Chinese semiconductor thread II

tphuang

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Western Automakers worried about the Nexperia fallout while China automakers have pretty much secured their supply chain.​

Guoxin Technology's automotive electronic chip shipments exceed 20 million units.​


Guoxin Technology has achieved a significant milestone by surpassing 20 million cumulative shipments of automotive electronics chips—marking a major leap in China’s domestic semiconductor industry. The company's success reflects its sustained technological innovation and deep market penetration, especially in mid-to-high-end automotive electronics applications, where it provides reliable, domestically produced "Guoxin solutions" to support China’s national auto supply chain.

Core Technology Breakthroughs
  1. 48V Mixed-Signal Chip Innovation
    • Launched the industry’s first 48V airbag ignition chip (CCL1800B), filling a critical technological gap in new energy vehicle electrical architectures.​
    • Developed a scalable 48V mixed-signal design platform offering higher power handling, superior energy efficiency, and enhanced safety—enabling expansion into multiple high-value applications.​
  2. CCFC3009PT RISC-V AI MCU Enters Tape-Out
    • A cutting-edge high-end automotive AI MCU based on a 22nm RRAM process and RISC-V CRV6 multi-core architecture (6 main + 6 lockstep cores).​
    • Operates at 500MHz with over 10,000 DMIPS of pre-computing power.​
    • Features an integrated NPU for hardware-accelerated AI processing and supports in-memory computing—significantly lowering the barrier to AI integration in automotive systems.​
    • Performance rivals Infineon’s TC49X and Renesas’ U2B series, with superior cost-effectiveness.​
    • Applied in radar signal processing, battery management, motor control, and domain controllers for intelligent vehicles.​
Market Expansion & Client Coverage
Driven by China's "electrification, intelligence, and connectivity" transformation and national substitution policies, Guoxin has secured broad partnerships across the automotive value chain:​
  • Vehicle Manufacturers: Supplying mainstream models to major OEMs including BYD, Chery, Geely, SAIC (SAIC-GM, SAIC-GM-Wuling), FAW, Dongfeng, Changan, Great Wall, BAIC, XPeng, Li Auto, Seres, GAC, JAC, King Long, and Hozon Auto.​
  • Tier 1 Component Manufacturers: Maintaining strong collaborations with international and domestic suppliers such as Atech, Jingwei Hengrun, Kosda (Shanghai), BYD Technology, BYD Power, Yangtze Automotive Electronics, O-Film Intelligent, Yidingfeng, Ingenic, Aptiv, Songyuan Safety, Valeo, Weichai Power, AEOX, Wuhan Lingdian, Changzhou Yikong, and Kaisheng Power.​
From January to September 2025, automotive chip revenue reached RMB 79.98 million, a year-on-year increase of 73.52%, with strong progress in mass production and vehicle installation.

Application Scenario Breakthroughs
  • Basic Control Scenarios: Achieved mass production in gateways, airbags, and instrument clusters. Over 4 million airbag MCUs and over 4 million automotive security chips have been installed. Instrument cluster and small node control chips are now supplied stably across major models.​
  • High-End Intelligent Scenarios: Made key breakthroughs in domain control, drive-by-wire, powertrain, and airbag ignition:​
    • CCFC3007PT is being mass-produced for ZCU/body and VCU domains.​
    • CCL1600B powers airbag ignition systems.​
    • CCFC3008PT supports advanced chassis control; communication chip CIP4100B tested in drive-by-wire systems.​
    • Acoustic DSP chips deployed in smart cockpits.
      These solutions are gradually breaking the foreign monopoly in high-end automotive electronics.​
"MCU+" Solution Ecosystem: Value Creation & Cost Reduction
Guoxin moves beyond single-chip supply by offering integrated, system-level "MCU+X" solutions that reduce BOM costs and development complexity:

  1. Domain Controller: CCFC3007BC (PowerPC architecture) with ASIL-D certification, supports OTA upgrades, multi-interface integration (CAN/LIN/Ethernet), and national cryptographic security.
  2. Airbag Solution: Fully domestic "MCU + Ignition Driver + Accelerometer" chipset covering all vehicle types—providing full control over ignition circuits and collision data recording; breaks foreign monopoly.
  3. Drive-by-Wire Chassis:
    • Brake-by-wire: CCFC3010PT (ASIL-D) + CCL2200B (14-channel driver) for high-precision braking control.
    • Steer-by-wire: CCFC3008PC with fail-safe and redundancy features, suitable for EHB/SBW systems.
  4. In-Vehicle Audio: CCD5001-based solution supporting active noise cancellation, sound field optimization, and speed-sensitive volume adjustment—mass production launched in March 2025.
  5. Powertrain Solutions:
    • Gasoline: Precise fuel/ignition control via CCFC2017BC/CCFC3007PT.
    • New Energy: Multi-motor integration with VCU/MCU fusion, energy recovery management—reducing hardware modules and boosting efficiency.
  6. BMS for EVs: CCFC3008PC-based solution offering real-time cell monitoring, dynamic balancing, thermal protection, and OTA upgrades—passed PV testing and in mass production.
  7. Information Security: CCM4202S chip (EAL5+, national crypto level 2) supports international (RSA/AES) and national (SM2/SM3/SM4) algorithms—resists attacks and integrates into smart cockpits, T-BOX, and C-V2X.

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Guoxin, Nation Chip/C Core, came out with a pretty good MCU actually
  1. CCFC3009PT RISC-V AI MCU Enters Tape-Out
    • A cutting-edge high-end automotive AI MCU based on a 22nm RRAM process and RISC-V CRV6 multi-core architecture (6 main + 6 lockstep cores).​
    • Operates at 500MHz with over 10,000 DMIPS of pre-computing power.​
    • Features an integrated NPU for hardware-accelerated AI processing and supports in-memory computing—significantly lowering the barrier to AI integration in automotive systems.​
    • Performance rivals Infineon’s TC49X and Renesas’ U2B series, with superior cost-effectiveness.​
    • Applied in radar signal processing, battery management, motor control, and domain controllers for intelligent vehicles.​

Look at that. 22nm with RRAM. I assume this is with TSMC? Maybe in their Nanjing fab. I'm really curious about this RISC-V based MCU so looked up their description.

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CCFC3009PT已经融合RRAM大容量存储、高性能NPU、高性能MCU内核技术于单芯片,后续将进一步探索将RRAM作为主算的阵列,通过其模拟计算能力,以极高的并行度和能效实现神经网络中核心计算引擎矩阵-向量乘法,并辅以必要的CMOS外围电路搭建存内计算NPU单元,从而解决AI引擎依赖于外部存储器的数据供给,无法彻底摆脱数据搬运的能耗困境。

They call it a high end RISC-V AI MCU, but it feels more like a reduced CPU.
 

tphuang

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On Alibaba Damo.

The Xuantie series next gen flagship C930 core have received interest from Arteris, Canonical and other top partners using Flex platform.

With Arteris, this is from a few days ago
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This is from Canonical on the same event.
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We are very excited to be partnering with Alibaba Damo Academy to bring Ubuntu to the latest XuanTie platform. Our teams have already done great work together on a community level for earlier
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and showing Ubuntu running on a XuanTie C930 FPGA at the
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.
very interesting, support for the latest Xuantie implementation in linux.

Important since C930 uses 512 bits RVV1.0 and contains 8 TOPS Matrix computation, which means you can just use the CPU implementation of all the AI inference models. No need for NPU in your SoC.

Looks like Axera, Lauterbach GmbH, Terrapins, OSR (Open Security Research, based in Shenzhen) are all going to use it. Other cores that Xuantie series created include:
C908X (for AI), supports 4096 bit and RVV1.0

R908A (for auto grade chips)
XL200 for large scale high performance inter linking.
 

spaceship9876

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Minisforum Announces MS-R1​


Minisforum-MS-R1.jpg


Specs at a Glance:

  • OS: Debian 12 Linux (modified)
  • CIXIN P1 Processor - 8 x Cortex-A720 + 4 x Cortex-A520 cores that are clocked between 1.8 GHz and 2.6 GHz.)
  • Immortalis-G710 MC10 GPU
  • 16 GB/ 32 GB/ 64 GB LPDDR5
  • No/ 512 GB/ 1 TB PCIe SSD storage
  • PCIe 4.0 x16 slot (wired for x8)
  • 40-pin GPIO header
  • eDP connector, UART, I2C touch connector, TPM header
  • Dual 10Gb Ethernet
  • Wi-Fi 6E + Bluetooth 5.3
  • 2× USB-C (USB-PD + DP Alt Mode), 2× USB 3.2 Gen2, 2× USB 2.0
  • HDMI 2.0 and audio jacks
  • 100W USB-PD power support
  • 180W AC Power Adapter
more info:

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tokenanalyst

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CETC intelligent laser-modified stripping systems were successfully shipped to a leading enterprise.


Recently, the intelligent laser refining and stripping equipment developed by the Second Research Institute of China Electronics Technology Group Corporation (CETC) was successfully delivered to a leading domestic silicon carbide substrate manufacturer. This marks a leap from single-unit supply to intelligent system service for the laser processing equipment of third-generation semiconductor materials developed by the Second Research Institute, and its core equipment technology maturity and "process + equipment + intelligence" integrated service capabilities have reached a new level .

Looking ahead, the Second Research Institute of CETC Equipment will take this delivery as an opportunity to further promote technological upgrades in areas such as larger size, rapid production, high yield, full automation, low energy consumption, and intelligent production lines, helping to create internationally competitive "single champion" products and demonstration production lines.​
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tokenanalyst

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Interesting, at least from my perspective, The CAS Institute of Electrical Eng. has develop a pattern generator that can convert E-Beam or Ion Beam machines into nano patterning powerhouses with wafer stages and all.


• The DY-5000 series pattern generator has been successfully developed by the Institute of Electrical Engineering, Chinese Academy of Sciences.
• This system delivers direct-writing capabilities for both electron beam and ion beam lithography, usable on SEM and FIB-SEM.

• Software EBWriter is used with DY-5000 to achieve a "pattern design—data analysis—exposure execution" closed loop and ensuring the continuity and controllability of the fabrication process.
• For universities and research institutes, provide a high-resolution and flexible processing method, which is suitable for micro/nano device prototyping and quantum-effect devices. Future work includes
• enhancing the proximity effect correction (PEC) capability to improve performance in fabricating complex patterns
• incorporating machine learning techniques, intelligent pattern interpretation and exposure path planning will be realized, further broadening the equipment’s applicability and impact within the field of nanofabrication.​

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Looks like the team the team has worked with China biggest semiconductor metrology companies.

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I could see this being advanced develop even further into full fledged cost effective E-BEAM and Ion Beam tools, and even Multi-Beam Lithography
 
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