Theme map主题地图

371 micro-themes mapped. 1 has an admitted company.已绘制 371 个细分主题，其中 1 个已有获准纳入的公司。

Read as of 31 Oct 2026数据截至2026年10月31日
371micro-themes mapped个细分主题已绘制
Made up of构成
68Core set核心集
303Extended · not counted扩展 · 不计入
Core set so far核心集进展
1Admitted已纳入
0Held for review待审核

Every micro-theme, by category按类别列出全部细分主题Every micro-theme, by value-chain position按价值链位置列出全部细分主题

Core set核心集Extended · not counted扩展 · 不计入Admitted已纳入Held for review待审核
Technology & software科技与软件25 · 4 core25 · 核心 4
25 micro-themes: 4 core, 21 extended, 0 held, 0 admitted25个细分主题：核心4个，扩展21个，待审核0个，已纳入0个
Semiconductors & hardware半导体与硬件64 · 10 core64 · 核心 10
64 micro-themes: 9 core, 54 extended, 0 held, 1 admitted64个细分主题：核心9个，扩展54个，待审核0个，已纳入1个
Energy & power能源与电力79 · 12 core79 · 核心 12
79 micro-themes: 12 core, 67 extended, 0 held, 0 admitted79个细分主题：核心12个，扩展67个，待审核0个，已纳入0个
Materials & mining材料与矿业36 · 7 core36 · 核心 7
36 micro-themes: 7 core, 29 extended, 0 held, 0 admitted36个细分主题：核心7个，扩展29个，待审核0个，已纳入0个
Industrials & defense工业与国防92 · 21 core92 · 核心 21
92 micro-themes: 21 core, 71 extended, 0 held, 0 admitted92个细分主题：核心21个，扩展71个，待审核0个，已纳入0个
Healthcare & life sciences医疗与生命科学56 · 14 core56 · 核心 14
56 micro-themes: 14 core, 42 extended, 0 held, 0 admitted56个细分主题：核心14个，扩展42个，待审核0个，已纳入0个
Financial services金融服务19 · 0 core19 · 核心 0
19 micro-themes: 0 core, 19 extended, 0 held, 0 admitted19个细分主题：核心0个，扩展19个，待审核0个，已纳入0个
Consumer cyclical可选消费0
No micro-themes mapped yet尚未绘制细分主题
Consumer defensive必需消费0
No micro-themes mapped yet尚未绘制细分主题
Crypto & digital assets加密与数字资产0
No micro-themes mapped yet尚未绘制细分主题
Upstream上游5555
55 micro-themes: 0 core, 55 extended, 0 held, 0 admitted55个细分主题：核心0个，扩展55个，待审核0个，已纳入0个
Midstream中游127127
127 micro-themes: 0 core, 127 extended, 0 held, 0 admitted127个细分主题：核心0个，扩展127个，待审核0个，已纳入0个
Downstream下游7878
78 micro-themes: 0 core, 78 extended, 0 held, 0 admitted78个细分主题：核心0个，扩展78个，待审核0个，已纳入0个
Enabler赋能4343
43 micro-themes: 0 core, 43 extended, 0 held, 0 admitted43个细分主题：核心0个，扩展43个，待审核0个，已纳入0个
Not set yet尚未设定6868
68 micro-themes: 67 core, 0 extended, 0 held, 1 admitted68个细分主题：核心67个，扩展0个，待审核0个，已纳入1个

Value-chain position is recorded for the extended set only. The core set’s positions are not recorded yet.仅扩展集记录了价值链位置；核心集的位置尚未记录。

Each square is one micro-theme. Shape carries meaning; colour only repeats it.每个方块代表一个细分主题。含义由形状表达，颜色仅作重复提示。

Browse the tree浏览主题树

Semiconductors & hardware半导体与硬件64
AI SemiconductorsAI半导体25
HBM & advanced packagingHBM 与先进封装Admitted已纳入
AI cluster interconnect siliconAI 集群互联芯片Core核心
2.5D/3D advanced packaging (AI logic)2.5D/3D先进封装制造Extended扩展
Advanced-node logic foundry先进制程晶圆代工Extended扩展
AI power-delivery siliconAI 供电电源芯片Extended扩展
AI server board & system integrationAI 服务器板卡与整机Extended扩展
Edge inference processors (NPUs)端侧 AI 推理芯片Extended扩展
Consumer cyclical可选消费None yet暂无
Consumer defensive必需消费None yet暂无
Crypto & digital assets加密与数字资产None yet暂无
See all 371 in the index在索引中查看全部 371 个

Admitted已纳入

Micron Technology → HBM & advanced packagingMicron Technology → HBM 与先进封装
Admitted after review. Counted in coverage.经审核已纳入，计入覆盖率。
Open Micron Technology查看 Micron Technology

Two kinds of micro-theme两类细分主题

  • 68 Core set — the original set. Coverage is measured here.核心集 —— 最初的集合，覆盖率在此衡量。
  • 303 Extended — added 21 Oct 2026 for orientation. Not counted in coverage.扩展 —— 2026年10月21日新增，用于浏览，不计入覆盖率。
How coverage is measured覆盖率如何衡量