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半導體國產替代

關注半導體國產替代進程，從設備、材料到設計，分析自主可控的投資機會與技術突破挑戰。

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半导体实战营 2026-08-26 73

2026 IC設計新生態：實戰營模式引領人才培養與技術創新

深入剖析2026年IC設計產業新趨勢，實戰營模式如何重塑人才培養體系，推動技術創新，解決行業人才短缺問題，以及未來IC設計產業的發展前景與投資機遇。

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半导体实战营 2026-08-09 109

2026 IC设计产业新生态：实战营模式引领人才培养与技术创新

本文深入探讨2026年IC设计产业的发展趋势、人才培养挑战及半导体实战营模式的创新实践，分析AI芯片设计、Chiplet架构等前沿技术，以及政策支持与市场机遇，为产业参与者提供全面视角。

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半导体行情 2026-08-07 108

三星、SK海力士傳評估中微設備：中國半導體設備「出海」大門裂開一道縫

路透社報導三星電子與SK海力士正評估中國中微半導體的芯片製造設備，考慮用於其在中國的工廠，以因應美國出口管制收緊風險。與此同時，中微公司上半年淨利潤預增逾2.8倍，營收達66.91億元。本篇文章深入解析國產半導體設備從「內循環替代」走向「外循環出海」的邏輯重估，探討出口管制如何重塑全球芯片設備競爭格局與投資機會。

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为什么投芯片 2026-08-02 100

半導體設備出口管制升級！芯片投資邏輯迎來大洗牌

2026年8月，美國商務部宣布擴大先進半導體設備出口管制範圍，衝擊全球芯片產業鏈。本文深入解析新規對晶圓代工、設備商及國產替代的影響，並探討投資者應如何調整半導體配置策略，把握地緣政治下的轉折點。

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  175. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/concern/RelationShip.php ( 28.30 KB )
  176. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/contract/Arrayable.php ( 0.09 KB )
  177. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-helper/src/contract/Jsonable.php ( 0.13 KB )
  178. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-orm/src/model/contract/Modelable.php ( 0.09 KB )
  179. /www/wwwroot/cjgpcs.cn/app/middleware.php ( 0.45 KB )
  180. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Pipeline.php ( 2.61 KB )
  181. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-trace/src/TraceDebug.php ( 3.40 KB )
  182. /www/wwwroot/cjgpcs.cn/app/middleware/SecurityHeaders.php ( 0.64 KB )
  183. /www/wwwroot/cjgpcs.cn/app/middleware/LangPrefix.php ( 7.05 KB )
  184. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/facade/Cookie.php ( 1.48 KB )
  185. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Cookie.php ( 6.06 KB )
  186. /www/wwwroot/cjgpcs.cn/app/middleware/LangSwitch.php ( 4.02 KB )
  187. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/SessionInit.php ( 1.94 KB )
  188. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Session.php ( 1.80 KB )
  189. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/driver/File.php ( 6.27 KB )
  190. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/contract/SessionHandlerInterface.php ( 0.87 KB )
  191. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/session/Store.php ( 7.12 KB )
  192. /www/wwwroot/cjgpcs.cn/vendor/topthink/think-multi-app/src/MultiApp.php ( 7.06 KB )
  193. /www/wwwroot/cjgpcs.cn/app/home/middleware.php ( 0.12 KB )
  194. /www/wwwroot/cjgpcs.cn/app/home/lang/zh-cn.php ( 3.01 KB )
  195. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/middleware/LoadLangPack.php ( 3.50 KB )
  196. /www/wwwroot/cjgpcs.cn/app/middleware/SubsiteLangPack.php ( 5.26 KB )
  197. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/Route.php ( 23.73 KB )
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  199. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Domain.php ( 2.53 KB )
  200. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleGroup.php ( 22.41 KB )
  201. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/Rule.php ( 27.49 KB )
  202. /www/wwwroot/cjgpcs.cn/vendor/topthink/framework/src/think/route/RuleItem.php ( 9.78 KB )
  203. /www/wwwroot/cjgpcs.cn/app/home/route/router.php ( 12.36 KB )
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  210. /www/wwwroot/cjgpcs.cn/app/home/controller/Document.php ( 101.72 KB )
  211. /www/wwwroot/cjgpcs.cn/app/home/controller/Home.php ( 21.11 KB )
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  1. CONNECT:[ UseTime:0.001244s ] mysql:host=127.0.0.1;port=3306;dbname=cjgpcs;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `g3ys_config` [ RunTime:0.003633s ]
  3. SELECT `value` FROM `g3ys_config` WHERE `name` = 'timezone' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.000980s ]
  4. SHOW FULL COLUMNS FROM `g3ys_route` [ RunTime:0.003887s ]
  5. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.002152s ]
  6. SHOW FULL COLUMNS FROM `g3ys_theme` [ RunTime:0.005574s ]
  7. SELECT `paginator` FROM `g3ys_theme` WHERE `module` = 'home' AND `name` = 'setmain' AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001189s ]
  8. SHOW FULL COLUMNS FROM `g3ys_lang` [ RunTime:0.005891s ]
  9. SELECT * FROM `g3ys_lang` WHERE `subsite_id` = 40 AND ( ( LOWER(name) = 'zh-tw' ) OR `subtag` = 'zh-tw' ) AND `status` = 1 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.002170s ]
  10. SHOW FULL COLUMNS FROM `g3ys_member` [ RunTime:0.007699s ]
  11. SELECT * FROM `g3ys_member` WHERE `id` = 0 AND `subsite_id` = '40' LIMIT 1 [ RunTime:0.001577s ]
  12. SHOW FULL COLUMNS FROM `g3ys_tags` [ RunTime:0.003640s ]
  13. SELECT * FROM `g3ys_tags` WHERE `name` = 'semiconductor-localization' AND `status` = 1 AND `subsite_id` IN (0,40) ORDER BY FIELD(subsite_id,40,0) LIMIT 1 [ RunTime:0.001085s ]
  14. SHOW FULL COLUMNS FROM `g3ys_document` [ RunTime:0.008722s ]
  15. SELECT COUNT(*) AS think_count FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('506', tags) ) [ RunTime:0.006278s ]
  16. SELECT `id`,`name`,`title`,`description`,`pic`,`category_id`,`create_time`,`document_type` FROM `g3ys_document` WHERE `subsite_id` IN (0,40) AND `status` = '1' AND `model_id` = 2 AND ( FIND_IN_SET('506', tags) ) ORDER BY `sort` DESC,`id` DESC LIMIT 0,10 [ RunTime:0.010805s ]
  17. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.003553s ]
  18. SHOW FULL COLUMNS FROM `g3ys_ad_location` [ RunTime:0.005006s ]
  19. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-full' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001246s ]
  20. SHOW FULL COLUMNS FROM `g3ys_ad` [ RunTime:0.004499s ]
  21. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '83' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489516 ) AND ( `end_time` = 0 OR `end_time` >= 1790489516 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001649s ]
  22. SHOW FULL COLUMNS FROM `g3ys_total` [ RunTime:0.004821s ]
  23. SELECT * FROM `g3ys_total` WHERE `target_id` = '6990' LIMIT 1 [ RunTime:0.001318s ]
  24. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000914s ]
  25. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000962s ]
  26. SELECT * FROM `g3ys_total` WHERE `target_id` = '6398' LIMIT 1 [ RunTime:0.000855s ]
  27. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001178s ]
  28. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001102s ]
  29. SELECT * FROM `g3ys_total` WHERE `target_id` = '6242' LIMIT 1 [ RunTime:0.000793s ]
  30. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001178s ]
  31. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001111s ]
  32. SELECT * FROM `g3ys_total` WHERE `target_id` = '6076' LIMIT 1 [ RunTime:0.000872s ]
  33. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000901s ]
  34. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000893s ]
  35. SELECT * FROM `g3ys_ad_location` WHERE `name` = 'ad-right' AND `subsite_id` = '40' AND `status` = 1 LIMIT 1 [ RunTime:0.001134s ]
  36. SELECT * FROM `g3ys_ad` WHERE `subsite_id` = '40' AND `ad_location_id` = '84' AND `status` = 1 AND `device` IN ('all','pc') AND ( `start_time` = 0 OR `start_time` <= 1790489516 ) AND ( `end_time` = 0 OR `end_time` >= 1790489516 ) ORDER BY `sort` DESC,`id` DESC [ RunTime:0.001529s ]
  37. SELECT * FROM `g3ys_tags` WHERE `subsite_id` = 40 AND `status` = 1 ORDER BY `sort` DESC,`id` DESC LIMIT 15 [ RunTime:0.003922s ]
  38. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001712s ]
  39. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.000895s ]
  40. SELECT * FROM `g3ys_route` WHERE ( `subsite_id` = '40' OR `subsite_id` = '0' ) AND `module` = 'home' AND `status` = 1 ORDER BY `sort` DESC,`id` ASC [ RunTime:0.001334s ]
0.523061s