半导体产业链补链强链
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时空科技战略加码半导体存储 借力深圳产业生态拓展新局
Zheng Quan Shi Bao Wang· 2026-01-18 12:31
Group 1 - The core viewpoint of the articles highlights that the semiconductor storage sector is experiencing structural growth opportunities driven by the AI wave, positioning it as a key battleground for companies to seize technological competitive advantages [1][2] - The company, Shikong Technology, is actively transitioning towards the semiconductor storage field through a dual approach of "self-built + acquisition," including the planned acquisition of 100% equity in the local Shenzhen company, Jiahe Jingwei, which is recognized as a national-level "little giant" enterprise with over 40 invention patents [1] - Shikong Technology has established two semiconductor companies in Shenzhen within the last two months, aiming to accelerate integration into the local industry ecosystem through wholly-owned subsidiaries and partnerships with local enterprises [1] Group 2 - Shenzhen is chosen as the strategic hub for the company's transformation due to its unique industrial empowerment advantages, being the core engine of the semiconductor industry in the Guangdong-Hong Kong-Macao Greater Bay Area, with a complete design, manufacturing, and testing chain [1] - The local ecosystem in Shenzhen, supported by the "20+8" industrial cluster policies, funds, and talent, creates an efficient collaborative environment for production, education, research, and application, providing comprehensive support for storage enterprises [1] - This transformation aligns with national policies aimed at strengthening and supplementing the semiconductor industry chain, allowing the company to quickly achieve cross-industry growth and contribute to the high-quality development of the domestic semiconductor storage industry [2]