Jiashi Fund Chen Junjie: The potential and development opportunities of China's leading semiconductor industry are becoming more prominent.

date
27/08/2025
On August 26, Chen Junjie, manager of Jiashi Global Industrial Upgrade Fund, stated that the potential and development opportunities of China's semiconductor industry leader are becoming more prominent. In recent years, China's semiconductor industry has developed rapidly, and has built a relatively complete semiconductor industry chain. From upstream materials and equipment, to midstream manufacturing and packaging testing, to the design and production of analog and digital chips in the downstream sector, corresponding capabilities have been established. Now, the industry is entering a new stage of development, with the focus shifting to whether it can cultivate leading companies with global competitiveness in the vertical field. There are already some positive signs - some related companies not only show strong development potential, but also bring considerable returns to investors. In addition, China has unique advantages in terms of engineering talent, and its engineering landing capability is second to none in the world, laying a solid foundation for further breakthroughs in the semiconductor industry.