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中美局势下的芯片设计与制造

  • 私募股权
  • 科技媒体通讯
  • 中国大陆及香港
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Specialist

专家 1: 某半导体公司高级电池验证工程师;专家 2: 前任某国际集成电路制造有限公司主任工程师

Agenda

  • 梳理国内芯片设计公司的设计能力及核心竞争优势
  • 从需求和技术的角度出发,看国内芯片设计领域国产替代的可能性
  • 中美贸易战对华为芯片研发、生产和销售的影响,并预测华为未来 2-3 年芯片研发领域的方向
  • 美国制裁对中芯国际(HKG: 981)的具体影响,以及目前各制程产品的产能、工艺、定位、前 景等
  • 中美贸易战下,从设备、原材料、设计的角度看,芯片制造的哪些领域可国产替代的意义更大

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