证券日报网1月8日讯，蓝特光学在接受调研者提问时表示，碳化硅在物理性能上的具备一定的优势，因 此获得越来越多应用领域的关注。碳化硅晶圆在光学行业中也逐渐开始投入应用。若需满足消费级量产 的效率需求，仍有待产业链上下游的原材料、加工厂商进一步突破大尺寸碳化硅晶圆的长晶、外延、光 学精密加工、光波导制备等工艺瓶颈。碳化硅晶圆的部分加工工艺，与公司现有光学工艺储备具有一定 共性；碳化硅材质硬度高、脆度大的物理特性，也决定了加工的难度大、成本高，工艺开发具有明显的 技术门槛。经过前期研判，公司于2025年初正式立项了"晶体类高精度光学晶圆研发"，碳化硅等晶体材 料在光学领域的应用开发将会是公司长期投入、持续推进的项目。 ...

西部（重庆）科学城传来了一个好消息。 2025年12月29日，三安光电在投资者互动平台披露，其与意法半导体合资设立的安意法半导体公司已有几款产品完成验证，进入风险量产阶段。 | | | :三安光电(600703)童秘你好,意法半导体拿到了SpaceX星链的核 | | --- | --- | --- | | 12 | | 心供货合同,为星链基于BiCMOS工艺的射频前端模块/射频天线芯 | | 投资者_1590 | | 片,覆盖星链用户终端与卫星本体,同时配套提供微控制器、安全 | | 735360000 | | 单元、GNSS等产品,公司与英法半导体合资的安意法是否存在直接 | | | | 或者间接通过意法半导体供应星链卫星及总端产品。谢谢 | | | | 2025年12月29日 14:25 来自 网站 | | | 期 | 安意法生产碳化硅外延、芯片独家销售给意法半导体。目前已有 | | | | 几款产品完成验证,进入风险量产阶段。 | | 三安光电 | | | | | | 2025年12月29日 17:36 来自 网站 收藏 评论 | 按照业内人士的说法，风险量产是"小批量验证与大规模量产之间的工艺打磨期" ...

湖北武汉"车谷"智能网联自动驾驶汽车已经大规模投入商用。李 岿摄（中经视觉） 在九峰山实验室，科研人员正在检查芯片晶圆完整度。张璨龙摄（中经视觉） "贴地飞行，7秒冲刺时速650公里！"近日，湖北东湖实验室在光谷自主研发的"一公里高速磁悬浮测试线"完 成全球首次公开演示，刷新世界纪录，将为航天发射、低空经济突破发展提供核心支撑。这一突破性成果， 正是武汉创新实力的生动缩影。 "谷"，意味着城市高端产业的集聚发展。"光谷"打造全球科创标杆、"车谷"重塑汽车产业优势、"星谷"开拓 空天经济新领域、"网谷"筑牢数字安全屏障、"药谷"赋能生命健康升级。当前，武汉依托光、车、星、网、 药"五谷"创新布局，重塑产业核心竞争力。 单点突破 在比利时与武汉之间，一束看不见的光，被一枚仅有指甲盖大小的芯片精准捕捉。去年年底以来，依托九峰 山实验室的加工和检测设备，比利时视铂科技与九峰山实验室联合开发下一代微型多光谱芯片。 2023年才投用的九峰山实验室，目前已建成全球化合物半导体领域重要的科研和中试平台。以它为圆心，从 碳化硅到氮化镓，从芯片设计到系统测试，投资上百亿元的项目接连落地，50余家上下游企业集聚，3万多名 半导体人 ...

Core Viewpoint - Wuhan is developing a modern industrial system through the "Five Valleys" initiative, which focuses on high-tech industries and aims to achieve significant economic growth and innovation [9][14][17]. Group 1: Five Valleys Overview - The "Five Valleys" initiative includes the Optical Valley, Automotive Valley, Aerospace Valley, Network Valley, and Pharmaceutical Valley, each targeting specific high-tech sectors [11][18]. - Optical Valley is focused on optoelectronic information and integrated circuits, aiming to become a global leader in these fields, with an expected industry scale of 850 billion yuan this year [5][11]. - Automotive Valley is transitioning towards smart and new energy vehicles, with significant advancements in battery technology and vehicle production efficiency [8][11]. - Aerospace Valley is recognized as the first national commercial aerospace industrial base, capable of producing 50 rockets and 240 satellites annually [8][11]. - Network Valley is dedicated to cybersecurity, with a projected industry scale of 25 billion yuan this year, and is home to over 300 companies [3][8]. - Pharmaceutical Valley is rapidly growing, with eight new drug approvals in the past five years and an expected industry scale of 660 billion yuan this year [8][11]. Group 2: Economic Impact - The collaborative development of the "Five Valleys" is expected to significantly boost Wuhan's GDP, potentially reaching a growth of 3 trillion yuan in the next five years [16][18]. - The integration of these sectors is designed to create a synergistic effect, enhancing the overall economic output and innovation capacity of the region [10][15]. - The initiative is aligned with national strategies to strengthen the modern industrial system and promote high-quality economic development [17][18]. Group 3: Talent and Innovation - The establishment of the National Cybersecurity Talent and Innovation Base has trained over 3,000 cybersecurity professionals, contributing to the region's talent pool [3][8]. - AI technologies are being integrated across various sectors, enhancing productivity and innovation, with over 1,000 AI companies expected to double their revenue by 2024 [12][13]. - The "Five Valleys" initiative emphasizes the importance of a talent ecosystem that supports collaborative innovation across industries [10][14].

Core Insights - The electric vehicle (EV) power electronics market is projected to grow to $42 billion by 2036, tripling in size despite a slowdown in EV sales growth [1] - The adoption of SiC MOSFETs in plug-in hybrid electric vehicles (PHEVs) is increasing, offsetting the impact of slowing growth in battery electric vehicles (BEVs) [2] - The competition among SiC wafer suppliers is driving down the total cost of SiC MOSFETs, with several companies expanding their production capacity [3] - GaN technology is gaining traction in the automotive sector, with applications in onboard chargers and traction inverters expected to grow significantly [4][5] - Hybrid inverters and embedded power modules are emerging trends that could enhance power density in power electronics [6][7] Market Trends - Despite a slowdown in BEV sales, the market penetration of electric vehicles continues to rise, indicating a robust demand for SiC MOSFETs [2] - Major OEMs like Toyota and Schaeffler are integrating SiC MOSFETs into their PHEV systems, signaling a shift towards market maturity for this technology [2] - The cost of SiC wafers, which can account for up to 50% of the total cost of SiC MOSFET chips, is decreasing due to increased competition among suppliers [3] Technology Developments - GaN technology is being applied in various automotive components, including LiDAR and onboard chargers, with significant improvements in power density [4] - The first application of GaN in an onboard charger is expected in the Chang'an Qiyuan E07 model, set to launch in 2026, showcasing a power density of 6 kW/L [4] - Companies are also developing GaN-based traction inverters, although commercial deployment is anticipated to lag behind onboard chargers [5] Future Directions - Hybrid inverters are seen as a key development for the application of wide bandgap semiconductors in electric vehicles, optimizing performance while reducing costs [7] - Embedded power modules are expected to enhance power density by integrating power semiconductor chips into printed circuit boards, although large-scale production in road vehicles is not yet realized [7]

Core Insights - The HICOOL 2025 Global Entrepreneur Summit showcased the Shunyi District's commitment to fostering new productive forces and creating a first-class business environment through innovative technology and cultural elements [1] Group 1: Exhibition Overview - The Shunyi exhibition area, located in the Capital International Exhibition Center, spans 299 square meters and features an immersive display with a combination of vertical and horizontal screens [3] - The exhibition breaks away from traditional static displays, utilizing a surround-screen matrix to create a strong visual impact, enhancing the audience's experience of "living in Shunyi" [3] Group 2: Technological Innovations - The exhibition includes interactive technology such as robotic arms and AI digital assistants, providing real-time consultations and engaging experiences for visitors [3] - Key products showcased include the Li Auto i8 electric SUV, silicon carbide wafers, AR glasses, and innovative dental care products, highlighting Shunyi's vibrant industrial development [3][4] Group 3: Functional Areas - The central functional area features four 98-inch touch screens that display thematic promotional videos, helping visitors quickly understand Shunyi's development [4] - The exhibition presents the growth of various industrial parks and economic zones, including the Capital Airport Economic Zone and the HICOOL Industrial Park, providing a clear picture of the entrepreneurial landscape [4] Group 4: Cultural and Lifestyle Elements - The back area of the exhibition emphasizes cultural aspects, featuring live broadcasts from local breweries and showcasing the "Shunyi Good Wind" campaign to promote positive community values [5] - A marketplace displays themed products, including elegant tableware and artistic items, enhancing the cultural richness of the Shunyi District [5] - The exhibition runs from October 16 to 18, inviting attendees to explore the innovative vitality of Shunyi and experience its unique charm [5]

Core Insights - The integration of "Artificial Intelligence +" is emerging as a new collaboration avenue for multinational companies in China, driven by the country's vast market and rapid application iteration capabilities [2][2][2] Industry Trends - The Chinese AI industry is expected to see sustained demand growth, particularly through the fusion of AI with sustainable manufacturing, creating new collaboration opportunities [2][2] - By 2027, China aims to achieve widespread and deep integration of AI across six key sectors, as outlined in the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" released in August 2025 [2][2] Company Strategies - Multinational companies are increasingly viewing China as a core base for global AI technology research and application, leveraging the country's complete industrial ecosystem and mature innovation environment [2][2] - Companies like Autoliv and STMicroelectronics are investing heavily in AI technologies, with STMicroelectronics and Sanan Optoelectronics investing 23 billion RMB to establish a silicon carbide wafer factory in Chongqing, set to begin mass production in Q4 [2][2] - High-profile executives emphasize the need for AI to solve real-world problems and create tangible value, advocating for a collaborative ecosystem to drive innovation [2][2][2] Future Directions - There is a call for building a talent pool focused on AI in manufacturing and establishing a standard system for AI empowerment in manufacturing, encouraging multinational companies to participate in standard-setting [2][2] - The future of AI in manufacturing is envisioned to operate in a hybrid model across cloud, edge, and endpoint, maximizing its effectiveness [2][2]

Group 1 - The core viewpoint of the article highlights the turmoil in the power semiconductor industry, particularly surrounding silicon carbide (SiC) due to the bankruptcy filing of Wolfspeed, a major manufacturer, which is expected to have significant financial repercussions for companies like Renesas Electronics [3][5][6] - The electric vehicle (EV) market's slowdown has led to challenges for the silicon carbide industry, indicating a shift in the business model of power semiconductors [5][6] - The article notes that Renesas Electronics is projected to incur a loss of approximately 250 billion yen due to the situation, while Rohm plans to implement loss reduction measures amounting to 30.3 billion yen in the fiscal year 2024 [3][5] Group 2 - The article discusses the high-risk, high-reward nature of the power semiconductor market, emphasizing the significant changes in business dynamics linked to the anticipated growth of the EV market, which was previously expected to surge around 2025 [6]

Core Viewpoint - Tianyue Advanced (02631) saw a nearly 5% increase in stock price, attributed to significant advancements in silicon carbide wafer processing technology by Beijing Jingfei Semiconductor Technology, a spin-off from the Chinese Academy of Sciences [1] Company Summary - Tianyue Advanced's stock rose by 4.75% to HKD 50.7, with a trading volume of HKD 112 million [1] - The company has focused on the research and industrialization of high-quality silicon carbide substrates since its inception [1] - It is one of the few companies globally capable of mass-producing 8-inch silicon carbide substrates and was the first to commercialize the transition from 2-inch to 8-inch substrates [1] - Tianyue Advanced is also a pioneer in launching 12-inch silicon carbide substrates [1] Industry Summary - Recent breakthroughs in silicon carbide wafer processing technology are expected to lower costs and improve efficiency in the global silicon carbide industry [1] - The potential applications of silicon carbide materials in high-end computing chips have not been fully explored, indicating future growth opportunities in advanced packaging and other areas [1] - NVIDIA's plans to use silicon carbide substrates in the advanced packaging of next-generation GPU chips highlight the increasing relevance of silicon carbide in the semiconductor industry [1]

Core Viewpoint - Tianyue Advanced (02631) shares rose nearly 5%, reaching HKD 50.7 with a trading volume of HKD 112 million, following significant advancements in silicon carbide wafer processing technology by Beijing Jingfei Semiconductor Technology, a spin-off from the Chinese Academy of Sciences [1] Company Summary - Tianyue Advanced has focused on the research and industrialization of high-quality silicon carbide substrates since its inception [1] - The company is among the few globally capable of mass-producing 8-inch silicon carbide substrates and was the first to commercialize the transition from 2-inch to 8-inch substrates [1] - Tianyue Advanced is also a pioneer in launching 12-inch silicon carbide substrates [1] Industry Summary - The recent breakthrough in silicon carbide wafer processing is expected to provide a new solution for cost reduction and efficiency improvement in the global silicon carbide industry [1] - NVIDIA plans to utilize silicon carbide substrates in the advanced packaging of its next-generation GPU chips, indicating a growing application potential for silicon carbide materials in high-performance computing [1] - According to Dongfang Securities, the application potential of silicon carbide materials in high-end computing chips has not been fully explored, suggesting future growth opportunities in the industry [1]