[What is the flow of capital in China's semiconductor industry? With the return of ZTE, ZTE was formally brought to an end by the U.S. sanctions. However, the discussion about the autonomy of the semiconductor industry has continued. The inability of chips to automate has always made many people uneasy. However, as early as a few years ago, the Chinese government had promoted the development of the semiconductor industry to a national strategic height and adopted many policies to promote the development of the domestic semiconductor industry. However, the semiconductor industry needs high initial investment, but many people think that the high threshold for the semiconductor industry and the long return period for investment are not the areas favored by venture capital.
However, in fact, in addition to the central and local 100 billion industrial funds established, many VCs have a long-term layout in the semiconductor field. Some institutions that have a lot of layouts in the field of technology, such as Walden International, Zhongkechuangxing, Northern Lights, Xiangfeng Investment, Guokejia, etc., all have more than six layouts in the semiconductor field. In the past two years, due to the heat of new technologies such as AI, derived AI-specific chips are hot pursuit areas, and with the development of technologies such as optoelectronics and communications, more chip companies may be awarded.
In the semiconductor upstream processing field, the country’s major funds invest more. According to media statistics, the IC companies invested by the National IC Industry Fund are as follows. The National IC Industry Fund has a relatively large investment, usually in units of 100 million yuan. The total investment has exceeded 100 billion yuan. The investment companies are in the processing side of the semiconductor industry, such as materials, wafer manufacturing, and packaging testing.
Dedicated chips, modules, etc., and early companies are more suitable for VC. Walden International, Zhongke Chuangxing, Northern Lights, Xiangfeng Investment, Guokejia, etc., have all invested in many early chip or module companies. Most of these companies are oriented to specific industry segments or fields, and many of them are still small. However, if they can achieve market leadership in their respective specific segments, there are also good prospects for development. Some of the semiconductor projects invested by these institutions are as follows.
These two years of AI, CV chip and 5G, IOT related communications chip, but also got a lot of VC's attention.
It can be seen from the above that Chinese investment institutions, whether they are industrial funds or VCs, have a lot of investment and distribution in the semiconductor field. In fact, China has a considerable industrial scale in terms of downstream and low-end, dedicated subdivided products. Its backwardness in upstream, high-end, and general-purpose chips cannot be compensated in the short term. However, with the continued inflow of capital, it may still exist to persist in rebuilding a BOE in the future.
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