Chinese semiconductor thread II

swcc

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Prof. Fei Su is a tenured professor and the Xing-Hua Endowed Chair Professor at the School of Integrated Circuits, Tsinghua University. He received the B.E. and M.S. degrees from Tsinghua University, in 1999 and 2001, respectively, and the Ph.D. degree in electrical and computer engineering from Duke University in 2006. From 2006 to 2025, he was the integrated circuit architect at Intel Corporation. In 2025, he joined the school of Integrated Circuits, Tsinghua University.

His main research interests include integrated circuit testing, DFX (Design-for-Testability, Design-for-Dependability), SLM (Silicon Lifecycle Management). He is dedicated to advancing innovations from the circuit level to the architectural level, addressing critical challenges in silicon testability, reliability, availability and serviceability (RAS), safety, security, and computing resilience. His research has been applied to numerous chip products with significant industry impact. Technical innovations have led to multiple international patents in areas such as 3D chip/chiplet testing, analog chip functional safety, and intelligent sensors.

He has been actively involved in standardization of advanced research, having contributed to the development of several IEEE standards. He served as an industry mentor for multiple academia–industry research projects under the Semiconductor Research Corporation (SRC), and received the 2021 SRC Mahboob Khan Outstanding Industry Liaison Award. He was the recipient of multiple best paper awards, including the IEEE Circuits and Systems Society Outstanding Young Author Award and the IEEE International Conference on VLSI Design Best Paper Award. He has served on program and organizing committees of leading IEEE/ACM conferences (e.g., DAC, ITC, VTS, ETS), and as Associate Editor of IEEE Design and Test.
 

Wrought

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Looks like Nvidia's latest offering is underwhelming Chinese clients.

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RTX6000D, its newest artificial intelligence chip tailored for the Chinese market, has seen only lukewarm demand with some major tech firms opting not to place orders, two people with knowledge of procurement discussions said. The RTX6000D, designed mainly for AI inference tasks, is seen as expensive for what it does, the two people said. They added that testing of samples showed its performance lags the RTX5090 - a chip banned by the U.S. for use in China but which is still readily available through grey market channels at less than half the RTX6000D's price of around 50,000 yuan ($7,000).

However, it should be noted there is more interest for their B30A in the future.

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tokenanalyst

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My guess that AMEC would be entering the top ten soon​

Among the top 10 global semiconductor equipment manufacturers in the first half of 2025, North China Huachuang ranked seventh​


According to CINNO • IC Research statistics, the top 10 global semiconductor equipment manufacturers by market size had a total revenue of more than US$64 billion in the first half of 2025, an increase of approximately 24% year-on-year.

The top 10 manufacturers list remains unchanged from 2024, with the top five rankings unchanged, demonstrating the stability of the market landscape. ASML, a Dutch company, topped the list with approximately $17 billion in revenue, followed by Applied Materials (AMAT), a US company, with approximately $13.7 billion. Lam Research (LAM), Tokyo Electron (TEL), and KLA ranked third, fourth, and fifth, respectively. The top five equipment manufacturers generated nearly $54 billion in combined semiconductor revenue, accounting for approximately 85% of the total revenue of the top 10, highlighting the dominant position of leading companies.

Among the top 10 manufacturers, Chinese semiconductor equipment manufacturer NAURA is the only Chinese company. NAURA entered the global top 10 for the first time in 2023, rising from eighth to sixth place in 2024. However, in the first half of 2025, with revenue of approximately US$2.2 billion, its ranking dropped to seventh.

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tokenanalyst

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Henan: Accelerate the development of high-end chips to strengthen AI mobile phones, personal computers, large-scale all-in-one machines, and other complete devices​

On September 15, the General Office of the Henan Provincial People's Government issued the Henan Province Action Plan for Accelerating Artificial Intelligence-Enabled New Industrialization (2025-2027). The plan calls for breakthroughs in AI terminals, accelerating the development of high-end chips, and strengthening the development of complete AI devices such as mobile phones, personal computers, and large-scale all-in-one computers.
Focusing on the needs of smart cities, smart education, smart environmental protection, smart transportation, smart medical care and other fields, we develop high-end components such as smart sensors and integrated circuits, as well as artificial intelligence audio-visual terminals, medical terminals, vehicle-mounted terminals, and industrial-grade artificial intelligence terminals. We support the integration and innovation of terminal products and large models and explore new product forms.
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tokenanalyst

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Zhonggai Semiconductor achieves 6/8-inch GaN substrate production​


Dongguan Zhongjia Semiconductor Technology Co., Ltd. recently announced a major technological breakthrough: successfully mastering the fabrication technology for 6-inch and 8-inch gallium nitride single crystal substrates (Free-Standing GaN substrates). This achievement, achieved using its independently developed ultra-large hydride vapor phase epitaxy (HVPE) equipment, not only fills the international gap in HVPE technology for 6-inch and 8-inch GaN single crystal substrates, but also marks my country's successful advancement in this field.

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Through its independently developed ultra-large HVPE equipment, Zhonggai Semiconductor overcame the common cracking and warping problems in the growth of large-size GaN single crystals in early 2024 and successfully developed a 6-inch GaN single crystal substrate. Recently, it has achieved a breakthrough in the development of 8-inch GaN single crystal substrates, and obtained complete single crystal substrates through grinding and rough and fine polishing processes. Its key performance indicators have reached the international leading level, laying the foundation for large-size GaN to enter the semiconductor process.

Performance parameters:

Substrate thickness: >450μm;
Surface roughness: Ra<0.1nm;
Dislocation density: <2E6 cm-2;
FWHM: <80 arcsec;
Material background carrier concentration: <5E16 cm-3;
Electron mobility: >800 cm2/(V·s)

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tphuang

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eet-China is a credible mainstream website.

but yeah this is not the official announcement but still a big thing, author basically wrote a detailed article with suppliers list and localization rate.
eet-china has actual news and different authors writing their own analysis. This is clearly from the latter
Another former Intel Chinese is now CEO of Hua Hong. I wonder how many competitors Intel created with their mass layoffs.
you can thank the US govt for that. With new restrictions on SMEs going into China, I can see both TSMC and Samsung doing mass layoffs.

Looks like Nvidia's latest offering is underwhelming Chinese clients.



However, it should be noted there is more interest for their B30A in the future.

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well, I don't think RTX6000d was ever expected to attract a lot of people. But I do think that B30A would find a lot of interest if offered. ByteDance, Alibaba and Tencent would all be interested.
 

tokenanalyst

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VeriSilicon acquires Coreline Technology, with AI computing power orders reaching a new high.​


Verisilicon announced its intention to acquire a 97.0070% stake in Nuclei Technology , a leading domestic RISC-V IP company . The company also disclosed a significant increase in orders for its AI computing power . According to the announcement, VeriSilicon secured 1.205 billion yuan in new orders between July 1 and September 11, an 85.88% increase compared to the third quarter of last year. AI computing power -related orders accounted for approximately 64% of these orders.

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This acquisition is seen as a powerful alliance in the domestic semiconductor IP sector. Founded in 2018, VeriSilicon Technology holds a leading position in the domestic Chinese market for RISC-V IP and has licensed its products to over 300 customers worldwide. Its products are widely used in fields such as AI, automotive electronics, and industrial control. Through this transaction, VeriSilicon will strengthen its full-stack heterogeneous computing platform encompassing CPU IP and coprocessor IP, further enhancing the flexibility and innovation capabilities of AI ASIC design.

Driven by demand for AI computing power , VeriSilicon's order volume continues to grow. As of the first half of 2025, the company's backlog of orders reached 3.025 billion yuan, a 23.17% increase from the previous quarter, of which 81% is expected to convert into revenue within a year. In the second quarter, new orders totaled 1.182 billion yuan, a nearly 150% increase from the previous quarter. Chip design orders exceeded 700 million yuan, a year-on-year increase of over 350%. AI computing power-related revenue accounts for approximately 52% of its chip design business, while revenue below 14nm accounts for 63%.

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tokenanalyst

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WATTSINE 75kW large size High-Power MPCVD equipment passes expert review​


Wattsine's "High-Power MPCVD Equipment" meets the product standards and requirements. They agreed to pass the product review and gave it high recognition.

01.Precision Design and Simulation of the Reaction Chamber

Experts have indicated that the reaction chamber is one of the core components of diamond growth equipment. As a large-size, high-power functional diamond growth system, Watsine's MPCVD equipment has introduced innovations in the design of the reaction chamber. It employs a new-generation large-volume, bottom-fed, large annular reaction chamber, which can accommodate ultra-high microwave power capacities. The TM02 microwave discharge mode is utilized to optimize the distribution of the plasma, resulting in more uniform crystal growth. The effective diamond deposition area can reach up to 12 inches. Additionally, the reaction chamber features an extremely low vacuum leak rate, at a semiconductor level, with a helium mass spectrometry leak rate of≤1×10⁻¹⁰Pa·m³/s, which meets the requirements for the preparation of high-quality diamond materials.

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02.High Efficiency and Stability in Operation

When operating at high power, the stability of the equipment is a crucial indicator of its performance. Wattsine's MPCVD equipmentuse solid-state power generatoras the microwave energy source, with a power output of 75 kW and a frequency of 915 MHz. Compared to traditional magnetron, the solid-state powergenerator offers higher stability in power output and enhanced safety.

During the diamond growth process, different growth stages require varying power levels to maintain stable plasma conditions. The MPCVD equipment based on the solid-state powergenerator can precisely adjust the power output according to the growth requirements, ensuring that the plasma energy density remains in an optimal state. This means that, with the same energy input, Wattsine's MPCVD equipment can generate more effective energy for diamond growth.

The equipment features high control precision and supports both automatic and manual modes, enabling automatic temperature and pressure control, as well as one-click automated process recipe-driven operations. It also includes fault alarms for over-temperature, over-current, and over-pressure, along with multiple safety interlock protections.

Experts believe that this high efficiency and stability in high-power operation is a significant advantage of Wattsine, meeting the demands for large-size, high-efficiency, and stable production of large-size functional diamond materials.

03.High-End Application Demands

With the advancement of technology, the demand for large-size, high-quality diamonds in high-end fields is increasing. The diamonds grown by Wattsine's MPCVD equipment can meet these demands well. The equipment is suitable for the preparation of nanocrystalline and ultra-fine nanocrystalline diamonds, optical-grade diamond windows, and CVD single-crystal diamond heat sinks of 6 inches and above.

In the electronics field, large-size diamonds can serve as high-performance thermal management materials to address the heat dissipation issues of high-power electronic devices. The diamonds grown by Wattsine have a high thermal conductivity, which can reach up to 2000 W/m·K, several times higher than that of traditional thermal management materials.

In the field of super-hard materials, large-size diamond tools can be used for machining large-scale, high-hardness aerospace components. Wattsine's MPCVD equipment makes it possible to produce such high-quality large-size diamond tools, thereby improving machining efficiency and precision while reducing machining costs.

Experts believe that the high compatibility of Wattsine's 915 MHz/75 kW MPCVD equipment with high-end application demands will help drive technological progress in related industries.

Conclusion

In this review,Wattsine's 915 MHz/75 kW MPCVD equipment has garnered the recognition of experts, thanks to its innovative technological features, outstanding performance and quality, and strong alignment with industry needs. This not only lays a solid foundation for the promotion and application of our equipment but also provides robust support for the development of large-size, high-power diamonds in a broader range of fields. It is expected to play an even more significant role in future technological and industrial advancements.

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