Chinese semiconductor thread II

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AMEC Welcomes the Successful Delivery of the World's First Primo Menova™ 12-inch Metal Etching Equipment​

Recently, Shanghai Advanced Micro-Electronics Equipment Co., Ltd. (hereinafter referred to as "AMEC", stock code: 688012) announced that its etching equipment series has reached another milestone: the world's first Primo Menova™ 12-inch metal etching equipment has been successfully delivered to a major domestic integrated circuit R&D, design and manufacturing service provider. This milestone not only marks another independent innovation of AMEC in the field of plasma etching, but also demonstrates the company's continuous R&D technical capabilities and steady development of comprehensive strength.

AMEC's 12-inch ICP single-chamber etching equipment Primo Menova™ focuses on metal etching, especially good at etching metal Al wires and Al blocks. It can be widely used in the manufacture of power semiconductors, memory devices and advanced logic chips, and is one of the main equipment for wafer fab metallization processes. Primo Menova™ is developed and manufactured based on AMEC's mass-produced ICP etching product Primo Nanova®. It adheres to the excellent etching uniformity control and can achieve etching performance such as high rate, high selectivity and low bottom dielectric damage. Primo Menova™ is equipped with a high-efficiency chamber cleaning process to reduce chamber contamination and extend the continuous operation time of the chamber. The Primo Menova™ system also integrates a strip chamber equipped with high-temperature water vapor to efficiently remove residual photoresist and by-products on the wafer surface after metal etching. Primo Menova™ and the strip chamber can be flexibly matched according to customer process requirements to meet customers' requirements for high production efficiency to the greatest extent, ensuring the stability and yield of the machine in high-load production.
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AMEC has always been at the forefront of the development of advanced process technology, moving forward in sync with the world's leading semiconductor customer companies. The company's plasma etching equipment has been used in international first-tier customers from 65 nanometers to 14 nanometers, 7 nanometers and 5 nanometers and other advanced integrated circuit processing and manufacturing production lines and advanced storage and advanced packaging production lines. The company's CCP capacitive high-energy plasma etcher and ICP inductive low-energy plasma etcher can cover more than 95% of domestic etching application needs, and meet the various stringent requirements of customers in advanced processes in terms of excellent performance and high stability. By the end of 2024, the company has accumulated more than 6,000 plasma etching and chemical thin film equipment reaction tables, and has achieved mass production and large-scale repetitive sales in 137 production lines at home and abroad.

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Xinhenghe Semiconductor Equipment Industrial Park project started​


According to the "Jingjiang Release" public account, the Xinhenghe Semiconductor Equipment Industrial Park project started construction recently.
It is reported that the Xinhenghe Semiconductor Equipment Industrial Park project is a strategic choice of Jingjiang Xinhenghe Semiconductor Technology Co., Ltd. to follow Pioneer Precision to achieve leapfrog development. The total planned investment is 700 million yuan, focusing on the research and development and intelligent manufacturing of high-end semiconductor equipment components, providing domestic leading semiconductor companies with more precise and stable core components.

The project will be implemented in two phases, with plans to build functional areas such as R&D and testing areas, precision processing areas, metal surface treatment production areas, and ceramic parts processing areas to create a benchmark project in the semiconductor equipment field in the Yangtze River Delta and further drive upstream and downstream companies to gather in Jingjiang.

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The first equipment of Yuehai Integrated 12-inch intelligent microfluidic chip production line enters the factory.​


According to Yuehai Integration, on June 20, the first batch of MEMS manufacturing equipment of Guangdong Yuehai Integration Technology Co., Ltd. officially moved into the factory, which marked the full launch of the construction of Yuehai Integration's first 12-inch CMOS-MEMS intelligent microfluidic chip mass production line in China. The first phase will reach a monthly output of 1,500 inkjet printed chips.

Yuehai Integrated said that intelligent microfluidic chips (semiconductor microfluidics) are the "core engine" of liquid digitization, which can manipulate liquids with picoliter precision and high throughput. They are widely used in inkjet printing, biomedicine and ultra-precision machining. However, this field has long been monopolized by international giants such as STMicroelectronics, HP, and Canon, and the localization rate is almost zero! According to the Yole report, the global MEMS wafer shipments will be 4 million pieces in 2023, of which intelligent microfluidics will account for 1.5 million pieces, but the Chinese market is basically dependent on imports. The construction of the production line is precisely to break this situation and achieve independent control of core technologies.
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According to the information, Yuehai Integration is a smart sensor developer that focuses on wafer-level advanced packaging business. The company has mastered TSV technology, rewiring technology, micro-bump technology, and wafer stacking technology, and at the same time, relying on the existing 2.5D & 3D packaging capabilities, it focuses on developing heterogeneous heterogeneous integration technology.

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To expand the high-end wearable market, GalaxyCore successfully delivered its first OLED DDIC GC3A71!​


GalaxyCore officially announced that the first AMOLED display driver chip GC3A71 has been successfully delivered to smartwatch customers. With 400*400 high resolution, flexible packaging adaptability, low power design and wide color gamut display effect, GC3A71 accurately meets the core demands of smartwatch display design and has been highly recognized by customers. This marks that GalaxyCore has completed the key accumulation of OLED display technology and algorithms, successfully entered the fast-growing OLED display market, and broadened the growth space of the display driver business.

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In the display industry, OLED display has become a major growth point in the medium and long term due to its advantages such as thinness, high contrast, and low power consumption. According to Sigmaintell data, the revenue of the OLED display driver chip market will maintain an annual compound growth rate of about 9.1% between 2024 and 2030. Among them, smartphones, wearable devices, etc. will become an important force driving the growth of this market. As an important implementation result of GalaxyCore's entry into the OLED market, GC3A71 provides a competitive display driver solution for smart watches with high performance and high adaptability.

GC3A71 supports GalaxyCore's unique COG packaging, which can significantly reduce the module border, improve the device screen-to-body ratio and integrated visual aesthetics, and free up more space for smart watch design. The product integrates SRAM and is equipped with dynamic refresh technology, supporting a refresh rate of 1-60Hz. While ensuring smooth display, it effectively reduces power consumption and meets the needs of long-term use of wearable devices. In terms of display effect, GC3A71 supports 11-bit digital GMA output, achieving richer grayscale performance and providing a wider color gamut range, making the picture more delicate and the colors more realistic.

GC3A71 has design flexibility to meet customers' diverse design needs. The product is compatible with COG and COF packaging, and is flexibly adapted to hard screens and flexible AMOLED screens; it also supports 1-wire, 2-wire, and 4-wire SPI communication interfaces, allowing customers to flexibly configure according to system resources; GC3A71 also has industrial-grade reliability and can work stably in a wide temperature range of -40°C to 85°C. Based on the mature and stable 55nm process, GC3A71 takes into account both performance and cost, effectively supporting customers to achieve product commercialization.

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"-Beijing vowed to respond to Taiwan's "technological blockades" after Taiwan blacklisted Chinese companies including Huawei Technologies Co.
-Taiwan added Huawei and Semiconductor Manufacturing International Corp. to its entity list, barring island firms from doing business with them without a license.
-Beijing condemned Taiwan's decision as "despicable" and claimed it displayed President Lai Ching-te's loyalty to the US government.""

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Gallium Semiconductor achieves wafer-level 6-inch bevel-cut gallium oxide substrate preparation​


Hangzhou Gallium Semiconductor Co., Ltd. (hereinafter referred to as "Gallium Semiconductor") made a new breakthrough in gallium oxide crystal growth and processing technology, and successfully realized the preparation of 6-inch beveled gallium oxide substrates, in which the main surface of the substrate was the (100) plane beveled 4° along the [00-1] direction.

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The characterization results show that in terms of substrate quality, the substrate XRD half-width is <90 arcsec, and the quality has reached the international leading level; in terms of substrate surface morphology, an obvious step surface is formed, which is conducive to step flow epitaxial growth; in terms of substrate surface parameters, the warp is 14.7 μm, the bow is 5.7 μm, and the total thickness deviation (TTV) is 5.7 μm. The surface parameters have reached the wafer-level standard, which is comparable to the level of silicon carbide substrate products of the same size.

The significance of bevel-cut gallium oxide substrates

(100) Epitaxial films on tangent gallium oxide substrates often adopt an island growth mode. The island structure contains misfit dislocations to release strain. There are small-angle orientation deviations between islands. When they converge with each other, a boundary layer with high dislocation density will be generated. At the same time, the surface roughness of the epitaxial layer will increase. Therefore, the island growth mode should be avoided during epitaxial growth.

The (100) beveled substrate surface will form a step surface. During epitaxial growth, atoms tend to adsorb on the edge of the step for growth, which can transform the growth mode of the epitaxial film into step flow growth and avoid the formation of lattice defects. At the same time, due to the characteristics of step flow growth, the step flow epitaxial growth surface is almost indistinguishable from the substrate and still maintains a low roughness.

In addition, based on the previous research results of the R&D team, bevel cutting along the [00-1] direction will expose the (-201) step surface and inhibit the formation of twin defects .

According to a report from the Leibniz Institute in Germany, researchers have successfully fabricated vertical FinFET devices on a 4° beveled (100) gallium oxide substrate, with an average breakdown field strength of 2.7 MV/cm. (Kornelius Tetzner et al 2023 Jpn. J. Appl. Phys. 62 SF1010). At present, Gallium Semiconductor has signed a global strategic cooperation agreement with NextGO Epi, an incubator of the Leibniz Institute for Crystal Growth in Germany . The two parties will work together to tackle key problems based on their technological advantages, focusing on the research and development and industrialization of ultra-wide bandgap semiconductor materials gallium oxide, injecting new momentum into the global semiconductor industry.

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NAURA officially enters the lithography supply chain​

North Huachuang officially holds controlling stake in Xinyuan Micro​


On June 25, Xinyuanwei issued an announcement stating that Zhongke Tiansheng, a shareholder holding more than 5% of the company's shares, signed a "Share Transfer Agreement" with North Huachuang Technology Group Co., Ltd. (hereinafter referred to as "North Huachuang") on March 31, 2025. Zhongke Tiansheng will transfer all of its shares to North Huachuang through public solicitation and transfer. The transaction amount is 1.448 billion yuan.
On June 24, Xinyuanwei received the "Securities Transfer Registration Confirmation" issued by China Securities Depository and Clearing Co., Ltd., and learned that Zhongke Tiansheng's public transfer agreement for the transfer of the company's shares has completed the share transfer registration procedures.
The announcement also mentioned that another shareholder holding more than 5% of the shares, Shenyang Advanced Manufacturing Technology Industry Co., Ltd., had previously transferred its 19.06 million shares to North Huachuang for a transaction amount of 1.687 billion yuan.
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At this point, North Huachuang's shareholding ratio has risen to 17.87%, becoming the largest shareholder of Xinyuan Micro. At the same time, the board of directors of Xinyuan Micro has completed the term change, and North Huachuang nominated more than half of the directors. Therefore, Xinyuan Micro has changed from having no controlling shareholder and actual controller to having a controlling shareholder and actual controller. The controlling shareholder is North Huachuang, and the actual controller is Beijing Electronics Holdings Co., Ltd.

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"-Beijing vowed to respond to Taiwan's "technological blockades" after Taiwan blacklisted Chinese companies including Huawei Technologies Co.
-Taiwan added Huawei and Semiconductor Manufacturing International Corp. to its entity list, barring island firms from doing business with them without a license.
-Beijing condemned Taiwan's decision as "despicable" and claimed it displayed President Lai Ching-te's loyalty to the US government.""

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What will they do in response?
 

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Leishen Technology completed a C round of financing of hundreds of millions of yuan and is a domestic manufacturer of high-end optical communication semiconductor equipment​



Recently, domestic optical communication semiconductor high-end equipment manufacturer Leishen Technology (Shenzhen) Co., Ltd. ("Leishen Technology") completed a C round of financing of hundreds of millions of yuan, led by China Venture Capital, with participation from China Electric Power Investment, Yangtze River Innovation Investment and Shenzhen Capital Group. This round of funds will be mainly used for technology research and development, factory expansion and overseas market development.

According to public information, Raytheon Technology was founded in 2017 and is a high-precision automation equipment company focusing on the field of optical communication semiconductors. It has chip-level, device-level and module-level coupling, test aging and semiconductor packaging capabilities. The company provides automated test aging, optical path assembly and semiconductor packaging equipment and systematic solutions for optoelectronic chip manufacturing and packaging companies in the fields of optical communication, laser processing, laser radar, etc. Its products cover downstream fields such as optical modules, lasers, automotive radars, power semiconductors, and IGBT modules.

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The core members of the company's team have more than 20 years of experience in the optoelectronic semiconductor automation equipment industry. The company currently has manufacturing bases and technical R&D centers in Shenzhen and Xi'an. R&D personnel account for nearly 40% of the company's employees, and the company has nearly 100 independent intellectual property rights.

It is reported that Leishen Technology has basically covered the top optical module customers in the field of optical communications. Its equipment has core technologies such as self-developed nano-level linear slides, angle slides, and freely editable control software-specific coupling algorithms. It can be compatible with multiple types of product solutions with different technical levels and meet customized design needs, but the price is extremely cost-effective compared to similar foreign products.

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Changchuan Technology (hzcctech) plans to raise no more than 3.132 billion yuan in additional capital, which will be used for semiconductor equipment R&D projects and to supplement working capital​


Changchuan Technology announced on the evening of June 24 that the company plans to issue shares to specific objects to raise a total amount of no more than 3.132 billion yuan. The funds raised from this issuance will be used for semiconductor equipment research and development projects and to supplement working capital after deducting issuance expenses.

Changchuan Technology is mainly engaged in the research and development, production and sales of integrated circuit special equipment. It is a national high-tech enterprise and software enterprise dedicated to improving the technical level of my country's integrated circuit special testing equipment and actively promoting the upgrading of the integrated circuit equipment industry.

Changchuan Technology mainly provides testing equipment for integrated circuit packaging and testing companies, wafer manufacturing companies, chip design companies, etc., and its main products currently sold are testers, sorters, automation equipment and AOI optical inspection equipment, etc. The testers produced by Changchuan Technology include high-power testers, analog testers, digital testers, etc. Sorting machines include gravity sorters, translation sorters, and integrated testing and coding machines; automation equipment includes automated production equipment in the fields of fingerprint modules and camera modules; AOI optical inspection equipment includes wafer optical appearance inspection equipment and circuit packaging optical appearance inspection equipment.
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Changchuan Technology's fundraising and investment projects are partly invested in "semiconductor equipment research and development projects", and it plans to iteratively develop testers, AOI equipment and other semiconductor equipment for different needs. Through the implementation of this fundraising and investment project, the company will continue to promote the iterative upgrade of products, keep up with the pace of industrial development, and promptly respond to and adapt to the needs of emerging fields.

Through the implementation of this fundraising and investment project, Changchuan Technology will continue to increase its R&D investment, focus on key core technology areas, continuously improve the technological depth of its products, actively iterate towards mid- to high-end products, gradually narrow the gap with overseas giants, and strive to build the company into a well-known brand in the international integrated circuit equipment industry.

The funds raised from this issuance will further enhance Changchuan Technology's capital strength, reduce the company's asset-liability ratio, reduce the company's financial leverage risk, and provide sufficient financial support for the company's strategic layout. It will be beneficial for the company to further expand its business scale, increase R&D investment, help the company improve efficiency and speed up, and accelerate the company's market share and industry status.​


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