政策原声·资本逻辑·产业一线，一天听透｜第三届湾区半导体投融资战略发展论坛来了！

介绍农银投资服务科创企业特别是半导体企业的相关情况。

An introduction to ABC Investments' services for technology innovation enterprises, with a focus on the semiconductor industry.

中国半导体产业的发展和贸易战之初已经完全不同；人工智能技术的发展对半导体产业生态提出了崭新的要求；中国的半导体产业生态在支持人工智能新发展上充满了新的机遇和空间；半导体的全产业链，在支撑人工智能技术的进一步发展上，充满了创新和投资的机会。

Chinese Semicon industry has gone a long way since the start of trade war. Today, AI technology development demands a new ecosystem in semicon industry and technologies. Chinese semicon industry is position well to take advantage of the new demand and new technolgoies. There are vast opportunities to invest in the innovation of the new semicon ecosystem to sustain AI technology growth.

1、中国人工智能产业蓬勃崛起，持续拉动本土半导体产业实现需求迭代与层级升级

2、国内半导体产业步入提质增效、创新突破的高质量发展新阶段

3、中国半导体产业蕴藏广阔发展空间，具备优质长期投资机遇

1、The vigorous rise of China's AI industry drives the demand iteration and upgrading of the domestic semiconductor industry.

2、China's semiconductor industry has entered a new stage of high-quality development featuring quality improvement, efficiency enhancement and innovation breakthroughs.

3、China's semiconductor industry boasts broad development prospects and presents high-quality long-term investment opportunities.

从募资、投资、退出数据、机构观点、地域与细分行业变迁等方面解读中国半导体及集成电路产业发展情况。

Analyze the development of China's semiconductor and integrated circuit industry from aspects such as financing, investment, exit data, institutional perspectives, regional and sub-sector changes.

本次演讲以半导体流量计的国产化进程为主题，结合深圳市佳迈自动化股份有限公司在高端流体自动化元件领域的技术积累与产业实践，介绍半导体设备流量测量与控制的应用需求、关键技术及国产替代进展。围绕半导体制造过程中对流体控制精度、稳定性、可靠性及洁净度的要求，探讨国产流量计在技术研发、产品验证、客户导入及产业链协同等方面面临的机遇与挑战，展望半导体流量测控核心元件国产化的发展方向。

This presentation focuses on the localization of flow meters for semiconductor applications, drawing on Shenzhen Jiama Automation Co., Ltd.'s technical expertise and industrial experience in high-end fluid automation components. It will explore the application requirements, key technologies, and progress in domestic substitution of flow measurement and control technologies used in semiconductor equipment. With an emphasis on measurement accuracy, stability, reliability, and cleanliness, the presentation will discuss the opportunities and challenges facing domestic flow meters in technology development, product validation, customer qualification, and supply chain collaboration, while examining future directions for the localization of critical fluid measurement and control components in the semiconductor industry.

本演讲围绕AI转向物理世界、仿真成为物理AI训练场、CAE架构革命三大趋势，剖析蜂巢互联"128架构"在半导体装备的实证经验，探讨物理AI仿真引擎的投资机遇。

This speech examines three trends—AI shifting to the physical world, simulation as the training ground, and CAE architecture revolution—sharing Honeycomb's "128 Architecture" validation in semiconductor equipment and investment opportunities in Physical AI simulation engines.

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