10月15日，A股市场午后强势反弹，科创芯片50ETF（588750）涨近1%，连续10日强势吸金超23亿元，科创芯片50ETF（588750）最新规模超65亿元，创 上市以来新高！ 科创芯片50ETF（588750）标的指数成分股多数冲高，海光信息涨超5%，寒武纪涨超3%，成分股消息面上，寒武纪将于10月18日发布三季报，8月28日， 半年报发布的次日，寒武纪股价创下历史高点。昨日（10.14）寒武纪跌逾5%，收1196元，已逼近9月30日公布的定增价1195.02元/股！ 【自主创新主旋律持续奏响，看好关键设备国产化突破】 东吴证券表示，看好关键设备国产化突破，利好先进制程扩产：过去几年我国半导体设备快速发展，刻蚀、薄膜沉积设备等均已有相应国产突破，但先进 制程所需的关键设备国产化率仍有较大提升空间。伴随关键设备的国产突破，先进制程扩产有望加速。此外伴随关税升级，看好自主可控赛道，半导体设 备为重要一环，看好先进制程的关键设备进展突破。（来源于东吴证券20251015《半导体设备：新凯来即将亮相湾芯展，看好先进制程设备国产化持续提 升》） 【国产化已经进入规模使用阶段】 其他成份股方面，芯原股份、华虹公司 ...

消息面上，摩尔线程科创板IPO将上会。据悉，摩尔线程以自主研发的全功能GPU为核心，致力于为 AI、数字孪生、科学计算等高性能计算领域提供计算加速平台。公司已成功推出四代GPU架构，并拓 展出覆盖AI智算、云计算和个人智算等应用领域的计算加速产品矩阵。公司坚持自主研发，填补了国 内GPU领域的多项空白，在国内GPU领域处于领先地位。 机构表示，近年来，半导体设备国产化率持续提升。根据钛媒体数据，目前有近70%的晶圆制造公司尚 未使用国产半导体设备。同时，当前本土先进节点晶圆产能难以满足高速增长的算力所需，从设备、制 造等层面增强算力基础设施的整体能力和产业保障尤为迫切。摩尔线程表示，中国约有300万张GPU卡 的产能缺口。当前国内半导体产业链从上游的设备与材料到中游的半导体制造再到下游的先进封装，均 致力于提升算力芯片的国产化率；半导体设备国产化大势所趋，且当前国产化率仍处于较低水平，国产 替代空间广阔。 半导体板块22日盘中再度走强，截至发稿，芯原股份涨超15%续创历史新高，聚辰股份、江波龙涨约 12%，德明利涨停亦创出新高，乐鑫科技、佰维存储、恒玄科技等涨超7%。 中信证券指出，长期看，半导体设备国产化方 ...

Core Viewpoint - The semiconductor equipment industry is experiencing significant growth driven by the demands for self-sufficiency and AI-driven advanced processes, with companies like MicroNano leading the way in domestic ALD/CVD equipment [2][3]. Group 1: Company Overview - MicroNano, established at the end of 2015, aims to tackle the challenge of domesticating advanced semiconductor equipment, particularly for 12-inch wafer production, amidst a less mature domestic semiconductor supply chain [2]. - The company has seen a substantial increase in semiconductor equipment orders, exceeding the total orders from the previous year, with a backlog of 2.328 billion yuan as of June 30, reflecting a 54.72% growth since the beginning of the year [2]. Group 2: Industry Challenges - The semiconductor industry still faces challenges in the downstream sectors, where many processes have not yet adopted cutting-edge technology nodes. The main challenge lies in achieving high compatibility with existing customer production lines, which have strict requirements for equipment consistency and stability [4]. - In certain areas of the semiconductor sector, particularly in storage, the industry is beginning to see opportunities for innovation and collaboration with clients to develop new technologies and materials [5]. Group 3: Recommendations for Local Development - The government of Wuxi is highly supportive of the semiconductor industry, and the region's strong economic base, technological foundation, and complete industrial chain provide robust support for business development [5]. - To further enhance the local semiconductor ecosystem, it is recommended to cultivate a group of high-quality small and medium-sized enterprises focused on key components and materials, creating a cluster effect to strengthen the local supply chain [5]. - Additionally, establishing an open support platform that integrates testing, analysis, and manufacturing validation functions could provide critical product validation services for equipment, materials, and components, reducing the costs of self-built resources and promoting collaborative breakthroughs in technology and materials [5].

Core Insights - The semiconductor equipment industry is expected to enter a golden development period, driven by advancements in technology and increasing demand for high-end manufacturing equipment [9][10]. Company Overview - Shenzhen Xinkailai Technology Co., Ltd. (referred to as "Xinkailai") has gained significant attention in the semiconductor equipment sector, showcasing its products at major industry exhibitions [1][2]. - Xinkailai has rapidly developed domestic high-end manufacturing equipment, addressing the supply-demand gap in advanced semiconductor processes [2][10]. Financial Performance - Xinkailai's recent financing round is nearing completion, with a pre-investment valuation of 65 billion yuan, up from a post-investment valuation of 50 billion yuan in the previous round [2]. - The semiconductor equipment sector has shown consistent revenue and net profit growth, with projections indicating that revenue growth will exceed 25% from 2021 to 2024 [12]. Market Dynamics - The global semiconductor equipment market is projected to grow from nearly $60 billion in 2019 to over $124 billion by 2025, with China's market expected to reach over $41 billion in the same timeframe [10]. - The demand for advanced semiconductor processes is being driven by trends in generative AI, 5G, and automotive electronics, necessitating improvements in equipment precision [10]. Industry Relationships - Xinkailai has established partnerships with various companies in the semiconductor supply chain, including Zhichun Technology and Zhengfan Technology, which are involved in providing essential components and services [6][7]. - Companies like Huate Gas and Tonghui Electronics have reported significant collaborations with Xinkailai, indicating a robust ecosystem supporting its operations [7][8]. Future Outlook - Xinkailai is expected to accelerate its production capacity, particularly in advanced semiconductor equipment, with a substantial increase in order volume anticipated for the coming year [2][3]. - The semiconductor equipment industry is poised for continued growth, with many companies projected to achieve significant profit increases in the next few years [12][13].

武汉市首批产业创新联合实验室系列巡礼⑤ 武汉市半导体激光装备产业创新联合实验室 8月7日，一台全新的全自动晶圆激光开槽智能装备从华工科技智能制造未来产业园启程，发往华东某半导体客户现场。这台专为8—12英寸半导体晶圆设 计的激光精细开槽设备，搭载国产的华日超快激光器，能以5微米超高精度进行表面微槽刻蚀，一片12英寸晶圆处理仅需3分钟。 这是武汉市半导体激光装备产业创新联合实验室（以下简称半导体联合实验室）的最新成果之一。"从激光器、运动台到控制软件，该装备实现了核心零 部件全国产化突破。"半导体联合实验室技术负责人、华工科技半导体产品线总经理黄伟近日介绍。 作为武汉市首批10家产业联合实验室之一，由华工科技牵头，联合华中科技大学、九峰山实验室、长飞先进半导体公司等单位组建的半导体联合实验室， 创新性地将科研战场搬到企业一线，通过"单元技术—装备集成—应用示范"的链式攻关，有效支撑了半导体激光高端装备"从0到1"的研发与产业化落地。 △华工科技研发工程师正在做工艺测试。 Part.1 矢志创新攻坚 创下70多项"中国第一" "向高处立，向远处进，向宽处走，向深处做。"位于东湖科学城的华工科技智能制造未来产业园， ...

访谈中王珲荣强调，如果公司未来持续研发设备并服务好优质客户，他希望推动公司IPO上市，利用资 本市场将业务做大做强。 成立五年研发多款芯片设备 本轮融资由钧犀资本领投，湘江国投、长财私募跟投，资金将主要用于核心技术研发迭代、垂直行业市 场拓展及高端人才引进，进一步巩固奥创普公司在芯片AOI检测设备及高端封装设备领域的领先地位。 奥创普公司创始人、董事长王珲荣对笔者表示，今年公司收入有望达数亿元，增长超过3倍。在AI算力 热潮下，奥创普将继续发力光通信、算力芯片等产业方向，打破国外设备垄断，不断往高端先进技术层 面进行发展。同时立足细分领域，在半导体设备领域做深做透，形成行业壁垒。 随着芯片复杂度提升、晶体管密度倍增，芯片制造良率管理难度呈指数级增长，良率作为实际生产数量 与投入总量之比，直接影响半导体企业的成本、产能利用率及生产率，且是评估企业竞争力的重要标 志，反映制造过程稳定性与产品质量可靠性。因此在芯片行业，提高良率至关重要。 例如，三星于2022年6月率先宣布3nm量产，比台积电早几个月，但三星却在良率上遭遇了滑铁卢，有 消息称三星3nm良率低于20%。 业内人士曾表示，国内晶圆制程受限下，一定是80 ...

点击 最 下方 "在看"和" "并分享，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 写在前面 （文末有惊喜） 一直在路上，所以停下脚步，只在于分享 包括： 新 材料/ 半导体 / 新能源/光伏/显示材料 等 正文 目录 引言：从 "卡脖子" 到 "破局者" 的逆袭之路 一、登山者的起点：从实验室到产业突围战 1.1 深圳基因与国资赋能 1.2 技术突围的 "名山战略" 二、名山矩阵：突破国际垄断的 "硬核装备" 2.1 工艺装备：从微米到纳米的精度革命 --峨眉山 EPI：国产外延沉积的 "纳米级精度革命" --三清山 RTP：半导体热处理的 "中国速度" --武夷山 Etch：半导体制造的 "纳米雕刻师" --普陀山 PVD：金属互连的 "中国精度" --阿里山 ALD：原子级薄膜沉积的 "中国精度革命" 三、生态突围战：构建 "中国芯" 产业闭环 --长白山 CVD：化学气相沉积的 "中国精度革命" 2.2 量检测装备：半导体制造的 "火眼金睛" --岳麓山 BFI：国产明场缺陷检测设备的破局之作 --丹霞山 DFI：暗场缺陷检测的 "纳米级猎手" --蓬莱山 PC：无图案晶圆检测的 "隐形守 ...