21世纪经济报道记者骆轶琪深圳报道 来自欧洲的半导体大厂意法半导体(ST)近些年来正持续加码中国市场。 2023年6月，ST宣布与中国化合物半导体企业三安光电（600703）在重庆成立合资公司，主要做碳化硅 前道制造工作，成为第一家在中国本地化生产碳化硅的全球化企业。 今年以来这种趋势在加速。ST宣布与华虹宏力合作，在中国开展前段制造业务合作，打造完全国产化 的STM32供应链。此外，ST还与英诺赛科开展氮化镓技术开发与制造合作，提升双方的解决方案竞争 力和供应链韧性；ST全球最大的封测基地，深圳后端工厂也在扩建中。 ST中国区微控制器、数字IC与射频产品部(MDRF)物联网/人工智能技术创新中心及数字营销副总裁 Arnaud Julienne(朱利安)在接受21世纪经济报道等媒体采访时指出，意法半导体和华虹的合作始于两年 前，双方技术团队进行了深入交流探讨，目标是无论产自中国还是以外市场，都会是品质完全一致的 STM32芯片。 STM32的主要产品为MCU类别，这也是ST的主力产品。在近日举行的一场交流活动中，ST高管和技术 人员介绍了与华虹宏力的合作细节、AI大模型趋势下的产业方向等话题。扎根中国 Arn ...

Core Insights - STMicroelectronics (ST) is deepening its localization strategy in China, focusing on the MCU market with the STM32 series while enhancing supply chain resilience through domestic and international dual supply chain layouts [1][10] - The collaboration with Huahong Semiconductor to establish a 40nm STM32 production line is crucial for ensuring consistent product quality and supply chain resilience [1][2] Product Summaries - **STM32C0 Series**: Aimed at redefining entry-level MCU value, it offers 32-bit performance at 8-bit costs, with features like a maximum Flash of 256KB and RAM of 36KB, targeting cost-sensitive applications [3][4] - **STM32U3 Series**: This ultra-low power MCU enhances battery life significantly, operating at a voltage as low as 0.65V and achieving dynamic power consumption as low as 9.5μA/MHz, outperforming competitors [5][6] - **STM32MP23**: Positioned as a high-performance MPU, it balances cost and functionality, featuring a dual-core architecture and supporting various communication interfaces, making it suitable for industrial applications [7][8] - **STM32WBA6**: This wireless MCU supports multiple protocols, including Bluetooth and Zigbee, and is designed for low-power applications, achieving only 5μA in low-power mode [9][10] Strategic Positioning - ST's continuous innovation in the STM32 series is enhancing its market share and developer engagement in China's MCU market, while the dual supply chain strategy provides a competitive edge amid geopolitical uncertainties [10]