Chinese semiconductor thread II
- Thread starter vincent
- Start date
Not surprising, as manufacturing can't get as much money as fast as software.
YUYAN Silicon intends to acquire 60% of the equity of High Frequency Technology to accelerate the domestic substitution of ultrapure water systems
YUANSI announced that it intends to acquire approximately 60% of the equity of Beijing High Frequency Technology Co., Ltd. by paying cash. After the completion of this transaction, the company will realize the controlling stake of the target company. High Frequency is an ultrapure water system supplier focusing on the core industries of integrated circuits such as chip manufacturing. It has market competitiveness and can provide long-term and stable supply of ppt-level ultrapure water, breaking through foreign technical barriers and realizing domestic substitution in the field of ultrapure water systems.
YUANSI stated that this transaction is in line with the company's development strategy of actively expanding new businesses in the integrated circuit-related fields, which will help build new advantages and provide new momentum for the company's long-term development, support the company in forming a second growth curve around the core industry, and accelerate the company's development into a leading domestic and world-class semiconductor company.
YUANSI stated that this transaction is in line with the company's development strategy of actively expanding new businesses in the integrated circuit-related fields, which will help build new advantages and provide new momentum for the company's long-term development, support the company in forming a second growth curve around the core industry, and accelerate the company's development into a leading domestic and world-class semiconductor company.
With an investment of approximately 800 million yuan, the latest progress of this semiconductor industry base in Tianjin!
Yuanxu Semiconductor Tianjin Production Base is a key construction project in the High-tech Zone, with a total investment of approximately 800 million yuan and an annual output value of 1.2 billion yuan. "There is no grounding or short-circuit wiring on site. After passing the test, the switch is closed and power is supplied." Recently, with the command of the controller, the transformer of Yuanxu Semiconductor Tianjin Production Base made a "buzzing" sound of current, injecting strong kinetic energy into the production and operation of the base.
Yuanxu Semiconductor Tianjin Production Base is a key construction project in the High-tech Zone, with a total investment of approximately RMB 800 million and an annual output value of RMB 1.2 billion. The project designs 120,000 square meters of MicroLED display modules, implements vertical integration manufacturing of a new generation of Micro-LED semiconductor integrated display, and creates a full industrial chain of MicroLED chip R&D and manufacturing that integrates wafer materials, chip design, chip manufacturing, chip packaging and testing.
World premiere! Hangzhou Gallium released the first 8-inch gallium oxide single crystal, opening a new era of fourth-generation semiconductor gallium oxide
The Semiconductor Industry Network learned that on March 5, 2025, Hangzhou Gallium Ren Semiconductor Co., Ltd. (hereinafter referred to as "Gallium Ren Semiconductor") released the world's first fourth-generation semiconductor gallium oxide 8-inch single crystal. Gallium Ren Semiconductor successfully achieved the growth of 8-inch gallium oxide single crystals using a completely independent and innovative casting method, and can process wafer substrates of corresponding sizes. This achievement marks that Gallium Ren Semiconductor has become the first company in the world to master the 8-inch gallium oxide single crystal growth technology, breaking the global record for the size of gallium oxide single crystals, and also creating an industry record of upgrading one size every year from 2 inches to 8 inches.
China's gallium oxide has taken the lead in entering the 8-inch era, which has far-reaching industrial significance.
First of all, 8-inch gallium oxide is compatible with the 8-inch production lines of existing silicon-based chip factories, which will significantly accelerate the pace of its industrial application.
Secondly, increasing the size of the gallium oxide substrate can improve its utilization, reduce production costs and improve production efficiency.
Finally, China was the first to break through the 8-inch technical barrier, which not only marked China's technological progress in the field of ultra-wide bandgap semiconductors, but also enabled China's gallium oxide industry to seize the initiative in the global semiconductor competition, and effectively promoted China's dominant position in the global semiconductor competition landscape.
The Semiconductor Industry Network learned that on March 5, 2025, Hangzhou Gallium Ren Semiconductor Co., Ltd. (hereinafter referred to as "Gallium Ren Semiconductor") released the world's first fourth-generation semiconductor gallium oxide 8-inch single crystal. Gallium Ren Semiconductor successfully achieved the growth of 8-inch gallium oxide single crystals using a completely independent and innovative casting method, and can process wafer substrates of corresponding sizes. This achievement marks that Gallium Ren Semiconductor has become the first company in the world to master the 8-inch gallium oxide single crystal growth technology, breaking the global record for the size of gallium oxide single crystals, and also creating an industry record of upgrading one size every year from 2 inches to 8 inches.
China's gallium oxide has taken the lead in entering the 8-inch era, which has far-reaching industrial significance.
First of all, 8-inch gallium oxide is compatible with the 8-inch production lines of existing silicon-based chip factories, which will significantly accelerate the pace of its industrial application.
Secondly, increasing the size of the gallium oxide substrate can improve its utilization, reduce production costs and improve production efficiency.
Finally, China was the first to break through the 8-inch technical barrier, which not only marked China's technological progress in the field of ultra-wide bandgap semiconductors, but also enabled China's gallium oxide industry to seize the initiative in the global semiconductor competition, and effectively promoted China's dominant position in the global semiconductor competition landscape.
Longteng Semiconductor's 8-inch power semiconductor project receives further investment
Xi'an Industrial Investment Fund recently announced that Xi'an Investment Holdings will make additional investments in Longteng Semiconductor Co., Ltd. to fully support the construction of the second phase wafer production line of its 8-inch power semiconductor device manufacturing project.
Public information shows that Longteng Semiconductor was established in July 2009 and is the only power semiconductor IDM company in Shaanxi Province that integrates design, R&D, production and testing.
At present, Longteng Semiconductor has successfully mastered key technologies such as high-voltage super-junction MOSFET and SiC power devices, and has taken the lead in formulating national super-junction MOSFET industry standards, and has applied for more than 300 intellectual property rights. Its technological achievements not only fill the domestic gap, but also occupy a place in the international market. The company has formed six major product series including high-voltage super-junction MOSFET, insulated gate bipolar transistor (IGBT), screen-gate trench (SGT) MOSFET, low-voltage trench (Trench) MOSFET, high-voltage planar MOSFET, SiC JBS & iMOSFET, which are widely used in automotive electronics, industrial electronics and consumer electronics.
According to the latest market news, Longteng Semiconductor's 8-inch power semiconductor device manufacturing project is of great significance. Phase I was officially put into production in October 2022, forming an annual production capacity of 3.6 million 8-inch silicon epitaxial wafers, filling the market gap in Shaanxi Province's integrated circuit industry's lack of 8-inch wafer production lines.
The project is located in the Comprehensive Bonded Zone of Xi'an Economic Development Zone, with a total construction area of 50,500 square meters and a total investment of 2 billion yuan. The second phase of the project, which is currently being promoted, will further improve the "design-manufacturing-application" full industrial chain ecosystem of the semiconductor industry chain in Shaanxi Province.
The rise of high-end domestic CIS accelerates the reshaping of the industry landscape
With the acceleration of the intelligent wave, the continuous iteration of technology, the penetration of multi-cameras, and the development of automotive intelligence, the demand for CIS continues to grow, and emerging application scenarios further expand the market space, with the dual catalysis of policy support and domestic substitution. Although there are certain risks and challenges such as technological iteration, demand fluctuations, and supply chain stability, overall, the CIS industry has broad development prospects, and companies with core technologies, production capacity guarantees, and customer stickiness have great investment potential
With the acceleration of the intelligent wave, the continuous iteration of technology, the penetration of multi-cameras, and the development of automotive intelligence, the demand for CIS continues to grow, and emerging application scenarios further expand the market space, with the dual catalysis of policy support and domestic substitution. Although there are certain risks and challenges such as technological iteration, demand fluctuations, and supply chain stability, overall, the CIS industry has broad development prospects, and companies with core technologies, production capacity guarantees, and customer stickiness have great investment potential
