10月16日，第二届湾区半导体投融资战略发展论坛在2025湾芯展中举行。论坛中，首期规模50亿元的深 圳市半导体与集成电路产业投资基金（简称"赛米基金"）正式揭牌。 前沿产业要取得突破，必须采取超常规支持力度。赛米基金将重点投向产业链关键领域和薄弱环节，着 力构建自主可控、高效协作、均衡完备的集成电路产业供应体系。从产业基金投入到资本市场加持，深 圳金融活水不断增添"芯"动能。 产业基金助力创新创业 "我们坚持投早、投小、投长期、硬科技，在半导体与集成电路产业领域的投资数量和投资规模持续增 长。"深创投副总裁王新东说。在这家中国头部创投机构的支持下，中芯国际、华大九天、中科飞测、 澜起科技等一众业内响当当的半导体公司登陆资本市场发展壮大。 着力自主可控、高效协作、均衡完备的集成电路产业供应体系，深圳进一步加强金融支持力度。记者在 论坛上获悉，赛米基金的重点投向领域为通用及专用算力、新型架构存储、光电子及传感器等芯片，以 及关键制造设备、零部件及材料与先进封测等核心领域和薄弱环节。该基金是深圳"20+8"产业基金之 一，将孵化出更多企业助力半导体与集成电路产业高质量发展。 据介绍，赛米基金的管理人为深创投下属全 ...

当日在"湾芯展"上举行的第二届湾区半导体投融资战略发展论坛集结了来自三大证券交易所、知名投融 资机构、半导体产业链企业等多领域高级管理人员及专家学者，为产业发展凝聚政、产、投、研多方智 慧，推动"资本+技术+产业"深度融合，助力深圳打造国际一流、全国领先的半导体与集成电路产业集 群和生态群落。 "深圳将成为中国半导体与集成电路的产业高地，与活跃的创投行业密不可分，创投重镇与产业高地是 相辅相成的。"深圳市东方富海投资管理股份有限公司董事长陈玮介绍，截至2024年末，深圳创投基金 投资于高新科技企业项目10899个，同比增长5.71%。其中，投向半导体在投本金增长13.21%，增速显 著。 基金将重点投向半导体装备及零部件、芯片设计、先进封装三大领域，涵盖通用及专用算力芯片、新型 架构存储、光电子传感器等核心环节。在半导体装备领域侧重并购整合与先进制程突破，芯片设计领域 聚焦人工智能芯片与新兴计算架构布局，先进封装领域着力突破海外专利技术封锁。投资阶段以初创期 和成长期项目为主，旨在通过"建链、补链、强链"构建自主可控的集成电路产业体系。 深圳是我国半导体与集成电路产业强镇，目前已汇聚了海思半导体、新凯来、中兴 ...

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo showcased over 600 companies and highlighted the resilience and vitality of Chinese manufacturing, particularly in the semiconductor sector [1][4] - Shenzhen's semiconductor and integrated circuit industry is projected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [2] - The expo featured significant advancements in technology, including the launch of a new generation of ultra-high-speed oscilloscopes with bandwidth exceeding 90GHz, marking a milestone for the global electronic communication industry [1][2] Industry Developments - Shenzhen has implemented policies to support high-quality development in the semiconductor industry, including core technology breakthroughs and the establishment of public service platforms [2] - The introduction of server-based EDA software has improved product efficiency, allowing for enhanced performance and reduced design cycles by 40% [3] - The establishment of a 5 billion yuan industry investment fund aims to strengthen key areas and address weaknesses within the semiconductor supply chain [3] Market Expansion - The current expo has expanded significantly compared to the previous year, with over 600 participating companies and an exhibition area exceeding 60,000 square meters [4] - Major international companies such as Applied Materials, Tokyo Electron, and Merck participated in the expo, indicating a growing global interest in the Chinese semiconductor market [4] - The event attracted around 5,000 professional buyers from leading companies, highlighting the increasing market opportunities in the semiconductor sector [4][5] Future Outlook - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned to become a global semiconductor industry hub, supported by technological, financial, market, and ecological advantages [5]

展会发挥专业会展公司在全球资源链接、精准对接和服务创新方面的核心作用市场化上，本届湾芯展引 进国际光刻大会、芯片学术大会等多个高端论坛，定制化提供供需双方一对一邀约和专场对接服务，持 续增强展商和观众的参与意愿与合作黏性。 同时，展会贴近前沿热点趋势，本届湾芯展除设置晶圆制造、先进封装等四大核心展区外，还打造了 AI芯片与边缘计算生态、RISC-V生态、Chiplet与先进封装生态三大特色展区，举办近30场前沿技术专 业论坛，搭建新技术、新产品、新成果的展示平台。 中国发展网讯 雷玮柏 记者皮泽红报道 10月10日，"2025湾区半导体产业生态博览会"（简称"湾芯展"） 新闻发布会在深圳市人民中心市政府新闻发布厅召开。介绍"湾芯展"相关情况。市发展改革委主任郭子 平，龙岗区副区长徐红丽，深圳市半导体与集成电路产业联盟理事长戴军，就深圳相关产业发展、博览 会亮点及筹备情况答记者问。市委宣传部副部长、市政府新闻办主任苏荣才主持新闻发布会。 半导体与集成电路是全球科技竞争的战略高地，是推动产业升级的核心引擎，更是国家安全的重要基 石。深圳深入学习贯彻习近平总书记关于高水平科技自立自强的重要论述和对广东深圳的重要讲话 ...

以 "芯启未来，智创生态" 为主题的2025湾区半导体芯片展（湾芯展），将于10月15日至17日在深圳福 田会展中心举办。深圳市相关官员公开确认，本土半导体企业新凯来将参展，并会"给大家带来惊喜"。 10月10日上午，深圳市政府新闻办举行新闻发布会。市发展改革委、龙岗区政府、深圳市半导体与集成 电路产业联盟有关负责人出席，介绍湾芯展相关情况，并回答记者提问。 发布会上，深圳市发展改革委员会主任郭子平提到，近年来，深圳涌现出一批在业界具有广泛影响力的 创新企业和产品。今年3月，新凯来在上海的半导体设备展上大放异彩。本届湾芯展中，请大家继续拭 目以待。"新凯来包含了几个子公司，每个子公司都将在这次展会中带来意想不到的惊喜。"郭子平说。 天眼查企业登记信息显示，成立于2021年的深圳市新凯来技术有限公司，由深圳市深芯恒科技投资有限 公司全资持股，而后者由深圳市国资委全资持有。新凯来技术对外投资了多家企业，包括深圳市新凯来 工业机器有限公司、深圳市万里眼技术有限公司、上海新凯来技术有限公司等。 在3月份的上海半导体设备展上，新凯来首次亮相，展示了包括刻蚀产品、扩散产品、薄膜产品及物理 量测产品、X射线量测产品、光学量 ...

Core Viewpoint - Shenzhen has introduced measures to promote high-quality development in the semiconductor and integrated circuit industry, establishing a 5 billion yuan "Saimi Industry Private Equity Fund" to support the optimization and upgrading of the entire industry chain [1][2]. Group 1: Policy Measures - The "Several Measures" outlines 10 specific support initiatives aimed at breakthroughs in high-end chip products, enhancing chip design support, accelerating the application of EDA tools, and improving high-end packaging and testing levels [1]. - The measures emphasize the importance of market resource allocation and the role of enterprises as market entities, promoting a stable and efficient collaborative development mechanism across the industry chain [1]. Group 2: Financial Support - The "Saimi Industry Private Equity Fund" has completed its registration and will primarily invest in key projects and leading enterprises in Shenzhen's semiconductor and integrated circuit sectors, focusing on building a localized supply chain [2]. - Shenzhen's integrated circuit industry reached a scale of 142.4 billion yuan in the first half of the year, marking a historical high with a year-on-year growth of 16.9% [2]. Group 3: Industry Landscape - Shenzhen has established several semiconductor and integrated circuit industrial clusters, attracting numerous excellent enterprises and providing important platforms for industry development [3]. - As of April 2025, Shenzhen has gathered 50 listed companies in the semiconductor and integrated circuit sector, 14 unicorns, and over 200 specialized small giant enterprises, showcasing strong competitiveness [3]. Group 4: Regional Development Plans - Bao'an District aims to create a globally influential innovation hub for automotive-grade, AI, and wearable chips by 2025, targeting an output value of over 120 billion yuan and an added value of over 28 billion yuan [4]. - Nanshan and Futian Districts will focus on high-end chip design to consolidate Shenzhen's advantages in the integrated circuit design field, while Pingshan District is positioned as a silicon-based semiconductor cluster with a target output value of over 50 billion yuan by 2025 [4].