Chinese semiconductor thread II

[tokenanalyst]

Hisense Group and JinkoSolar sign RGB Mini LED technology cooperation agreement.​

On October 16th, Hisense Group held its Global Supply Chain Partner Summit in Qingdao. Lianjing Intelligent Electronics Co., Ltd. (Lianjing Intelligent), a wholly-owned subsidiary of Guangdong Jinko Electronics Co., Ltd. ( Jinko Electronics , stock code: 2551.HK), a key strategic partner of Hisense Group, was invited to attend the summit and formally signed a joint technical cooperation project on the research and industrialization of RGB Mini LED multi-primary color module systems. Hou Yu, President of Jinko Electronics, was in attendance and signed the agreement.

This project focuses on core technologies for next-generation high-color gamut displays. The joint R&D project centers on RGB Mini LED multi-primary LED light source architectures, precise color value control algorithms, and efficient drive systems. The goal is to create a precise color-controlled display module solution that combines high brightness, high contrast, and high color purity. Through joint technical research and industrial collaboration, the two parties will accelerate the innovative application of multi-primary display technology in televisions, commercial displays, and automotive displays.

President Hou Yu stated, " Innovation in RGB Mini LED multi-primary color module system technology will be key to the next round of upgrades in the display industry . JinkoSolar will continue to use technological innovation as an engine to drive the development of the smart display industry, enabling more users to enjoy the wonderful charm of smart displays at a higher cost-performance. "

Looking to the future, Jinko Electronics will continue to focus on "LED+" technology, relying on its strong R&D and manufacturing system, deepen strategic collaboration with global customers, build an open and win-win innovation ecosystem, and strive to provide global customers with higher quality and higher value intelligent vision solutions.

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[tokenanalyst]

Silan Microelectronics plans to invest 20 billion yuan to build a 12-inch chip production line in Xiamen​

Silan Microelectronics has announced a major strategic move by signing a cooperation agreement with the Xiamen Municipal Government and Haicang District on October 18 to establish a 12-inch high-end analog integrated circuit chip manufacturing production line in Xiamen. The project, valued at 20 billion yuan, will be executed under an IDM (Integrated Device Manufacturer) model and will feature full independent intellectual property rights. The initiative marks Silan’s deepening commitment to strengthening its position in the semiconductor industry chain, with a clear focus on advanced analog chip technology that meets growing domestic and global demand.

The project is managed by Silan Jihua, a newly established entity formed in June 2025, which will oversee construction and operations. The production line will operate in two phases: the first phase, requiring an investment of 10 billion yuan (6.01 billion in capital and 3.99 billion in bank loans), is expected to achieve a monthly production capacity of 20,000 wafers after completion. This includes building key infrastructure such as factory buildings, power stations, and process equipment. The second phase will add an additional 25,000 wafers per month, bringing the total monthly output to 45,000 pieces equivalent to 540,000 annually after full ramp-up.

Capital for the first phase is being raised through a joint investment by Silan Microelectronics, its subsidiary Xiamen Silan Microelectronics, Xiamen Semiconductor, and New Wing Technology. Together, they will contribute RMB 1.5 billion each, with New Wing Technology pledging an additional RMB 2.1 billion, bringing the total capital increase to RMB 5.11 billion, raising Silan Jihua’s registered capital from RMB 10 million to this level. The remaining RMB 900 million will be raised later through other investors. The second phase follows a similar funding structure and will require further approvals, highlighting the project's long-term scale and strategic importance in China’s semiconductor development.​

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[bsdnf]

China precision measurement companies, for semiconductors and other industrial applications.

Chotest:

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With more than 15 years of professional technology accumulation, we designed and manufactured White Light Interferometer SuperView W1, Laser Tracker GT series, Universal Thread Measuring Machines SJ5200 series, Universal Length Measuring Machines SJ5100 series, Laser Interferometer SJ6000, Profilometers SJ5700 series, Automated Dial Indicator Testing Machines SJ2000 series and other high-end measuring equipment. We provide high precision measurement solution from nanometer to hundred meters.

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Shanghai Paipin:

Shanghai Pai-pin Optic-Electric Technology Co., Ltd. specializes in dual frequency laser interferometry technology research and product development. Our services serve the semiconductor equipment, ultra-precision motion control, length metrology, precision machine tool calibration, vibration, velocity, and acceleration testing industries.

Our core team is composed of professionals in optics, mechanics, electronics, sales, etc., with more than ten years of experience in dual-frequency laser interferometer product development and its application. We are one of the dual-frequency laser interferometer teams with the most extensive engineering experience in China.


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Tsinghua U-Precision:
Beijing Huazhuo Jingke Technology Co., Ltd. was established on May 9, 2012. It is a national high-tech enterprise. Its main business is to research, develop and produce ultra-precision measurement and control equipment components and ultra-precision measurement and control equipment complete machines based on ultra-precision measurement and control technology, and provide related technology development services.

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Beijing Leice:

Beijing Leice Technology Co. Ltd., originated from Sate Key Laboratory of Precision Measurement Technology Instruments, Tsinghua University, is a high-tech company that offers measurement solutions as well as precision laser measurement instruments with independent intellectual property rights.Leice offers dual-frequency laser interferometer, laser feedback interferometer, phase retardation measurement instrument, laser teaching instrument, and laser nanometer ruler, etc. It can meet the demand for precision measurement of mechanical manufacturing, microelectronics, optical manufacturing, scientific research and education industries, etc.

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And others

Huazhuo Jingke was originally a company that turned the research results of the 02 National Special Project on Lithography Dual-table into commercial mass production.

However, it had tried to IPO many times but was rejected by the question, "Bro, have you sold your core product? How will you guarantee cash flow?"

Finally, they had to admit in the tender document that the Lithography Dual-table had not received final acceptance by SMEE and resignedly deleted it from their main product line. Now, they have relegated themselves to the sales of precision measurement parts.

 

[tokenanalyst]

Huazhuo Jingke was originally a company that turned the research results of the 02 National Special Project on Lithography Dual-table into commercial mass production.

However, it had tried to IPO many times but was rejected by the question, "Bro, have you sold your core product? How will you guarantee cash flow?"

Finally, they had to admit in the tender document that the Lithography Dual-table had not received final acceptance by SMEE and resignedly deleted it from their main product line. Now, they have relegated themselves to the sales of precision measurement parts.

The dual table is still in the production line, I just posted a promotion of it a few days ago. Along with their grating interferometers.

 

[sunnymaxi]

The dual table is still in the production line, I just posted a promotion of it a few days ago. Along with their grating interferometers.

Huazhuo Jingke still doing research and improved their products also filled couple of Patents last year. but these interferometers are not only use in Lithography but in other high end tools and equipment too.

but just look at HIT line up.. their associated company already sold 150 sets. SMEE/Yuliangsheng/CETC have now reliable options.

Harbin harvesting the result of their research​

Harbin Institute of Technology team! Link Technology receives angel round financing​

According to Hard Krypton, LinkGen Technology recently completed an angel round of financing exceeding 10 million yuan. Investors include Qihang Investment Management's Beijing Science and Technology Development Qihang Fund and Zhongfa Xinchuang Fund, both subsidiaries of Zhongguancun Development Group. The funds will be primarily used for the research and development and industrialization of core products such as ultra-precision laser interferometers, nanoscale motion modules, and ultra-precision aperture systems, as well as to build engineering and delivery capabilities at its Shenzhen headquarters.

Link Technology was founded in December 2024 and was born based on the technological achievements of Harbin Institute of Technology. It focuses on providing ultra-precision photoelectric measurement and ultra-precision motion control products, customization and application complete solutions.
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According to the official website of Lingju Technology, the company's core team originated from the Precision Instrument Engineering Research Institute of Harbin Institute of Technology. It has more than 20 years of technical accumulation in the fields of ultra-precision laser interferometer measurement technology and nano-level motion control technology. The core products independently developed by the company, such as high-speed laser interferometers, picometer-level laser interferometers, micro-probe laser interferometers, nano-level motion modules, etc., are widely used in semiconductor manufacturing, ultra-precision machining, optical assembly and adjustment, microelectronics measurement, scientific research instruments and other fields , and have been successfully delivered to dozens of domestic high-end equipment leading companies, top domestic and foreign metrology institutions , etc.

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Since 2010, Harbin Institute of Technology (HIT), driven by key national science and technology projects and other core requirements, has achieved breakthroughs in key technologies such as high-speed ultra-precision motion stages and ultra-precision laser interferometers, building a comprehensive, systematic, and deep foundation in core technologies for ultra-precision instruments and equipment. The university, highly focused on the potential for industrialization of these technological achievements, actively promoted the establishment of Shenzhen Linkage and acquired a direct stake through an asset management company. The establishment of Linkage Technology will rapidly advance the transformation of high-end scientific research results into deliverable, scalable, industrial-grade products.

According to Hard Krypton, Linkage Technology has delivered over 150 systems and components to date, serving clients in the R&D, integration, and metrology and verification sectors, primarily in the areas of high-end semiconductor equipment. The company has established small-batch pilot production capabilities in Harbin, and its Shenzhen headquarters is rapidly developing local R&D and engineering teams. The company anticipates rapidly establishing a standardized, full-process design and flexible delivery system to support clients in their quest to localize critical high-end semiconductor equipment.

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[tokenanalyst]

Huazhuo Jingke still doing research and improved their products also filled couple of Patents last year. but these interferometers are not only use in Lithography but in other high end tools and equipment too.

but just look at HIT line up.. their associated company already sold 150 sets. SMEE has now option.

This open the door for more companies entering the lithography market, like I said and also help companies to localize export controlled ultra precision components in nanoimprint lithography machines, Hybrid Bonders and Metrology tools. Apart of course of high precision CNC machines and other special manufacturing machines.

 

[jx191]

Recently (or rather, consistently), social media hype surrounding lithography and ASML has led to excessive focus on the lithography machines themselves, while the greater transformation lies within the entire industrial chain.

This is also why I believe the progress of domestically produced DUV/EUV systems won't be too rapid—because it truly involves full autonomy and control across all aspects. But when it is finally completed, the domestic supply chain behind it will be exceptionally robust.

We saw this with the SiCarrier product announcements and just in general when it comes to lithography. People too focused on lithography rather than what else is necessary out there.

Even if China did have advanced lithography machines, it would still need the ecosystem surrounding it. So when we see the oscilloscope and the EDA tools, it's just as important as the actual machine itself. Maybe even more important.

China probably doesn't want to reveal their lithography whilst the other systems aren't fully ready yet. Without those systems, lithography is just a rubber duck with a few mirrors on it.

 

[sunnymaxi]

This open the door for more companies entering the lithography market, like I said and also help companies to localize export controlled ultra precision components in nanoimprint lithography machines, Hybrid Bonders and Metrology tools. Apart of course of high precision CNC machines and other special manufacturing machines.

in last couple of days, we have seen many unknown companies surfaced and showed us the line up of precision components of ultra high end equipment include Litho. i especially loved that largest coating machine for Lithography mirrors.

for High-NA EUV mirrors, Zeiss build special one of its kind 150 tons measurement tool/chamber for testing only.. CIOMP/SIOMP the only two players right now have resource to build this. maybe they already have some kind of testing machine.