在 AI 驱动半导体产业打破周期性定律、全球市场规模预计达 9750 亿美元（WSTS 数据）的 关键节点，半导体全产业链协同已成为突破技术瓶颈、把握结构性增长机遇的核心路径。由 半导体行业观察 与 慕尼黑上海光博会 联合主办的 《从器件到网络的协同创新论坛》 ，将于 2026年3月18日 登陆上海新国际博览中心。 论坛紧扣 "光电融合、算力革新、国产攻坚" 三大行业主线，串联 "趋势 — 基础 — 核心 — 器件 — 组件 — 应用 — 协同" 全链路，打造契合产业演进方向的高端交流平台。 Part.01 呼应产业变局，破解协同痛点 当前半导体产业正经历多重结构性变革：AI 算力需求推动硅光技术从 800G 向 1.6T 快速迭代 （2026 年 1.6T 光模块渗透率预计突破 20%）、国产算力芯片进入大规模应用关键期（海光信 息、寒武纪等企业已实现多场景落地）、先进封装成为后摩尔时代性能提升核心路径（CoWoS 产 能持续扩张）。本次论坛精准锚定这些趋势，线下汇聚 200 位运营商、设备商、EDA 企业等核心 从业者，线上通过半导体行业观察视频号同步直播，构建 "线下技术对接 + 线上趋势传播" 的双线 ...

Core Viewpoint - The Shanghai Municipal People's Congress has approved the 15th Five-Year Plan, marking the beginning of a comprehensive implementation phase for Shanghai's development blueprint over the next five years. The economic growth target is set at around 5% during this period, with a focus on enhancing the core functions of five major centers: economy, finance, trade, shipping, and technology innovation [1][16]. Economic Development - Shanghai aims to enhance the overall competitiveness of its modern industrial system, targeting an annual growth rate of over 10% for the manufacturing output of three leading industries: integrated circuits, biomedicine, and artificial intelligence during the 15th Five-Year Plan [3]. - The total output value of strategic emerging industries in Shanghai's manufacturing sector is expected to exceed 50% of the total industrial output by 2030 [3]. Financial Sector - Shanghai plans to explore the pilot launch of RMB foreign exchange futures trading and actively promote the establishment of an international financial asset trading platform, aiming for a total financial market transaction volume exceeding 450 trillion yuan by 2030 [5]. International Trade - The city will strengthen its hub functions and expand offshore trade, with a target of achieving an average annual offshore trade volume of over 100 billion USD in the next five years [7]. - Shanghai aims to collaborate in building a world-class port and airport cluster in the Yangtze River Delta, with a goal of reaching a 55% water-to-water container transfer ratio at Shanghai Port by 2030 [7]. Technological Innovation - The plan emphasizes enhancing original innovation and tackling key core technologies, particularly in fields such as embodied intelligence biomanufacturing and brain-computer interfaces, while accelerating the development of disruptive technologies like photonic chips and controlled nuclear fusion [9]. Social Development - The plan includes specific measures to improve residents' well-being, such as increasing the proportion of nursing beds in elderly care institutions to over 75% and enhancing support for childbirth and parenting services [11][20]. - Shanghai aims to provide 250,000 to 270,000 units of affordable rental housing to attract talent and reduce living costs [13]. Cultural and Tourism Development - The city will focus on cultivating its cultural brand and aims to become a world-renowned tourist city, targeting over 50 million inbound tourists by 2030 [14]. Summary of Goals - The GDP growth target is set at around 5%, with a focus on maintaining the industrial value-added ratio above 20% and ensuring that strategic emerging industries account for over 50% of the total [16]. - The digital economy's core industry is expected to contribute around 20% to the regional GDP by 2025, up from 14% [18].

Core Viewpoint - The forum titled "Collaborative Innovation Forum from Devices to Networks" aims to address practical challenges in the semiconductor industry, focusing on implementable technology solutions rather than mere concepts [1][10]. Group 1: Event Overview - The forum will take place on March 18, 2026, at the Shanghai New International Expo Center, featuring over 10 leading companies and three major telecom operators addressing the urgent needs of 6G technology [1]. - Unlike typical PPT presentations, this forum will showcase verified and applicable results from experts across academia and industry, targeting critical areas such as compound semiconductors and EDA [2]. Group 2: Agenda Highlights - The agenda includes presentations on various topics, such as photonic integrated chips for communication systems and the advantages of silicon capacitors in AI applications [5][6]. - Notable presentations include a practical solution for photonic integrated chips that can reduce device size by 40% and power consumption by 25%, addressing hardware bottlenecks in the transition from 5G to 6G [6]. Group 3: Demand and Collaboration - The forum will facilitate direct matching between supply and demand by inviting major telecom operators and leading cloud service providers to seek partnerships and collaboration [7]. - A closed-door matching session will allow participating companies to submit their technology proposals for one-on-one discussions with potential partners, leading to significant collaboration opportunities [7]. Group 4: Industry Needs and Opportunities - Telecom operators are expected to announce procurement needs for 6G integrated communication devices, focusing on domestic suppliers of optical chips and high-power compound semiconductor devices [8]. - Cloud service providers will present collaboration lists for AI computing centers, prioritizing products that can be delivered quickly from domestic companies [8]. Group 5: Organizational Strengths - The forum is organized by Semiconductor Industry Observation, which has over 10 years of experience in the semiconductor field, aiming to solve real industry problems and facilitate resource gathering for domestic innovation [10][12]. - The organization boasts a significant reach with over 950,000 followers across the industry, enabling effective engagement with key stakeholders [12].

随着生成式人工智能模型日趋精密复杂，其生成图像和视频的过程消耗的能源也与日俱增，支撑这些 模型运行的电子芯片，正逐渐逼近速度与能效的物理极限。该领域研究人员表示，用光而非电驱动的 半导体芯片 —— 光子芯片，有望解决上述难题。 这类也被称为光电芯片的产品，距离集成应用于消费级电脑仍需数年时间，且完全取代电子芯片的可 能性较低。不过，过去五年间光子芯片的相关研究已取得飞速进展，其中中国在该领域处于全球领先 地位。 澳大利亚悉尼大学物理学家本・埃格尔顿指出："过去十年，中国在光子芯片领域的基础设施建设、 技术能力培养与专业人才储备上，均进行了战略性投入。" 埃格尔顿在 2025 年 12 月卸任前，曾担 任《应用物理快报・光子学》期刊主编长达十余年。他提到，近年来中国团队发表的光子芯片领域高 质量论文数量显著增长。 《自然》杂志基于数字科学公司旗下的 Dimensions 数据库开展论文分析，结果显示：去年中国研究 人员发表的光子芯片相关论文达 476 篇，数量位居全球首位。2017 年至 2025 年间，中国作者发表 的相关论文数量增长了 9 倍；美国紧随其后，论文数量在同期实现翻倍增长。 美国出台多项政策限制 ...

Core Viewpoint - Jiangsu Province's Wuxi City has established a series of new research institutions in collaboration with top universities, driving the integration of technological and industrial innovation, which is crucial for high-quality development and the cultivation of new productive forces [1]. Group 1: Photon Chip Industry - The first domestic pilot line for photon chips has been built at Shanghai Jiao Tong University Wuxi Photon Chip Research Institute, with the first 6-inch thin-film lithium niobate photon chip wafer expected to roll off the line by June 2025, marking a significant step in the full-chain capability from R&D to mass production [2]. - The pilot line is projected to have an annual production capacity of 12,000 wafers and has been selected as one of the first key pilot platforms by the Ministry of Industry and Information Technology [2]. - The establishment of a domestic fund focusing on photon chips and quantum technology aims to facilitate early-stage investments and the transformation of research results into practical applications [3]. Group 2: Technology Transfer and Enterprise Incubation - A 22-story building in Wuxi has incubated nearly 180 technology enterprises, with an expected output value of 6 billion yuan in 2025 and over 1 billion yuan in tax revenue for six consecutive years [4]. - The Wuxi Micro-Nano Electronics and System Chip Laboratory has supported the establishment of Wuxi Mucai Integrated Circuit Design Co., which has produced 40 million chips since its inception in 2018, showcasing successful technology transfer from research to industry [4][6]. - The focus on integrating R&D with industry has been identified as a key factor in the successful incubation of numerous technology enterprises in Wuxi [6]. Group 3: Support for SMEs - The Huazhong University of Science and Technology Wuxi Research Institute has launched the "50,000 Project" to provide affordable, lightweight industrial software to small and medium-sized enterprises (SMEs), addressing specific pain points in their production processes [7][8]. - The software "Data Hunter," which automates the transcription of annotations from drawings to spreadsheets, has sold over 250 units within two months of its launch, demonstrating the demand for practical digital tools among SMEs [8]. - The research institute emphasizes the importance of understanding the production scenarios of SMEs to develop digital tools that meet their needs, thereby facilitating their digital transformation [8].

Core Insights - The release of the "Suggestions for Formulating the 15th Five-Year Plan for National Economic and Social Development of Shanghai" marks the beginning of a new development phase for Shanghai, with a focus on enhancing technological innovation capabilities [1] - The establishment of the Pudong Capital Investment and Operation Co., Ltd. with a registered capital of 10 billion yuan serves as a specialized platform for state-owned capital operation, aligning with the plan's emphasis on resource integration and industrial empowerment [1][2] Opportunities and Challenges - **Opportunities**: The plan identifies three core opportunities for Pudong, including the elevation of innovation capabilities, empowerment of industrial ecosystems, and breakthroughs in institutional innovation [2][3] - **Challenges**: Pudong faces internal structural shortcomings and external competitive pressures, necessitating effective responses through the operationalization of Pudong Capital [4][5] Action Requirements - The plan outlines three rigid requirements for Pudong's innovation efforts: strengthening the core engine of the international technology innovation center, achieving decisive progress in key industries, and optimizing the innovation ecosystem [5][6] Next Steps for Pudong's Innovation Work - **Platform Support**: Enhance the innovation platform system to support Shanghai's technological innovation, focusing on integrating research and testing capabilities [8] - **Industry Focus**: Concentrate on overcoming challenges in key industries such as integrated circuits and high-end pharmaceuticals, while fostering new growth areas like quantum technology [9] - **Institutional Innovation**: Implement regulatory innovations to reduce transaction costs for innovation enterprises and enhance the overall innovation service efficiency [10] - **Collaboration Enhancement**: Strengthen internal and external collaborative innovation networks to integrate Shanghai's innovation resources into a global framework [12]

Group 1 - The core viewpoint emphasizes the importance of investment as both current demand and future supply, with a focus on expanding effective investment to support domestic demand and stabilize growth [1] - The "Two Major" construction projects, which include significant water conservancy projects, are highlighted as a means to address infrastructure shortfalls and enhance investment structure, with a total investment of approximately 295 billion yuan planned for 2026 [2] - Various regions are accelerating "Two Major" construction projects, focusing on urban-rural integration, regional coordination, and energy security, which will further highlight the role of these projects in addressing weaknesses [2][3] Group 2 - The activation of private investment is crucial for stabilizing growth and employment, with government investment funds playing a key role in guiding and increasing private investment [4] - Policies to support private investment include loan interest subsidies for small and micro enterprises and the establishment of special guarantee plans, aimed at reducing financing barriers and costs for businesses [5] - The ongoing efforts to stimulate private investment are showing positive trends, with a focus on practical and innovative approaches [6] Group 3 - Investment in human capital is being prioritized alongside physical investment, with various urban renewal projects underway to enhance living conditions and consumer environments [7] - The investment in human capital reflects the objective of transforming economic development and aligns with the people-centered development philosophy, focusing on sectors like health, elderly care, and childcare [8] - The integration of investment in both physical and human capital is seen as essential for creating new supply and stimulating new demand, which is critical for enhancing the internal dynamics of the domestic economy [8]

Core Viewpoint - Thailand aims to become a regional semiconductor industry hub by 2050, with a strategic blueprint targeting over 2.5 trillion THB in investments and the training of 230,000 skilled professionals [2][3]. Group 1: Strategic Development - The National Semiconductor Industry Development Strategy Blueprint emphasizes five driving mechanisms: policy incentives, talent support, technological breakthroughs, infrastructure guarantees, and environmental optimization [3][4]. - The strategy focuses on chip categories where Thailand has advantages, such as power chips, sensors, photonic chips, analog chips, and discrete devices, which are aligned with existing industries like automotive and electronics [3][4]. Group 2: Investment and Growth - From 2018 to November 2025, Thailand's electrical and electronics sector received 1,748 investment applications totaling 1.17 trillion THB, accounting for 19% of all investment applications [4]. - Major global semiconductor companies, including Infineon, Analog Devices, Microchip Technology, and NXP, have chosen to invest in Thailand [5]. Group 3: Competitive Positioning - Thailand's semiconductor industry, despite its late start compared to countries like Singapore and Malaysia, shows significant potential in infrastructure, talent, business environment, and policy support [3][4]. - The strategic blueprint aims to enhance global competitiveness by focusing on existing industry demands in automotive, electronics, and home appliances [4].

Group 1: Investment and Funding - The Shaanxi Provincial Government Investment Guidance Fund has invested a total of 20 million yuan in Shaanxi Dingyi Technology Co., Ltd. to support its potential in high-end materials, which has been crucial for the company's technological research and development [1] - The fund has injected 100 million yuan into the Photonic Strong Chain Fund to support the production of photonic chips at the Shaanxi Photonic Pilot Institute [2] - Over 90% of the funds from the provincial government investment guidance fund have been directed towards innovative enterprises, with 144 specialized and innovative enterprises receiving support [3] Group 2: Industry Development and Ecosystem - The investment strategy of the provincial government investment guidance fund focuses on "extending, supplementing, and strengthening" the industrial chain in the fields of equipment manufacturing and new materials [2] - The fund has created a complete ecological chain from research and development to market sales, attracting nearly 100 photonic enterprises [2] - The fund's exploration of the "fund + production area + technology" model has led to a multi-point layout in agriculture, with a total scale exceeding 3 billion yuan, injecting financial resources into rural revitalization [4] Group 3: Agricultural Innovation - The seed fund established by the provincial government investment guidance fund aims to support the revitalization of the seed industry, focusing on cutting-edge areas such as biological breeding [4] - The investment in the supply platform "Cai Shi Xian" under Yonghui is intended to enhance the processing, sorting, and circulation efficiency of high-quality agricultural products from Shaanxi [4]

Core Viewpoint - The signing of a new comprehensive strategic cooperation agreement between Nanjing University and the Nanjing Municipal Government marks a significant step towards integrating education, technology, and talent in response to the challenges of the era, aiming to deepen the connection between top university disciplines and urban innovation [1][5]. Group 1: Strategic Cooperation and Academic Restructuring - The agreement outlines a precise roadmap for aligning academic disciplines with urban development, with Nanjing University planning to establish clusters in biomedicine and chemical engineering at the Jiangbei campus, while enhancing strengths in artificial intelligence and computer science at the Xianlin campus [1][2]. - The recent restructuring of the century-old School of Chemical Engineering into separate Chemical and Chemical Engineering Schools reflects a proactive approach to align academic resources with national strategies and regional industrial needs [1][3]. Group 2: Industry Alignment and Talent Development - The new School of Chemical Engineering is focused on applications in green chemistry and biomedicine, aiming to synchronize talent cultivation and research topics with regional industrial clusters [2][3]. - Nanjing University has established 36 new R&D institutions in collaboration with the local government, and has created six national key laboratories, demonstrating a strong commitment to driving original innovation [3]. Group 3: Innovation Ecosystem and Technology Transfer - The new agreement aims to create a more efficient and resilient innovation ecosystem, establishing a mechanism for regular alignment between research outcomes and market needs, with a target of publishing no less than 700 high-value results annually and facilitating at least 100 substantial collaborations [4]. - The establishment of the "Xianlin Angel Investment Fund" is intended to provide early-stage results with patient capital, fostering a comprehensive innovation chain from concept validation to industrial aggregation [4]. Group 4: Talent Attraction and Retention - The agreement sets ambitious goals for talent acquisition, including the recruitment of at least 30 top overseas scientists and their teams to work full-time in Nanjing, as well as the establishment of a national-level engineering excellence academy to address talent shortages [4]. - Approximately 2,300 graduates from Nanjing University choose to remain in Nanjing each year, with over 490 benefiting from local incentives, highlighting the importance of talent retention in the university-city relationship [4]. Group 5: Long-term Vision and Impact - The strategic cooperation agreement is seen as a blueprint for the future, aligning Nanjing University's research efforts with the major demands of industrial upgrading in Nanjing, and embedding the university deeper into the global intellectual network [5][6]. - The long-term vision emphasizes the need for universities to effectively contribute to urban industrial development, facilitating breakthroughs in technology and enhancing the region's competitiveness in the global landscape [6].