Chinese semiconductor thread II

[tokenanalyst]

Sinlink Integrated's "WAT Test Structure and WAT Test Method" patent published​

Tianyancha shows that the patent of "WAT test structure and WAT test method" of Xinlian Integrated Circuit Manufacturing Co., Ltd. has been announced. The application publication date is March 18, 2025, and the application publication number is CN119650549A.

The present invention provides a WAT test structure and a WAT test method. The WAT test structure comprises: a first metal layer, a second metal layer, and a contact hole structure. The first metal layer and the second metal layer are stacked and spaced apart, and are electrically connected to each other through the contact hole structure. The first metal layer includes a common component and multiple test components electrically connected to the common component, with different test components having different areas. In the WAT test structure provided by the present invention, since different test components in the first metal layer have different areas, when different test components are electrically connected to the contact hole structure and electrically conductive to the second metal layer, monitoring the WAT structure will result in different test resistances. Based on the magnitude of the test resistance, the specific test component electrically connected to the contact hole structure can be determined, and the offset state of the first metal layer can be further determined.

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[tokenanalyst]

Allwinner Technology's net profit in the first half of the year increased by 35.36% year-on-year, with significant results achieved in its multi-sector intelligent deployment.​

Allwinner Technology released its 2025 semi-annual performance report. During the reporting period, the company achieved operating revenue of 1.337 billion yuan, a year-on-year increase of 25.82%, and net profit attributable to shareholders of the listed company was 161 million yuan, a year-on-year increase of 35.36%, demonstrating strong profitability and growth potential.

The company said that the performance growth was mainly due to the recovery of market demand and the company's active layout and product launch in multiple sub-sectors such as sweeping robots, smart automotive electronics, and smart vision, which drove rapid growth in operating income.

With the rapid development of artificial intelligence technology, terminal devices are increasingly demanding high computing power, heterogeneous computing, and high energy efficiency. Allwinner Technology is actively building a serialized, general-purpose heterogeneous computing platform to promote intelligent upgrades in various fields.

The report shows that the company has continuously optimized system scheduling algorithms on mass-produced platforms such as the A527, A537, and A733, improving scenario performance and energy efficiency, further enhancing product competitiveness. The A527 entered industry-leading mass production last year, and the T527V automotive product has completed solution development and entered pilot production. The high-end A733 octa-core platform chip is not only in mass production in the tablet market, but has also been successfully expanded into multiple application scenarios, including commercial displays, cash registers, and educational tablets, signaling the maturity of the company's high-end products.

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[tokenanalyst]

 

[tokenanalyst]

Xingji Micro-Equipment's direct-write lithography equipment has been mass-produced and imported into several leading domestic packaging and testing companies.​

According to the official Weibo account of Xingci Micro-Equipment, Hefei Xingci Microelectronics Equipment Co., Ltd. announced that its series of wafer-level and panel-level direct-write lithography equipment for the mid-range field has achieved a major market breakthrough.
The company has signed purchase orders with several leading domestic packaging and testing companies. Its products are primarily used in large-scale chip packaging applications, such as SoW, CIS, and CoWoS-L-like chips. The first batch of equipment is expected to be deployed in customer production lines by the end of this year. This will strongly support the domestic packaging and testing industry in meeting the growing demand for high-performance, large-scale AI chip packaging and accelerate the localization of high-end packaging technology.


It is reported that the equipment solution launched by Xingji Micro-Equipment can efficiently meet the packaging process's intelligent deflection correction requirements for RDL and PI layers, significantly improving overall packaging yield. This recognition from several leading domestic packaging and testing companies signifies that the product's performance and reliability have reached industry-leading levels. Based on this, combined with current market feedback and business plans, Xingji Micro-Equipment anticipates continued order growth from the end of this year into next year, potentially reaching a new level of scale.

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[tokenanalyst]

Foshan Semiconductor Industrial Park will welcome the first batch of companies to settle in and start trial operation​

Located in the Nanhai Park of Foshan High-tech Zone, this industrial park, developed by the Guangdong Zhongke Semiconductor Micro-Nano Manufacturing Technology Research Institute, will begin construction in 2023. It has a planned construction area of 60,000 square meters, including 32,000 square meters of cleanroom facilities and 19,000 square meters of office and incubation buildings. Its strategic positioning is clear: to create a specialized semiconductor industrial park, a rare example in South China, dedicated to chip manufacturers. This will foster the clustering of chip manufacturers, establish a core engine attracting upstream and downstream players in the semiconductor industry chain, and ultimately form a closed-loop industrial ecosystem.

Guangdong Zhongke Semiconductor Micro-Nano Manufacturing Technology Research Institute has built two major concept verification and product pilot platforms: "semiconductor micro-nano processing, semiconductor material epitaxy and characterization".

Serving as a solid foundation for the development of the industrial park, the Guangdong Micro-Nano Institute, a provincial-level public institution jointly established by the Foshan Municipal and Nanhai District governments and supported by the Suzhou Institute of Nanotechnology, Chinese Academy of Sciences, has established two proof-of-concept and product pilot platforms: semiconductor micro-nano fabrication and semiconductor material epitaxy and characterization. These platforms are complemented by key facilities such as hazardous chemical storage and a specialty gas station. Addressing the challenges commonly faced by small and medium-sized enterprises and talent teams, such as high fixed asset investment and long product verification cycles, the platform has served over 250 organizations in 23 provinces and municipalities nationwide, significantly accelerating the commercialization of scientific and technological achievements.

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[latenlazy]

Sorry but would you mind elaborating why metrology was not a real bottleneck?

The engineering behind metrology is not fundamentally difficult.

 

[huemens]

I meant self-owned SoC, not integrated SoC with third-party IPs.

That's also old news. Huawei has had own modem for a long time. Then with Kirin 9000s they introduced their own CPU and GPU cores. 9020 was launched a year ago. Everything in it is their own, including the small cores.

 

[tokenanalyst]

OFILM breaks through key technology of 10x optical zoom​

OFILM released an announcement on the record of investor relations activities. The smartphone business is the company's cornerstone business. The company's smartphone business revenue achieved year-on-year growth in the first half of the year. The technical R&D team continued to innovate and make breakthroughs. The independently developed multi-group lens active alignment technology and miniaturized module packaging technology have been continuously iterated and upgraded, enabling the company's camera module products to maintain an industry-leading position in terms of technological advancement, product stability and mass production efficiency.

Innovative products such as floating macro modules, periscope telephoto macro modules, chip-level image stabilization, variable aperture and telescopic modules have been put into large-scale mass production, and key technological breakthroughs have been achieved in 10x continuous optical zoom technology.

The smart car sector was also a highlight for OFILM in the first half of the year, achieving operating revenue of RMB 1.262 billion, an 18.19% year-on-year increase. Leveraging technological innovations in automotive cameras, lenses, and system-level solutions, the company continues to meet emerging demands for assisted driving and body electronics, driving the rapid expansion of its smart car business.

In the new business segment, OFILM also performed well in the first half of the year, achieving operating income of 1.105 billion yuan, a year-on-year increase of 9.73%. What is more worth mentioning is that the overall gross profit margin of the new field business reached 14.64%, an increase of 2.57 percentage points from the same period last year. Profitability has been greatly improved, which has added a new growth pole to the company's overall development.

In general, OFILM has achieved multiple breakthroughs in the first half of 2025, with various business segments developing in a coordinated manner, showing a good development trend and strong growth momentum.
​

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[zbb]

https://twitter.com/i/web/status/1958144487558959406

Worth noting that Chinese chip production started to increase rapidly in mid-2019 but was essentially flat for years before that. Not coincidentally, this rapid increase came after US imposition of chips sales ban on ZTE in April 2018, arrest of Huawei CFO Meng Wanzhou in Decemeber 2018, and placement of Huawei on the entity list (with accompanying bans on chips and software sales to Huawei) in early 2019.

 

[Phead128]

Nikkei claims local targets towards domestic chips exceed the previously reported threshold of 50%. Plausible enough, given the way central gov mandates trickle down to the provinces.

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Directly related to the above, domestic production continues to reach record highs.

https://twitter.com/i/web/status/1958144487558959406

China is casually '

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' tech tree, at the speed of light.