Chinese semiconductor thread II

[tphuang]

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Article from MIR Databank on the current state of China's photoresist industry. I actually think it's missing some players here like Bokang and I think Nanda and RA Chem aren't the only 2 doing Arf photoresist right now.

Note the domestic industry and penetration rate slides are as of 2024.

You can see for Jingrui, it made breakthrough with Arfi and 14nm+below process. In 2026, it has goal of expanding production capacity to 5000t for KRF & 1000t for ARF

 

[tokenanalyst]

Spectral Characteristics of Gd2O3 Thin-Film Target for 6.7nm EUV Light Source.​

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Abstract​

The extreme ultraviolet light source has been developed utilizing a Gd2O3 thin-film target, fabricated by the electrochemical deposition onto the ITO glass substrate. This study systematically investigates the influence of both electrochemical and laser parameters on the EUV radiation intensity of the Gd2O3 thin-film target. The experimental results indicate that strong extreme ultraviolet emission and a narrow spectral bandwidth were achieved with the specific deposition conditions. Comparative analysis reveals significant enhancements in the optimized thin-film target relative to a planar pure metal Gd target. Specifically, the width of the EUV spectrum from the thin-film target is narrowed to 3/5, the radiation intensity at 6.7 nm (within a 0.6% bandwidth) increases by a factor of 1.43, and the spectral purity improves by 32.3%. The work has demonstrated that employing the mass-limited Gd2O3 thin-film target can significantly improve EUV radiation characteristics. This approach holds promise for providing a novel concept in the development of next-generation EUV light source targets.

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[tokenanalyst]

 

[ForcedTrend]

TCL will be making all bravia TVs starting in april 2027

The new company plans to advance its business by leveraging Sony's high-quality picture and audio technology cultivated over the years, brand value and operational expertise including supply chain management, while utilizing TCL's advanced display technology, global scale advantages, industrial footprint, end-to-end cost efficiency, and vertical supply chain strength. The new company's products are expected to carry the globally recognized "Sony" name and "BRAVIA™" name, aiming to create new customer value through these branded products such as TVs and home audio equipment.

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[tokenanalyst]

Raysee Technology has completed a Series C financing round of hundreds of millions of yuan, which will be used for expanding the production capacity of VCSEL products, etc.​

Raysee Technology (Rayvision) has successfully closed a Series C financing round of hundreds of millions of yuan, led by a consortium of existing and new investors including Photon Strong Chain Fund, Hefei Industrial Investment, Shenzhen Capital Group, Xi’an Finance & Investment, Hony Capital, Open Source Innovation, and ABC Fund.

The funds will be primarily used to:​

• Expand VCSEL chip production capacity​
• Accelerate R&D of core VCSEL technologies​
• Drive market expansion across key application sectors​

Founded in 2018, Raysee is a leading Chinese hard-tech semiconductor company specializing in VCSEL (Vertical Cavity Surface Emitting Laser) chips. It has achieved multiple industry firsts:​

• First to mass-produce 2D addressable VCSELs for LiDAR​
• First to mass-produce short-wavelength red VCSELs​
• Pioneer of VIPE technology in consumer beauty devices​
• First to apply VCSELs in robotic vacuum cleaners, capturing the #1 market share​

To date, Raysee has shipped over 200 million VCSEL chips, becoming the first domestic company to achieve 100% national production capability. Its 6-inch VCSEL wafer production exceeds 10,000 pieces annually, ranking #1 in China.

Its products are deployed in LiDAR, AI optical interconnects, smart cars, robotics, medical aesthetics, and industrial manufacturing, with annual revenue in the hundreds of millions of yuan, showing four consecutive years of rapid growth.

Raysee Technology is now positioned as a dominant domestic leader in VCSEL technology, driving innovation and supply chain independence in critical optoelectronic components.

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