Chinese semiconductor thread II

sunnymaxi

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These ai detectors don't work because ai has been trained on everything humans have written.
You can put something that was written 100 years ago in the detector and it will say it is LLM generated.
Yeah. information does matter whether written by a person or Ai. this is a detailed article written by semiAnalysis on Kirin chips and their future roadmap. also some technical information regarding N+4/N+5 with DUV.
 

tphuang

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Li Auto unveils its ADAS chip details 马赫 M100. 1280 TOPS compute, 24-core CPU and 273 GB/s bandwidth from 8 LPDDR5X die.

btw, all these automakers that design large powerful chips are probably getting them fabb'd at TSMC (if you want to ask) and likely got design help from firms like Verisilicon or others
 

tokenanalyst

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Laplace plans to raise no more than 2.201 billion yuan through a private placement for projects such as R&D of high-end equipment for photovoltaics and semiconductors.​


Laplace disclosed its 2026 private placement plan, in which the company plans to issue no more than 122 million shares to no more than 35 specific targets, raising a total of no more than RMB 2.201 billion. After deducting issuance expenses, the funds will be used for photovoltaic and semiconductor high-end equipment R&D projects, the second phase of the Wuxi photovoltaic high-end equipment base construction project, digital and intelligent upgrading projects, and to supplement working capital.

According to the announcement, based on the global trend of technological iteration in the photovoltaic industry and domestic substitution in the semiconductor industry, the company will continue to deepen its core technology research and development in the fields of photovoltaic and semiconductor high-end equipment through this fundraising project. This includes developing new processes and equipment suitable for next-generation high-efficiency photovoltaic cells such as TOPCon, XBC, and perovskite, while also tackling key semiconductor equipment such as advanced integrated circuit packaging equipment. The company stated that it will leverage its accumulated expertise in underlying technologies such as thermal, electrical, gas, and light to further improve the precision, stability, and intelligence of its product processes, strengthen the competitive advantage of its core products, and create a second growth curve in the semiconductor equipment field.

To offset the cyclical pressures of its core photovoltaic business, Laplace is also positioning its semiconductor business as a second growth engine. In its preliminary plan, the company stated that it will conduct in-depth research and development of advanced semiconductor packaging equipment, break through core equipment technologies, and promote domestic substitution. On the other hand, it aims to further enhance the company's digitalization, intelligentization capabilities, delivery capabilities, and refined operational capabilities.

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oracular

Just Hatched
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These ai detectors don't work because ai has been trained on everything humans have written.
You can put something that was written 100 years ago in the detector and it will say it is LLM generated.
Pangram is known for a low false positive rate.

At all events it is thoroughly evocative of Claude to my ears and probably to that of most users here too.
 

tokenanalyst

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Huahong Grace Semiconductor plans to acquire 97.4988% of Huali Microelectronics' equity, and the merger and acquisition application will be reviewed by the Shanghai Stock Exchange on June 18.​


Huahong Grace Semiconductor Co., Ltd. issued an announcement disclosing the latest progress of a major asset acquisition. The company plans to acquire 97.4988% equity of Huahong Microelectronics Co., Ltd. held by Shanghai Huahong (Group) Co., Ltd., Shanghai Integrated Circuit Industry Investment Fund Co., Ltd., National Integrated Circuit Industry Investment Fund Phase II Co., Ltd., and Shanghai Guotou Pioneer Integrated Circuit Private Equity Investment Fund Partnership (Limited Partnership) through the issuance of shares, and simultaneously raise supporting funds.

According to an announcement disclosed by Huahong Grace on June 12, this transaction is a share issuance to acquire assets and a related-party transaction. After the transaction is completed, Huahong Microelectronics will become a wholly-owned subsidiary of Huahong Grace. Previously, the company held a board meeting on December 31, 2025, and approved the relevant proposals for this transaction. The initial plan included the issuance of shares and cash payment, but it was later adjusted to a pure share issuance payment, with the issuance price set at RMB 43.34 per share.

On June 11, 2026, Huahong Grace received the "Letter of Implementation of Review Center Opinions" issued by the Shanghai Stock Exchange, and subsequently revised and submitted the relevant materials. According to the schedule of the 9th review meeting in 2026 published on the Shanghai Stock Exchange's official website, the Merger and Acquisition Review Committee is scheduled to hold a meeting on June 18 to specifically review this transaction.

The announcement also clarified that the transaction is subject to review by the Shanghai Stock Exchange Mergers and Acquisitions Review Committee and registration approval from the China Securities Regulatory Commission. The approval results and implementation time are uncertain.

Public information shows that Huahong Grace Semiconductor has been deeply involved in the semiconductor manufacturing field for over 15 years, operating China's first fully automated 12-inch integrated circuit foundry production line, focusing on logic processes and covering nodes such as 65/55nm and 40nm. Huahong Grace Semiconductor, on the other hand, focuses on a diversified and specialized process platform, with investments in embedded memory, power devices, and analog power management. This acquisition will resolve the issue of competition between the two companies on certain process platforms and integrate their production capacity and technological resources.​

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tokenanalyst

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Boway Semiconductor's advanced packaging, sorting, and integration equipment project was signed and settled in Changzhou.​



According to news from Wujin National High-tech Industrial Development Zone, on June 12, the Boway Semiconductor Advanced Packaging and Sorting Integration Equipment Project was signed and officially settled in Changzhou Wujin National High-tech Industrial Development Zone.

According to public information, Nanjing Boway Semiconductor Co., Ltd., established in 2024, focuses on the R&D and industrialization of advanced semiconductor packaging, testing, sorting, and integration equipment. It is understood that the sorting and integration equipment is mainly used in the packaging and testing of semiconductor products such as logic chips, driver chips, memory chips, power semiconductors, and sensors. The company's product adopts a multi-station turret-type parallel working mode, integrating three major functions: AOI six-sided visual inspection, IR infrared microcrack detection, and automatic sorting and packaging. It is the first advanced packaging and sorting equipment in China to achieve the integrated functionality of these three functions, and its official delivery will significantly improve operational efficiency and production capacity.

Following the signing of this project, the company plans to relocate to Wuhan High-tech Industrial Development Zone to engage in the research and development and production of advanced semiconductor packaging, testing, sorting and integration equipment. Currently, the company has successfully connected with leading domestic packaging and testing companies such as Tongfu Microelectronics, Xinlian Integrated Circuits, and Xinfeng Technology.

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tokenanalyst

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MicroNano Core Completes Financing of Over 1 Billion Yuan​


Hangzhou MicroNano Core Electronics Technology Co., Ltd. completed two rounds of financing, B3 and B4, totaling over 1 billion yuan. This large-scale financing brought together central state-owned enterprises, national-level funds, leading industry players, and financial capital, reflecting the continued rise in market recognition of its self-developed 3D in-memory computing technology.


The investors in this round of financing are diverse and of high caliber, including central state-owned enterprise industrial capital such as China Mobile Chain Long Fund, industry players in the industrial chain such as Beyond Moore, Biwin Storage, and leading large model companies, as well as national-level state-owned strategic platforms such as Shenzhen Capital Group and China Internet Investment Fund. At the same time, existing shareholders such as SMIC Capital, Oriental Fortune Capital, and Luxshare Precision Industry Investment continued to increase their investments. The simultaneous increase in investment from multiple capital sources demonstrates the long-term value of the sector.

MicroNano Core features the world's first 3D-CIM™ three-dimensional in-memory computing architecture, which integrates three core technologies: 3D near-memory, in-memory computing, and RISC-V in-memory computing. It directly addresses the pain points of the AI computing power industry, such as insufficient bandwidth, high power consumption, and large computing power loss caused by the traditional "storage-computation separation" architecture. It can significantly improve the computing power efficiency of large model inference and edge AI scenarios, and is the core technology roadmap for the next generation of AI chips.

With the substantial funding secured, the company will focus on the iterative R&D, tape-out and mass production of its 3D in-memory computing chip, and its commercialization in downstream AI scenarios. Leveraging the resources of its shareholders in the mobile, storage, wafer, and terminal manufacturing industries, MicroNano Core can quickly establish a complete industry chain from chip design and tape-out to the deployment of computing power in terminals, accelerating the mass adoption of its self-developed chips in cloud-based large-scale models and edge intelligent hardware.

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