HF-SE152B 可以說，半導體產能的主場非大陸莫屬。但需要指出的是，大陸晶圓廠有諸多臺積電、SK海力士、三星、聯電等非大陸系，真正根植于大陸的代工廠以中芯國際、華虹宏力等為代表。
呼吁優先保證大陸本土設計廠商產能
在波及全球的缺芯大潮中，一些較有實力的大陸IC設計廠商在經受巨大考驗的同時，也意外迎來了新機。
在行業耕耘有數年之久的IC設計公司董事長關山（化名）直陳，公司在近段時間以來獲得了眾多海外客戶的訂單，如歐洲、日本等，可以說難得遇上出海、搶占市場份額的大好時機。
畢竟，本身大陸本土IC設計廠商實力相對較弱，以往很難打開海外市場，而當缺芯蔓延之際，能供貨的就是“王者”，這讓國外客戶對較有實力的本土IC設計廠商拋來“橄欖枝”，有望成為國外企業的一個芯片備選供應商，讓以往難以走出去的本土設計廠商迎來了打開海外市場的新契機。
但關山話鋒一轉：把握契機的所有前提就是要拿到產能。
而如今大陸設計廠商面臨的局面有些“尷尬”：在全球科技冷戰緊張的情形下，一些美以及所謂盟友的代工廠奉行所謂的“政治正確”原則，對大陸IC設計廠商或有心或無力給予正反饋。而本土代工廠因多重考量，對國外設計大廠的產能有所傾斜，難以周全顧及本土IC設計廠商的需求。
在多重糾葛之下，本土IC設計廠商“進與退”已然倚仗本土產業鏈的支持力道，進則獲得所需的產能供應，并可借機擴展海外市場，而這亦將帶動全產業鏈的進階，退則或難以收場。關山分析，一方面缺芯創造了走出的機會，有助于提升本土IC設計廠商的國際競爭力；另一方面，這能讓本土IC設計廠商打入到以往難以進入的國外供應鏈體系，了解國外的供應標準和認證體系，進而與代工封測廠共同應對，助力大陸半導體業的升級。
“大陸設計廠商雖然需求不如國外大廠，但貴在有成長性，產能需求爬坡快，因此在向代工廠提出產能需求時，要讓代工廠看到設計企業快速成長的一面。此外，如果大陸設計廠商在某一領域處于領頭羊地位，說明該設計廠商的出貨還是相對穩定的，要讓代工廠看到這一優勢。代工廠雖然更看重大客戶，但是也會尋求風險平衡，避免客戶過于單一化。”國內另一家知名設計廠商負責人金巖（化名）也用心建言。
在新一輪的科技冷戰中，武器是高熱的，那么觀念更要“同熱”。關山強調，目前中國正加速形成半導體產業的“雙循環”新格局，即要逐步形成以國內大循環為主體，國內國際雙循環相互促進的新發展格局，而走出國外亦順應了雙循環的趨勢。目前大陸代工廠的產能滿載運行，全產業鏈通行做法是下單流片時，不會規定具體交貨時間，為本土IC設計廠商進一步發展壯大、參與國際化競爭“長遠”計，呼吁本土代工和封測廠團結一致，共克時艱，為有實力的本土設計廠商“雪中送炭”。這于產業于國家，均善莫大焉。
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