Chinese semiconductor thread II

[Phead128]

HiSilicon Unveils AC9610 ADC Challenging TI and ADI in High-Performance Market

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Not getting the attention that it deserves considering that it is just as significant a feat as Kirin 9000S…

it's truly impressive that HiSilicon can reach parity and some cases superiority in speed and performance in ADCs, given that 90% of the market is dominated by TI and ADI. This is a huge development. If you take into account pricing, then HiSilicon has a strong chance at taking significant domestic and international market share, since it's superior/comparable and likely cheaper.

 

[tokenanalyst]

@tokenanalyst is SiCarrier still the Equipment parts company for Semiconductor Equipment? I'm not so sure but this could be one of the companies which makes parts for SMEs (as well as spare parts I'm assuming for the depreciating equipments in response to leading western firms like ASML, AMAT, LAM removing their after sale service support for maintenance of their tools in the FABS).

Any update on them would be interesting to hear. How about the Cornerstone, Zetop Optics, UEAscend and Tanke Blue, the companies Bloomberg reported in their article a few months ago. Haven't heard about them much since.

-Could be a components and subsystem manufacturing company.
-Could be a consortium of companies.
-Or could be a internally new thing because everybody and their mother is jumping into semiconductors

 

[OptimusLion]

USTC develops ultra-low temperature quantum interface benchmark chip


The research group of Professor Cheng Lin from the School of Microelectronics at the University of Science and Technology of China, in collaboration with the team of Professor Luo Wenji from the University of Macau, has made important progress in the research of ultra-low temperature quantum interface reference circuits. This study proposed for the first time an ultra-low temperature, low-power CMOS voltage reference that does not require adjustment and can achieve self-compensation for both temperature and process. The relevant research results were published in the 2025 Journal of Solid-State Circuits (JSSC), a famous academic journal in the field of solid-state circuits, under the title "A 76.9 ppm/K Nano-Watt PVT-insensitive CMOS Voltage Reference Operating from 4 K to 300 K for Integrated Cryogenic Quantum Interface".

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[tokenanalyst]

Huatian Technology's 3 billion yuan Pangu semiconductor project is expected to be partially put into production this year​

According to news released by Pukou, the Pangu Semiconductor Advanced Packaging and Testing Project, which Huatian Group invested 3 billion yuan to build in Nanjing Pukou Economic Development Zone, is in the final stages of construction and is expected to be partially put into production within the year. The project started pile foundation construction in July 2024, and the main structure was capped at the end of October of the same year. Currently, more than 80% of the main decoration has been completed, and equipment debugging will be carried out. It is expected to be completed by the end of April to early May , and then it will start production.

The Pangu Semiconductor Advanced Packaging and Testing Project is controlled by Huatian Technology (Jiangsu) Co., Ltd. with a total investment of 3 billion yuan. It will be built in two phases. The first phase will mainly build production plants and related ancillary facilities to promote the development and application of board-level packaging technology. The project will be partially put into production this year. After full production, the annual output value is expected to be no less than 900 million yuan, and the annual economic contribution will be no less than 40 million yuan.

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[tokenanalyst]

Lianxun Instruments Headquarters Base is put into use, focusing on high-end test instruments and equipment​

Suzhou Lianxun Instrument Co., Ltd., as an enterprise focusing on the research and development of high-speed communication test instruments and semiconductor test equipment, has launched test instruments and equipment that cover the entire industry chain of wafers, chips, devices, modules, and equipment. Its products are widely used in the fields of AI computing power, new energy and semiconductor performance parameter testing. Its customers include well-known domestic and foreign optical communication and semiconductor chip listed companies and industry leaders.

It is reported that the Lianxun Instrument headquarters base that was put into use this time covers an area of 22.5 acres and has a total construction area of 40,000 square meters. It will focus on the research and development, production, sales and services of high-end testing instruments and equipment, and accelerate the process of localization substitution in the country's high-end testing field. After reaching full production, it is expected to achieve an annual output value of more than 1 billion yuan .

In recent years, Suzhou High-tech Zone has accelerated the innovation and development of the photonics and integrated circuit industries, continuously optimized the layout of industrial development, and promoted the gathering of innovative elements. It has gathered more than 320 related companies such as Lianxun Instruments and Changguang Huaxin, issued special policies such as the "High-light 20 Measures", built a "3+2" basic technology and public service platform, and the 300,000 square meters Taihu Photonics Science and Technology Park has been optimized and upgraded, and the 100,000 square meters Taihu Optoelectronics Industrial Park has been completed and put into use.

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[interestedseal]

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Another EBL maker

 

[tokenanalyst]

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Another EBL maker

Interesting Specs

As the core equipment for achieving nano-level precision, the market for high-end electron beam lithography machines has long been monopolized by overseas giants. Domestic scientific research institutions and enterprises not only face high procurement costs, but are also restricted in terms of technology upgrades and after-sales support.

The Pharos 310 electron beam exposure system independently developed by Jinjing Technology has achieved a "breakthrough" in domestic high-end equipment with a number of world-class technical indicators, providing scientific researchers with a high-performance, cost-effective domestic alternative solution.

Ultra-high precision: reliable guarantee for nano-level processing

• Electron beam spot size ≤ 2.0nm@30keV : ensures precise preparation of nanoscale patterns.
• Resolution <15nm : supports the processing of complex nanostructures and is suitable for various cutting-edge research.
• Laser interferometer positioning + air floating vibration reduction system : effectively reduce the impact of environmental vibration on processing accuracy.

 

[interestedseal]

-Could be a components and subsystem manufacturing company.
-Could be a consortium of companies.
-Or could be a internally new thing because everybody and their mother is jumping into semiconductors

Cornerstone, UEAscend, Zetop and some others are all JV/subsidiaries of Sicarrier. A vast consortium filling every single gap in domestic semi tools, tool parts and materials. It’s very hard to find any info on these companies since they are definitely classified but you can tell they are legit by their ownership structure and the company behind them.