Chinese semiconductor thread II

[tphuang]

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鼎龙股份 's production line for 300t of KrF/Arf photoresist is now in production. It supplies > 30 types of high end photoresist.

iirc, China's Arf market size is 500t. So, this is actually elevating 鼎龙 on its way to 10% market share domestically by 2027.

 

[tphuang]

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中微半导：2025年净利润同比增长107.68%】《科创板日报》19日讯，中微半导(688380.SH)发布年报，2025年营业收入11.22亿元，同比增长23.09%。净利润2.84亿元，同比增长107.68%。拟向全体股东每10股派发现金红利3元(含税)。

Cmsemicon reported on its 2025 figures. 1.122B RMB revenue and 284m profit. Former is up 23% YoY and latter is up 107%.

 

[tphuang]

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近日，纳芯微宣布推出双码道游标算法电感编码器芯片MT6901，进一步完善其在高精度电机位置检测领域的产品组合。此前，公司已构建覆盖霍尔式与AMR磁阻式的磁编码器产品体系；随着 MT6901 的发布，形成了由磁编码器与电感编码器并行的技术布局，可覆盖从通用控制到高精度运动控制的不同需求，为伺服电机、步进电机及机器人关节等应用场景提供位置反馈方案。

Novosense has launched MT6901, an inductive encoder chip featuring a dual-track Vernier algorithm, thereby further enhancing its product portfolio in the field of high-precision motor position detection.

capable of addressing diverse requirements ranging from general-purpose control to high-precision motion control, and providing position feedback solutions for applications such as servo motors, stepper motors, and robotic joints.

looks like pretty important chip for robotics

 

[Michael90]

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Latest news: The 28nm DUV lithography machine is scheduled to commence formal mass production in the third quarter. Twelve units have already been trial-produced, achieving a domestic yield rate exceeding 80%. The operational efficiency of these machines is 1.3 times that of imported counterparts (interpreted as lithography throughput capacity).

All photoresists used are domestically sourced.

Furthermore, EUV lithography is projected to enter small-scale trial production by the end of the year, with multiple technological pathways progressing smoothly.

Interesting that progress on EUV is almost at par with DUV. Thought thy would have gotten DUV in mass production long before EUV even starts trial production

 

[tokenanalyst]

Coretech has successfully developed chip bonding equipment, filling a domestic gap with nanometer-level precision.​

Coretech has successfully developed domestic semiconductor hybrid bonding equipment, breaking a long-standing monopoly held by foreign companies that previously controlled this critical manufacturing step. This technology is essential for stacking chips with nanometer-level precision to enable faster and smaller devices such as smartphones, computers, AI systems, and supercomputers. The newly created equipment, which is currently undergoing verification at chip manufacturers, allows for the seamless integration of multiple "floors" within a processor without requiring a complete rebuild if slight misalignments occur during production. The company's equipment achieves an alignment accuracy of 30 nanometers (1/3000th the width of a human hair), with motion control reaching 10 nanometers. To overcome challenges where calibration markers are blocked by chips, they engineered a unique "curved line of sight" optical path system.



Founded in 2024 within Hubei's Optics Valley, the company has grown from fewer than 20 employees to over 80 (with >60% in R&D). They possess a Class 100 ultra-clean workshop and manufacture most core components in-house. Revenue doubled in 2025 after entering large-scale industrial ranks, with projections for another doubling in 2026. The company aims to exceed 100 million yuan in revenue by 2027 while seeking new financing and continuing iteration of their mass-production equipment (e.g., the D2W Hybrid Bonding Mass Production Equipment). By providing solutions for high-performance chip manufacturing, Coretech seeks to strengthen Hubei's chip industry ecosystem and achieve domestic substitution in advanced packaging technology.

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[FriedButter]

SMCI Co-Founder and Senior Vice President Yih-Shyan “Wally” Liaw got whacked today.

Charged with smuggling $2.5 billion dollars of Nvidia Chips to China.

His 71 and has a net worth of $600 million dollars. I guess he really wanted to an billionaire.

https://twitter.com/i/web/status/2034761053536502224

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[GulfLander]

Chinese Founder of Router-Maker TP-Link Seeks a Trump Gold Card​

California-based

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told the federal agencies scrutinizing its operations that founder and Chief Executive Officer Jeffrey Chao had applied for permanent residency under the program, the people said. Successful Gold Card applicants must give a $1 million “unrestricted gift” to the Commerce Department in exchange for a visa.​

​

TP-Link said in a statement that Chao and his wife are pursuing US citizenship but declined to comment on any Trump Gold Card application. The Commerce Department didn’t respond to requests for comment.​

A company spokesman said TP-Link welcomes the opportunity to engage with the US government to demonstrate that its security practices are in line with industry standards and said that it’s committed to addressing any national security issues.​

As well as overseeing Gold Card applications, the Commerce Department is investigating TP-Link over concerns that its connections to China may pose an unacceptable threat to national security, people familiar with the matter

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​

The department has for months been weighing whether to issue its “initial determination” that TP-Link indeed poses such a threat, Bloomberg has reported. Issuing the assessment would put TP-Link one step closer to potentially having its US operations restricted or banned.​

Read More:

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Chao and his brother co-founded TP-Link in China three decades ago. In 2024, they split the company into a US-headquartered business run by Chao and a China-headquartered entity run by his brother. Chao, who bought a house in Irvine, California in 2018, said in an interview last year that he had applied for a green card in January 2025.​

Before its corporate restructuring hived off its China sales and operations, TP-Link was the world’s largest provider of consumer Wi-Fi equipment, according to market research firm IDC. Its routers, which relay information from the internet to devices such as computers and smartphones, are widely sold through retailers including

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and

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The company’s restructuring and Chao’s bid for permanent US residency have been pillars of TP-Link’s argument to the US government that it’s not subject to the influence of China and thus should not be perceived as a national security threat. Chao’s US-based TP-Link “no longer has any affiliation with” his brother’s operations in China, the company said in its statement.​

At the same time, a Bloomberg investigation published last year found that much of the US-headquartered TP-Link’s research, development and manufacturing operations remain in China.​

Some US national security officials, lawmakers and state officials have argued that the Chinese government could seek to actively enlist TP-Link in cyberattacks, which the company denies.​

The TP-Link spokesman said all of the company’s product and data security functions are handled in the US. He said no government, including China’s, has access to or control over its products’ design or production.​

In addition to the Commerce Department probe, TP-Link is also being investigated by the Justice Department and

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, as well as by the attorneys general of Texas and Florida. The various inquiries involve a mixture of national security, antitrust, privacy, and consumer protection issues.​

​

It’s unclear if or when Chao would be able to get a visa through the Trump Gold Card program. The program website says citizens from some countries “may have wait times of up to a year or more based on visa availability.”​

The site also says applicants must undergo a vetting process and that “national security and significant criminal risks are a basis for revocation” of any visa.​

In addition, the Gold Card program is facing a legal challenge. In February, the nonprofit Democracy Defenders Fund joined forces with a group of immigrants to file a lawsuit in a federal court in Washington asking a judge to overturn what they characterized as a “pay-to-play program” that “displaces the existing employment-based visa system and prioritizes wealth over intellect or ability.”​

The administration has said the Gold Card program will admit people who have “demonstrated their ability and desire to advance the interests of the United States by voluntarily providing a significant financial gift to the Nation.”​

​

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[TOKYO DRIFT ABC]

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SMCI Co-Founder and Senior Vice President Yih-Shyan “Wally” Liaw got whacked today.

Charged with smuggling $2.5 billion dollars of Nvidia Chips to China.

His 71 and has a net worth of $600 million dollars. I guess he really wanted to an billionaire.

https://twitter.com/i/web/status/2034761053536502224

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[Michael90]

View attachment 171947

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Ahahaha….i understand th desperation of Chinese entrepreneurs to try distance themselves with China to be allowed to do business in the US which is a huge market. Afterall, it’s hard to find a market as large and profitable as US market, so it makes business sense for any private company in the world to be honest. However, I don’t think this US/singapore China whitewashing as it’s now called in the west will work per se. We saw this with SHEIN when they tried to Singapore whitewash their origins so they can more accepted in the US market , yet they still got crackdown on, and even in Britain where they tried to list in London stock exchange after being chased away from US stock market, thy had to now come back to Hong Kong and try and please Chinese government with their reclusive CEO who never appeared making an appearance and announcement of being SHEIN being proud of their “chinese roots “ lol
The thing this people don’t understand is that the US/China contests will only get worse to be honest. As China grows the US will crack down even harder on Chinese companies even if they try and white wash their Chinese origin, won’t help them. If there’s one thing both democrats and republicans parties and their supporters agree on in the world , it’s about taking a hard stance against China. So they should get used to that . So they will have to forego much of that huge market and focus more on other regions /countries (though I know they are not as big and profitable as US market ) .

 

[gotodistance]

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The research results of the research team led by Professor Song Chung of Tsinghua University are now at a key turning point in the transition from basic research to the Prototype stage. Putting together the mid-March Guanchun Forum and recently announced materials, the expected flow to commercialization is as follows.
1. Commercialization Phase: Current Location
Currently, we are going beyond 'laboratory-level performance' and are entering the 'prototype production' stage.
* 2026 Status: The research team said it has already "brought down a major gap between basic research and applications," and is currently manufacturing and testing a spintronics prototype device.
* Technical completeness: Because we have succeeded in 'fully electric switching' where data is written and read only by electricity without an external magnetic field, we only have a process optimization step to integrate it into real semiconductor chips.
2. Estimated Commercialization Timeline
Considering the development cycle of typical next-generation semiconductor technologies, the following steps are expected.
* Short term (within 1 to 3 years): special purpose elements and sensors
* The first areas to be commercialized are ultra-sensitivity magnetic sensors or terahertz (THz) band communication parts. Its structure is simpler than ordinary memory and can be applied faster.
* Medium (within 3 to 5 years): Specific industrial non-volatile memory (MRAM)
* It is likely to enter the special memory market first used in wearable devices or extreme environments (space, military) where low power is essential.
* Long term (within 5-10 years): Universal Next Generation Memory Market
* Commercialization as a general-purpose memory that replaces or supplements existing DRAM or NAND flash is expected to be around the 2030s, when problems with securing Fab yields and reducing costs are resolved.
3. Key to commercialization (success factor)
The challenges that this technology needs to address in order to get to market quickly are as follows.
* Process Compatibility: How well it combines with existing CMOS (silicon-based semiconductor) processes is key.
* Material Supply and Demand: The fact that chiral antiferromagnetic materials such as manganese-tin (Mn_3Sn), the main research material, are common elements that can replace rare earths is a very favorable factor for mass production.
* National Support: The project is fully supported by China's "Unconventional Innovation" program and the National Natural Science Fund, so laboratory performance is expected to move very quickly to industrial sites.