As a manufacturing powerhouse, Guangdong has led the nation in the scale of its electronics industry for 33 consecutive years, with top national outputs in mobile phones, televisions, and drones. According to the latest data released by the Department of Industry and Information Technology of Guangdong Province in May, the province's semiconductor and integrated circuit industry cluster achieved revenues exceeding 270 billion yuan in 2023.

Correspondingly, significant projects are increasingly being settled in the Guangdong-Hong Kong-Macao Greater Bay Area, driving rapid industrial growth. From January to April this year, Guangdong's integrated circuit production increased by 39.5%. The key construction project plan in 2024 released bythe Guangdong Provincial Development and Reform Commission includes more than 30 semiconductor and integrated circuit projects, covering areas such as third-generation semiconductors, packaging and testing, related raw materials, and auxiliary materials.

To align with Guangdong's goal of establishing a third pillar in China's  integrated circuit industry, various cities are rolling out policies and enhancing investment promotions.

"In 2021, I stood here, taking pictures with my phone of the fields where cows and sheep grazed among waist-high weeds," recalled Chen Xiaofei, Chairman of Guangzhou Zen Semiconductor Corporation (ZENSEMI). The company's project completed its construction in nine months and installed its first equipment within twelve months. On its journey to ZENSEMI factory, the photolithography machine cleared customs at GuangzhouBaiyun International Airport in just 15 minutes before being transported to the site by truck.

"Securing land, starting construction, and installing equipment all within a year showcases the pioneering 'Zengcheng speed'," said a representative from Zengcheng District, Guangzhou. Zengcheng provides ZENSEMI with efficient, convenient "full lifecycle" services. As one of Guangzhou's semiconductor and integrated circuit hubs, Zengcheng has established key projects such as ZENSEMI, YH Global, Guangdong Microtechnology Industry Research Institute, and AMEC Guangzhou, covering crucial elements including manufacturing, packaging and testing, equipment, materials, and platforms.

"Certainly, government support is one aspect of industrial development, but the key lies in the platform or enterprise strengthening its core capabilities."Last September, the pilot line at the Guangzhou Third Generation Semiconductor Innovation Center of Xidian University officially opened. Once completed, the project will possess full-process R&D and technical service capabilities for six-to-eight-inch gallium nitride wafer growth, process preparation, and packaging and testing," said Ma Bo, Vice Dean of the Guangzhou Research Institute of Xidian University.

With the support of industrial policies and a favorable business environment, a wave of talented individuals is flocking to the Guangdong-Hong Kong-Macao Greater Bay Area to start businesses. Liturex, ranked seventh in the growth group at the national finals of the 10th China Innovation & Entrepreneurship Competition, is one such example. "Our founders are top talents in this field. Every year, a significant amount of money is invested in R&D, and we've also attracted numerous overseas engineers and PhDs," said Chen Ze, an employee of Liturex.

Source: Yangcheng Evening News

广东打造“中国芯”第三极

作为制造业大省，广东的电子信息产业规模连续33年位居全国首位，手机、电视、无人机等产品产量均居全国第一。今年5月，广东省工业和信息化厅电子信息处相关负责人给出的最新数据显示，2023年广东省半导体及集成电路产业集群营收超2700亿元。

与数据对应的，是不断落户粤港澳大湾区的一个个重大项目，正带动产业“狂飙”。今年1-4月，广东集成电路产量增长39.5%。在广东省发展改革委此前公布的2024年重点建设项目计划表名单中，半导体与集成电路产业相关投产项目、继建项目、新开工项目累计超过30个，涵盖第三代半导体、封装测试、相关原材料、辅助材料等领域。

对标广东打造集成电路产业发展第三极的目标，部分地市也在推“政策”、强“招商”。

“2021年，我也曾站在这里，拿着手机拍过几张照片，那时还是杂草可齐腰、牛羊在吃草的田园景象。”广州增芯科技有限公司董事长陈晓飞回忆，增芯项目经过了9个月土建封顶，12个月首台套设备搬入。在增芯的光刻机到来之路上，光刻机到达白云机场后，仅用15分钟就完成了通关，再由卡车运至增芯项目工厂。

“一年内拿地、开工、装机，充分展现了敢为人先的‘增城速度’”。广州市增城区相关负责人表示，增城为增芯提供更加高效、便捷的“全生命周期”服务。作为广州半导体与集成电路的两极之一，增城相继布局增芯、越海、广东微技术工研院、中微广州等骨干项目，覆盖制造、封测、装备、材料和平台等关键环节。

当然，政府的助力只是产业发展的一方面，关键还是平台或者企业练好自身内功。“去年9月，西安电子科技大学广州第三代半导体创新中心中试线正式通线，项目建成后，将具备6-8英寸氮化镓晶圆生长、工艺制备、封测等全流程研发和技术服务能力。”西安电子科技大学广州研究院副院长马博说。

在产业政策、营商环境的加持下，一批批优秀人才也在涌向粤港澳大湾区创业。第十届中国创新创业大赛全国总决赛成长组全国总排名第七的光为科技，就是一个例子。“我们的创始人就是这个领域的顶尖人才，每年有大量的钱投给研发，还引进了大批海外的工程师、博士。”光为科技工作人员陈泽说。

总策划丨杜传贵 林海利
总统筹丨孙爱群 吴江
统筹丨孙晶 刘佳宁　　
文丨记者 许张超 孙晶
翻译丨赵凡