Focusing on the Second Bay Area Semiconductor Investment and Financing Strategic Development Forum: The industrial investment structure continues to optimize, with AI and controllability becoming the focus

Wallstreetcn
2025.10.16 22:27

On October 16th, during the 2025 Bay Area Core Exhibition, information was released at the Second Bay Area Semiconductor Investment and Financing Strategic Development Forum. Currently, investment in the semiconductor equipment and materials sector is gradually heating up, and local industrial funds are becoming an important force in promoting industrial development. Experts indicate that looking to the future, artificial intelligence is becoming a new engine for growth in the semiconductor industry, giving rise to five major investment and financing golden tracks: cloud-side AI chips, edge-side AI chips, new architecture chips, automotive chips, and communication chips. Meanwhile, several industry insiders believe that the demand for self-controllable semiconductor industry chains is stimulating capital to converge on the weak links in the industry chain. (Shanghai Securities Journal)

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