Chinese semiconductor thread II

tokenanalyst

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I thought SMIC produces their own photomask for Arf/Arfi process?

Also CR Micro does photomask
Yes they do, that table just show new projects between 2024-2026. But the are 15 mask projects in China most are non show in the table. SMIC was one the first ones 2019 I think, along with CR Micro. Seems SMIC also has stake in one of these companies.
 

tokenanalyst

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The Tianjin project of Date Gas has commenced, and will serve leading semiconductor and optoelectronic companies in the Beijing-Tianjin-Hebei region.​

The electronic specialty gas, laboratory specialty gas and medical mixed gas project of Dalian DATE Gas Co., Ltd. (hereinafter referred to as "DATE Gas") commenced construction in Nangang Industrial Zone, Tianjin Economic and Technological Development Area. The project has officially started pile foundation construction and entered the construction phase.
The project has a total investment of 105 million yuan and covers an area of approximately 20,000 square meters. It will construct production lines for electronic specialty gases, laboratory specialty gases, and medical mixed gases, and is scheduled to be completed and put into operation in 2027. After reaching full production capacity, the project is expected to generate an annual output value of approximately 150 million yuan, and its products will serve leading semiconductor and optoelectronic companies in the Beijing-Tianjin-Hebei region.
Once the project is put into operation, it will help fill the gaps in the high-end electronic specialty gases, medical mixed gases, and solid hydrogen storage industries in the Beijing-Tianjin-Hebei region. It is also an important project for the Nangang Industrial Zone to improve the layout of the entire electronic chemicals industry chain.

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tokenanalyst

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Oriental Computing Core officially released its first chip, the DF1000, with a computing power of 520 TFOLPS.​


Oriental Computing Technology Co., Ltd. has officially launched its first flagship chip, the DF1000, marking a breakthrough in China's domestic high-end computing chip development.

Is the world’s first software-defined 3D near-memory computing chip, decoupling software from hardware for dynamic reconfiguration. The chip delivers 520 TFLOPS @ BF16 AI computing power on a mature 14nm process, with memory bandwidth up to 6.4TB/s and scale-up bandwidth up to 900GB/s overcoming traditional memory and power bottlenecks through architectural innovation rather than relying on advanced overseas manufacturing nodes.

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The DF1000 is built on a fully domestic supply chain and an independent software ecosystem, ensuring secure and controllable high-performance computing. It is specifically optimized to meet the escalating computational demands of large AI models, establishing a new iterative pathway for China's indigenous chip industry.

Founded in May 2024, rooted in Tsinghua University’s Mobile Computing Research Center, with HQ in Shanghai and branches in Beijing, Xi’an, and Nanjing. Its led by Prof. Wei Shaojun (Chairman & CEO), a renowned VLSI and reconfigurable computing expert who previously directed major national chip initiatives and served as president of Datang Telecom.

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tokenanalyst

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StarKey Semiconductor has completed a financing round of hundreds of millions of yuan and has begun mass production of monochrome Micro LED chips.​


Recently, StarKey Semiconductor completed a new round of financing worth hundreds of millions of yuan. This round of financing was led by well-known strategic partners and financial institutions, including CDH Investments (Hong Kong). Founded in 2022 by Dr. Luo Weiwei, founder of Innoscience, a global third-generation semiconductor company, StarKey Semiconductor is dedicated to the research and mass production of Micro LEDs based on large-size GaN-on-Silicon and hybrid bonding technologies. Through a vertically integrated IDM model, it aims to supply next-generation artificial intelligence and consumer electronics customers on a large scale (such as AR/VR glasses, wearable devices, and optical interconnects). According to public information, since its inception, StarKey has completed several rounds of financing, with investors including Hillhouse Capital, Sequoia Capital China, Walden International, Huaye Tiancheng, Matrix Partners China, Wuhan State-owned Assets Supervision and Administration Commission, Chongqing State-owned Assets Supervision and Administration Commission, and Jiangsu State-owned Assets Supervision and Administration Commission.

In September 2025, Xingyue completed the construction of China's first 8-inch silicon-based gallium nitride Micro LED full-process pilot production line. Relying on mature semiconductor manufacturing processes and independently developed vertical stacking technology, it strives to break through the long-standing pain point of full-color technology in the Micro LED industry. Currently, Xingyue has achieved mass production of monochrome Micro LED chips and is simultaneously promoting the introduction of leading customers and product verification. In May of this year, it launched a full series of green, blue, and red three-primary-color Micro LED microdisplays, bringing a complete near-eye display solution with mature mass production capabilities, and driving near-eye displays into a new application stage.

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tokenanalyst

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Multi-dimensional parameters reconstruction of an EUV mask phase defect​

Abstract​

We have developed an inspection method that combines photoemission electron yield from a mask blank defect with a neural network to reconstruct the multi-dimensional parameters (height, width, and depth position) of the defect. In the neural network system, a trained generative neural network is added to improve the inspection accuracy. The reconstruction results show that the root mean square error for the morphological parameters of the defect is maintained within 0.66 nm, and the root mean square error of the depth position of the buried defect is controlled within 1.15 nm. Importantly, the vertical position of a phase defect at any depth within a multilayer is disclosed for the first time, providing preliminary information on whether the defect is a phase or an amplitude one, and accordingly, a proper method can be applied to deal with the defect to reduce its impact on mask blank quality. This work not only offers a technological foundation for making a strategy for defect repair or compensation, but also gives a hint on the origin of a defect that is useful for taking preventive measures to minimize the possibility of its appearance.​

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