On May 30, Yu Jia, a Chinese technology and hardware industry analyst at UBS Securities, said about the establishment of the third phase of the National Integrated Circuit Industry Investment Fund, considering that the actual scale of capital raised may be larger than the scale of investment in China's integrated circuit industry that can be driven by Phase III of the Registered Capital Fund, or at least 400 billion to 500 billion yuan or higher. The chip manufacturing sector is likely to remain a key investment area for the third phase of the Big Fund. Among them, storage, relatively advanced logic, and the semiconductor supply chain side related to China's dominant downstream industries (such as trams, etc.) are most likely to receive continued domestic government funding support. In the A-share sector covered by UBS, semiconductor equipment will be the most profitable sub-sector of Big Fund Phase III.
5月30日瑞银证券中国科技硬件行业分析师俞佳就国家集成电路产业投资基金三期的成立表示考虑到实际募资规模可能大于注册资本大基金三期所能带动对于中国集成电路产业的投资规模或至少在4000亿至5000亿元人民币或更高。芯片制造领域很可能仍是大基金三期重点投资领域其中存储、相对较先进的逻辑、以及与中国优势下游产业（如电车等）相关的半导体供应链端最有可能获得国内政府资金持续的支持。在瑞银覆盖的A股板块中半导体设备将是大基金三期最收益的子行业。
On May 30, Yu Jia, a Chinese technology and hardware industry analyst at UBS Securities, said about the establishment of the third phase of the National Integrated Circuit Industry Investment Fund, considering that the actual scale of capital raised may b
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