Chinese semiconductor thread II

[tokenanalyst]

these Ai tools are pretty useless.

in Low-energy category there are Three major Chinese companies providing solution up to 7nm as of now. Kaishitong , Sirui Intelligent and Huahai Qingke.

in fact, Huahai Qingke's launched first 12-inch low-energy ion implanter just recently.

Link -

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there are two more players in Logic ion implanter category. CETC provided upto 14nm and below. NAURA also entered in this sector.

Is pretty much a marketing tactic. For investors what matters is that your company has the solution for a big problem, in this case domestic substitution under the pressure US export controls. Even if 3 other companies already have develop solutions.

 

[tokenanalyst]

A 7 billion yuan advanced semiconductor project, ChipQ, will be launched in Shandong, focusing on the power semiconductor field.​

A 7 billion yuan (approximately $1 billion) advanced semiconductor project, ChipQ, is set to launch in Weihai Lingang, Shandong, with joint investment from the Singapore China Mining Investment Group (71%) and Xishun (Hong Kong) (29%). The project focuses on power semiconductors such as MOSFETs, IGBTs, FRDs, and FBDs used in new energy vehicles, consumer electronics, solar inverters, and power transmission. Led by a core team of 34 experts under Dr. Zhang Lan (former CEO of Brightsky Semiconductor), the project aims to resolve domestic chip supply bottlenecks, replace imported components, and achieve self-sufficiency.

Additionally, the Weihai Lingang Green Development Fund (500 million yuan) was established to support green and low-carbon industries, including clean energy, carbon fiber composites, energy storage, and green transportation aiming to advance Shandong’s transition toward a sustainable, high-end, intelligent carbon fiber ecosystem. This marks a significant step in both semiconductor innovation and green finance development in the region.​

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