新华财经上海1月6日电（记者杜康）6日，原集微科技（上海）有限公司（以下简称"原集微"）国内首 条二维半导体工程化示范工艺线在上海浦东川沙"点亮"，标志着我国在超越摩尔定律、探索非硅基异质 集成技术领域迈出了从实验室到产业化的关键一步。 在半导体行业进入2纳米及以下先进制程的"后摩尔时代"，硅基材料的物理极限成为制约算力进一步跃 升的瓶颈。二维半导体凭借原子级厚度、超高载流子迁移率等独特物理特性，被认为是下一代集成电路 的革命性材料，在高频通信、柔性电子、量子计算及端侧智能等领域拥有重要应用价值。 原集微的成长轨迹是科技创新与产业创新深度融合的典型案例。该公司由复旦大学包文中研究员于2025 年2月创办，依托复旦大学十余年的科研积淀，完成了超千万元的技术成果转化交易。 复旦大学集成芯片与系统全国重点实验室、微电子学院研究员及博士生导师，原集微创始人包文中介 绍，该产线定位为二维半导体工程化示范线，旨在通过引入工业界主流半导体工艺设备，实现二维半导 体材料生产的工程化落地，缩短科研成果到产业化应用的周期。在建设规划方面，产线预计将于2026年 6月正式实现"通线"，届时，产线将完成所有工艺设备的联动调试与工艺优 ...

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Core Viewpoint - The article discusses the future of semiconductor technology, emphasizing the transition from traditional silicon-based materials to two-dimensional (2D) semiconductor materials as a key focus for innovation and development in the industry [2][12][53]. Group 1: Industry Trends and Predictions - IMEC predicts that by 2039, the second generation of 2D Field Effect Transistors (2DFET) will become mainstream, highlighting the growing importance of 2D materials in semiconductor technology [4][53]. - The global market for 2D semiconductor materials is expected to reach $1.8 billion in 2024, with graphene being the largest segment, accounting for 45% of the market share [16]. - The market is projected to grow at a compound annual growth rate (CAGR) of 24%-26.5% from 2025 to 2030, driven by demand in 5G communication, AIoT, and high-performance computing [16]. Group 2: Material Innovations - The transition to 2D semiconductor materials is seen as a solution to the challenges posed by traditional silicon-based devices, which face physical limitations such as quantum tunneling and short-channel effects [5][12]. - 2D materials, such as graphene and transition metal dichalcogenides (TMDs), offer unique electrical properties and the potential for higher integration densities, with vertical field-effect transistors (VFETs) achieving densities ten times that of FinFETs [6][14]. - Research has shown that 2D materials can be engineered to exhibit a wide range of electronic properties, making them suitable for various applications, including neuromorphic devices and quantum computing [9][12]. Group 3: Industrial Applications and Developments - Companies like TSMC, Intel, and Samsung are investing heavily in the research and integration of 2D semiconductor materials, pushing the industry from laboratory experiments to large-scale production [16]. - The first domestic engineering demonstration line for 2D semiconductors has been launched, aiming to develop commercial production lines within three years [17]. - Significant advancements have been made in the development of flexible integrated circuits based on 2D materials, with successful demonstrations of medium-scale circuits that integrate over 100 transistors [45][50]. Group 4: Challenges and Solutions - The integration of 2D materials into existing semiconductor processes presents challenges, including the need for compatible substrates and the management of high-temperature growth processes [54][57]. - Researchers are exploring various methods to overcome these challenges, such as using low-resistance source/drain contacts and alternative doping techniques to enhance the performance of 2D devices [58][59]. - The industry is also focusing on developing heterogeneously integrated chip technologies that leverage existing silicon ecosystems while incorporating 2D materials [59].

Core Viewpoint - The article discusses the future of semiconductor technology, emphasizing the transition from traditional silicon-based materials to two-dimensional (2D) semiconductor materials as a key focus for innovation and development in the industry [2][11][63]. Group 1: Semiconductor Industry Trends - The evolution of advanced process nodes and transistor architectures is leading to a growing interest in 2D semiconductor materials, as traditional silicon-based technologies face physical limitations and increasing costs [2][4][11]. - IMEC predicts that by 2039, 2D materials will become mainstream in semiconductor applications, particularly in the development of the second generation of 2D field-effect transistors (2DFETs) [3][52]. Group 2: Advantages of 2D Materials - 2D materials, such as graphene and transition metal dichalcogenides (TMDs), offer unique electrical properties and the potential for significantly higher transistor densities compared to traditional silicon [5][13]. - The introduction of 2D materials can address challenges related to size scaling and energy efficiency, making them ideal candidates for next-generation integrated circuits [11][12]. Group 3: Market Potential and Growth - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [15]. - The market is expected to grow at a compound annual growth rate (CAGR) of 24%-26.5% from 2025 to 2030, driven by demand in sectors such as 5G communication, AIoT, and high-performance computing [15]. Group 4: Research and Development Initiatives - Major companies like TSMC, Intel, and Samsung are investing heavily in 2D semiconductor research and development, aiming to transition from laboratory experiments to large-scale production [15][16]. - Research teams are making significant breakthroughs in the fabrication and application of 2D materials, including the development of the first domestically produced 2D semiconductor integrated circuit demonstration line in China [16][19]. Group 5: Challenges in Industrialization - The transition to 2D materials presents several challenges, including the need for compatible substrates, high-temperature growth processes, and maintaining device reliability and consistency [52][58]. - The industry faces hurdles in integrating 2D materials with existing CMOS technology, particularly in achieving low-resistance contacts and effective doping methods [59][60]. Group 6: Future Outlook - The rise of 2D semiconductor materials is not just a technological advancement but also a restructuring of the semiconductor supply chain, with China positioned to leverage its policy support and technological capabilities [63]. - The integration of 2D materials is expected to lead to a new era of electronic systems characterized by high heterogeneity, impacting various fields including information processing and energy conversion [63].

Core Viewpoint - The development of two-dimensional (2D) materials, particularly graphene, has gained significant attention due to their unique electrical properties and potential applications in various fields, including semiconductors, photonics, and quantum computing [1][2][9]. Industry Overview - Two-dimensional materials are defined as materials with atomic layer thickness in one dimension while maintaining larger dimensions in the other two. Graphene is the most well-known example, first isolated in 2004, showcasing exceptional electrical properties [1][2]. - The global market for 2D semiconductor materials is projected to reach $1.8 billion by 2024, with graphene accounting for 45% of this market due to its superior conductivity and mechanical strength [14]. Market Status - The semiconductor materials market is expected to generate $67.5 billion in revenue in 2024, with a year-on-year growth of 3.8%. This growth is driven by the recovery of the semiconductor industry and the increasing demand for advanced materials in high-performance computing and high-bandwidth memory [5][7]. - Taiwan, mainland China, and South Korea are the top three markets for semiconductor materials, collectively accounting for 65% of the global market share. Taiwan leads with a market size of $20.09 billion, while mainland China is projected to reach $13.458 billion in 2024, growing by 5.3% [7]. Development Background - The evolution of semiconductor materials has transitioned from first-generation silicon and germanium to second-generation compound semiconductors and third-generation wide-bandgap semiconductors. 2D semiconductor materials have emerged as a key area of research since the discovery of graphene, addressing the limitations of traditional materials [9][20]. - The Chinese government has included 2D semiconductor materials in its list of frontier materials, providing substantial policy support to encourage development and commercialization [11][13]. Technological Advancements - Significant breakthroughs in 2D semiconductor technology have been achieved, including the successful batch production of transition metal dichalcogenides (TMDs) and the development of a 32-bit RISC-V architecture microprocessor based on 2D materials [16][18]. - The industry is witnessing advancements in channel engineering, contact engineering, gate stacking, and integration technology, which are crucial for the large-scale fabrication of 2D semiconductor devices [18][19]. Future Trends - The unique physical properties and broad application potential of 2D semiconductor materials position them as a critical technology direction in the post-Moore era. With ongoing support from policies and market demand, the industry is expected to overcome key technological bottlenecks and drive a new wave of industrial revolution in fields such as optoelectronics and flexible electronics [20].