According to China Securities Journal, at the Nanjing World Semiconductor Conference and the Third Generation Semiconductor Industry Development Summit Forum, Wu Ling, a member of the National New Materials Industry Development Expert Advisory Committee and Chairman of the Third Generation Semiconductor Industry Technology Innovation Strategic Alliance, revealed: National Both the 2030 Plan and the "14th Five-Year Plan" National R&D Plan have made it clear that third-generation semiconductors are an important development direction, and now it is time to discuss implementation plans. Subsequently, concept stocks related to the A-share market soared, and some stocks that overlapped with the GEM market went up and down. The concept became popular!
What is the third generation semiconductor?
According to the China Digital Science and Technology Museum, the first generation of semiconductor materials were mainly silicon and germanium semiconductor materials. In the 1950s, germanium occupied a dominant position among semiconductor materials and was mainly used in low-voltage, low-frequency, medium-power transistors and photoelectric detection. devices, which were gradually replaced by silicon devices by the late 1960s. Due to its rich silicon content and easy purification and crystallization, silicon has become the most widely used semiconductor material. More than 95% of semiconductors and 99% of integrated circuits are made of silicon semiconductor materials.
The second generation of semiconductor materials mainly refers to compound semiconductor materials, such as gallium arsenide (GaAs), indium antimonide (InSb); ternary compound semiconductors, such as GaAsAl, GaAsP; and some solid solution semiconductors, such as Ge-Si, GaAs -GaP; glass semiconductors (also known as amorphous semiconductors), such as amorphous silicon, glassy oxide semiconductors; organic semiconductors, such as phthalocyanine, copper phthalocyanine, polyacrylonitrile, etc. It is mainly used to make high-speed, high-frequency, high-power and light-emitting electronic devices. It is an excellent material for making high-performance microwave, millimeter-wave devices and light-emitting devices. Due to the rise of the information highway and the Internet, it is also widely used in satellite communications, mobile communications, optical communications, GPS navigation and other fields.
The third generation of semiconductor materials is mainly wide bandgap semiconductor materials represented by silicon carbide (SiC), gallium nitride (GaN), zinc oxide (ZnO), diamond, and aluminum nitride (AlN). In terms of application, according to the development of third-generation semiconductors, its main applications are semiconductor lighting, power electronic devices, lasers and detectors, and other four fields. The maturity of the industry in each field is different. In the field of cutting-edge research, wide bandgap semiconductors are still in the laboratory research and development stage. Among them, silicon carbide and gallium nitride are relatively mature technology directions. The currently applied fast charging technology uses gallium nitride materials.
Currently, American, European and Japanese manufacturers are leading the global silicon carbide industry, with American manufacturers occupying a dominant position.
The founder of semiconductors talks about "overtaking in a straight line"
Dr. Zhang Rujing, founder and former CEO of SMIC, former general manager of Shanghai Xinsheng, founder and chairman of Xinen (Qingdao), and founder of China's semiconductors, previously worked at CITIC Securities The exchange meeting jointly organized by the Research and Development Department and Jinshajiang Capital discussed how to "overtake in a straight line" in third-generation semiconductor materials.
Dr. Zhang believes that the third generation of semiconductors is in the post-Moore's Law era. The line width is not very small and the equipment is not particularly expensive. The main reason is that the materials are not easy to make and the design must have advantages. The focus of is on talents, but the truly experienced talents are We don’t have enough in our country!
In the application of silicon carbide materials, there are three stages where the neck can get stuck:
(1) material, single crystal of silicon carbide, 2 inches, 3 inches, and 4 inches have been used for a long time, and now 5 inches and 6 inches have been released , 8-inch only comes out in small quantities, and the most commonly used ones now are 4-inch and 6-inch. Materials are a very important resource;
(2) Epitaxial wafers: With the materials, the second stage is to find epitaxial wafers, which is also a special technology. , if the device is well made, it will be very good;
(3) The third stage produces a variety of power semiconductors, which have many uses. For new energy vehicles and high-voltage power devices of high-voltage trains, it is best to use silicon carbide. For these, we also Relatively weak.
The third generation of semiconductor materials is so hot now, do you want to pursue it? The author personally believes that during the hot speculation in the stock market on Friday, although the semiconductor sector was very lively, it was essentially speculation on the GEM. Some of the stocks with the leading gains were small market capitalization stocks on the GEM, such as Jucan Optoelectronics and Lianhe. Jian Optoelectronics, Yu Diamond, etc. If you see the development of China's semiconductor industry in the long term, you should choose stocks supported by performance logic and not just speculate on concepts.
What are the related concept stock targets of A shares? This list compiled by Stock Picker is relatively complete and worth collecting:
