Chinese semiconductor thread II

[tokenanalyst]

Another company is ramping up its investment in diamond materials for fourth-generation semiconductors.​

The Next Evolution of Arm Computing Platforms for AI Recently, Kyushu Rail issued an announcement stating that the company plans to jointly invest with Jiangsu General Semiconductor Co., Ltd. to establish Beijing General Kyushu Diamond Technology Co., Ltd. , officially entering the fourth-generation semiconductor materials track.

According to the announcement, invested RMB 80 million in cash, holding a 40% stake; Jiangsu General Semiconductor invested RMB 120 million, holding a 60% stake and becoming the actual controller of the joint venture. The joint venture, registered in Beijing, will focus on the research, development, manufacturing, and processing services of fourth-generation semiconductor materials (diamond), and will prioritize the industrial application of this material in terminal fields such as rail transit and voiceprint sensing.

Diamond, as a core material for fourth-generation semiconductors, has advantages such as an ultra-wide bandgap (approximately 5.5 eV), ultra-high thermal conductivity (approximately 2200 W/(m・K), which is 15 times that of silicon), and high breakdown field strength, which can significantly improve the performance and stability of devices under extreme conditions.

Founded in 2010, Jiuzhou Rail Transit was listed on the Science and Technology Innovation Board in January 2023. The company focuses on acoustic research, and its main business covers two major sectors: vibration and noise reduction in rail transit, and online acoustic monitoring and intelligent operation and maintenance. Its core products include damped steel spring floating slab track isolation systems and online wheel-rail condition monitoring systems.

Founded in 2019, Jiangsu General Semiconductor is a leading enterprise in the domestic semiconductor laser stealth cutting equipment field. It owns more than 300 independent intellectual property rights and has achieved breakthroughs in the localization of core equipment such as the 8-inch SiC ingot laser peeling production line.

In this collaboration, Jiuzhou Rail will leverage its own business scenarios in rail transit monitoring and voiceprint sensing, combined with Jiangsu General Semiconductor's technological accumulation in the field of semiconductor equipment and materials, to jointly promote the application of diamond materials in rail transit equipment monitoring, voiceprint sensing systems and other fields.​

 

[interestedseal]

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9000V Ga2O3 mosfet. This level of voltage means they can replace vacuum electronics in some very niche but important applications (Laser driver, Radar / microwave sources, Particle accelerator,Pulsed electric field systems)

 

[tphuang]

全球首个纳米级微振动实验室在雄安投运，可测试大型半导体设备​

2026/3/31 16:18:04 来源：

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作者：问舟 责编：问舟

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感谢IT之家网友

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、

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、

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的线索投递！

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3 月 31 日消息，国家开发投资集团有限公司（IT之家以下简称“国投集团”）旗下中国电子工程设计院股份有限公司（简称“中国电子院”）自主研发建设的纳米级微振动实验室，近日在河北雄安新区正式投运。该实验室被认定为全球首个纳米级微振动实验室，标志着我国在精密装备微振动环境控制领域取得重要技术突破。

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World's First Nanoscale Micro-vibration Laboratory Goes Operational in Xiong'an, Capable of Testing Large-scale Semiconductor Equipment

this is by CETC, platform weighs 50t and can carry 20t payload and size is 4m x 4m. It can satisfy the demand for testing large semiconductor equipment.

 

[sunnymaxi]

Biren Technology Co.'s annual revenue more than tripled.

Biren, Iluvatar CoreX post triple-digit revenue growth but losses persist in AI chip race​

Other Chinese AI chipmakers, including Cambricon, Moore Threads and MetaX, also posted stellar revenue growth for 2025​

Biren Technology and Iluvatar CoreX, two Chinese graphics processing unit (GPU) champions that are seen as potential alternatives to Nvidia, saw their revenues surge in 2025 amid China’s accelerated push for chip self-sufficiency, according to their first earnings reports since listing in January.

Biren’s annual revenue surged 207.2 per cent from a year ago to 1.03 billion yuan (US$149 million), beating the consensus estimate of 954.5 million yuan, while its crosstown rival Iluvatar CoreX posted revenue of 1.03 billion yuan, an increase of 91.6 per cent year on year.

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[tphuang]

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GigaDevice expects to spend $825m to purchase DRAM related chips from CXMT in 2026. Remember, CXMT fabs for GD. CXMT is making banks this year.

 

[gotodistance]

The current semiconductor price is in the bubble, in the bubble, in the bubble.
He knows exactly what he's going to do
Conclusion: Price manipulation by production cuts!!!!

I'm saying exactly what I've been saying
70% semiconductor operation rate in Korea in 2026.

It contains a very cautious and conservative view of the current situation and future prospects of the semiconductor market. Let me summarize the main points.
1. The current semiconductor market is 'processed boom'
• Unbalanced Demand: AI Data Center Demand (HBM, etc.) is strong, but this is only 20% to 30% of the total market. The PC, smartphone and consumer electronics sectors, which account for the remaining 70% to 80% of the market, are still in recession with negative growth [06:26].
• Artificial Price Rise: We analyze that the recent improvement in earnings is not due to a large volume of sales, but merely a "price effect" as a result of a significant reduction in supply led by Korean companies [07:08].
2. The risk of memory price bubbles and cycles
• Price Bubble: There is a significant bubble in current memory prices, warning that if prices start to fall, they could fall as low as 70 to 80% from their high over four to five years in past experience [03:06].
• Cycle Remains: The theory of "structural growth" claimed by some is fiction, emphasizing that semiconductors should still be viewed as a thorough cycle industry [03:29].
3. China's Pursuit and Market Share Risk
• Giving China an opportunity: Deficit-ridden Chinese chipmakers turned to the black as prices rose while Korean firms maintained production cuts for profit. This led to Chinese firms increasing facility investment and rapidly expanding market share (DRAM 0.7% → 7%; NAND 4% → 11%), threatening to lose control in the long run [12:04].
4. Advice for Investors
• Short-term investment focused: The market is currently moving on sentiment and liquidity rather than fundamentals, so it's a good idea to keep your target rate of return low and respond briefly [17:36].
• LONG-TERM INVESTMENT ATTENTION: There must be a time when profits will plummet in the long run, so it is very risky to make new purchases for long-term investment purposes at this point [17:50].
In summary, **"Current performance indicators may be an illusion of price increases due to production cuts, so take a conservative approach, wary of overall demand recovery outside of data centers and China's expansion of share."**.

 

[GulfLander]

google translated:

The LPPHT micro/nano diamond production line of Zhongke Powder Research (Henan) Superhard Materials Co., Ltd. was officially launched at the pilot plant in Zhengzhou High-tech Zone. This is the world's first LPPHT micro/nano diamond production line, marking a new journey in the industrialization of micro/nano diamonds in my country and holding great significance for Zhengzhou's development as a city of computing power, a city of diamonds (superhard materials), and a city of quantum computing.

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[tokenanalyst]

AMEC's revenue will exceed 12 billion yuan in 2025.​

On March 30, AMEC released its 2025 annual report, announcing that the company surpassed RMB 12.385 billion in operating revenue, marking a 36.62% year-on-year increase and setting a new record for performance. The net profit attributable to owners also rose by approximately RMB 496 million (a 30.69% increase), reaching around RMB 2.111 billion.

Etching Equipment Leadership: Etching equipment sales alone generated RMB 9.832 billion, up 35.12%. By end of 2025, global shipments of reaction stations exceeded 6,800 units, covering processes down to the 3nm node for both advanced logic and memory devices. AMEC's market share among major domestic customers continued to grow significantly.

High-End Process Breakthroughs: The company achieved large-scale mass production of key etching processes in 3nm advanced logic and memory chips. Notably, their independently developed 60:1 ultra-high aspect ratio equipment is now reliably used on memory production lines, positioning AMEC as one of the few domestic suppliers capable of meeting such stringent requirements.

Explosive Growth in Thin Film Deposition: The thin film deposition business saw exceptional expansion, with LPCVD equipment sales surging by 224.23% to RMB 506 million. New technologies like wafer edge etching and metal etching machines have also successfully passed customer validation.​

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[tokenanalyst]

A semiconductor 12-inch wafer regeneration project with a total investment of 2 billion yuan has been signed and settled in Hefei.​

According to news from Hefei Xinzhan District, Hefei Xinzhan High-tech Zone and Anhui Fulede Yangtze River Semiconductor Materials Co., Ltd. recently held a project signing ceremony, and a wafer regeneration project with a total investment of 2 billion yuan was officially settled in the area.

As a professional enterprise in the field of precision semiconductor wafer regeneration, Fullerton Yangtze Semiconductor's wafer regeneration project covers an area of 132 acres and is planned to be constructed in two phases. Upon completion of the first phase, the project will have a monthly regeneration capacity of 300,000 12-inch wafers, with an estimated annual output value of 400 million yuan. A second phase with a planned monthly capacity of 400,000 wafers is also planned. Once both phases are fully operational, Fullerton Yangtze's Hefei base will have a combined capacity of 700,000 wafers per month, with a total output value of approximately 800 million yuan.

Currently, the new station has gathered 65 upstream and downstream integrated circuit companies, forming a complete industrial chain from design and manufacturing to packaging and testing. Jinghe Integrated's monthly 12-inch wafer foundry capacity continues to climb, and Xinhuicheng and Qizhong Technology have become leading companies in the domestic 12-inch wafer full-process packaging and testing industry.

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[tokenanalyst]

CIX Technology has completed a nearly 1 billion yuan Series B financing round, accelerating the layout of its intelligent agent CPU ecosystem.​

CIX Technology Group Co., Ltd., a leading developer of general-purpose heterogeneous intelligent CPU chips, successfully completed its largest-ever financing round, securing nearly RMB 1 billion in a Series B investment. This significant capital injection was jointly led by the Shanghai Integrated Circuit Industry Investment Fund (Shanghai IC Fund) and Pudong Venture Capital, with backing from existing shareholders including Lenovo Capital and Tongge Venture Capital. The participation of diverse social capital firms such as Yuyao Yangming Fund and Fudan Science and Technology Innovation underscores strong market confidence in the company's technological potential within the rapidly evolving intelligent agent CPU sector.

Founded in 2021 by senior chip experts from industry giants like AMD and Microsoft, CIX Technology has already launched its first intelligent agent CPU series under the "Cix ClawCore" brand, featuring three distinct products (P, A, and E) tailored for low-power to high-performance edge scenarios. These chips are designed to support the local deployment of large-scale AI models and autonomous agents at the edge. The newly raised funds will be strategically directed toward two primary objectives: promoting the large-scale commercialization of its existing Chemchip series across critical sectors like government, finance, automotive, and IoT, while simultaneously accelerating R&D for next-generation high-performance CPUs to enhance energy efficiency and ecosystem compatibility.

The successful fundraising reflects a strong endorsement from both state-owned and private capital markets regarding CIX Technology's capabilities in developing domestic edge AI computing power. With this financial boost, the company aims to deepen its technological innovation and foster broader ecosystem cooperation, ultimately striving for independent control over high-quality chip development. By leveraging this momentum, CIX Technology plans to accelerate the mass production of advanced processors and expand their application footprint, contributing significantly to the large-scale deployment of secure, domestic edge AI infrastructure in China.

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