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日经BP精选:中国瞄准6nm芯片,半导体制造设备实力迅速提升
日经中文网· 2025-07-04 02:39
Core Viewpoint - The article highlights the acceleration of domestic semiconductor manufacturing equipment production in China, driven by the US-China rivalry, with companies like NAURA and SiCarrier leading the way in advanced manufacturing technology [1]. Group 1: Industry Insights - The SEMICON China exhibition, held from March 26 to 28, 2025, in Shanghai, attracted over 180,000 attendees, marking a 13% increase compared to the previous year and nearly double the attendance of SEMICON Japan [2]. - Chinese semiconductor equipment manufacturers are beginning to offer devices that support cutting-edge manufacturing technologies, indicating a potential narrowing of the capability gap with major US and Japanese equipment manufacturers [1]. Group 2: Company Developments - NAURA and SiCarrier are highlighted as key players in the semiconductor manufacturing equipment sector, showcasing their products at the SEMICON China event [1]. - Analysts predict that over 60% of the equipment introduced by Yangtze Memory Technologies Co. (YMTC) in 2024 will be domestically produced, reflecting a significant shift towards self-sufficiency in China's semiconductor industry [1].