Chinese semiconductor thread II

zeljo024

New Member
Registered Member
This video explains logic folding very well in a way that's easy to understand.

I just came to post that video and see you already posted it :)
What bothers me is that after the Huawei announcement for LogicFolding, everyone stopped talking about the EUV machine.
My opinion is that it is still being worked on that mater intensively, and that the final result will be a LogicFolding + EUV machine.
LogicFolding will come to life first, then the EUV machine will come later.
 

latenlazy

Brigadier
I just came to post that video and see you already posted it :)
What bothers me is that after the Huawei announcement for LogicFolding, everyone stopped talking about the EUV machine.
My opinion is that it is still being worked on that mater intensively, and that the final result will be a LogicFolding + EUV machine.
LogicFolding will come to life first, then the EUV machine will come later.
Other way around. EUV doesn’t have be employed for a new node shrink to see initial employment.
 

tokenanalyst

Lieutenant General
Registered Member
I just came to post that video and see you already posted it :)
What bothers me is that after the Huawei announcement for LogicFolding, everyone stopped talking about the EUV machine.
My opinion is that it is still being worked on that mater intensively, and that the final result will be a LogicFolding + EUV machine.
LogicFolding will come to life first, then the EUV machine will come later.
EUV is still coming but with logic folding and immersion they could keep advancing till is ready.
 

tokenanalyst

Lieutenant General
Registered Member

Guanggang Gas establishes electronic materials subsidiary in Hefei​


Guanggang Gas Electronic Materials (Hefei) Co., Ltd. was recently established with a registered capital of 40 million yuan. The legal representative is Wang Shengwei, and the company is wholly owned by Guanggang Gas. Its business scope covers the manufacturing of specialty chemical products, the manufacturing of electronic specialty materials, and the sales of chemical products.

Guanggang Gas's establishment of an electronic materials company in Hefei aims to bring it closer to downstream customers and strengthen its localized supply and service capabilities. Previously, Guanggang Gas's Hefei Electronic Specialty Gases project officially commenced construction in January 2025 in the Hefei Economic and Technological Development Zone Chemical Industrial Park. This project was the first to be signed, land acquired, and started construction in the park, and is considered by the local government as a crucial link in strengthening the integrated circuit industry chain. The newly established electronic materials company is expected to synergize with the Hefei specialty gas project, jointly serving the booming wafer manufacturing and panel display industries in the region.

Guanggang Gas is one of the very few domestic enterprises capable of large-scale supply of ultra-high purity electronic bulk gases, with customers covering leading companies in integrated circuit manufacturing and semiconductor display fields. The company has recently experienced rapid business expansion, with the second phase of projects launched in four major semiconductor industrial bases in Hefei, Beijing, Qingdao, and Wuhan in 2025. In the first quarter of 2026, with the successful commissioning of the second phase of on-site electronic bulk gas production projects in Qingdao, Beijing, and other locations, the company's gross profit margin improved year-on-year. In the field of electronic specialty gases, the company is focusing on three core products: hexafluorobutadiene, hydrogen bromide, and hydrogen chloride. The hexafluorobutadiene production unit in Qianjiang, Hubei Province, has been mechanically completed and entered the process commissioning stage.

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tokenanalyst

Lieutenant General
Registered Member

Freesys Instruments, a specialist in precision surface measurement equipment​


Freesys (Shanghai) Precision Instruments Co., Ltd. (hereinafter referred to as Freesys Instruments) is a high-tech innovative enterprise specializing in the research and development and production of precision surface measurement equipment. Based on its independently developed technology, the company has successfully launched flagship products such as domestically produced atomic force microscopes (AFM), white light profilometers (WLI), and AFM-WLI combined systems. The core team members are all graduates of the Department of Precision Instruments at Tianjin University, possessing decades of technical expertise and practical experience in advanced measurement. Relying on a collaborative layout of "Shanghai headquarters + Tianjin R&D + Suzhou manufacturing," Freesys Instruments has built a complete closed loop from technological breakthroughs to industrialization, committed to providing high-performance, stable, and reliable domestically produced precision measurement solutions for cutting-edge fields such as scientific research, compound semiconductors, Micro-LEDs, and new displays.

AFM-Baritone 200mm Atomic Force Microscope

The AFM-Baritone is a large-scale atomic force microscope developed for scientific research and high-end industrial users. It is equipped with a 200 mm fully automated sample stage and can be used for the morphology and physical property detection of wafers and other samples of various sizes up to 8 inches.

• Employing a three-dimensional orthogonal scanning probe avoids the limitations imposed by the lower scanning architecture on sample size and weight.
• Standard features include automatic needle change and automatic dimming, and support for variable speed scanning and gain self-tuning.
• XYZ scan range: 100 μm × 100 μm × 15 μm
• Z-direction noise level ≤ 0.05 nm RMS value

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AFM-Piccolo Freesys Desktop Ultrathin Probe Atomic Force Microscope

The AFM-Piccolo is a desktop atomic force microscope specifically developed for scientific research users. It is equipped with an ultra-thin optical lever probe, and the space above and in front of the probe is completely open, making it particularly suitable for in-situ integration with various high-resolution optical microscopy systems.

• Supports sample sizes with a diameter ≤ 30 mm and a thickness ≤ 5 mm
• XYZ scan range: 100 μm × 100 μm × 5 μm (optional: 10 μm/15 μm/20 μm)
• Z-direction noise level ≤ 0.04 nm RMS value

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tokenanalyst

Lieutenant General
Registered Member

Huahai Qingke wins the first domestic order for board-level CMP!​


Recently, Master-P510APEX, the first fully automated board-level CMP mass production equipment with a size of 510*515mm in China, independently developed by Huahai Qingke Co., Ltd. (hereinafter referred to as "Huahai Qingke"), has successfully won an order from an important customer in the advanced packaging field and will be put into mass production application on the customer's production line as planned.

This equipment represents another breakthrough for the company in deepening its "equipment + service" platform development strategy. As the first fully automated board-level CMP equipment in China to be applied to clients , the launch of this product will strongly promote the formation of a complete and independent board-level manufacturing equipment industry chain ecosystem, filling a key gap in the independent control of China's advanced packaging and even semiconductor industry.

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The Master-P510APEX, a fully automated board-level CMP mass production equipment launched by Huahai Qingke, is designed for the stringent process requirements of large-size board-level packaging. It can meet the low-defect polishing requirements of board-level packaged products, while taking into account excellent overall board surface uniformity and planarization accuracy, ensuring the consistency of the entire board process.

This breakthrough is also an important milestone for Huahai Qingke's CMP equipment technology, extending from the wafer level to the board level , and further consolidating the company's comprehensive advantages in the field of high-end semiconductor equipment.​

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tokenanalyst

Lieutenant General
Registered Member

The Yuanzhan Materials Technology Semiconductor Precursor Material Production Project, with a total investment of 2 billion yuan, has commenced construction.​


Yuanzhan Materials Technology has officially broken ground on a 2 billion yuan semiconductor precursor material production project in Taizhou, Jiangsu. Recognized as a major 2026 provincial project, the facility aims to mass-produce high-end electronic materials, breaking foreign monopolies and securing China's domestic semiconductor supply chain.

The project spans 100 mu (approx. 6.7 hectares) with a total investment of 2 billion yuan, divided into two phases. Phase 1 (510 million yuan) Covers 56.6 acres and will establish an annual production capacity of 9.6 tons of tin-based, 24 tons of hafnium-based, and 24 tons of zirconium-based products. Phase 2 (1.5 billion yuan) Covers 43.4 acres and will add production capacity for cobalt, titanium, silicon, lanthanum, and tantalum. Upon full completion, the project will yield 93.6 tons of semiconductor precursor materials annually. The facility has procured 889 sets of equipment spanning production, R&D testing, and environmental protection to ensure high-quality, eco-compliant manufacturing.

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Semiconductor precursors are vital raw materials for Atomic Layer Deposition (ALD) and Chemical Vapor Deposition (CVD) processes. They are essential for manufacturing logic chips, memory chips, and advanced packaging, directly dictating chip performance and yield. By leveraging Taizhou's local chemical industrial park, the project will not only stimulate the regional economy but also position Taizhou as a major national production base for high-purity semiconductor materials.​

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