Chinese semiconductor thread II

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tokenanalyst

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The Guilin Chip Source Semiconductor Project, with a total investment of 150 million yuan, has commenced construction.​


On February 6, 2026, the groundbreaking ceremony for Guilin Xinzhiyuan Semiconductor Technology Co., Ltd. was held at the High-speed Railway (Guilin) Guangxi Park, marking the start of construction for a semiconductor lighting production project with a total investment of 150 million yuan and a factory area exceeding 5,000 square meters.

The project will establish intelligent, automated production lines for LED light sources and finished products, aiming to achieve an annual output value of over 100 million yuan upon full operation. It is part of Guilin’s efforts to advance industrial upgrading through targeted investment promotion.

Initiated via the Guilin Municipal CPPCC's "Comrades-in-Arms Investment Promotion" initiative, the project was successfully introduced by Guangdong-based Zhongshan Lanyue Semiconductor and Changsheng Technology Co., Ltd. After multiple rounds of coordination including visits to Guangdong and special CPPCC meetings the investment agreement was signed in August 2025.

Chairman Zhou Shanlue emphasized the company’s commitment to innovation, R&D, and becoming a key player in the semiconductor packaging sector, contributing to Guilin’s high-quality economic development.

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tokenanalyst

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A startup project affiliated with the Chinese Academy of Sciences raised tens of millions of yuan in funding within six months of its establishment, focusing on CPO and OIO light engines.​


In September 2025, Beijing Lingxi Photonics Technology Co., Ltd., a startup affiliated with the Chinese Academy of Sciences, raised tens of millions of yuan in an angel round led by Tsinghua Venture Capital, along with Shunxi Fund, Puhua Capital, Pengchen Capital, CAS Star, and Lishi Venture Capital within just six months of founding.

The company focuses on CPO (Co-Packaged Optics) and OIO (Optical Input/Output) technologies to address the growing bandwidth and power challenges in AI computing clusters. Its core team comes from the Xi'an Institute of Optics and Precision Mechanics, CAS, with founder Dr. Wang Binhao having prior experience at HP Labs.

Lingxi Photonics develops silicon photonics engines using micro-ring modulators, which offer a device size one-thousandth that of current solutions, lower power consumption, higher bandwidth density, and native WDM support making them ideal for high-density integration with GPUs and switching chips in AI systems.

The company has successfully prototyped key technologies including:​
  • 500Gb/s single-channel modulation​
  • Multi-channel wavelength division multiplexing (WDM)​
  • Wavelength locking​
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It now possesses full-stack capabilities from chip design to advanced packaging, forming a complete optical interconnect solution.

With global AI-driven demand, the CPO market is projected to reach 25.9 billion a market poised for ten times growth over traditional optical modules.

Lingxi Photonics operates in a high-barrier, high-growth field where domestic players are still emerging. With strong R&D foundation and clear productization path, it aims to compete with international leaders.

Post-funding, the company will develop 3.2T/6.4T optical engines, expand its team, and advance two key routes: multi-channel parallel processing and WDM. Prototype verification and customer adoption are expected by 2026–2027.

Tsinghua Venture Capital highlights Lingxi Photonics as a key player in achieving China’s independent breakthroughs in semiconductor and optoelectronic technologies through high-performance, low-power optical interconnect solutions.

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tokenanalyst

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Interesting how there are still a lot naive people in this topic inside China. US stooges are like opportunistic predators, they smell weaknesses like sharks smell blood. The reason why SMIC, YMTC, Huawei and others where target and are in this predicament is because they had a weakness that was explotiable and weaponized by predators in D.C. And as long the weakness persist will be weaponized and not amount idealistic ideas on "globalization", "division of labor" and "collaboration" is going to change the mind of an 80 year old US senator.

The Author implies that China should stick to mature nodes and forget AI chips, that they should buy those from Nvidia, I guess. Ok, Is almost sure that Nvidia chips are going to be blocked again and again again and then what?

The Author implies that even if China is stuck making refrigerators chips, Naura, AMEC, Skyverse, SMEE and others shouldn't replace LAM, AMAT and ASML as primary suppliers. I think if China is going to be stuck making refrigerator chips at least should be stuck with their own tools rather than borrow tools. At least they can improve their own tools. The same cannot be said of US made tools. The most advanced scanner that ASML will be allow to sell China is the 1970I even in 2050. Once China EUV comes online Western stooges will have to reconsider that.

The Author implies, foreign is better, domestic tools aren't good enough, always choose foreign. I think maybe or maybe not, but at the end of the day the only way domestic tools are going to get better is: By using them. from Pilot fabs, to trial production, to real production and them continuous improvement year by year.

The irony is that the only way for China to achieve the "collaboration", "the openness", "the division of labor" that the author implies is to show to the stooges in the West that China has the capabilities of replacing the market share of companies restricted to sell in China by these stringent overreaching export controls. That is how historically has worked.
I agree that the door should be open to US and foreign companies but to sell their best and latest products not to dump old products at the expense of domestic companies.

The author calls everyone who disagree "irrational" and "emotional" but I Think that naivete is "irrational" and "emotional". I understand the anxiety given China history but in this case is others trying to isolate China not otherwise.

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sunnymaxi

sunnymaxi

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tokenanalyst said:
Interesting how there are still a lot naive people in this topic inside China. US stooges are like opportunistic predators, they smell weaknesses like sharks smell blood. The reason why SMIC, YMTC, Huawei and others where target and are in this predicament is because they had a weakness that was explotiable and weaponized by predators in D.C. And as long the weakness persist will be weaponized and not amount idealistic ideas on "globalization", "division of labor" and "collaboration" is going to change the mind of an 80 year old US senator.

The Author implies that China should stick to mature nodes and forget AI chips, that they should buy those from Nvidia, I guess. Ok, Is almost sure that Nvidia chips are going to be blocked again and again again and then what?

The Author implies that even if China is stuck making refrigerators chips, Naura, AMEC, Skyverse, SMEE and others shouldn't replace LAM, AMAT and ASML as primary suppliers. I think if China is going to be stuck making refrigerator chips at least should be stuck with their own tools rather than borrow tools. At least they can improve their own tools. The same cannot be said of US made tools. The most advanced scanner that ASML will be allow to sell China is the 1970I even in 2050. Once China EUV comes online Western stooges will have to reconsider that.

The Author implies, foreign is better, domestic tools aren't good enough, always choose foreign. I think maybe or maybe not, but at the end of the day the only way domestic tools are going to get better is: By using them. from Pilot fabs, to trial production, to real production and them continuous improvement year by year.

The irony is that the only way for China to achieve the "collaboration", "the openness", "the division of labor" that the author implies is to show to the stooges in the West that China has the capabilities of replacing the market share of companies restricted to sell in China by these stringent overreaching export controls. That is how historically has worked.
I agree that the door should be open to US and foreign companies but to sell their best and latest products not to dump old products at the expense of domestic companies.

The author calls everyone who disagree "irrational" and "emotional" but I Think that naivete is "irrational" and "emotional". I understand the anxiety given China history but in this case is others trying to isolate China not otherwise.

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Click to expand...
he is not naive but this was the wide spread attitude in China before the tech war. look how NAURA/AMEC/SMIC was struggling in pre-2018 time period.

now people's thinking have changed a lot but still we have many boomers. so let him cry

our long march continues with persistent and we are very close to achieve what some people thought it was impossible. domestic semiconductor supply chain.
 
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T

tokenanalyst

Lieutenant General
Registered Member
sunnymaxi said:
he is not naive but this was the wide spread attitude in China before the tech war. look how NAURA/AMEC/SMIC was struggling in pre-2018 time period.

now people's thinking have changed a lot but still we have many boomers. so let him cry

our long march continues with persistent and we are very close to achieve what some people thought it was impossible. domestic semiconductor supply chain.
Click to expand...
You know what is the biggest flaw of Think Tanks and Think Tankers? Why they fail again and again?
Is that their mind is trapped in this infinite Cold War era loop. The Chinese and The Russian Economies are no near as identical as in the Cold War, their modern economies move way faster, capital move faster, talent move faster, there is more competition, research become products faster than in any time in the Cold War. That is why Russia has survived crippling Western sanctions, why Huawei survived the US sponsored assassination attempt and why China managed to develop their semiconductor supply chain pretty fast.
What Cold War 2.0? China will develop what US doesn´t want to sell and sell it back to them at a cheaper price. So until Think Tanks change this mentality most of their advice is going to be sh*t.

So the anxiety is understandable but misguided or even damaging.
 
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