Core Insights - The forum "AI-Driven Innovation in the Semiconductor Industry" highlighted the transformative impact of AI on the semiconductor sector, emphasizing the need for collaborative innovation to address industry challenges and future trends [1][2][22]. Group 1: AI Empowering Industrial Innovation - Industry experts discussed the practical applications of AI in cloud computing, smart manufacturing, storage optimization, and design, showcasing the deep integration of AI within the semiconductor industry [2][22]. - The focus was on addressing industry pain points and exploring pathways for technological implementation, emphasizing the importance of collaboration across the ecosystem [2][22]. Group 2: Intelligent Manufacturing Revolution - The manufacturing sector is facing structural challenges, with AI emerging as a key driver for transformation, positioning manufacturing as a primary battleground for AI applications [5][22]. - Companies are developing autonomous manufacturing solutions that integrate AI technologies to enhance efficiency and data management [5][22]. Group 3: Future of Storage Solutions - The rapid upgrade of smart terminals and the proliferation of AI applications have led to an explosive demand for storage solutions, necessitating the development of AI-native architectures [8][22]. - Innovative storage solutions, such as NAS U disk systems, are being introduced to address traditional storage pain points, offering low-cost, secure, and easy-to-deploy options [8][22]. Group 4: R&D Innovation and Shared Design - AI technology is providing new pathways for small and medium enterprises (SMEs) to overcome challenges in product development, enhancing efficiency and market competitiveness [11][22]. - A shared R&D platform is being established to streamline the digital workflow from design to manufacturing, significantly improving design efficiency and yield rates [11][22]. Group 5: Millimeter-Wave Wireless Isolation Technology - Millimeter-wave technology is gaining traction due to its unique physical properties, making it a key player in wireless isolation technology advancements [14][15][22]. - The demand for millimeter-wave isolation chips is projected to exceed 3 billion units annually, with a market size surpassing 40 billion yuan, driven by applications in various electronic sectors [15][22]. Group 6: Advanced Packaging and EDA Solutions - Advanced packaging technologies are crucial for overcoming the "memory-interconnect wall" in the semiconductor industry, with a growing market demand for chiplet solutions [17][22]. - A comprehensive EDA platform is being developed to facilitate agile development and optimize performance, cost, and testability for AI chip designs [17][18][22]. Group 7: Legal Risks in PCB Enterprises Going Global - PCB companies face significant compliance challenges when expanding internationally, necessitating robust legal risk management strategies [20][21][22]. - Strategies include optimizing supply chain management and establishing strict procurement systems to navigate the complexities of international regulations [21][22]. Group 8: Industry Collaboration and Future Outlook - The forum served as a platform for cross-disciplinary collaboration, showcasing collective progress in technology innovation and ecosystem development within the semiconductor industry [23][22]. - The ongoing upgrades in computing infrastructure and manufacturing models are propelling the semiconductor industry into a new collaborative development cycle [22][23].

Core Insights - The semiconductor equipment ETF (159516) has seen a significant inflow of 130 million shares, with a net inflow of 74 million shares, indicating strong market interest in semiconductor equipment assets [1] - Western Securities highlights that institutional advantages and market scale will aid domestic companies in overcoming technological barriers, with the domestic substitution process in the lithography machine sector expected to accelerate under a national system [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index (931743), which selects listed companies involved in semiconductor material research, production, and equipment manufacturing, reflecting the overall performance of related securities in the upstream semiconductor industry [1] Industry Summary - The semiconductor and electronics industry is facing a reshaping of the global technology competition landscape, with China making breakthroughs in engineering innovation, although challenges remain in complex technological fields [1] - The index focuses on high-tech and high-growth potential materials and equipment within the semiconductor industry, effectively capturing the development trends and market movements in this niche sector [1]

21世纪经济报道记者 吴佳楠 深圳报道 10月15日，2025湾区半导体产业生态博览会在深圳会展中心(福田)举行。现场，众多半导体企业集中展 示在集成电路与半导体行业的新技术、新产品、新成果。 深圳技术大学集成电路与光电芯片学院院长宁存政向21世纪经济报道记者表示，"湾芯展"的新品集中发 布，充分展现了深圳企业在集成电路和半导体产业的创新环境与活力，深圳依托完善的下游应用场景和 与创新创业环境，持续增强研发实力，积极补强产业链上游环节，以提升整体产业竞争力。 新品密集发布 展会上，新凯来子公司万里眼发布自研的新一代超高速实时示波器，带宽突破90GHz。 示波器是电子信息、半导体、集成电路等技术密集型行业发展中不可或缺的工具。国际领先水平的高端 示波器带宽达到60GHz以上，最高可达110GHz，此前国内厂商的示波器最高带宽则在8GHz~18GHz之 间。 万里眼展台相关工作人员向记者表示，公司本次展出的产品均为首次发布的新品，且均已实现商用，其 中90GHz新一代超高速实时示波器最受关注。 同样已实现商用的还有新凯来子公司启云方，首次发布两款拥有完全自主知识产权的国产电子工程 EDA（原理图和 PCB）设计软 ...

Core Insights - The semiconductor industry is projected to reach a market size of $1 trillion, with the number of transistors on a single chip expected to reach 1 trillion within the next three to five years, indicating significant growth potential for new materials, processes, and equipment [2] Company Developments - MicroGuide Nano has rapidly developed its semiconductor business since its inception in 2020, having shipped nearly 500 semiconductor devices in less than five years, surpassing some foreign competitors in high dielectric constant materials and process performance [3] - The company has achieved a 54.72% increase in its semiconductor orders, with a total of 2.328 billion yuan in hand orders as of June 30, 2025, exceeding the total orders for the previous year [4] Technological Innovations - MicroGuide Nano's advancements in atomic layer deposition (ALD) technology have allowed it to cover more than 80 layers of semiconductor processes, significantly enhancing device structure [2] - The company emphasizes the importance of innovation in semiconductor equipment and materials, advocating for local wafer fabs to shift from a "follow" to an "innovate" approach in collaboration with innovative equipment manufacturers [4]