Chinese semiconductor thread II

[tokenanalyst]

Meijing New Materials' semiconductor-grade quartz crucibles were selected as provincial manufacturing single-item champions.​

Zhejiang Meijing New Materials Co., Ltd. has been recognized as a Zhejiang Provincial Manufacturing Single Champion for its semiconductor-grade quartz crucibles, highlighting its leadership in specialized advanced materials. This achievement follows its earlier recognition as a national-level "little giant" enterprise.

The designation honors companies with deep specialization, cutting-edge technology, and top-tier market share in niche manufacturing segments. Meijing, founded in 2017 in Shaoxing, specializes in high-purity quartz products for semiconductors and photovoltaics, with a core R&D team of PhDs and master’s holders.

Semiconductor-grade quartz crucibles used in monocrystalline silicon production via the Czochralski method are critical for maintaining purity, temperature stability, and yield. Meijing has achieved domestic leadership and international competitiveness through technological innovation, successfully breaking barriers in high-end quartz materials and enabling domestic substitution of imported products.

With continued investment in R&D and process optimization, Meijing aims to enhance product performance and capacity, offering superior semiconductor material solutions and supporting global green energy development.
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[tphuang]

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SMIC raising prices on 8-inch BCD and HV CMOS (high voltage CMOS). Due to TSMC cutting back 8-inch capacity and raw material cost increase, this has made it easier to raise prices on the chips really needed by AI data centers.

目前，8 英寸 BCD 工艺代工价格上调已成既定事实。上述芯片行业从业者进一步预判，高压 CMOS（HV-CMOS）将成为晶圆厂下一轮主动提价的重点方向。“当前 BCD 工艺需求旺盛，代工报价高于 HV-CMOS，从市场规律来看，HV-CMOS 后续涨价是必然趋势。”
业内人士分析，随着晶圆代工环节的提价，国内芯片设计公司明年或将遇到来自上下游的双重价格压力。在下游，由于存储价格年内经历暴涨，导致终端客户持续向其他类型的芯片厂商转嫁成本压力。

 

[tphuang]

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深圳平湖实验室 announces its 100V GaN E-HEMT power modules from 8-inch 100V wafer has reached global leading level in performance in terms of resistance (< 15mΩ·mm2) . This can be used in data center, humanoid robot and eVTOL. To send samples for testing in 2026Q1

 

[tokenanalyst]

Jingsheng Mechanical & Electrical successfully delivered its 12-inch monolithic silicon carbide epitaxial growth equipment.​

Jingsheng Mechanical & Electrical Co., Ltd. has successfully delivered its first 12-inch monolithic silicon carbide (SiC) epitaxial growth equipment to Hanteng Technology, a global leader in SiC epitaxial wafers. This milestone marks a major technological breakthrough in China’s third-generation semiconductor industry.



The new equipment enables high-precision control of temperature and gas distribution through an innovative vertical split gas intake design, while featuring automated loading/unloading and one-click maintenance functions enhancing yield, particle control, and operational efficiency. Compatible with both 8-inch and 12-inch wafers, it supports larger-scale, lower-cost SiC production.

The fully domestically produced system is paired with 12-inch SiC substrates from Jingsheng’s subsidiary, Zhejiang Jingrui SuperSiC also a front-runner in substrate technology. The resulting epitaxial wafers achieve industry-leading performance: thickness non-uniformity <3%, doping uniformity <8%, and chip yield exceeding 96% for 2mm×2mm devices.

This achievement accelerates China’s progress toward independent control of SiC manufacturing, strengthening its position in strategic emerging industries such as electric vehicles, 5G, and AI data centers. Looking ahead, Jingsheng remains committed to innovation, sustainability, and ecosystem collaboration driving national technological self-reliance and the development of a world-class semiconductor industry.

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[tokenanalyst]

Guochuangke Inkjet Printing Equipment New Plant Commences Construction​

On December 23, according to the official WeChat account of "Optics Valley of China", the N2 plant of Wuhan Guochuangke Optoelectronic Equipment Co., Ltd. (hereinafter referred to as "Guochuangke") has started construction and is expected to be completed and put into use in 2026. It will be used to produce inkjet printing equipment for large-size display panels.
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According to public information, Guochuangke was established in 2020, focusing on developing innovative processes, technologies, and equipment for inkjet printing manufacturing of OLED, QLED, Micro-LED, E-paper, and other related display devices. It was jointly established by TCL Technology Group, Huazhong University of Science and Technology, and the National Digital Design and Manufacturing Innovation Center. Shenzhen TCL High-Tech Development Co., Ltd. (a wholly-owned subsidiary of TCL Technology Group) holds 23.6315% of Guochuangke's shares.

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[tokenanalyst]

4.5 billion yuan! Northwest China's first 8-inch specialty process production line goes into operation.​

According to the Xi'an Daily, the 8-inch high-performance specialty semiconductor production line of Shaanxi Electronics Chip Industry Times Technology Co., Ltd., invested and constructed by Shaanxi Electronics Information Group, has recently been officially put into operation. This marks a key breakthrough for Shaanxi Province in the field of high-end chip manufacturing and injects strong momentum into the independent control of my country's power semiconductor industry.

It is reported that this production line is the first 8-inch high-performance specialty process semiconductor production line built in Northwest my country, with a total investment of 4.5 billion yuan, of which the first phase investment is 3.2 billion yuan. The project started construction in May 2024 and successfully started trial production in September this year. It focuses on industrial-grade and automotive-grade power chips urgently needed in the fields of new energy vehicles, green home appliances, wind and solar energy storage.

It is worth mentioning that the production line has adhered to the concept of "self-reliance" from the very beginning. The localization rate of the main process equipment exceeds 60%, the localization rate of auxiliary equipment and components exceeds 90%, and more than 80% of the equipment is compatible with the research and development of third-generation semiconductors. It has made a solid contribution to my country's efforts to get rid of dependence on key equipment and build a solid industrial security barrier.

Zhang Guowei, General Manager of Shaanxi Electronic Chip Industry Times Technology Co., Ltd., stated that the first phase of the project, a production line with a monthly capacity of 20,000 wafers, has been fully completed. More than 150 main process equipment and over 400 auxiliary equipment are in place, and cooperation agreements have been reached with eight listed companies or leading companies in the industry. The plan is to increase the monthly capacity to 50,000 wafers in the future and continue to focus on developing specialized processes to effectively alleviate the dependence on imported high-end chips.

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[tphuang]

Jingsheng Mechanical & Electrical successfully delivered its 12-inch monolithic silicon carbide epitaxial growth equipment.​

Jingsheng Mechanical & Electrical Co., Ltd. has successfully delivered its first 12-inch monolithic silicon carbide (SiC) epitaxial growth equipment to Hanteng Technology, a global leader in SiC epitaxial wafers. This milestone marks a major technological breakthrough in China’s third-generation semiconductor industry.

View attachment 166783

The new equipment enables high-precision control of temperature and gas distribution through an innovative vertical split gas intake design, while featuring automated loading/unloading and one-click maintenance functions enhancing yield, particle control, and operational efficiency. Compatible with both 8-inch and 12-inch wafers, it supports larger-scale, lower-cost SiC production.

The fully domestically produced system is paired with 12-inch SiC substrates from Jingsheng’s subsidiary, Zhejiang Jingrui SuperSiC also a front-runner in substrate technology. The resulting epitaxial wafers achieve industry-leading performance: thickness non-uniformity <3%, doping uniformity <8%, and chip yield exceeding 96% for 2mm×2mm devices.

This achievement accelerates China’s progress toward independent control of SiC manufacturing, strengthening its position in strategic emerging industries such as electric vehicles, 5G, and AI data centers. Looking ahead, Jingsheng remains committed to innovation, sustainability, and ecosystem collaboration driving national technological self-reliance and the development of a world-class semiconductor industry.

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This is great. A fully domestic supply train for 12-inch SiC wafer production. Substrate production isn't easy for 12-inch SiC. Many steps from what I saw

https://twitter.com/i/web/status/2003910940496900120

The interesting part is seeing the Chinese supply chain race past WolfSpeed.

 

[PopularScience]

Shanghai Microelectronics wins bid for one stepper scanning lithography machine with a transaction amount of 110 million yuan.

The winning bid announcement revealed that the product model of Shanghai Microelectronics, SSC800/10, is the winning bidder. Although the official website does not publish information about this product, third-party information shows that this lithography machine can achieve a 28-nanometer process in a single exposure and can improve the resolution to 11 nanometers through multi-pattern exposure technology.

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[justinlee]

Shanghai Microelectronics wins bid for one stepper scanning lithography machine with a transaction amount of 110 million yuan.

The winning bid announcement revealed that the product model of Shanghai Microelectronics, SSC800/10, is the winning bidder. Although the official website does not publish information about this product, third-party information shows that this lithography machine can achieve a 28-nanometer process in a single exposure and can improve the resolution to 11 nanometers through multi-pattern exposure technology.

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SSC800 is Krf and the A version can be traced back to 2021. I suppose the buyer is Yandong.

 

[PopularScience]

SSC800 is Krf and the A version can be traced back to 2021. I suppose the buyer is Yandong.

ya...i guess so. Price is too cheap for immersion.