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板块异动 | 超百亿元第三代半导体项目签约 半导体及元件板块开盘走高

Changes in the sector | Third-generation semiconductor projects exceeding 10 billion yuan were signed, and the semiconductor and components sector opened higher

Zhitong Finance ·  Dec 14, 2022 09:46

Zhitong Financial APP learned that on December 14, affected by more than 10 billion yuan third-generation semiconductor project signing news, A-share semiconductors and components plate opened higher, as of press release, Dagang shares (002077.SZ), crystal technology (003026.SZ) rose, Luwei Optoelectronics (688401.SH), North China Chuang (002371.SZ), Cambrian (688256.SH), Semiconductor Manufacturing International Corporation (688981.SH) and other stocks rose.

The official Weibo of Jinghe Metro in Xixian New area announced that it had signed a strategic cooperation framework agreement with Jiangxi Yuhong Jin material Technology Co., Ltd. This contract means that the Xi'an third-generation compound semiconductor chip and device industrialization project with a total investment of 11.6 billion yuan has officially settled in Jinghe New City. The three main applications of the third generation semiconductors are optoelectronic devices, radio frequency electronic devices and power electronic devices. The forward-looking Industrial Institute estimates that the overall market size of China's third-generation semiconductors is expected to exceed 50 billion yuan by 2025. The organization believes that the leading enterprises in 5G communications, new energy vehicles, photovoltaic and other fields gradually use the third generation semiconductors, and the original traditional power devices, radio frequency devices, and LED chip companies will also be important players in the third generation semiconductor industry chain, and fully benefit from this wave of more than a decade of industrial trends.

Tianfeng Securities Research report: according to the semiconductor industry forecast of IC Insights in January this year, total semiconductor sales in 2022 are expected to grow by another 11%. In addition, according to IC Insights data, the scale of the global wafer foundry industry is expected to grow by 20% in 2022 compared with the same period last year. With the release of capacity from a large number of new wafer factories and the improvement of capacity utilization in domestic mainstream wafer foundries, more closed testing demand will be added in the future. The prosperity of the global semiconductor industry is improving, and the downstream application fields are constantly expanding. as more and more chips are used in the current and future key technologies, it is expected that the demand for semiconductor products will increase significantly in the next few years.

The translation is provided by third-party software.


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