Chinese semiconductor thread II

[tokenanalyst]

Dinglong Shares: In the field of high-end wafer photoresists, the company has deployed more than 20 KrF/ArF photoresist products​

Dinglong Co., Ltd. (300054.SZ) stated on the investor interaction platform on April 11 that in the field of high-end wafer photoresists, the company has deployed more than 20 KrF/ArF photoresist products, and the application technology nodes have been continuously expanded from mature processes.

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[tokenanalyst]

Purity exceeds 99.995%, China discovers high-purity quartz ore, a key semiconductor material​

Recently, the Ministry of Natural Resources issued the "Announcement on Newly Discovered Mineral Species", which identified a new mineral species - high-purity quartz ore. Its emergence will change the previous situation of high dependence on imports and help the high-quality development of related strategic emerging industries.

The Ministry of Natural Resources stated that the new type of mineral established this time is called high-purity quartz ore, which refers to rocks that can obtain silicon dioxide with a purity of not less than 99.995% through mineral selection and purification, and the impurity and inclusion content meets the application requirements of high-tech fields such as semiconductors and photovoltaics.

In recent years, my country has promoted a new round of strategic breakthrough actions in mineral exploration and discovered many high-purity quartz mines in the eastern Qinling Mountains in Henan Province and Altay in Xinjiang. Many enterprises and scientific research institutions across the country have carried out technical research and successfully obtained pilot products above 4N5 level. Some samples have reached 4N8 level. Important breakthroughs have been made in the investigation and evaluation of high-purity quartz mines, resource exploration, deep purification, and directional impurity removal. This has taken a key step in promoting the industrialization of high-purity quartz sand production from local resources.

Mao Jingwen, an academician of the Chinese Academy of Engineering, said that the establishment of new mineral species will help promote the high-quality development of related strategic emerging industries, and will have a positive impact on cultivating and developing new quality productivity and improving the resilience and security level of industrial chains and supply chains. As a strategic resource that is scarce in the world and highly dependent on imports in my country, high-purity quartz ore has the characteristics of high temperature resistance, corrosion resistance, low thermal expansion, high insulation and light transmittance. It is an indispensable key basic material for strategic emerging industries such as semiconductors and photovoltaics, and plays a vital role in the country's high-tech competition.

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[tokenanalyst]

A 16 billion semiconductor project started, Zhejiang's integrated circuit industry strengthens "chain filling"​

Recently, Zhejiang Province has started construction of major projects in the second quarter of 2025, with a total investment of 228.1 billion yuan. A total of 54 major projects in the province participated in the start-up activities. Among them, the Rongxin 12-inch integrated circuit chip production line project with a total investment of 16 billion yuan has attracted much attention.
It is reported that Rongxin's 12-inch integrated circuit chip production line project is located in Ningbo, Zhejiang. The total investment of the project is 16 billion yuan. It will form a production capacity of 35,000 12-inch integrated circuit wafers per month, filling a key link in Zhejiang's integrated circuit industry.

According to the official website, Rongxin Semiconductor was established in April 2021. It is a 12-inch integrated circuit manufacturing company focusing on mature processes (28 to 180 nanometers). It was jointly funded by state-owned platform funds and semiconductor industry chain companies such as Meituan, Tencent, Will, Huaqin, Beijing Junzheng, Yuanhe Puhua and well-known investment institutions with 10 billion yuan.

Rongxin Semiconductor mainly develops CIS (image sensor chip), TDDI (touch and display driver chip), BCD (power management chip), display driver chip, new storage and other digital-analog hybrid and analog integrated circuit products. Its downstream application scenarios cover industrial control, consumer electronics, digital home, mobile communications and automotive electronics, etc. It is benchmarked against international specialty process manufacturers such as Infineon and Texas Instruments. Its goal is to form a comprehensive integrated circuit manufacturing platform with a monthly production capacity of 200,000 12-inch wafers and annual sales revenue of more than 30 billion yuan by 2030.​

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[tokenanalyst]

TuoJing Technology and Shenyang State-owned Assets Supervision and Administration Commission jointly plan to establish an integrated circuit equipment and components innovation center​

Tuojing Technology recently issued an announcement stating that it plans to jointly initiate the establishment of the Liaoning Integrated Circuit Equipment and Components Innovation Center (tentative name, hereinafter referred to as the "Innovation Center") with the State-owned Assets Supervision and Administration Commission of the Shenyang Municipal People's Government (hereinafter referred to as the "Shenyang SASAC") and other industry partners.

The announcement shows that the establishment of this innovation center will fully integrate the advantageous resources of multiple parties to play a positive role. On the one hand, Shenyang State-owned Assets Supervision and Administration Commission will play a coordinating role, relying on its rich resources to help the innovation center connect with investors, provide financial support for the development of the innovation center and create a good environment; on the other hand, the company and other industrial parties will provide strong support for the development of the innovation center by relying on their outstanding industry status and deep technical advantages in the field of semiconductor equipment.

Based on the integration of these resources and advantages, the Innovation Center will actively respond to the national strategic development plan, deploy cutting-edge technologies around the development trend of the semiconductor industry, further promote the agglomeration development of complete equipment and parts companies, continuously enhance industrial synergy and innovation capabilities, and help the national integrated circuit industry achieve high-quality development.

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[GulfLander]

"[...]The China Semiconductor Industry Association on Friday clarified regulations governing the origin determination of semiconductors for import declarations, impacting US chip makers that have US-based plants.

The association said, in accordance with the latest rule of the General Administration of Customs, the origin of chips—whether packaged or unpackaged—is defined by the location of wafer tape-out factories.

In electronics design, tape-out is the final stage of the design process for integrated circuits before they are sent for manufacturing.

Under the rule, US fabless companies, meaning those that design chips but don't have their own semiconductor plants like Nvidia, Apple, AMD, Qualcomm, Broadcom, and Marvell will basically not be affected by China's newly announced additional tariffs on the US imports, sources familiar with the matter told China Daily.[...]"

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[AndrewJ]

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Latest clarification on country of origin definition for semi
Pretty important since semis are the largest source of trade deficit for China
Country of origin=country of fabbing/taping out
So Intel/Micron/analog companies most affected

Not really. Intel has fabs in Ireland and Israel，Micron has fabs in Taiwan，they can ship chips to China from non-US fabs

China most likely will take action on taiwan now China and US broke up.

still thinking doing business at this time seems bit odd.

"[...]The China Semiconductor Industry Association on Friday clarified regulations governing the origin determination of semiconductors for import declarations, impacting US chip makers that have US-based plants.

The association said, in accordance with the latest rule of the General Administration of Customs, the origin of chips—whether packaged or unpackaged—is defined by the location of wafer tape-out factories.

In electronics design, tape-out is the final stage of the design process for integrated circuits before they are sent for manufacturing.

Under the rule, US fabless companies, meaning those that design chips but don't have their own semiconductor plants like Nvidia, Apple, AMD, Qualcomm, Broadcom, and Marvell will basically not be affected by China's newly announced additional tariffs on the US imports, sources familiar with the matter told China Daily.[...]"

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This move aims to directly & precisely hit chip manufacturing inside US, including SK Samsung & Taiwan TSMC which are building manufacturing factories in US. This move is only to do with manufacture, instead of design. A chip no matter where it's designed, if it's going to be produced in US, then it's going to be added 125% tariff when coming into China. Meanwhile, if it's produced in South Korea or Taiwan or Europe, everything remains intact like before.

Considering China's chips import scale, could deter Samsung & TSMC from further moving to US.

 

[tokenanalyst]

Tens of millions of yuan! Domestic semiconductor materials completed A+ round of financing, accelerating penetration into the semiconductor field!​

On April 11, Zhilun New Materials officially announced that it had recently completed a multi-million yuan A+ round of financing. This round of financing was jointly participated by Star Capital, an industry-backed investor, and several strategic investors. The funds will be invested in the construction of the market ecosystem, deepening customer value and forward-looking industrial layout, further consolidating the company's leading position in the localization of semiconductor materials.
Zhilun New Materials Technology (Xi'an) Co., Ltd. was founded in May 2022 and focuses on the field of ultra-high purity, low-chlorine electronic-grade epoxy resins. The company is committed to tailoring high-standard epoxy high-purity electronic special materials, customized epoxy resins and integrated product solutions for customers in the semiconductor, composite materials, new energy and other industries.
According to official news from Zhilun New Materials, its high-purity, low-chlorine electronic-grade epoxy resin has formed a product matrix covering diversified packaging scenarios such as electronic glue, copper-clad laminates, and epoxy molding compounds. The company's core products have passed mass production verification by many leading companies in the industry, and market feedback shows that its performance indicators have reached the international mainstream level, laying the foundation for subsequent large-scale applications.
It is reported that the strategic investor introduced by Zhilun New Materials this time has deep resource accumulation in the upstream and downstream of the semiconductor industry chain, and its industrial perspective is highly consistent with Zhilun New Materials' market expansion strategy . The multiple parties will carry out in-depth collaboration around the needs of technology iteration and market application scenarios, accelerate the penetration of products in the pan-semiconductor field through resource integration , and inject strong momentum into the substitution of domestic materials.
With this round of financing, Zhilun New Materials will focus on promoting three strategic directions: deepening ecological cooperation with key enterprises in the industry chain, building a full-cycle service system covering R&D, testing, and mass production; accelerating the construction of regional market networks, and improving the ability to respond agilely to customer needs; exploring technical pre-research in emerging application fields, and seizing market opportunities brought by third-generation semiconductors and advanced packaging. This series of layouts will drive the company's evolution from a single material supplier to a system solution service provider.

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