晶圆级电性测试设备(WAT)

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AI浪潮下,滨江如何开拓“芯”版图?
Hang Zhou Ri Bao· 2025-09-22 02:11
Core Insights - The article highlights the rapid growth and opportunities in the domestic AI chip market, driven by advancements in integrated circuit technology and the increasing demand for AI applications [3][4][5] - The High-tech Zone (Binjiang) is positioned as a key player in the integrated circuit industry, with a focus on enhancing its ecosystem and attracting partnerships to strengthen its market position [7][8][9] Industry Overview - The integrated circuit application market in China is projected to reach approximately $232.9 billion in 2024, accounting for about 37.2% of the global market [3] - The High-tech Zone (Binjiang) is home to over 150 integrated circuit companies, generating nearly 30 billion yuan in revenue, covering the entire industry chain from design to manufacturing [6][7] Company Profile - Hangzhou Guoli Microelectronics Co., Ltd. (Guoli Micro) is the only domestic manufacturer capable of mass-producing wafer-level electrical testing equipment, offering a comprehensive solution that integrates software, hardware, and data [4][5] - Guoli Micro has significantly invested in R&D, with nearly 80% of its workforce dedicated to maintaining technological leadership and driving innovation [5][6] Technological Advancements - The rise of AI has prompted Guoli Micro to integrate AI capabilities into its software tools, enhancing design efficiency and simulation accuracy [6] - The company has launched AI-driven products such as the INFINITY AI system and the SEMIMIND semiconductor model platform to capitalize on the growing demand for AI chips [6] Ecosystem Development - The High-tech Zone (Binjiang) is actively enhancing its EDA (Electronic Design Automation) industry, attracting quality companies and establishing a semiconductor verification center to support the domestic industry [8] - Recent policies have been introduced to promote high-quality development in the integrated circuit and computing power industries, focusing on key components and materials [9]