半导体与集成电路是我国重要的战略科技产业，其技术的发展直接影响国家科技硬实力。2025年以来，我国集成电路产业迎来了复苏增长，受益于AI驱动上游算力、下游终端需求增长，叠加设备、材料、算力芯片、存储芯片等关键领域国产替代持续推进，2025年二季度国内半导体板块业绩整体表现较好。根据工信部运行监测协调局公布的数据显示，1—8月我国出口集成电路2330亿块，同比增长20.8%，集成电路产量3429亿块...
Source Link半导体与集成电路是我国重要的战略科技产业，其技术的发展直接影响国家科技硬实力。2025年以来，我国集成电路产业迎来了复苏增长，受益于AI驱动上游算力、下游终端需求增长，叠加设备、材料、算力芯片、存储芯片等关键领域国产替代持续推进，2025年二季度国内半导体板块业绩整体表现较好。根据工信部运行监测协调局公布的数据显示，1—8月我国出口集成电路2330亿块，同比增长20.8%，集成电路产量3429亿块...
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