Chinese semiconductor thread II

tokenanalyst

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MEMS Photonics for AI Datacenters.​

Cyrelix Beijing successfully piloted MEMS-OCS, achieving a breakthrough in high-performance optical​


Recently, the MEMS-OCS (Optical Circuit Switch, i.e., optical link switching device) manufactured for a customer by Selex Microsystems Technology (Beijing) Co., Ltd. (hereinafter referred to as "Selex Beijing"), a wholly-owned subsidiary of Selex Semiconductor, passed customer verification and received a purchase order from the customer, marking the start of small-batch trial production of the first batch of MEMS-OCS by Selex Beijing.

MEMS-OCS is a micromirror array that directly switches and schedules optical paths based on optical signals, without the need for electrical signal relays. The input optical signal is collimated to the first rotating micromirror, reflected by the second micromirror, and then directed to the target output end and back into the optical fiber. The micromirrors are tilted by integrated electrostatic or magnetic actuators. Adjusting the angle directs light to different channels, opening or closing the optical path.

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As AI data centers continue to grow their demand for high-speed optical modules, upstream optical device demand is also exploding. In traditional CLOS topologies, the backbone layer of data center networks typically utilizes electronic packet switches (EPS), which perform multiple conversions between electrical and optical signals. These switches consume significant power, leading to data latency. Furthermore, data center deployments require the pre-deployment of a massive backbone layer, otherwise complete rewiring is necessary, resulting in significant capital expenditures.

All-optical switching, as an alternative to electronic switching, enables more efficient data transmission. All-optical networks have three different switching technologies: optical link switching (OCS), optical burst switching (OBS), and optical packet switching (OPS).

The development of MEMS-OCS involves knowledge in multiple fields such as optics, mechanics, electronics, and thermals, and requires a balance between optical path loss, switching speed, and mechanical stability. At the same time, the design and control of large-scale NxN arrays place extremely high demands on signal synchronization, which must be guaranteed to be stable and reliable during millions of mechanical movements. The wafer processing, surface coating, and micromechanical structure release processes of MEMS-OCS must all be highly precise and batch-stable. Any minor defects may be magnified in production and become a hidden danger of reduced yield. For this reason, my country has previously lacked the design and large-scale manufacturing capabilities of MEMS-OCS, and the explosive demand for data computing power in the optical switching field has been difficult to meet.

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gadgetcool5

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China is simply trying to catch up and surpass not-China in every conceivable industry, which requires minimum of >50% global market share in every conceivable industry.

No, its only trying to catch up with the U.S. empire and its vassal states, so the U.S., Canada, the E.U., the U.K., Japan, South Korea, Taiwan, and Australia, because it faces an all-around campaign of suppression from Washington D.C., that affects even purely civilian areas like cancer research. Given China's population and partnership with Russia in certain domains, it logically should be possible.
 

Tomboy

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No, its only trying to catch up with the U.S. empire and its vassal states, so the U.S., Canada, the E.U., the U.K., Japan, South Korea, Taiwan, and Australia, because it faces an all-around campaign of suppression from Washington D.C., that affects even purely civilian areas like cancer research. Given China's population and partnership with Russia in certain domains, it logically should be possible.
How much stuff is the US actually still ahead in with a decent amount of lead? Computational Chemistry? Pharmaceuticals? Chips and fabrication for now, Rocketry and Aero-engines? I'm pretty sure with most other fields they are either at parity or slightly ahead.
 

latenlazy

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How much stuff is the US actually still ahead in with a decent amount of lead? Computational Chemistry? Pharmaceuticals? Chips and fabrication for now, Rocketry and Aero-engines? I'm pretty sure with most other fields they are either at parity or slightly ahead.
None of the above really. America is still somewhat ahead in commercialization but no longer in research. You can see signs of this with the migration of scientists.
 

interestedseal

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Longsight, a SiCarrier subsidiary, unveiled their world class oscilloscopes, signal/spectrum analyzers and signal generators, instruments essential for any high end electronics design and testing.
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Many SiCarrier subsidiaries not yet unveiled: Zetop, UEascend (yuliangsheng), Cornerstone, Xingguang Lisuo. Many of them will become famous in the near future
 

tokenanalyst

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Kunlun Core wins China Mobile's AI equipment procurement bid, with an order size of billions​

Kunlun Core’s official Weibo account announced that the company had achieved remarkable results in China Mobile’s centralized procurement project for general-purpose artificial intelligence computing equipment (inference type) from 2025 to 2026.
This centralized procurement primarily focused on general-purpose AI computing devices for the "CUDA-like ecosystem" and "CANN ecosystem." In the "CUDA-like ecosystem" bidding section, Kunlun Core's AI server products performed particularly well, securing 70%, 70%, and 100% of the bids in Package 1, Package 2, and Package 3, respectively. Kunlun Core ranked first in all three bids, with the winning orders reaching billions of yuan.
This successful bid not only demonstrates Kunlun Core's strength in the field of general-purpose AI computing devices, but also further consolidates its leading position in the industry. Kunlun Core's AI server products have won high recognition from China Mobile for their high performance and stability.
It's worth noting that Kunlun Core has demonstrated strong competitiveness in numerous key projects over the past few years. Winning the China Mobile centralized procurement project is not only another milestone in Kunlun Core's development, but also lays a solid foundation for future market competition. With the continuous development of AI technology and the expansion of its application scenarios, Kunlun Core is expected to play a greater role in a broader market.

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tokenanalyst

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Shenzhen Tianma's revenue in the first half of 2025 was 17.475 billion yuan, a year-on-year increase of 9.93%.​


Shenzhen Tianma recently released its financial report for the first half of 2025, demonstrating impressive performance against the backdrop of recovering global demand for small and medium-sized displays and structural adjustments in the industry. During the reporting period, the company achieved operating revenue of 17.475 billion yuan, a year-on-year increase of 9.93%, demonstrating strong market resilience.

Shenzhen Tianma's performance was particularly impressive, with net profit attributable to shareholders reaching 206 million yuan, a 142% year-on-year increase from -489 million yuan in the same period last year. After deducting non-recurring gains and losses, net profit was still -251 million yuan, but this was a significant improvement of 787 million yuan from -1.038 billion yuan in the same period last year, demonstrating a significant improvement in the profitability of its core business.

In terms of cash flow, the company's net cash flow from operating activities reached RMB 3.968 billion, a year-on-year increase of 48.44%, demonstrating continued improvement in its core business's cash collection capabilities and operational efficiency. Basic earnings per share increased to RMB 0.0838 from -RMB 0.1991 in the same period last year, and its weighted average return on equity increased by 2.52 percentage points to 0.75% compared to the same period last year, demonstrating overall improvement in its financial health.

Shenzhen Tianma continues to optimize its revenue structure, with its non-consumer display business performing particularly well. In the first half of the year, non-consumer revenue from businesses including automotive and professional displays accounted for over 50% of the company's total revenue, growing by over 26% year-over-year and becoming the core driver of the company's improved profitability. In the automotive display sector, the company's leading competitive advantage continues to strengthen, with shipments in automotive displays, instrument clusters, and head-up displays (HUDs) ranking first globally. With the accelerating trend toward multi-screen and larger displays in vehicles, demand for high-end LTPS automotive displays has exploded, driving the company's shipments of related products by 76% year-over-year, ranking second globally and first in China.

Shenzhen Tianma achieved fruitful results in technological innovation in the first half of the year, with numerous achievements receiving international awards. The company's flexible AMOLED three-in-one light-sensing functional screen won the 2025 SID "Best OLED-Based Technology" award. In automotive display technology, the company's 12.3-inch display, the world's first hidden display and full-viewing angle privacy screen, won the SID "Best Automotive Display" award. In the IT and emerging display sector, the company's first 16-inch WQXGA 1-360Hz ultra-wide variable refresh rate display won the SID "Best LCD-Based Technology" award.

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