BYD vs Huawei 1200V 20 milliOhms SiC single diode compared next to each other. It should be obvious what this means.
Chinese semiconductor thread II
- Thread starter vincent
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BYD vs Huawei 1200V 20 milliOhms SiC single diode compared next to each other. It should be obvious what this means.
BYD has a lot of experience in power and automotive semiconductors given that their main business is EVs. Huawei has barely entered the business and they are not an automaker.
don't disagree with that. But my ultimate point is that having one company taking over is not a good thing for China's semi industry. It needs many people involved to push each other first. That's how you end up beating foreign chipmakers.
When the US stooge induced export controls started and accelerated in 2022, many people was worry that if US companies were completely barred from Chinese market, China will be left with just a handful of domestic tool suppliers, like just CETC in the ion implantation business, something that many people believe it to be no ideal. But that didn't happened, China went from 1 company offering high end ion implanters for ICs to almost 5 today, from celebrating the first 1 MeV ion implanter in 2019 to having companies domestically producing 8 MeV ion implanters.
So I don't think Huawei will dominate every single aspect of China semiconductor industry, no even in the GPU space, they have and they will have a lot of competition.
I do think Huawei will become more dominant the high end semiconductor IC manufacturing given that they are the ones with the biggest need for high end logic nodes, no just for GPUs but also for their Telecom business.
Yeah agree. They need to agree on a major standard which most will adopt. This is the only way they even stand a chance to challemge CUDA's global dominance. Else which foreign country will even want to try and adopt a chinese platform/standard when even Chinese companies themselves are not doing so?lol
Plus having too many different types of the same thing is not effective..
Acceptance by a major customer | VIP STORM 3000 has once again passed commercial acceptance by a leading customer.
VIP Semiconductor also delivered a satisfactory "report card" to its customers. In the past three months, VIP 's STORM 3000 inspection machine has passed a number of rigorous tests, and has performed well in terms of defect detection accuracy, repeatability, performance, and operation. It has successfully passed the acceptance inspection of Shanghai Xuhui Keshengde customers!
Vip STORM 3000 continues to sell well
As Vip Semiconductor's flagship model for photomask defect inspection, the STORM 3000 has consistently received repeat orders from leading maskshops both domestically and internationally since its launch. Delivering superior accuracy, productivity, and ease of use, it can completely replace imported equipment of the same model. In 2025, the STORM 3000 will undergo continuous software algorithm upgrades, including the introduction of the new SDB (System Design Module) and the flexible application of the four traditional DB, DD, and SL modes, further enhancing the STORM 3000's inspection capabilities.
To date, the STORM series has achieved sales orders for nearly 60 sets, of which 50 sets have been delivered and accepted, and its market share has steadily increased; the time from product move-in to trial operation has been shortened to 15-30 days, and the machine's stability and performance indicators have been widely praised by customers.
Highly recognized by domestic and foreign customers
Prior to this, VIP had delivered products to domestic customers such as Shanghai SMIC, Dismicro, AMMA, Luwei Optoelectronics, Luxin Semiconductor, Qingyi Optoelectronics, Longtu Mask, and Ruijing Semiconductor, and achieved continuous repurchase. VIP's equipment has stable quality and high cost performance. It actively responds to customer needs and has a good reputation in the industry. It is called a "very reliable" semiconductor equipment company by customers.
In May 2025, STORM 3000 passed the acceptance inspection of Photronics Xiamen Factory.
The client of this cooperation , Kosunde (Shanghai), has a profound technical background and extremely stringent requirements. The successful acceptance this time once again proves that VIP STORM 3000 can meet the needs of international first-line manufacturers.
Photronics and Tekscend are both leading international mask manufacturers, each with dozens of factories worldwide. Recently, VIP's procurement plans with their overseas factories are progressing smoothly. VIP will become a key supplier of testing equipment.
The next generation STORM 5000 is about to be commercialized
To meet higher-precision inspection needs and continue to provide value and service to customers, Vip Semiconductor will deliver the next-generation STORM 5000 tool in November 2025. Positioned as a mask defect inspection tool for higher-node processes, the STORM 5000 will begin small-batch commercial delivery.
Vip STORM 3000 continues to sell well
As Vip Semiconductor's flagship model for photomask defect inspection, the STORM 3000 has consistently received repeat orders from leading maskshops both domestically and internationally since its launch. Delivering superior accuracy, productivity, and ease of use, it can completely replace imported equipment of the same model. In 2025, the STORM 3000 will undergo continuous software algorithm upgrades, including the introduction of the new SDB (System Design Module) and the flexible application of the four traditional DB, DD, and SL modes, further enhancing the STORM 3000's inspection capabilities.
To date, the STORM series has achieved sales orders for nearly 60 sets, of which 50 sets have been delivered and accepted, and its market share has steadily increased; the time from product move-in to trial operation has been shortened to 15-30 days, and the machine's stability and performance indicators have been widely praised by customers.
Highly recognized by domestic and foreign customers
Prior to this, VIP had delivered products to domestic customers such as Shanghai SMIC, Dismicro, AMMA, Luwei Optoelectronics, Luxin Semiconductor, Qingyi Optoelectronics, Longtu Mask, and Ruijing Semiconductor, and achieved continuous repurchase. VIP's equipment has stable quality and high cost performance. It actively responds to customer needs and has a good reputation in the industry. It is called a "very reliable" semiconductor equipment company by customers.
In May 2025, STORM 3000 passed the acceptance inspection of Photronics Xiamen Factory.
The client of this cooperation , Kosunde (Shanghai), has a profound technical background and extremely stringent requirements. The successful acceptance this time once again proves that VIP STORM 3000 can meet the needs of international first-line manufacturers.
Photronics and Tekscend are both leading international mask manufacturers, each with dozens of factories worldwide. Recently, VIP's procurement plans with their overseas factories are progressing smoothly. VIP will become a key supplier of testing equipment.
The next generation STORM 5000 is about to be commercialized
To meet higher-precision inspection needs and continue to provide value and service to customers, Vip Semiconductor will deliver the next-generation STORM 5000 tool in November 2025. Positioned as a mask defect inspection tool for higher-node processes, the STORM 5000 will begin small-batch commercial delivery.
China Semiconductor Probe Market
Breakthrough in domestic semiconductor probe technology
The semiconductor probe card industry has long been dominated by international giants, particularly in high-end applications. However, this situation is quietly changing. Although China's semiconductor probe card industry started relatively late, it has made significant progress in technology research and development and industrialization in recent years.
Domestic manufacturers have achieved significant breakthroughs in the field of high-pin-count MEMS probe cards. Companies such as Helin Micronano have successfully launched independently developed MEMS probe cards with up to 40,000 pins. These cards achieve industry-leading performance in key metrics such as high and low temperature resistance, current carrying capacity, and lifespan. Notably, these probe cards boast world-class current carrying capacity (1000mA) and high-frequency transmission performance, easily adapting to the latest equipment and gaining recognition and adoption from leading domestic chip companies.
Domestic manufacturers have also demonstrated innovative capabilities in structural design and reliability. Their unique probe card structure ensures high connection reliability and enables highly precise probe marks for reliable wafer testing. Even under harsh conditions of 175°C, their MEMS probes can produce stable probe marks, a performance that has reached internationally advanced levels.
Optimizing signal transmission performance is another key breakthrough. The patented "ultra-high-speed probe card" developed by companies like Suzhou Jingsheng Micronano introduces a lead frame structure and optimized support structure, enabling conductive traces to extend along inclined surfaces. This significantly optimizes signal transmission paths and reduces signal transmission losses, thereby increasing signal transmission bandwidth and stability, meeting the growing demand for ultra-high-speed testing.
Domestic manufacturers have achieved significant breakthroughs in the field of high-pin-count MEMS probe cards. Companies such as Helin Micronano have successfully launched independently developed MEMS probe cards with up to 40,000 pins. These cards achieve industry-leading performance in key metrics such as high and low temperature resistance, current carrying capacity, and lifespan. Notably, these probe cards boast world-class current carrying capacity (1000mA) and high-frequency transmission performance, easily adapting to the latest equipment and gaining recognition and adoption from leading domestic chip companies.
Domestic manufacturers have also demonstrated innovative capabilities in structural design and reliability. Their unique probe card structure ensures high connection reliability and enables highly precise probe marks for reliable wafer testing. Even under harsh conditions of 175°C, their MEMS probes can produce stable probe marks, a performance that has reached internationally advanced levels.
Optimizing signal transmission performance is another key breakthrough. The patented "ultra-high-speed probe card" developed by companies like Suzhou Jingsheng Micronano introduces a lead frame structure and optimized support structure, enabling conductive traces to extend along inclined surfaces. This significantly optimizes signal transmission paths and reduces signal transmission losses, thereby increasing signal transmission bandwidth and stability, meeting the growing demand for ultra-high-speed testing.
Accelerated domestic substitution
China boasts the world's largest semiconductor consumer market, with a vast chip design, manufacturing, and packaging and testing industry generating robust demand for probe cards. In 2018, China's semiconductor probe card market was approximately US$135 million. Although the market declined in 2022 and 2023 due to cyclical fluctuations in the global semiconductor industry and international technological restrictions, it recovered to approximately RMB 1.646 billion in 2024. The market is projected to reach RMB 1.772 billion by 2025.
Local manufacturers are growing rapidly. While no mainland Chinese company is among the top ten global probe card manufacturers, a number of companies have emerged with the potential for breakthroughs. Companies like Qiangyi Semiconductor (Suzhou) Co., Ltd., Shenzhen Dogget Technology Co., Ltd., Suzhou Helin Micro-Nano Technology Co., Ltd., Suzhou Silicon Test Systems Co., Ltd., Suzhou Jingsheng Micro-Nano Semiconductor Technology Co., Ltd., and Zhejiang Weizhen Semiconductor are gradually narrowing the gap with leading international companies through years of technological accumulation and innovation.
The growth of these companies has benefited from the overall progress of the domestic semiconductor industry chain and the demand for domestic substitution. With the continuous expansion of domestic wafer manufacturing capacity and the rapid development of chip design companies, the demand for testing services continues to grow, providing a broad market space for local probe card companies.
As a key link in the semiconductor industry chain, semiconductor probe cards' technological prowess and industrial strength are directly linked to the overall competitiveness of a nation's semiconductor industry. While the global probe card market is still dominated by international giants, Chinese companies have made significant progress in technological breakthroughs and industrialization.
Therefore, with the acceleration of domestic substitution and the growing demand for emerging applications, China's semiconductor probe card industry is expected to achieve greater breakthroughs in technological innovation and market expansion. This process requires the industry to continuously invest in R&D, cultivate talent, and collaborate with upstream and downstream companies to gradually build an independent and controllable semiconductor testing industry chain ecosystem.
Local manufacturers are growing rapidly. While no mainland Chinese company is among the top ten global probe card manufacturers, a number of companies have emerged with the potential for breakthroughs. Companies like Qiangyi Semiconductor (Suzhou) Co., Ltd., Shenzhen Dogget Technology Co., Ltd., Suzhou Helin Micro-Nano Technology Co., Ltd., Suzhou Silicon Test Systems Co., Ltd., Suzhou Jingsheng Micro-Nano Semiconductor Technology Co., Ltd., and Zhejiang Weizhen Semiconductor are gradually narrowing the gap with leading international companies through years of technological accumulation and innovation.
The growth of these companies has benefited from the overall progress of the domestic semiconductor industry chain and the demand for domestic substitution. With the continuous expansion of domestic wafer manufacturing capacity and the rapid development of chip design companies, the demand for testing services continues to grow, providing a broad market space for local probe card companies.
As a key link in the semiconductor industry chain, semiconductor probe cards' technological prowess and industrial strength are directly linked to the overall competitiveness of a nation's semiconductor industry. While the global probe card market is still dominated by international giants, Chinese companies have made significant progress in technological breakthroughs and industrialization.
Therefore, with the acceleration of domestic substitution and the growing demand for emerging applications, China's semiconductor probe card industry is expected to achieve greater breakthroughs in technological innovation and market expansion. This process requires the industry to continuously invest in R&D, cultivate talent, and collaborate with upstream and downstream companies to gradually build an independent and controllable semiconductor testing industry chain ecosystem.
Domestic x86 Zhaoxin processors have made significant breakthroughs in the medical industry
Domestic x86 processor manufacturer Zhaoxin has achieved a major breakthrough in the medical sector by securing bids for over 6,000 medical desktop computers in a general hospital’s PC procurement project. A significant victory against international competitors like Intel and AMD.
This milestone reflects broader trends in healthcare IT modernization. By 2025, hospitals are expected to accelerate upgrades of core systems such as HIS (Hospital Information Systems), LIS, and PACS. However, the industry faces challenges due to ecosystem fragmentation, with Oracle and SQL Server dominating over 80% of hospital systems, making domestic database adoption difficult and migration costly.
Zhaoxin’s success stems from its comprehensive ecosystem compatibility and strong performance. It has independently developed six generations of high-performance x86 processors, offering a full product range (desktops, servers, AIPC, etc.) that supports major Chinese operating systems like Kylin, Tongxin UOS, and Zhongke Fangde along with Windows and runs most mainstream software, databases, AI models, and peripherals.
To ease transition challenges, Zhaoxin has launched phased adaptation strategies, supporting "rescue adaptation" of critical systems (e.g., PACS) while allowing a three-year transition for less critical applications like OA. It also collaborates with over 4,000 ecosystem partners to complete more than 200,000 software and hardware optimization projects.
With the growing volume and complexity of medical data including imaging and real-time vital signs Zhaoxin processors provide reliable computing power and built-in security for sensitive patient information. This ensures system stability, meets strict compliance standards, and enables smart healthcare applications like AI-assisted diagnosis and regional data sharing.
This milestone reflects broader trends in healthcare IT modernization. By 2025, hospitals are expected to accelerate upgrades of core systems such as HIS (Hospital Information Systems), LIS, and PACS. However, the industry faces challenges due to ecosystem fragmentation, with Oracle and SQL Server dominating over 80% of hospital systems, making domestic database adoption difficult and migration costly.
Zhaoxin’s success stems from its comprehensive ecosystem compatibility and strong performance. It has independently developed six generations of high-performance x86 processors, offering a full product range (desktops, servers, AIPC, etc.) that supports major Chinese operating systems like Kylin, Tongxin UOS, and Zhongke Fangde along with Windows and runs most mainstream software, databases, AI models, and peripherals.
To ease transition challenges, Zhaoxin has launched phased adaptation strategies, supporting "rescue adaptation" of critical systems (e.g., PACS) while allowing a three-year transition for less critical applications like OA. It also collaborates with over 4,000 ecosystem partners to complete more than 200,000 software and hardware optimization projects.
With the growing volume and complexity of medical data including imaging and real-time vital signs Zhaoxin processors provide reliable computing power and built-in security for sensitive patient information. This ensures system stability, meets strict compliance standards, and enables smart healthcare applications like AI-assisted diagnosis and regional data sharing.
Third-generation semiconductor testing equipment company Xinche Semiconductor completes Series B financing
Suzhou Xinche Semiconductor Technology Co., Ltd. ("Xinche Semiconductor") recently secured Series B funding from Juzhuo Capital, Guofa Venture Capital, Shanda Investment, Yonghua Investment, and Hengyue Venture Capital. Xinche Semiconductor was founded in June 2022 by a team of PhDs who have returned from overseas and have extensive experience in the semiconductor front-end process metrology equipment industry, and a team of experienced domestic IC front-end metrology and lithography equipment technicians. The company's core team members are all veterans with extensive experience in semiconductor front-end metrology equipment and possess technical backgrounds in both areas.
Xinche Semiconductor is a third-generation semiconductor inspection equipment developer and manufacturer that can detect surface defects in Si, GaN, GaAs substrates and epitaxial wafers. It also has high detection sensitivity for key defects in power devices, communication and RF devices, and MicroLED production.
Xinche Semiconductor is a third-generation semiconductor inspection equipment developer and manufacturer that can detect surface defects in Si, GaN, GaAs substrates and epitaxial wafers. It also has high detection sensitivity for key defects in power devices, communication and RF devices, and MicroLED production.
Yibai Technology Completes Hundreds of Millions of Yuan in Series A+ Financing, Committed to Becoming a Global Leading MicroLED Testing Manufacturer
Yibei Technology has completed a Series A+ financing round worth hundreds of millions of yuan, led by Guozhong Capital, Anxin Investment, Puhua Capital, Xiajin Innovation, and Siming Science & Technology Innovation Fund, with Houlang Capital as an early investor and advisor. The funds will support market expansion, product development, and delivery capability. Since its founding five years ago, Yibei has raised a total of over 5 rounds of funding and now ranks first among new entrants in Micro-LED equipment manufacturing by total capital secured.
The company is positioned at the convergence of LED, flat panel display, and semiconductor industries, aiming to become a global leader in Micro-LED testing technology. It offers comprehensive, multi-optical detection solutions across the entire front-end production process—from substrate and epitaxial layers to chip transfer (COC/COW) and module assembly (MIP), covering photoluminescence (PL), bright/dark field imaging, and defect analysis.
The company is positioned at the convergence of LED, flat panel display, and semiconductor industries, aiming to become a global leader in Micro-LED testing technology. It offers comprehensive, multi-optical detection solutions across the entire front-end production process—from substrate and epitaxial layers to chip transfer (COC/COW) and module assembly (MIP), covering photoluminescence (PL), bright/dark field imaging, and defect analysis.
Key achievements include:
-Launching China’s first mass-produced Micro-LED PL luminescence performance detection equipment, now used across leading domestic chip and panel factories.
-Competing with global leaders like Hamamatsu, Toray, and Etamax in key testing technologies.
-Developing advanced substrate and epitaxial inspection systems using micro-PL, confocal imaging, and high-resolution dark-field
techniques to detect subsurface defects invisible to traditional methods.
-Launching AOI transfer displacement and defect detection equipment capable of sub-micron precision, enabling real-time monitoring of chip positioning during mass transfer with ultra-high throughput.
With strong technical expertise from top Chinese universities (CUHK, Nanjing University, Zhejiang University, USTC), Yibei’s core team has over 15 years of experience in optics and semiconductor materials. The company is expanding into Taiwan and international markets (Japan, South Korea, Europe, USA) and is now a rare example of a front-end Micro-LED equipment manufacturer going global.
The growing commercialization of Micro-LED products such as large-screen TVs (Samsung, TCL), wearables (Garmin Fenix 8 Pro), automotive headlights (Ams-Osram/Marelli), and AR displays (JBD)—has driven demand for high-performance testing solutions. Yibei is well-positioned to meet this demand, supporting cost reduction, yield improvement, and mass production in the rapidly evolving Micro-LED ecosystem.
This funding round underscores strong market confidence in the future of Micro-LED technology and Yibei’s role as a key enabler in its global advancement.