【券商聚焦】甬兴证券:8英寸MEMS特色芯片IDM产业基地项目通线投产 看好国产替代产业链

金吾财讯
Sep 19, 2025

金吾财讯 | 甬兴证券表示,8英寸MEMS特色芯片IDM产业基地项目通线投产,看好国产替代产业链。奥松半导体8英寸MEMS特色芯片IDM产业基地项目集研发、设计、制造、封装测试及终端应用于一体,规划建设8英寸MEMS特色传感器芯片量产线、8英寸MEMS特色晶圆快速研发线、智能传感器创新研发中心、车规级传感器可靠性检测中心、产学研科研中心等,建成投产后将进一步巩固重庆在MEMS智能传感器领域的领先地位,为智能网联新能源汽车产业发展、智慧城市建设等提供核心部件保障。该机构认为随着高端产业链不断自主创新,在自主可控的大势所趋下,持续看好国产供应链机会。

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