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 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].

Group 1 - The core viewpoint of the article is that Shenzhen Huaqiang is a leading distributor of passive components globally, including products like MLCC, silicon capacitors, tantalum capacitors, inductors, resistors, filters, connectors, and transformers, covering the entire category of passive components [2]. Group 2 - The company confirmed its involvement in the recent price increases of passive components, specifically mentioning MLCC and other related products [2].

Group 1 - The company has a stake in Star Semiconductor, which focuses on 5G/6G communication technology, with products like satellite baseband chips applicable in satellite communication and IoT scenarios [1] - As a leading authorized distributor of electronic components in China, the company operates in mainland China, Hong Kong, Macau, Taiwan, and Southeast Asia, with a holding subsidiary in Taiwan [1] - The company supplies various components such as Murata's MLCC and silicon capacitors to customers in the optical module sector, while actively expanding its authorized distribution business for optical chips used in high-speed optical modules, having secured agency rights for products from Sony, Litrinium, and HiSilicon [1]

Group 1 - The company has a stake in Star Semiconductor, which focuses on 5G/6G communication technology, with products like satellite baseband chips applicable in satellite communication and IoT scenarios [1] - The company is a leading authorized distributor of electronic components in China, covering regions including mainland China, Hong Kong, Macau, Taiwan, and Southeast Asia, with a holding subsidiary in Taiwan [1] - The company supplies various components such as Murata's MLCC and silicon capacitors to clients in the optical module field, while actively expanding its authorized distribution business for optical chips used in high-speed optical modules, having secured agency rights for products from Sony, Litrinium, and HiSilicon [1]

Core Viewpoint - The company does not produce silicon capacitors and focuses on tantalum and aluminum capacitors, which have specific advantages over silicon capacitors in terms of capacitance, current strength, stability, and environmental adaptability [1] Group 1: Company Products - The company currently does not involve itself in the production of silicon capacitors [1] - The main products of the company are tantalum capacitors and aluminum capacitors [1] Group 2: Technical Advantages - Tantalum and aluminum capacitors have advantages over silicon capacitors in capacitance, current strength, stability, and environmental adaptability [1] Group 3: Self-Sufficiency - The company has fully achieved self-sufficiency in capacitor technology and key raw materials [1]

Core Viewpoint - The company, Zhenhua Technology, clarified that it does not currently engage in silicon capacitor products, focusing instead on tantalum and aluminum capacitors, which offer advantages in capacitance, current strength, stability, and environmental adaptability [1] Group 1 - The company's main products are tantalum capacitors and aluminum capacitors [1] - Tantalum and aluminum capacitors have advantages over silicon capacitors in terms of capacitance, current strength, stability, and environmental adaptability [1] - The company has achieved complete independence and safety in capacitor technology and key raw materials [1]

Core Viewpoint - The company, Zhenhua Technology, does not currently engage in silicon capacitor products and focuses on tantalum and aluminum capacitors, which have advantages in capacitance, current strength, stability, and environmental adaptability compared to silicon capacitors [1] Product Focus - The main products of the company are tantalum capacitors and aluminum capacitors [1] - Tantalum and aluminum capacitors outperform silicon capacitors in terms of capacitance, current strength, stability, and environmental adaptability [1] Technology and Materials - The company has fully achieved independent safety in capacitor technology and key raw materials [1]

Core Insights - The conference focused on the transformation of the high-end electronic components industry, highlighting the challenges and opportunities within the sector [1] Group 1: Industry Challenges - Traditional MLCC (Multi-layer Ceramic Capacitors) face a "bottleneck" dilemma due to the monopoly of Japanese companies like Murata, TDK, and Kyocera over key raw materials and manufacturing processes [1] - The entire supply chain, from key raw materials like BaTiO powder to core equipment and process formulas, is dominated by these Japanese firms, creating significant barriers for domestic alternatives [1] Group 2: Strategic Opportunities - The founder of Langxi Technology, Wang Daxiang, emphasized the potential of silicon capacitors, which utilize CMOS/MEMS technology, allowing them to operate independently of the ceramic material system dominated by Japanese manufacturers [1] - Langxi Technology aims to collaborate with leading companies in AI high-performance chips, SOC chips, power management ICs, and optical modules to develop integrated module-level products, positioning capacitors as part of comprehensive solutions rather than standalone components [1]

Core Insights - The silicon capacitor is expected to become a significant global market, projected to reach a scale of billions, addressing the limitations faced by traditional MLCCs in high-end electronic components [1][2] - Silicon capacitors offer advantages in high frequency, reliability, and miniaturization, making them suitable for advanced packaging and applications in AI chips and optical modules [1] Industry Overview - The global silicon capacitor market was valued at $1.58 billion in 2021 and is anticipated to experience rapid growth over the next three years due to increasing demand from AI servers, power management, and optical communication [1] - The technology development direction of silicon capacitors aligns closely with industry needs, creating a new blue ocean market that is not merely a replacement for traditional products [2] Company Strategy - Langxi Technology aims to penetrate the high-end electronic component market with silicon capacitors, collaborating with leading companies in AI high-performance chips, SOC chips, power management ICs, and optical modules [2] - The company emphasizes the importance of integrating capacitors as part of comprehensive solutions rather than standalone components, promoting standardization in the industry [2] Competitive Landscape - While there is a gap in brand influence and customer trust compared to international giants, the Chinese market's size and diversity allow for rapid iteration and optimization of new technologies [2] - Langxi Technology's flexibility in technology iteration and customized packaging solutions positions it to offer higher cost-performance solutions tailored to various application scenarios [2]