On March 25, 2025, Hangzhou Gallium Semiconductor Co., Ltd. (hereinafter referred to as "Gallium Semiconductor") has made another breakthrough after releasing the world's first 8-inch gallium oxide single crystal. Based on the independently innovative gallium oxide single crystal growth technology and large-size substrate processing technology, it has successfully prepared the world's first 8-inch (200mm) gallium oxide wafer substrate. my country's fourth-generation semiconductor gallium oxide wafer substrate has taken the lead in entering the 8-inch era, which not only fills the gap in the global gallium oxide industry, but also marks that my country has achieved a leap from following to leading in this field.
1. The significant industrial value of 8-inch gallium oxide wafer substrate
China's gallium oxide industry has taken the lead in entering the 8-inch era. Its industrial value can be reflected in three dimensions:
First, at the technical compatibility level. The 8-inch gallium oxide substrate is well adapted to the existing 8-inch manufacturing system of the silicon-based semiconductor industry, accelerating the industrialization process. This production line compatibility advantage can effectively shorten the technology conversion cycle and reduce the cost of enterprise technology upgrades.
Second, at the economic efficiency level, the upgrade of substrate size has brought about a significant improvement in material utilization, and the number of chips that can be manufactured on a single wafer has increased exponentially. Combined with the optimization of production processes, it will promote a breakthrough reduction in the unit cost of gallium oxide devices and achieve a significant improvement in production efficiency at the same time.
Third, at the industrial strategy level. China is the first country in the world to overcome the technical barriers of 8-inch gallium oxide preparation, which not only marks a major technological breakthrough in the field of ultra-wide bandgap semiconductors, but also forms an industrial competitive moat by establishing a first-mover advantage. This technological leap has enabled my country's semiconductor industry to gain a key voice in the reconstruction of the global value chain and laid a solid foundation for building an independent and controllable semiconductor industry ecosystem.
