1. Chip: This type of chip has continued to heat up, and new progress of R & D and applies"35KRFOKN"> It is reported that, with the positive layout and promotion of various places and enterprises, the popularity of "optical chips" has continued to heat up, and new progress in development and application of optical chips since this year.Recently, the "Guangdong Province has accelerated the promotion of the optical chip industrys innovation and development action plan (2024-2030)", and it will strive to cultivate the optical chip to form a new 100 billion -level industrial cluster by 2030.According to YOLEs data, in 2029, the overall optical module market will reach 22.4 billion, and the demand volume of optical modules will promote the demand for optoelectronic chips to double.
Compared with the chip in the general sense of using electronic transmission information, the photon chip with optical transmission information is used, theoretically information transmission speed is faster, the transmission distance is farther, and the energy loss is lower.EssenceIndustry insiders believe that the biggest significance of promoting the development of optical chips is that it has opened a new path for the improvement of the performance of semiconductor products in the post -Moore era.
The CITIC Investment Research News pointed out that the optical chip as one of the key components of the optical device, domestic optical chip manufacturers have continued to attack the city in recent yearsDuzhai has made great progress in the fields of multiple subdivided products, domestic production has accelerated, and the market space is broad.
Among A -share listed companies
Changguang Huaxin: The company has built a chip design, extension growth, wafer processing process (optical carvings (optical carvings) The full -process process platform of the IDM and 2 -inch, 3 -inch, and 6 -inch mass production lines such as Rattering/coating, packaging testing, fiber coupling, and 2 -inch, 3 -inch, and 6 -inch mass production lines. It is used in the development of a variety of semiconductor laser chips. It breaks through a series of key technologies. It is a few R & D andOne of the companies with mass production of high -power semiconductor laser chips.
Wavelength Optoelectronics: The companys main business is precision optical components and components, which can provide customers with the overall solution of various optical equipment, optical design and optical detection.
Yongding Co., Ltd.: In terms of optical chips, the company adopts vertical integration (IDM) mode to achieve the entire industry chain of design, manufacturing, sealing and sales in the field of optical chips.Integration.
2. Semiconductor: This company announced that its cleaning equipment products have achieved important performance breakthroughs
Micro, Shengmei Semiconductor Equipment (Shanghai) Co., Ltd. announced that its cleaning equipment product Ultractahoe has achieved important performance breakthroughs.This improvement can meet the strict technical requirements of more advanced wafer foundry, logic devices and storage devices.According to Shengmei Shanghai estimates, only one item of sulfuric acid can save up to $ 500,000 a year, and it can further reduce the cost in the treatment of sulfuric acid waste and be more friendly to the environment.
Huafu Securities Yang Zhong believes that the performance of the semiconductor industry has increased rapidly, and the revenue of each link is resumed well.Driven by innovation such as folding screens, the semiconductor industry is expected to continue the growth trend.The semiconductor direction may pay attention to wafer manufacturing and sealing and testing links, capital expenditures and autonomous controlled or paid attention to upstream equipment, materials and components.
Among A -share listed companies
Meixin Sheng: The companys main business products include optical sensors, wireless charging chips, wired charging chips, etc.EssenceThrough the self -developed photoelectric process and coating technology, the company has made great breakthroughs in core areas such as high sensitivity, high accuracy, and wide dynamic range, and has made significant progress in many signal chain sensing products.
Xinjieneng: The company is the leading domestic technology Fabless company. The MOSFET process is skilled and the model is complete.The company is the first company that has four major product platforms with groove type, super knot, shielding grid MOSFET, and IGBT. The product model exceeds 3,000 models, and the voltage covers the full series of 12V-1700V. The products are widely used in automotive, light storage and server power supplyFields.
Zhongke Shuguang: The company actively extends the layout of the computing ecological business, except for the launch of products and solutions such as storage, network security, big data, cloud computing—At the layout of the entire industry chain, at the same time invested a number of high -quality assets such as Haiguang Information, China Science Star Map, Shuguang Creation, and Shuguang Cloud Calculation.
