半导体产业国产化替代进程提速

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Apr 16, 2025

4月11日,中国半导体行业协会发布 《关于半导体产品“原产地”认定规则的紧急通知》,明确了集成电路原产地的认定标准,即以“晶圆流片工厂”所在地作为原产地的判定依据。晶圆制造(流片)是最核心、技术门槛最高的环节,直接决定芯片的制程工艺。业内人士表示,集成电路原产地认定规则的落地,是中美贸易摩擦升级背景下的重要政策回应,我国半导体产业国产化替代进程有望进一步提速,建议关注自主可控的投资机会,尤其是...

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