials in high-performance computing and high-bandwidth memory [5][7]. - Taiwan, mainland China, and South Korea are the top three markets for semiconductor materials, collectively accounting for 65% of the global market share. Taiwan leads with a market size of $20.09 billion, while mainland China is projected to reach $13.458 billion in 2024, growing by 5.3% [7]. Development Background - The evolution of semiconductor materials has transitioned from first-generation silicon and germanium to second-generation compound semiconductors and third-generation wide-bandgap semiconductors. 2D semiconductor materials have emerged as a key area of research since the discovery of graphene, addressing the limitations of traditional materials [9][20]. - The Chinese government has included 2D semiconductor materials in its list of frontier materials, providing substantial policy support to encourage development and commercialization [11][13]. Technological Advancements - Significant breakthroughs in 2D semiconductor technology have been achieved, including the successful batch production of transition metal dichalcogenides (TMDs) and the development of a 32-bit RISC-V architecture microprocessor based on 2D materials [16][18]. - The industry is witnessing advancements in channel engineering, contact engineering, gate stacking, and integration technology, which are crucial for the large-scale fabrication of 2D semiconductor devices [18][19]. Future Trends - The unique physical properties and broad application potential of 2D semiconductor materials position them as a critical technology direction in the post-Moore era. With ongoing support from policies and market demand, the industry is expected to overcome key technological bottlenecks and drive a new wave of industrial revolution in fields such as optoelectronics and flexible electronics [20].