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聊聊国家科技重大专项和集成电路大基金(原创)
叫小宋 别叫总· 2025-08-24 03:03
我要分享的是:国家科技重大专项,以及集成电路大基金。 《国家中长期科学和技术发展规划纲要( 2006-2020 )》确定了围绕半导体、大型飞机领域,共计 16 个重大专项,称为"国家科技重大专项"。该 《纲要》于 2008 年 4 月经国务院常务会议审议并原则通过,进入实施阶段。 这 16 个重大专项里,和半导体相关的主要是前两个: 还是按照以前的习惯,既然发了商单,就配一篇原创。 寒武纪是过去一周乃至最近半年以来的, a 股市场当红炸子鸡。 作为一个看半导体的一级市场牛马,我觉得我可以分享一些,二级市场不太知道的,甚至大多数人都不太知道的,半导体相关的信息。 01 专项 - 核心电子器件、高端通用芯片及基础软件产品 ,简称"核高基" 02 专项 - 极大规模集成电路制造技术及成套工艺,简称" 02 专项" 说人话就是, 01 专项是针对芯片设计,以及上游的 EDA 软件和 IP 的, 02 专项是针对芯片生产环节的,包括晶圆制造,以及制造所需要的设备。 从 " 国家科技重大专项 " 这个名字也能看得出来,这个专项主要是以国家部委发放各类科研课题,邀请各企业或学术团队投标,以专项课题经费的 形式,对各个企业做 ...
工业基础是“土壤”,产业集聚是“阳光”,科教基因是“种子” “芯”火“辽”原已成势 资本市场擎起半导体设备“第三极”
Zheng Quan Shi Bao· 2025-06-24 18:43
Core Viewpoint - The article highlights the transformation of Shenyang, a city in Liaoning Province, from a traditional industrial base to a burgeoning hub for semiconductor equipment manufacturing, showcasing significant advancements in domestic production capabilities and a supportive ecosystem for innovation and investment [1][2][3]. Group 1: Industry Development - Shenyang has evolved from a steel manufacturing center to a key player in the semiconductor equipment industry, with five major companies listed in the capital market since 2019 [2][3]. - The semiconductor equipment industry in Liaoning is characterized by a "6+N" development system, with six leading companies supported by numerous ancillary firms [2][3]. - Companies like拓荆科技, 芯源微, and 富创精密 have achieved international standards in their respective technologies, contributing to the domestic semiconductor equipment landscape [3][4]. Group 2: Research and Education - Liaoning boasts a robust educational foundation with 114 higher education institutions, including 63 undergraduate colleges, which supports the semiconductor industry's growth [4][5]. - The province's scientific research institutions, particularly those affiliated with the Chinese Academy of Sciences, have played a crucial role in nurturing leading semiconductor companies [4][5]. Group 3: Financial Support and Policy - The development of the semiconductor industry in Liaoning has been significantly bolstered by national policies and financial support, including the establishment of the National Integrated Circuit Industry Investment Fund [6][7]. - The launch of the Sci-Tech Innovation Board has provided essential funding and resources for semiconductor companies, facilitating their growth and expansion [7][8]. - The local government has adopted a proactive approach to improve the business environment, offering tailored support to companies in the semiconductor sector [10][11]. Group 4: Future Prospects - The article emphasizes the need for continued investment in the semiconductor ecosystem, including enhancing local venture capital capabilities and filling gaps in the industrial chain [12][13]. - The goal is to position Shenyang as a globally competitive center for integrated circuit equipment, thereby elevating its status in the national and international markets [14].