这是9月26日在重庆拍摄的第十九届重庆市市长国际经济顾问团会议现场。新华社发新华社重庆9月28日电题：创新优、迭代快、活力足："人工智能+"成跨 国企业在华合作新赛道新华社记者李晓婷、吴燕霞、杨仕彦"中国'人工智能+产业'将带来持续的需求增长，人工智能（AI）与可持续制造的融合将开辟更多 合作新空间。"奥特斯集团首席执行官马铭天日前在第十九届重庆市市长国际经济顾问团会议上说。这是该半导体封装载板与高端互联技术供应商第10年参 会。会议期间，来自全球11个国家和地区的21家跨国企业代表共赴重庆，围绕AI赋能产业发展带来的合作新机遇展开讨论。越来越多跨国企业正将中国视 为其全球AI技术研发和应用的核心基地，看重的不仅是中国庞大的市场，更是快速的应用迭代能力、完整的产业生态和日益成熟的创新环境。2025年8月， 中国发布《关于深入实施"人工智能+"行动的意见》，为人工智能与制造业等实体经济的深度融合描绘了清晰的路线图。文件提出，到2027年，率先实现人 工智能与6大重点领域广泛深度融合。在与会代表看来，中国庞大的市场规模与应用场景为AI创新提供了独特土壤。"我们将众多全球技术的试点研发放在中 国，正是因为这里有最快 ...

日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员，成立于1969年。作 为日本领先的B2B媒体公司，聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 编者荐语： 以下文章来源于日经BP ，作者日经BP 针对碳化硅等功率半导体和LSI（大规模集成电路），罗姆在2024财年（2024年4月～2025年3月）对日 本国内外的工厂实施减损处理，计提303亿日元损失。在同期的财报中，最终损益出现500亿日元的亏 损。 成为高风险、高回报市场 这3家企业的状况说明了业务的严峻性。不仅如此，还意味着功率半导体行业的商业模式发生了巨大变 化。这些都与纯电动汽车（EV）有关。几年前，有观点预测"2025年前后起EV市场将一举崛起"，对市 场扩大的期待 很高。与此同时，以新冠疫情为契机，半导体的短缺变得明显。 阅读更多内容请点击下方"阅读原文" 功率半导体行业围绕碳化硅（SiC）正处于动荡之中 （图） 。制造元件不可或缺的碳化硅晶圆的最大厂 商美国Wolfspeed已申请适用《美国破产法》（相当于日本《民事再生法》）第11条。受此影响，日本 瑞萨电子将遭受约2500亿日元损失。 图 碳化 ...

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]

天岳先进半年报显示，公司自成立以来即专注于高品质碳化硅衬底的研发与产业化。公司是全球少数能 够实现8英寸碳化硅衬底量产、率先实现2英寸到8英寸碳化硅衬底的商业化的公司之一，也是率先推出 12英寸碳化硅衬底的公司。东方证券认为，碳化硅材料在高端算力芯片中的应用潜力尚未完全挖掘。未 来，碳化硅材料有望应用于算力芯片的先进封装等环节，打开产业成长空间。 智通财经APP获悉，天岳先进(02631)涨近5%，截至发稿，涨4.75%，报50.7港元，成交额1.12亿港元。 消息面上，据报道，近期，中国科学院半导体研究所科技成果转化企业北京晶飞半导体科技在碳化硅晶 圆加工技术领域取得重大突破，成功利用自主研发的激光剥离设备实现了12英寸碳化硅晶圆的剥离。该 突破标志着中国在第三代半导体关键制造装备领域迈出重要一步，为全球碳化硅产业的降本增效提供了 全新解决方案。此前，有报道称，英伟达计划在新一代GPU芯片的先进封装环节中采用碳化硅衬底。 ...

Group 1 - The company reported a revenue of 56.32 million yuan for the first half of 2025, which is approximately flat year-on-year [1] - The net profit attributable to shareholders reached 133 million yuan, representing a year-on-year increase of 36.03% [1] - The total profit amounted to 157 million yuan, showing a significant year-on-year growth of 60.97% [1] Group 2 - The company holds the concession rights for the Jiahuajialing River Bridge in Chongqing, generating toll revenue of 55.71 million yuan and facility leasing income of 0.61 million yuan in the first half of the year [1] - The company received dividends of 70.89 million yuan from its stake in Chongqing Bank and is set to receive 6.6 million yuan from Chongqing Yufu Expressway Co., Ltd. [1] - The company has a stake in Anhui Changfei Advanced Semiconductor Co., Ltd., which successfully launched its first wafer and is set to enter mass production [2] Group 3 - As of the end of the reporting period, the company's total assets were 7.13 billion yuan, with total liabilities of 1.77 billion yuan, resulting in total equity of 5.36 billion yuan [2] - The company's debt-to-asset ratio stands at 24.83%, indicating a solid financial structure [2]

Group 1 - China's economy shows strong growth in high-tech manufacturing, with an increase of 9.5% in value added for large-scale high-tech manufacturing in the first half of the year [2] - Strategic emerging service industries also saw significant growth, with revenues increasing by nearly 10% from January to May [2] - The innovation-driven development strategy is gaining momentum, enhancing the vitality of innovation and driving economic growth [2] Group 2 - Traditional industries are undergoing upgrades, with companies like Xiangtan Steel focusing on high-end and specialty steel products to capture market demand [3][4] - The integration of advanced technologies such as AI and 5G in industries like coal mining is improving safety, efficiency, and environmental sustainability [5] - Companies are increasingly adopting innovative technologies to enhance productivity and reduce training times, as seen in Suzhou Huazhan Aerospace Electric Co. [5] Group 3 - The development of compound semiconductor industries is crucial, with companies like Huagong Technology achieving breakthroughs in laser wafer cutting equipment [6][7] - Innovation is essential for industries to withstand risks and enhance resilience, with a focus on addressing critical technological challenges [8] Group 4 - The transformation of scientific achievements into productive forces is accelerating, with companies like Xihai Biotechnology rapidly moving from research to industrial production [9] - Over 77% of R&D investment in China comes from enterprises, highlighting the importance of market-driven innovation [9] Group 5 - New industries are gradually emerging, with a focus on sectors such as marine technology and hydrogen energy, as demonstrated by the launch of China's first offshore CCUS project [12] - The development of new materials, such as high magnesium lightweight aluminum, is key to enhancing competitiveness in various fields [15] Group 6 - Private enterprises are becoming increasingly active in innovation, with sectors like integrated circuits and artificial intelligence seeing significant growth [16][17] - Foreign investment is shifting towards innovation-driven projects, as evidenced by new R&D facilities established by companies like Siemens in China [18] Group 7 - Continuous innovation efforts are supported by a robust talent pool, with China leading globally in the number of R&D personnel and STEM graduates [22] - The integration of education, technology, and talent development is crucial for fostering innovation and high-quality growth [21]

Core Insights - The new materials industry remains at a low point in 2025, with various data and significant events drawing attention [1] Industry Overview - The CIB New Materials Price Index in May stands at 60.2, reflecting a month-on-month increase of 1.9% but a year-on-year decline of 13.1%, down 53.7% from the peak in March 2022 [1] - The operating index is at 67.2%, with a slight month-on-month increase of 0.2 percentage points and a year-on-year decrease of 1.6 percentage points [1] - In Q1 2025, the CIB New Materials Enterprise Profit Index is at 84.6, up 9.0% from the previous quarter and 10.4% year-on-year [1] - New materials listed companies report a revenue increase of 6.8% year-on-year, marking two consecutive quarters of positive growth, with a gross margin of 19.0%, ending a three-quarter decline [1] Key Events - On May 20, a cooperation agreement for a new materials industry fund was signed by the Northwest Nonferrous Metals Research Institute and two other parties, aiming to establish a 10-year, 10 billion yuan fund, potentially expanding to 100 billion yuan [1] - Significant events include India's imposition of anti-dumping duties on Chinese titanium dioxide on May 10, and the commencement of two Sinopec projects at the Ningdong base on May 18 [1] - On May 28, the first batch of silicon carbide wafers was produced at the Changfei Advanced Semiconductor Wuhan base, and on June 6, the China Pingmei Shenma Group project was launched [1] - Saudi Aramco signed a nearly 90 billion dollar agreement on May 15, while on June 5, LyondellBasell entered negotiations for asset sales [1] Material Prices and Trends - In May, advanced chemical materials showed high operating rates, but prices and gross margins declined; advanced inorganic non-metallic materials saw stable glass fiber prices but falling glass prices [1] - Advanced steel materials experienced a rise in carbon steel prices while spring steel prices fell; advanced non-ferrous metal materials like titanium have seen price increases for seven consecutive months, while aluminum alloy prices slightly decreased [1] - Demand for new energy materials remains high, but material prices are declining; prices for green low-carbon materials are stable or slightly down [1] - In the electronics information materials sector, semiconductor sales growth is moderate, while panel shipment areas have decreased, and most electronic chemicals have seen significant price drops [1]

Group 1 - Renesas has recently announced the abandonment of its SiC power semiconductor production and disbanded its SiC chip production team at the Takasaki factory, leading to an expected loss of approximately $1.7 billion (about 250 billion yen) in the first half of the year [2][3][14] - The company has postponed its strategic goals set in 2022, including becoming one of the top three embedded semiconductor solution providers by 2030, exceeding $20 billion in sales, and increasing its market value sixfold by 2022, now aiming for 2035 [4][14] - The bankruptcy restructuring of its SiC partner, Wolfspeed, has significantly impacted Renesas, as Wolfspeed is a key supplier of SiC substrates [5][6][8] Group 2 - Renesas experienced a surge in revenue during 2021-2022 due to the global chip shortage and acquisitions, with 2022 revenue reaching 1.5 trillion yen, a 51% year-on-year increase, but growth has since slowed [23][25] - The company announced a major layoff of about 5% of its workforce, approximately 1,000 employees, and postponed salary increases due to performance pressures [24][29] - Financial results for the first quarter of 2025 showed a 12.2% year-on-year decline in sales to 308.8 billion yen, with automotive revenue also down 12.8% [26][27][41] Group 3 - The automotive semiconductor market is facing a downturn, with a projected 1.2% revenue decline in 2024, attributed to inventory adjustments by suppliers and OEMs [38] - Renesas has adjusted its strategy to focus on its core strengths in embedded processing and computing technologies, while also planning to increase investments in hardware and related peripherals [29][30] - The company is expected to continue its presence in the SiC market through design and outsourcing manufacturing, despite halting its own production [21][44]

Core Viewpoint - Wolfspeed, a pioneer in the semiconductor industry, has filed for bankruptcy due to overwhelming debt and inability to adapt to market changes, particularly the rise of Chinese competitors [3][22]. Group 1: Company Background - Wolfspeed was once the largest manufacturer of silicon carbide (SiC) substrates, with a peak market value of $16.5 billion (approximately 120 billion RMB) [3]. - The company originated from Cree Research, founded in 1987, and became a leader in the LED market before transitioning to SiC technology [8][12]. - Wolfspeed's market share in SiC substrates was as high as 80% in the past, but it has significantly declined to 33.7% by 2024 due to increased competition from Chinese firms [16]. Group 2: Financial Struggles - As of March, Wolfspeed had approximately $1.33 billion in cash reserves but faced $6.5 billion in debt, leading to severe liquidity issues [20]. - The company has reported net losses for ten consecutive years, with losses escalating from $280 million in FY 2018 to $864 million in FY 2024 [21]. - In May 2025, Wolfspeed's stock plummeted by 57%, resulting in a market value loss exceeding $1 billion [21]. Group 3: Market Dynamics - The demand for SiC semiconductors surged in sectors like electric vehicles and renewable energy, with over 60% of the demand coming from the EV market [20]. - Despite the high demand, Wolfspeed's expansion efforts did not yield the expected orders, particularly as the EV market faced a slowdown [20]. - The company's strategy of aggressive capacity expansion did not align with market realities, leading to underutilization of its new facilities [22][23]. Group 4: Competitive Landscape - Chinese competitors have leveraged their mature manufacturing capabilities to challenge Wolfspeed, which failed to adequately address the Chinese market's dynamics [3][24]. - Other global players, such as STMicroelectronics and Infineon, have pursued vertical integration and partnerships with Chinese firms, further intensifying competition [17].

Core Viewpoint - The establishment of a new factory by SuperSiC in Malaysia marks a significant step in enhancing the semiconductor manufacturing capabilities in the region, particularly in advanced wafer production [1][2][3]. Group 1: Project Overview - The new facility in Penang, Malaysia, will cover an area of 40,000 square meters and is part of JSG's global expansion strategy, with construction expected to begin within a year [1]. - The first phase of the project aims to produce 240,000 pieces of 8-inch silicon carbide wafers annually, which are essential for high-performance electronic products such as electric vehicle chargers and telecom power systems [1]. Group 2: Strategic Importance - The Malaysian Investment Development Authority (MIDA) highlighted that this facility will support several strategic development plans, including the New Industrial Master Plan 2030, Chemical Industry Roadmap 2030, and National Semiconductor Strategy 2030 [2]. - The project is expected to catalyze further investments in the semiconductor sector, reinforcing Malaysia's position as an advanced manufacturing hub in Asia [2]. Group 3: Company Strategy - The chairman of JSG stated that the launch of the Penang factory signifies a critical advancement in the company's internationalization strategy, facilitating local production capacity in Southeast Asia and fostering collaboration with the local semiconductor ecosystem [3]. - The establishment of the factory is also aimed at enhancing global supply chain stability and fulfilling the commitment to be closer to customers and respond quickly [4].