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AI驱动+需求回暖 中国半导体产业有望保持高速增长

With AI drive and demand picking up, China's semiconductor industry is expected to maintain high-speed growth.

cls.cn ·  Jul 31 07:52

The 12th (2024) Semiconductor Equipment and Core Components Exhibition will be held at the Wuxi Taihu International Expo Center from September 25th to 27th. Guoyuan Securities' Cheng Zhouhang said that China's semiconductor industry has strong growth and leads the world. Under the trend of domestic market trends, the global market share will continue to rise in the future.

The 12th (2024) Semiconductor Equipment and Core Components Exhibition will be held at the Wuxi Taihu International Expo Center from September 25th to 27th.

Siemens EDA Asia-Pacific President Pen Qihuang said that data from multiple research institutions show that under the joint influence of multiple major trends, the global semiconductor market size is expected to exceed 1 trillion US dollars by 2030. Cheng Zhouhang from Guoyuan Securities said that from the demand side, AI applications in various industries are gradually emerging, and the explosion of terminal demand brings high demand for computing power, which promotes a new round of product innovation, especially in the semiconductor and integrated circuit industry. From the supply side, the trend of global supply chains shifting from division of labor and cooperation to multipolarity has initially formed. China's semiconductor industry has strong growth and leads the world. Under the trend of domestic market trends, the global market share will continue to rise in the future.

According to the Financial Data Center, among related listed companies:

Hangzhou Silan Microelectronics was founded in 1997, starting with the business of integrated circuit chip design, and gradually building a chip manufacturing platform with unique technology. The production lines cover 4/5/6/8/12 inches.

Nations Technologies Inc. is a leading enterprise in China's general MCU and security chip industry, and is also a national high-tech enterprise. The company focuses on technology directions such as security, SOC, radio frequency, and power supplies.

The translation is provided by third-party software.


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