Chinese semiconductor thread II

tokenanalyst

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NAURA-KingSemi: New generation of coating and developing machines are progressing steadily, while high-end chemical cleaning machines are accelerating their production volume.​


Sinyuan Microelectronics is making significant progress in three core areas: front-end coating and developing, single-wafer chemical cleaning, and back-end advanced packaging. With support from its controlling shareholder, North China Microelectronics, the company is poised for rapid revenue growth.​
  • Coating & Developing Machines:
    Sinyuan is the only domestic manufacturer offering mass-produced front-end coating and developing machines across multiple process types (offline, I-line, KrF, ArF immersion). Its new-generation FT Alkaid machine features high capacity, stability, reliability, integration, and intelligence. It uses a six-layer symmetrical architecture with advanced wafer transport and multi-layer parallel feeding for future scalability. Customer performance feedback is expected in 2026.​
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  • Chemical Cleaning Systems:
    The company has achieved international-level capabilities in front-end physical cleaning and now leads in high-end chemical cleaning, especially for high-temperature sulfuric acid and supercritical cleaning. It became the first domestic firm to pass verification and secure repeat orders for high-temperature sulfuric acid systems. Its KSCM300/200 machine meets advanced cleanliness standards and supports over 80% of key front-end and back-end processes, including pre-deposition, post-etching, and CMP cleaning.​
  • Advanced Packaging:
    Sinyuan holds a market share exceeding 50% as a full-process equipment provider in back-end packaging. It is expanding into emerging areas like 2.5D and 3D packaging, with strong product lines including temporary bonding, debonding, wet processing, and TCB thermocompression bonding. Its temporary bonding/debonding technology is internationally competitive and has secured major domestic orders. The new Frame cleaning equipment for 2.5D/3D packaging has passed customer verification and entered volume production. Temporary bonding products now have a full order backlog.
Overall, Sinyuan Microelectronics is advancing key technologies, achieving international benchmarks in critical semiconductor processes, and accelerating commercialization with strong demand growth across all product lines.

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tokenanalyst

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Biwin PZ005 industrial-grade DDR4 memory wins two major industry awards, further recognizing the innovative strength of domestic memory manufacturers.​


BIWIN's industrial-grade DDR4 memory, the PZ005 series, has won two major industry awards the 2025 High-Tech Robotics Golden Globe Award for "Annual Innovative Product" and the OFweek 2025 IoT Industry Chip Technology Breakthrough Award recognizing its technological innovation and reliability.
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Key features:​
  • Industrial-grade FBGA 96-Ball packaging
  • Wide temperature range: –40°C to +95°C
  • Capacities: 4Gb/8Gb, data rate up to 3200Mbps
  • Applications: industrial robots, rail transport, smart security, AIoT, financial terminals, and healthcare​
The product excels in stability, reliability, and performance under harsh conditions, with certifications (RoHS, REACH) ensuring compliance with industrial standards. It is already deployed in sectors like data communication, energy, robotics, and IoT, gaining strong industry trust.

BIWIN’s vertical integration—from chip design to testing—enables tailored solutions for demanding environments. The company plans to further expand its presence in industrial automation, intelligent vehicles, rail transport, and energy, focusing on long-term reliability, temperature adaptability, and innovation-driven product development.

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tphuang

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2 news for SMIC. It first bought out the shares in SMIC North (this was initially announced as a plan a few months ago).

second, it entered into a capital increase agreement in SMSC with Big Fund 2 & 3. It received a capital injection of $7.778B/50B+ RMB. Registered capital increased from $6.5B to $10B. So, looks like SMSC is getting a phase 3. Which would amount to probably another 30k wpm in capacity. This is pretty big. SMSC could be 100k wpm after all it said and done.
 
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