Recently, a piece of exciting news has emerged: China’s independently developed and controllable new generation of domestic general-purpose processors —— Loongson 3C6000 has officially debuted.Domestic chips have finally torn through the iron curtain of Western technological blockade!This groundbreaking achievement not only breaks the decades-long technological monopoly of the West but also secures a crucial first victory for China in the Sino-U.S. technological competition.
In the current intense global technological competition, the semiconductor industry has become a core pillar of the national strategic emerging industries, profoundly influencing the development processes in numerous fields.Semiconductors are materials with electrical conductivity between that of conductors andinsulators at room temperature.Semiconductors are applied in integrated circuits, consumer electronics,communication systems, photovoltaic power generation,high-powerpower conversion and other fields. As the world’s largest semiconductor consumer market, China has become the core engine of industry growth.
Looking back at the development history of China’s semiconductors, up to the present day with the launch of the domestic C36000, it is thanks to the persistence and innovation of several generations of scientists.
In 1956, the strategy of “marching towards science” was proposed, and experts like Wang Shouwu trained the first batch of professionals and developed the first germanium transistor and integrated circuit, laying the foundation for the industry. In 1964, the first integrated circuit was successfully developed, applied in the “two bombs and one satellite” project. In 2014, SMIC achieved mass production of 14nm process technology, and Huawei’s HiSilicon launched the Kirin chip, marking a significant improvement in technological level.The launch of the Loongson 3C6000 breaks the “bottleneck” situation, completely freeing itself from dependence on foreign technology.
China’s semiconductor industry is accumulating strength, waiting for the right moment to soar, manifested in the following five aspects:
1、In recent years, the country has listed semiconductors as a strategic pillar industry, with continuous policy support increasing.
2、Relevant data shows that China’s chip self-sufficiency rate aims to exceed 70% by 2025, while the current self-sufficiency rate is about 35%, indicating significant room for improvement.
3、Whether for cloud training of large models or edge devices running AI applications such as autonomous driving, smart homes, and industrial robots, strong computing power is required, which directly translates into demand for high-performance chips.4、Countries around the world recognize the strategic importance of semiconductors to national economy and security, and have introduced substantial subsidy policies (such as the U.S. CHIPS Act, the EU’s Chip Act, and China’s National Big Fund, etc.), promoting the construction of domestic semiconductor manufacturing and R&D capabilities, bringing huge investment opportunities.5、According to predictions, the localization rate of semiconductor equipment will rise from 5% in 2020 to 21% in 2025.By 2030, it is expected to grow to $867.8 billion.It is evident that semiconductors will occupy a significant market share, with immeasurable prospects!After long-term in-depth research and review, we have compiled four high-quality leading companies in the “semiconductor” sector, which everyone must pay attention to!
The first company: Shanghai Silicon Industry
is one of the few companies in China to achieve mass production of 300mm large silicon wafers, mastering the complete set of core technologies for 300mm silicon wafers, with 606 authorized invention patents.
The second company:Taiwan Semiconductor Manufacturing Company
Its products, such as high-power thyristors and rectifiers, play an important role in high-voltage direct current transmission, reactive power compensation, and other power system links, ensuring the efficient and stable operation of the power system.
The third company:Guangda Special Materials
Its self-developed semiconductor-grade ultra-high-purity alloys have passed mass verification by Yangtze Memory Technologies, with a year-on-year net profit growth of1504.79%.
The fourth company: Chipone Technology
has an advanced“high and low voltage integrated technology platform,” with a net profit of 41.07 million yuan in the first quarter, a year-on-year increase of 72.54%.
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Disclaimer: This analysis is based on information from the internet and is for reference only, not constituting investment advice. Investors should make independent judgments based on market conditions.