can't believe they're hurting Africa's nascent EUV market by flooding it with cheap EUV machines.
oh the tragedy.
-Probably a western news outlet in like 2040
Chinese semiconductor thread II
- Thread starter vincent
- Start date
oh the tragedy.
-Probably a western news outlet in like 2040
How do you know Fab 3 is running 100% domestic equipment and not in fab 2? How do you know it's going to add 100 to 135k wpm in next 18 months?
so for something that seems like quite relevant here, do you mind posting a link of where this translation comes from?
Is quite an advancement but they still have work to do. probably a few years more.
Extreme Molybdenum Chip and Nanjing University are featured in Science again: Customized equipment overcomes the dynamic challenges of mass production of two-dimensional semiconductors.
On January 30, 2026, Nanjing University and Extreme Molybdenum Core Technology (JMC) published a landmark achievement in Science, marking the second time in three months that their collaboration has been featured in the journal a rare honor signaling China’s leap from lab-scale to industrial-scale production of 2D semiconductors.
The breakthrough centers on precise control of growth kinetics for large-area, high-purity 2D materials (like MoS₂), achieved through the custom-designed Oxy-MOCVD 200 ultra equipment fully localized and developed in China. This system introduces two key innovations:
- Oxygen-assisted pre-reaction kinetics regulation, and
- Hydrogen-free, low-carbon sulfur transport, eliminating carbon contamination and enabling uniform, high-rate growth.
This enables the first-ever mass production of 6-inch single-crystal MoS₂ wafers, overcoming longstanding bottlenecks in crystal domain size, growth speed, and material purity.
The achievement completes a closed-loop industrialization ecosystem:
- Substrate engineering (previously cracked in Oct 2025) + growth kinetics control = end-to-end control from substrate to material.
- 100% domestic equipment now leads global process innovation shifting China’s role from “follower” to “definer” of semiconductor tech standards.
- Enables next-gen applications: micrometer-scale chips, flexible displays, and post-Moore’s Law electronics.
JMC and Nanjing University are now pioneering a new model “deep synergy between process and equipment” positioning China not just as a manufacturer, but as the architect of the next generation of semiconductor technology.
Jingsheng Electronics: Net profit for 2025 is expected to increase by 181.97%–192.21% year-on-year.
Jingsheng Electronics is forecasted to achieve a remarkable year-on-year increase in net profit of 181.97% to 192.21% for 2025, with attributable profits expected to reach RMB 80–90 million. This surge is driven by the company’s strategic pivot toward domestic semiconductor equipment substitution, particularly in metrology technologies for advanced semiconductor processes. The firm has successfully transitioned from heavy R&D investment into tangible commercialization, with key products such as film thickness measurement, OCD, and electron beam inspection equipment now achieving large-scale mass production. These advancements have significantly boosted delivery capacity and revenue recognition, while improved operational efficiency and a stronger business mix have propelled profitability across its semiconductor segment.
The company’s leadership in China’s semiconductor metrology market is underscored by its progress in advanced nodes: core products have already been successfully deployed at the 7nm process level, with verification underway for even more advanced nodes. Notably, its bright-field optical defect inspection equipment has received client acceptance at both 14nm and 28nm nodes, signaling strong adoption in cutting-edge manufacturing. As advanced process products now constitute a growing share of revenue and orders, they have become the primary engine of Jingsheng’s financial performance. The firm is capitalizing on China’s broader push for semiconductor self-reliance, positioning itself as a critical domestic supplier in a sector undergoing rapid technological and industrial transformation.
Beyond semiconductors, Jingsheng Electronics is also benefiting from a recovery in the flat panel display industry, fueled by expanded production lines—particularly G8.6 LCD and medium-to-large OLED facilities driving demand for its testing equipment. Leveraging deep customer relationships and technological expertise, the company is expanding its footprint in traditional display markets while venturing into emerging areas such as precision optical instruments and automotive electronics. This diversification, coupled with a streamlined customer and product portfolio, has led to a substantial order backlog and a marked improvement in gross margins. With both semiconductor and display segments delivering strong growth, Jingsheng Electronics is poised for sustained expansion, reflecting confidence in its technology-driven business model and the broader industrial upgrade trajectory in China.
So now we have confirmed EUV light source teams working on DPP, LPP, SSMB, FEL and HHG with varying degrees of progress. Within LPP, we also have at least three teams working on three drive laser types: CO2 laser (most mature tech SiCarrier), 1 micron solid state laser and 2 micron solid state laser (SIOM).
Both solid state laser approaches are a single team I think. 1 micron solid state laser has optical opacity issues in the excitation mechanism (excitation at that wavelength generates too much emissions outside your target wavelength), and 2 micron is one of a number of different follow up ideas to try to get around that problem.