Isn't the recent increase in DRAM prices a little strange? At the end of 2024, due to the influence of cxmt, the price of ddr4 dropped, causing Samsung semiconductors to give up production of ddr4, but cxmt said it would mass-produce ddr5, so the overall price of DRAM is going up. This seems to justify the US ai bubble and speculators are operating to sell stocks before China mass-produces DRAM. The truth is....
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Baidu unveiled its AI chip plans for the next few years. M100 & M300 will come out in 2026 & 2027 respectively
Here are official reports:
Capacity increased to 454K wpm (12" wafers), it was 440K wpm in Q2, so it is another +14K wpm in one quarter.
In the last 3 quarters, wpm growth has been quite stable at: +8K + 14K + 14K wpm (12" inch wafer equivalent).
Yeah that’s actually a possibility this coming 2/3 years, which is crazy when you think about it. Since SMOC has been the semiconductor flag bearer of China so far.
CXMT and YMTC are private companies，we would never know their revenue
China fast growing semiconductor diamond ecosystem.
Platinum Optics (Shanghai) Technology Co., Ltd.
A high-tech enterprise specializing in the production of MPCVD equipment, located in Qingpu District, Shanghai. Led by top industry technicians, the company's internationally leading MPCVD equipment has been delivered to customers in batches, with performance surpassing that of international peers. The company focuses on the research and development of microwave plasma equipment, striving to become a leading global supplier of MPCVD equipment and expanding into the semiconductor equipment field.
Chengdu Wenzheng Technology Co., Ltd.
This technology company, awarded the title of "High-tech, Specialized, Refined and Innovative," independently develops 6-75kW high-stability MPCVD equipment, combined with multi-mode resonant cavity and microwave control technology, achieving a complete industrial chain layout from equipment development to diamond materials. Products include large single-crystal blanks, heat sinks, optical wafers, tool coatings, and BDD electrodes, widely used in high-end manufacturing, heat dissipation, optics, and environmental protection fields.
Chengdu Watersaien Electronic Technology Co., Ltd.
A national high-tech enterprise and a specialized and innovative "little giant" enterprise, focusing on solid-state microwave radio frequency energy and plasma technology. With high-frequency, high-power technology as its core, it has launched MPCVD equipment based on solid-state microwave sources, supporting the efficient production of 2-12 inch diamond materials. It is committed to becoming a solution provider in the field of carbon-based material preparation, contributing to industry development with high-performance products.
Foshan Haiguang Intelligent Technology Co., Ltd.
With 17 years of experience in the diamond industry, we have built a complete industrial chain, from MPCVD equipment manufacturing to material research and development and the sale of lab-grown diamonds. Leveraging our independently developed equipment, we achieve the growth of jewelry-grade, semiconductor-grade, and optical-grade diamonds, and utilize clean energy to create green factories. We use our advantages across the entire chain to promote the application of diamonds in high-end manufacturing and innovation.
Hangzhou Jingchi Electromechanical Technology Co., Ltd.
Founded in 2021 and headquartered at the Hangzhou International Science and Technology Innovation Center of Zhejiang University, the company's products cover silicon carbide epitaxial equipment, MPCVD diamond growth equipment, aluminum nitride/silicon carbide/gallium oxide crystal growth equipment, and heat treatment furnaces. It focuses on the research and development and production of high-end crystal material preparation equipment.
Henan Carbon Core Material Technology Co., Ltd.
This is a key technology company incubated by Harbin Institute of Technology and its Zhengzhou Research Institute, dedicated to the fabrication and application of high-power MPCVD equipment, thermal/optical/electronic grade diamond devices, and heat dissipation composites. It provides one-stop material solutions for aerospace, semiconductor, and precision manufacturing industries.
Pengcheng Semiconductor Technology (Shenzhen) Co., Ltd.
Founded jointly by Harbin Institute of Technology (Shenzhen) and a team of engineers, it focuses on micro-nano technology and high-precision manufacturing. Its core businesses include the research, design, production, and technical services of semiconductor materials, processes, and equipment, aiming to solve industry pain points and localization challenges, and achieve self-reliance and control over the industrial chain.
Shenzhen UPL Plasma Technology Co., Ltd.
Originating from the National "863" Program, the company is a national high-tech enterprise and a specialized and innovative SME. Its core technology team is led by overseas-returned PhDs and has the capacity to produce hundreds of MPCVD equipment sets annually. Its products are used in fields such as lab-grown diamonds, semiconductor heat dissipation, quantum technology, environmental processing, and optical windows, leading industry innovation.
Carbon Equation Semiconductor Equipment Manufacturing (Shanxi) Co., Ltd.
We specialize in the R&D and manufacturing of specialized equipment for third- and fourth-generation semiconductor materials. Our core products include MPCVD growth equipment (such as the 6-15kW series), etching and graphite purification equipment. We provide turnkey solutions, from equipment supply and process guidance to project implementation, offering customized solutions to our diamond industry clients.
We specialize in the R&D and manufacturing of specialized equipment for third- and fourth-generation semiconductor materials. Our core products include MPCVD growth equipment (such as the 6-15kW series), etching and graphite purification equipment. We provide turnkey solutions, from equipment supply and process guidance to project implementation, offering customized solutions to our diamond industry clients.
Xi'an Demengte Semiconductor Technology Co., Ltd.
This high-tech enterprise, in collaboration with the Wide Bandgap Semiconductor Research Center of Xi'an Jiaotong University, focuses on the research, development, and production of high-quality CVD single-crystal diamond and the development of MPCVD equipment. Its products cover large-size single-crystal/polycrystalline diamond, optical and power device substrates, and it also provides equipment manufacturing and technical services.
Xi'an Interscore Semiconductor Technology Co., Ltd.
Focusing on the semiconductor materials and equipment field, the company aims to become a leading international supplier of core components for CVD diamond equipment and a high-quality diamond manufacturer. Core products include self-developed 10-15kW microwave power supplies, MPCVD control systems, large-size rough diamonds, optical/electronic grade single-crystal wafers, and heat dissipation devices.
Zhengzhou Tianhong Diamond Technology Co., Ltd.
We specialize in the research and application of microwave chemical vapor deposition (MPCVD) equipment. Our business covers microwave power supplies, synthesis cavities, control systems, and the preparation and industrial application of polycrystalline and single-crystal diamond films. We are committed to promoting innovation in MPCVD technology and diamond materials in the industrial field.
The Wuxi Peking University EDA Research Institute's project, "Research on Routing Methods and EDA Software Supporting 7nm and Above Ultra-Large Scale Integrated Circuits," has been approved as a provincial major science and technology project!
Recently, the Jiangsu Provincial Department of Science and Technology issued relevant project approval documents for the 2025 Provincial Major Science and Technology Projects. The Wuxi Peking University Electronic Design Automation Research Institute (hereinafter referred to as "Peking University EDA Research Institute" or "the Institute") received project support for its project " Research on Routing Methods and EDA Software for 7nm and Above Ultra-Large-Scale Integrated Circuits ." This is the first time a unit within the High-tech Zone has received provincial major science and technology project approval, demonstrating not only the Institute's research strength in the field of electronic design automation but also Jiangsu Province's high regard for technological innovation in strategic emerging industries.
This project aims to overcome key technological bottlenecks in the wiring field of very large-scale integrated circuits and develop an EDA software toolchain with independent intellectual property rights. Upon implementation, the project will significantly improve the level of automation in my country's integrated circuit design, help solve the "bottleneck" technological problems in high-end chip development, and provide important technical support for promoting the high-quality development of the integrated circuit industry in Wuxi and even nationwide.The Jiangsu Provincial Science and Technology Major Project is a major science and technology program organized and promoted by the entire province to cultivate new productive forces and build a globally influential industrial science and technology innovation center, focusing on the forefront of world science and technology, major national strategies, and key areas of Jiangsu's economic and social development. This project aims to achieve breakthroughs in a number of key core technologies for industries through systematic planning and focused research, forming leading strategic products and achievements, promoting close synergy between scientific and technological innovation and industrial innovation, and empowering the innovative and high-quality development of emerging industries.
Hesai LiDAR has delivered over 2 million LIDAR units to date, and deliveries are expected to exceed 600,000 units next quarter.
Hesai Technology has achieved a major milestone by delivering its 2 millionth LiDAR unit in mid-November, becoming the first company globally to reach this volume. Deliveries are expected to exceed 600,000 units in the next quarter, marking a nearly 600-fold increase from five years ago when it delivered around 1,000 units per quarter.
Hesai maintained its leading market position in China’s automotive LiDAR market for eight consecutive months, holding a 47% market share in September 2025, and achieved over 1 million vehicle installations by end-September, with monthly production and deliveries surpassing 200,000 units — a first in the industry.
The company has secured mass production contracts for over 120 vehicle models from 24 OEMs, including Li Auto, Xiaomi, Geely, Changan, Toyota joint ventures, and top European automakers. It also signed full-model ADAS collaborations with its two largest clients, aiming to integrate LiDAR into 100% of their vehicles by 2026.
Driven by the rise of L3 autonomous driving, which requires multiple LiDAR units for safety redundancy, Hesai’s ETX+FTX product line secured its first passenger vehicle mass production deal, targeting launch in late 2026 or early 2027 with a "main radar + blind spot radars" setup.
Hesai is also the preferred LiDAR supplier for nine of the world’s top ten Robotaxi companies, and has gained international orders from Motional and other leading autonomous driving firms across North America, Asia, and Europe. Domestically, it partners with WeRide, Pony.ai, HelloBike, and JD Logistics, with some models set to include up to eight Hesai LiDAR sensors for comprehensive perception coverage.