这几年，国内科技界提的最多的词，就是国产替代。 而按照北方华创近日公布的数据，2024年总收入298.38亿元，同比增长35.14%；净利润56.21亿元，同 比增长44.17%。 手机用国产的，汽车用国产的，操作系统用国产的，芯片也用国产的，芯片设备也要用国产的…… 而在这样的替代大潮之下，很多优秀的国产企业就崛起了。 比如小米，不仅手机火爆全球，销量全球第三，汽车一经推出，也是火爆了。还有比亚迪，在新能源汽 车领域，已经是当之无愧的第一名了。 然后中芯国际也成为了全球第三名，超过了格芯、联电，离三星也不远了……这样的例子实是太多了， 众多领域都有。 而在大家最为关注的芯片设备领域，也有一家企业，这几年像坐上火箭一样，业绩表现非常优秀，同时 从曾经的全球排不上号，三年时间就冲到全球第6名了。 这家企业就是北方华创，中国最大的、业务范围最广的芯片设备企业。 2023年之前，北方华创的营收，还在全球前10名之外，但2023年营收就高达，220亿元，排名全球第8名 了。 为何北方华创这么受青睐？自然就是国产芯片设备替代的事了。 而从排名来看，北方华创相比于2023年，再次在全球前进2个名字，排名全球第6名了，这也 ...

Group 1 - The semiconductor equipment sector is crucial for chip manufacturing, with increasing demands due to the evolution of chip processes [1][3] - At the Semicon China conference, the company showcased numerous new products, including etching, diffusion, thin film, and measurement equipment [3] - The company is addressing challenges in semiconductor manufacturing, such as transistor size reduction and RC delay, by developing advanced technologies [4] Group 2 - Key challenges in chip manufacturing include diverse materials, high step coverage, and the need for smaller critical dimensions in metal interconnect processes [4] - The company proposed three solutions: new materials, advanced lithography combined with non-optical techniques, and 3D architecture [4] - The application of new technologies may increase process complexity by approximately 20%, necessitating improvements in energy control precision and hardware response speed [4] Group 3 - The company is also leveraging artificial intelligence to enhance efficiency through hardware and algorithm investments [5] - A report from SEMI predicts that despite a significant drop in investment for new computing chip manufacturing equipment in China by 2025, it will still lead globally with an investment of $38 billion [5] - Global semiconductor equipment investment is expected to grow by 2% this year, reaching $110 billion, driven by increased spending on tools for manufacturing AI chips [5]