Wow….this is indeed surprising that they even lead Cambricon who is more specialized in this sector. Well, competition is always good.
Chinese semiconductor thread II
- Thread starter vincent
- Start date
Jiangfeng Electronics plans to acquire control of Kede Quartz.
Ningbo Jiangfeng Electronic Materials Co., Ltd. has announced its plan to acquire control of Beijing Kede Quartz Co., Ltd. in a cash transaction, positioning Kede Quartz as a controlling subsidiary. Jiangfeng, a global leader in ultra-high-purity sputtering targets for semiconductor manufacturing, seeks to expand beyond its core metal materials business, while Kede Quartz a national high-tech enterprise and supplier of high-purity quartz boats, tubes, and instruments brings critical quartz components essential for wafer processing in chip fabrication. The acquisition represents a strategic vertical integration, combining two key but complementary materials in the semiconductor supply chain.
The synergy between the two companies is profound: Jiangfeng’s sputtering targets form the conductive circuits on chips, while Kede Quartz’s quartz products serve as the high-temperature, contamination-free carriers that hold wafers during thermal processes. Their customer bases largely overlap serving major Chinese and global chipmakers making integrated supply a natural next step. Post-acquisition, Jiangfeng aims to streamline procurement, reduce logistics costs, enhance customer retention, and offer bundled solutions, strengthening its position as a one-stop supplier in an industry increasingly demanding localized, end-to-end material solutions.
This move aligns with China’s broader push for semiconductor self-reliance amid global supply chain constraints. For Jiangfeng, it diversifies its product portfolio and mitigates reliance on a single product line, while for Kede Quartz, it unlocks access to Jiangfeng’s global sales network, R&D resources, and capital to scale production and overcome capacity bottlenecks. With both firms at the forefront of domestic semiconductor materials innovation, the acquisition not only enhances their competitive edge but also accelerates China’s ability to independently supply critical components marking a significant milestone in building a resilient, homegrown semiconductor ecosystem.
Yingkou: Accelerating Technological Breakthroughs in High-End Semiconductor Components and Other Products
The government work report clarified the main goals and tasks for the 15th Five-Year Plan period and the key tasks for 2026, proposing:
We will cultivate and strengthen emerging and future industries. We will implement the strategic emerging industries development and expansion action plan, strengthening technological breakthroughs and systematic planning in advanced automated equipment manufacturing, high-end semiconductor components, and fourth-generation catalysts . We will further implement the "Artificial Intelligence+" action plan , strengthening its application in fields such as healthcare, transportation, and elderly care for the disabled. We will develop the low-altitude economy safely and orderly, expanding its application scenarios in agricultural and forestry plant protection, fire emergency response, port inspection, and logistics. We will implement the future industries cultivation and development action plan, focusing on the development of hydrogen energy and advanced energy storage, and actively cultivating future industries such as biomanufacturing and androids.
Alibaba, especially Alibaba Cloud, has placed a large number of orders with T-Head, an internal ecosystem advantage that Cambricon can never possess.
Ali uses 60% T-Head, 30% Huawei, 10% Hygon. Cambricon too relied on single customer, Bytedance.
DPP lives!
overcapacity of EUV light source. LOL
Hope they won't flood the market with a variety of cheap EUV light sources. Lol
I cant imagine where China's semiconductor industry will be in 2030. Probably self sufficient in almost every single sector.