Chinese semiconductor thread II
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Moore Threads is looking to raise 8B RMB in IPO, 7B of which will be used to develop 3 next generation chips for AI inference/training, GPU and AI SoC. It is getting close to turning a profit.
Saimai Testing & Control completes nearly 100 million yuan in Series A financing, further accelerating the development of domestic high-end testing and measurement fields!
Saimai Testing & Control completes nearly 100 million yuan in Series A financing, further accelerating the development of domestic high-end testing and measurement fields!
Recently, Suzhou Saimai Measurement & Control Technology Co., Ltd. (hereinafter referred to as "Saimai Measurement & Control") completed a nearly 100 million yuan Series A financing round , jointly invested by October Capital, old shareholder Yida Capital , Yuanhe Houwang, etc. , demonstrating the capital market's continued recognition and firm confidence in Saimai Measurement & Control's technical strength, development potential and domestic instrument substitution path.
The core members of Saimai Measurement & Control mainly come from top test and measurement instrument companies at home and abroad. Since its establishment in 2021, the company has focused on the research and development, production and sales of PXI modular test and measurement instruments and test systems, insisting on self-developed controllable technology routes, and continuously improving the modular instrument platform based on the PXI bus . The core products cover PXI RF /millimeter wave instruments, general modular instruments , aviation bus testers, chassis controllers , etc., and have become a highly influential leading manufacturer in China's modular instrument and test system market .
The SGR RF broadband transceiver independently developed by Saimai Measurement & Control is based on the open PXI architecture. It combines compact size, high test efficiency and excellent performance and reliability of a desktop instrument. It is widely used in R&D and production testing in the fields of semiconductors, T/R components, satellite communications and advanced communication prototype verification.
The newly launched SNA vector network analyzer in 2025 features high precision, multi-port functionality, and flexible scalability. It excels in applications such as 5G communications, semiconductors, and aerospace , significantly improving multi-port test efficiency and consistency, helping customers achieve high-quality, large-scale product testing and verification.
Looking back on its development history, every step forward for Saimai Measurement & Control has been solid and powerful . Since the release of its first power amplifier product in 2021 , Saimai Measurement & Control has continuously enriched and upgraded its product line . In 2022, it successfully launched a wideband RF transceiver . In 2023 and 2024, the company maintained its leading market share in the semiconductor RF high-precision test system and core module wideband transceiver segments . In 2024, it launched a complete PXI modular instrument platform product line, covering test needs from DC to RF applications . In 2025, it added a PXI vector network analyzer , millimeter-wave, and aviation bus test modules , further improving its modular instrument product line . The company has been certified as a "Potential Unicorn Enterprise in Jiangsu Province" and a "Specialized, Advanced, and Innovative Small and Medium-sized Enterprise in Jiangsu Province," earning authoritative recognition for its technological innovation and market potential.
The core members of Saimai Measurement & Control mainly come from top test and measurement instrument companies at home and abroad. Since its establishment in 2021, the company has focused on the research and development, production and sales of PXI modular test and measurement instruments and test systems, insisting on self-developed controllable technology routes, and continuously improving the modular instrument platform based on the PXI bus . The core products cover PXI RF /millimeter wave instruments, general modular instruments , aviation bus testers, chassis controllers , etc., and have become a highly influential leading manufacturer in China's modular instrument and test system market .
The SGR RF broadband transceiver independently developed by Saimai Measurement & Control is based on the open PXI architecture. It combines compact size, high test efficiency and excellent performance and reliability of a desktop instrument. It is widely used in R&D and production testing in the fields of semiconductors, T/R components, satellite communications and advanced communication prototype verification.
The newly launched SNA vector network analyzer in 2025 features high precision, multi-port functionality, and flexible scalability. It excels in applications such as 5G communications, semiconductors, and aerospace , significantly improving multi-port test efficiency and consistency, helping customers achieve high-quality, large-scale product testing and verification.
Looking back on its development history, every step forward for Saimai Measurement & Control has been solid and powerful . Since the release of its first power amplifier product in 2021 , Saimai Measurement & Control has continuously enriched and upgraded its product line . In 2022, it successfully launched a wideband RF transceiver . In 2023 and 2024, the company maintained its leading market share in the semiconductor RF high-precision test system and core module wideband transceiver segments . In 2024, it launched a complete PXI modular instrument platform product line, covering test needs from DC to RF applications . In 2025, it added a PXI vector network analyzer , millimeter-wave, and aviation bus test modules , further improving its modular instrument product line . The company has been certified as a "Potential Unicorn Enterprise in Jiangsu Province" and a "Specialized, Advanced, and Innovative Small and Medium-sized Enterprise in Jiangsu Province," earning authoritative recognition for its technological innovation and market potential.
At the 2025 Jiwei Semiconductor Conference (July 3–5, Shanghai Zhangjiang Science Hall), Oriental Crystal Source made a significant impact by unveiling its latest advancements in electron beam metrology and inspection technologies, reinforcing its leadership in China’s semiconductor equipment industry. The company showcased its next-generation portfolio across four core front-end electron beam applications:
- SEpA-i635 EBI (Electron Beam Inspection): Features ultra-high beam current (microampere-level pre-charge, nanoampere-level imaging), enabling detection of electrical defects in advanced memory wafers. Inspection speed exceeds 3x previous generation, with performance on par with international leaders.
- SEpA-r655 DR-SEM (Defect Review): Equipped with five-channel imaging (4 side + 1 top detector), advanced 3D defect visualization, deep-layer analysis, and a DUV microscopy module for elemental composition. Supports compound semiconductors and thick wafers. Inspection speed improved by over 2x, earning it the "Industrial Chain Breakthrough Award" at the conference.
- SEpA-c505 CD-SEM (Critical Dimension Metrology): New high-speed film transfer stage and advanced Electron Optical System (EOS) deliver resolution and repeatability comparable to top-tier international 12-inch systems. Enhanced software supports advanced measurement algorithms for next-gen processes.
- PanGen (computational lithography),
- PanGen Sim (lithography simulation),
- YieldBook (yield management),
- HPO platform (system-level yield optimization).
Chinese companies IPO too early these days. It shows how little funding they are getting from VCs. Compare that with US startups who are not doing IPO despite 100s of billion dollars of valuation all because of huge VC money.
I would hope Chinese chip companies would IPO much later after they mature a little bit.
Technical people tend not to be the ones writing media reports.
RoboSense officially announced: EMX has officially started mass delivery to multiple automotive customers.
On September 9th, RoboSense announced the official start of mass production of its flagship digital LiDAR product, the EMX, to multiple automotive customers. This marks the full entry of RoboSense's next-generation automotive digital LiDAR platform, the EM platform, into mass production, encompassing the EMX, EM4, and customized versions.
EMX is a "true 192-line" vehicle-mounted main lidar, targeting the L2 assisted driving market; EM4 is the industry's only mass-produced digital lidar with over 500 lines, supporting customization from 520 to 2160 lines, serving high-level autonomous driving scenarios.
This year, leveraging breakthroughs in full-stack chip integration and comprehensive digitalization, RoboSense launched the EM platform, specifically for long-range LiDAR. The EM4 and EMX products were released in January and April, respectively. Less than six months after its release, the EM platform has secured orders for 45 models from eight of the world's leading automakers.
The EMX has secured orders from numerous domestic and international automakers, including Geely Auto Group, FAW Hongqi, a leading Chinese new energy vehicle manufacturer, one of Japan's top three automakers, and a joint venture established in China by one of Europe's largest automakers. The EMX is the exclusive supplier for 32 models from a leading Chinese new energy vehicle manufacturer. The EM4 has secured orders from numerous domestic and international automakers, including Geely Auto Group, SAIC Zhiji, a leading global pure electric pickup truck brand, and a joint venture between a leading European luxury car brand. The EM4 has entered mass production in numerous flagship models from several of these automakers.
EMX is a "true 192-line" vehicle-mounted main lidar, targeting the L2 assisted driving market; EM4 is the industry's only mass-produced digital lidar with over 500 lines, supporting customization from 520 to 2160 lines, serving high-level autonomous driving scenarios.
This year, leveraging breakthroughs in full-stack chip integration and comprehensive digitalization, RoboSense launched the EM platform, specifically for long-range LiDAR. The EM4 and EMX products were released in January and April, respectively. Less than six months after its release, the EM platform has secured orders for 45 models from eight of the world's leading automakers.
The EMX has secured orders from numerous domestic and international automakers, including Geely Auto Group, FAW Hongqi, a leading Chinese new energy vehicle manufacturer, one of Japan's top three automakers, and a joint venture established in China by one of Europe's largest automakers. The EMX is the exclusive supplier for 32 models from a leading Chinese new energy vehicle manufacturer. The EM4 has secured orders from numerous domestic and international automakers, including Geely Auto Group, SAIC Zhiji, a leading global pure electric pickup truck brand, and a joint venture between a leading European luxury car brand. The EM4 has entered mass production in numerous flagship models from several of these automakers.
The OneBook X1 Air 3-in-1 PC is officially released, and BIWIN Mini SSD brings a new edge-to-edge AI storage experience.
OnexPlayer held a new product launch conference, unveiling its flagship three-in-one AI PC, the X1 Air. This multi-format smart terminal combines a tablet, mini notebook, and large-screen handheld game console. The product features a groundbreaking " dual -drive collaborative" architecture, fully maximizing data transfer performance and flexibly doubling storage capacity . This enables the X1 Air to deliver a smooth experience in multiple scenarios and formats, including office, creative, and gaming . Furthermore, the BIWIN Mini SSD utilizes a modular, slot-type plug-and-play design for easy installation, providing users with efficient and flexible storage expansion .
In contrast, Mini SSD excels in performance , size , and scalability , while taking into account the overall cost-effectiveness and user experience of the terminal brand , making it the preferred storage solution for mobile smart terminals.
High-speed reading and writing, extremely fast response
Smooth in all scenarios, efficient in all forms
High Performance, Low Latency
BIWIN Mini SSD has optimized its firmware algorithm for specific usage scenarios. The product supports the PCIe Gen4 x2 protocol and uses dynamic SLC caching technology to improve 4K random read and write performance to 850K/750K IOPS . Its low-latency and fast-response data processing capabilities enable the Youxia X1 Air to switch between three forms: handheld, tablet, and notebook, achieving millisecond-level response in high-load scenarios. Whether it is multi-tasking in parallel, loading large software, or instant reading in 3A game scenes, BIWIN Mini SSD leverages its high-performance storage capacity to unleash the potential of the Youxia X1 Air's AI high-performance processor, all-core CPU, and integrated graphics, enabling it to open applications, transfer files, and boot the system in seconds, bringing users a smooth user experience in all scenarios and forms .
- UFS: Its soldered design to the motherboard does not support subsequent capacity expansion by users, and long-term use can easily lead to lag due to insufficient space. For terminal brand manufacturers, multiple SKUs need to be maintained for different capacity configurations. When a failure occurs, the entire board needs to be replaced, increasing the overall cost pressure of the supply chain and after-sales maintenance.
- microSD Express: Although it has good scalability and flexibility, its interface compatibility is poor. Terminal manufacturers need to invest more resources in certification and adaptation, which increases the complexity of development and management. At the same time, there is a significant bandwidth bottleneck, which makes it difficult to meet users' high-performance application needs.
In contrast, Mini SSD excels in performance , size , and scalability , while taking into account the overall cost-effectiveness and user experience of the terminal brand , making it the preferred storage solution for mobile smart terminals.
High-speed reading and writing, extremely fast response
Smooth in all scenarios, efficient in all forms
High Performance, Low Latency
BIWIN Mini SSD has optimized its firmware algorithm for specific usage scenarios. The product supports the PCIe Gen4 x2 protocol and uses dynamic SLC caching technology to improve 4K random read and write performance to 850K/750K IOPS . Its low-latency and fast-response data processing capabilities enable the Youxia X1 Air to switch between three forms: handheld, tablet, and notebook, achieving millisecond-level response in high-load scenarios. Whether it is multi-tasking in parallel, loading large software, or instant reading in 3A game scenes, BIWIN Mini SSD leverages its high-performance storage capacity to unleash the potential of the Youxia X1 Air's AI high-performance processor, all-core CPU, and integrated graphics, enabling it to open applications, transfer files, and boot the system in seconds, bringing users a smooth user experience in all scenarios and forms .