今年3月，在全球规模最大的半导体行业展会SEMICON China 2025上，深圳市新凯来技术有限公司（简 称"新凯来"）带去了31款新发布且实现量产的半导体设备，包括扩散产品、薄膜产品、光学检测产品、 光学量测产品等，在展会上大放异彩。 在全球科技竞争加剧、供应链安全重要性凸显的背景下，半导体芯片已成为产业链竞争的关键环节。成 立于2021年的新凯来，在国内半导体装备领域迅速崭露头角，其发展路径折射出深圳推动半导体设备自 主化的实践方向，也成为观察国内半导体产业突围进程的一个缩影。 "我想大家都对3月28日新凯来在上海举行的半导体设备展上大放异彩记忆犹新，它在当时推出了6大类 31款半导体设备，这一次请大家继续拭目以待。"10月10日，在深圳市召开的2025湾区半导体产业生态 博览会（简称"湾芯展"）新闻发布会上，深圳市发展和改革委员会主任郭子平隆重推介。他表示，新凯 来及其子公司将在此次展会上，带来让大家意想不到的惊喜。 "湾芯展"聚力：深圳以展为媒构建产业共同体 技术突围：从华为"星光工程部"到新凯来 天眼查信息显示，新凯来成立于2021年，注册资本15亿元，实缴资本5亿元，由深圳市重大产业投资集 团 ...

二十余国家超600个企业将云集2025"湾芯展" 中新网深圳10月10日电 (索有为 张炜童)深圳市政府新闻办10日举行新闻发布会称，"2025湾区半导体产 业生态博览会"(简称"湾芯展")将于10月15日之17日在深圳会展中心(福田)举行，展览面积超过6万平方 米，吸引了来自全球20多个国家超600家龙头骨干企业及知名院校机构参展，助力深圳成为全球半导体 科技产业创新的前沿观察站、市场风向标、合作交易场。 据深圳市发展改革委主任郭子平介绍，湾芯展是海内外半导体产业链、供应链和价值链深度融合的交流 平台，去年首届展览面积4万平方米，汇聚400家国内外龙头企业，实现开门红。 郭子平表示，深圳秉持"搭建平台、幕后服务"的理念，通过有为政府和有效市场的有机结合，实现展会 培育与产业发展同频共振、与企业成长互促共赢。 中共深圳市委宣传部副部长、市政府新闻办主任苏荣才主持新闻发布会。(完) 来源：中国新闻网 编辑：徐世明 广告等商务合作，请点击这里 新闻发布会现场。彭程 摄 据介绍，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；除设置晶圆制造、先进封装等四大核心展 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 9月24日晚间，华天科技发布公告，公司正在积极筹划发行股份及支付现金来购买华羿微电子 股份有限公司（以下简称"华羿微电"）全部或部分股权，同时还将募集配套资金。本次交易 预计不构成重大资产重组，不构成重组上市，但构成关联交易。 由于此次收购事项尚存不确定性，华天科技股票自2025年9月25日开市起停牌，预计在不超 过10个交易日内披露交易方案。 据了解，华羿微电是华天科技控股股东华天集团的控股子公司，专注于半导体功率器件的研 发、设计、封装测试与销售，采用 "设计 + 封测" 双轮驱动模式，产品广泛应用于新能源汽 车、工业控制、汽车电子等高端领域，并且在国产电动车控制器市场上占据了显著的市场份 额，展现出了强大的市场竞争力。 该公司曾于 2023 年 3 月申报科创板 IPO，后因未回复首轮问询于 2024 年终止上市进程。 财务数据显示，华羿微电2020-2022年营业收入从8.47亿元增长至11.57亿元，但净利润呈 现波动，2022年甚至出现亏损。 这种业绩波动反映出功率器件行业高投入与周期波 ...

当人工智能掀起技术革命，5G、智能汽车、物联网加速融入生活，半导体作为"科技基石"的地位愈发凸显。如今走进任意一家科技企业，各类智能设备中几乎都 有芯片在飞速运转，半导体行业已融入到全球科技生态之中，并得到了前所未有的巨大发展。 深芯盟过去一年走访了全国200余家半导体企业，在行业飞速发展的同时，也洞察到行业不少痛点： 传统半导体制造企业依赖陈旧设备和人工经验操作，难以满足先进制程的 高精度要求； 供应链端长期依赖进口，自主可控成为迫切需求； 不少企业陷入"产品结构单一、客户集中于头部企业"的困境，同质化竞争挤压创 新和利润空间； 2025湾芯展将集结ASML、AMAT、北方华创、新凯来等600余家国内外领军企业，覆盖半导体设计、制造、封测、材料四大核心环节，构建全生态闭环，精准对 接超 6万来自全球的专业观众。 | | | | | | 部分参展企业 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ASML | C APPLIED 应用材料 | A Lam | 1101 | KI AF | ПЛ ...

第二届湾区半导体产业生态博览会（简称：湾芯展2025）将于 10月15-17日 在 深圳会展中心（福田）1/2/9 号馆 盛大开幕！本届展会覆盖 60,000m 2 展览面积，聚焦半导体全产业链的高效整合，以晶圆制造为核心纽 带，全面展示从IC设计到封装测试的产业生态，携手来自全球 600余家 半导体优质企业，预计为 60,000+ 专 业观众带来贯穿半导体产业链的前沿技术成果和最新解决方案。 不一样的展会 承上启下 国际化水平跃升，双向赋能产业协同 本届湾芯展的国际展商数量同比增长超50% ，国际化水平实现跨越式提升。湾芯展的巨大国际吸引力，植根 于中国市场的广阔前景与展会自身的精准定位。对于国际企业而言，湾芯展不仅是展示其尖端技术、先进产品 和解决方案的绝佳舞台，更是深入了解中国本土应用需求、实现 "技术落地" 与 "市场拓展" 双重目标的重要 通道。 以晶圆制造为纽带,打通全产业链 湾芯展2025以晶圆制造为核心纽带，深度联动IC设计、先进封装、化合物半导体等关键环节，构建起半导体 全产业链的"生态展示圈"，涵盖EDA/IP、半导体设备、半导体材料、核心零部件、晶圆制造、封装测试等前 沿技术，以场景化方 ...

Core Viewpoint - The 2025 Bay Area Semiconductor Industry Eco-Expo aims to showcase the innovation and business opportunities within the global semiconductor industry, featuring a significant scale upgrade and a comprehensive industry ecosystem [1][17]. Group 1: Event Overview - The expo will take place from October 15 to 17, 2025, at the Shenzhen Convention Center, with a total exhibition area exceeding 60,000 square meters, which is equivalent to eight standard football fields [1]. - The event will gather over 600 leading industry companies and is expected to attract 60,000 professional visitors, along with hosting more than 20 cutting-edge technology summits and industry forums [1][9]. Group 2: Industry Coverage - The expo will feature four core exhibition areas: wafer manufacturing, compound semiconductors, IC design, and advanced packaging, covering the entire industry chain from upstream materials and equipment to downstream applications [4][7]. - Each exhibition area is meticulously planned to not only showcase the latest technological achievements but also to focus on practical application scenarios, providing an immersive industry experience for exhibitors and visitors [4]. Group 3: Innovative Display Modes - The expo introduces an innovative "technology + application ecosystem" display mode, with three ecological zones dedicated to AI chip ecosystems, RISC-V ecosystems, and Chiplet and advanced packaging ecosystems [6]. - This approach allows visitors to deeply experience semiconductor technology in various application scenarios, including AI computing centers, robotics, smart vehicles, smart cities, Industry 4.0, and consumer electronics [6]. Group 4: Business Opportunities - The wafer manufacturing exhibition area will showcase top global wafer manufacturing equipment and materials suppliers, presenting comprehensive solutions for the entire wafer manufacturing process, including key technological breakthroughs [7]. - The expo is expected to unlock over 10 billion yuan in industrial cooperation opportunities across various fields, including equipment procurement, technology licensing, production line construction, and material supply [9]. Group 5: Year-Round Service Ecosystem - The expo will establish a year-round service ecosystem, breaking the traditional three-day exhibition time limitation, and will include a demand database and supplier resource library for precise matching before, during, and after the event [10][19]. - An innovative "project procurement exhibition" model will be introduced, focusing on project demand to facilitate efficient matching between suppliers and buyers [11]. Group 6: Collaborative Development - The expo will connect six major semiconductor industry cities in China, leveraging local industrial characteristics and resource advantages to form a collaborative development pattern [12]. - It will provide a platform for global product launches, technical exchanges, and precise procurement matching, inviting key downstream purchasers from the industry [12][14]. Group 7: Comprehensive Professional Services - The organizers will offer a full range of professional services throughout the exhibition process, including pre-exhibition demand research, on-site business coordination, and post-exhibition project tracking [19]. - The expo aims to promote the deep integration of the global semiconductor industry ecosystem, contributing to the transition of China's semiconductor industry from "technology following" to "innovation leading" [17].

Core Insights - The U.S. semiconductor industry is undergoing an unprecedented investment boom and strategic restructuring driven by geopolitical competition and supply chain security considerations, with over 130 major projects announced across 28 states since 2020, totaling more than $600 billion in private sector investments [2][3] - These projects are expected to create and support over 500,000 jobs, including 69,000 direct facility jobs and 122,000 construction jobs, along with 335,000 derivative jobs through industry multiplier effects [2] - The U.S. government has provided substantial support, granting $32.5417 billion in direct subsidies to 48 projects across 32 companies, along with $5.85 billion in low-interest loans [3] Industry Overview - The U.S. semiconductor ecosystem has evolved into a highly complex and finely divided system, encompassing the entire supply chain from chip design to wafer manufacturing and packaging testing, along with upstream equipment and materials suppliers and a robust R&D network [3] Fabless Companies - Fabless companies focus on chip design without engaging in manufacturing, representing the most innovative segment of the industry, primarily located in technology hubs like California, Massachusetts, and Colorado [5] - Notable fabless companies include: - **NVIDIA**: A leader in GPU technology, expanding its influence in AI, data centers, and autonomous driving [7] - **AMD**: A core player in high-performance computing, competing with Intel and NVIDIA in various sectors [8] - **Marvell**: Important for custom and communication chips, serving cloud computing and 5G markets [9] IDM (Integrated Device Manufacturers) - IDM companies control the entire process from chip design to wafer manufacturing and packaging, showcasing strong technical accumulation and industry control [22] - Key IDM players include: - **Intel**: The largest IDM in the U.S., focusing on advanced manufacturing and packaging technologies [24] - **Micron**: A major player in memory chips, with significant investments in DRAM manufacturing [25] - **Texas Instruments**: A leading manufacturer of analog and embedded processing chips, emphasizing manufacturing autonomy [26] Foundries - Foundries provide wafer manufacturing services to fabless companies and IDMs, with recent expansions driven by the CHIPS Act [40] - Major foundries include: - **TSMC**: The largest foundry globally, investing nearly $40 billion in advanced wafer manufacturing in Arizona [40] - **GlobalFoundries**: The largest domestic foundry in the U.S., focusing on mature process nodes [41] - **Intel Foundry Services**: Intel's re-entry into the foundry market, targeting high-performance computing and defense applications [42] OSAT (Outsourced Semiconductor Assembly and Test) - OSAT companies play a critical role in the semiconductor backend process, with a growing focus on advanced packaging technologies [49] - Leading OSAT firms include: - **Amkor Technology**: A top global provider of semiconductor packaging and testing services [51] - **Integra Technologies**: Specializing in military-grade and high-reliability semiconductor packaging [52] Equipment and Materials Suppliers - Equipment and materials companies are crucial for semiconductor manufacturing, leading in areas such as lithography, etching, and chemical supplies [54] - Key players include: - **Applied Materials**: The largest semiconductor equipment manufacturer, focusing on next-generation materials engineering [57] - **Lam Research**: A leader in etching and deposition equipment [58] - **Entegris**: A leading advanced materials supplier, expanding its local supply capabilities [68] IP & EDA Companies - These companies provide essential tools and infrastructure for chip design, including EDA software and IP cores [80] - Notable companies include: - **Cadence Design Systems**: A leading provider of EDA tools and semiconductor IP [80] - **Synopsys**: The largest EDA tool and IP supplier, focusing on advanced design verification technologies [81] Universities and National Labs - U.S. universities and national laboratories serve as critical innovation platforms and talent incubators for the semiconductor industry [85] - Prominent institutions include: - **MIT**: Renowned for its contributions to nanoelectronics and quantum computing [87] - **Stanford University**: Central to Silicon Valley's innovation ecosystem [88] - **Lawrence Berkeley National Laboratory**: Leading in advanced materials research [89]

Group 1 - The Bay Area Semiconductor Award (湾芯奖) is a prestigious recognition event focusing on the entire semiconductor industry chain, aiming to honor outstanding contributions in technology breakthroughs, product innovation, and ecosystem building [1][49] - As of July 23, 115 industry leaders have registered for the award, highlighting the competitive nature of the event [1] - The award ceremony will take place from October 15 to 17, 2025, at the Shenzhen Convention Center, gathering top players in the semiconductor industry [47][77] Group 2 - Ningbo Jiangfeng Electronic Materials Co., Ltd. specializes in ultra-pure materials for semiconductor manufacturing, achieving significant technological breakthroughs and becoming a major supplier for global leading wafer manufacturers [4] - Suzhou Nordson Electronic Equipment Co., Ltd. is part of Nordson Corporation, which has over $2.1 billion in annual revenue and provides comprehensive testing and inspection solutions for SMT and semiconductor clients [6] - Zhihua Machinery (Shanghai) Co., Ltd. focuses on high-precision manufacturing equipment for the semiconductor and electronic components industries, utilizing advanced technologies [8] Group 3 - Guangwei Semiconductor Materials (Ningbo) Co., Ltd. produces advanced semiconductor target materials, entering the TSMC 3nm supply chain and supplying well-known wafer fabs [10] - Beijing Jingyi Automation Equipment Technology Co., Ltd. manufactures high-end equipment for the semiconductor industry, including temperature control devices and wafer handling equipment [12] - Tianjin Greenling Gas Co., Ltd. is a leading producer of high-purity electronic specialty gases, with over 20 years of experience in the industry [14] Group 4 - Canxin Semiconductor (Shanghai) Co., Ltd. offers customized chip solutions and aims to provide high-value, differentiated solutions for clients [16] - Shanghai Hongming Supply Chain Co., Ltd. is a leader in supply chain services for the semiconductor industry, with logistics centers across 17 cities [17] - Shenzhen Anke Technology Co., Ltd. specializes in semiconductor testing and programming equipment, enhancing testing efficiency for clients [24] Group 5 - Fujian Del Technology Co., Ltd. focuses on fluorine chemical materials and semiconductor wet electronic chemicals, with a registered capital of 1.039 billion yuan [29] - Zhejiang Fulede Quartz Technology Co., Ltd. produces high-purity quartz products for semiconductor applications, established in October 2020 [31] - Shenzhen Zhuoxing Semiconductor Technology Co., Ltd. specializes in high-precision semiconductor mounting equipment, leveraging over 20 years of industry experience [41]

Core Viewpoint - The Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) will take place from October 15-17, 2025, in Shenzhen, featuring over 600 leading semiconductor companies and expecting more than 60,000 professional attendees [1]. Group 1: Event Overview - The exhibition area will cover 60,000 square meters, showcasing the latest technologies and significant product launches [1]. - The event will host over 20 summit forums, providing a platform for deep connections and efficient transactions across the global semiconductor supply chain [1]. Group 2: Group Registration Plan - A group registration plan is introduced, allowing groups of five or more to participate, with additional benefits for groups of ten or more [2][3]. - Group leaders will receive rewards such as JD shopping cards and other surprises [3]. Group 3: Benefits of Group Participation - Group participation enhances networking opportunities across the semiconductor industry, from design EDA to wafer manufacturing and packaging [8]. - Participants can enjoy seven exclusive benefits by forming a group [5][14]. Group 4: Registration Process - The registration process involves becoming a group leader, inviting members through various methods, and ensuring all members complete the registration [9][10][11][12]. - The deadline for group registration is August 31, 2025, with limited seats available on a first-come, first-served basis [15].

Core Viewpoint - The Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) will take place from October 15-17, 2025, in Shenzhen, inviting global semiconductor industry elites to participate in this annual event [1]. Group 1: Event Overview - The theme for Bay Chip Expo 2025 is "Chip Initiates the Future, Intelligent Creation of Ecosystem," featuring an exhibition area of 60,000 square meters and over 600 leading semiconductor companies from both domestic and international markets [3][5]. - The event is expected to attract more than 60,000 professional attendees and will host over 20 summit forums, creating a comprehensive platform for exhibition, high-level discussions, awards, talent recruitment, and research reports [3][10]. Group 2: Participating Companies - Notable international representatives include ASML, AMAT, Lam Research, TEL, KLA, and Merck, alongside domestic leaders such as North Huachuang, Zhongwei, and Shanghai Microelectronics, covering the entire semiconductor industry chain [5][6]. Group 3: Thematic Areas and Forums - The expo will feature four main thematic exhibition areas: IC design, wafer manufacturing, advanced packaging, and compound semiconductors, showcasing cutting-edge technologies, products, and applications [7]. - The event will include high-end seminars and forums focusing on critical industry topics such as lithography, equipment, materials, AI, and investment [10][13][15]. Group 4: Registration Benefits - Pre-registration offers multiple benefits, including expedited entry, reserved seating for forums, and exclusive information services [31][34]. - Early registrants can also enjoy additional perks such as gift cards and participation in a lottery for prizes [37].