Chinese semiconductor thread II

[tokenanalyst]

Heraeus Electronic Thick Film Heating Slurry First Batch Successfully Rolled Off Production Line​

On the morning of January 29, 2026, the first batch of Heraeus Electronics thick film heating paste samples successfully rolled off the production line at the Changshu plant. The company's global and regional management teams, along with the core project team, attended the production launch ceremony.

The successful delivery of the first batch of samples marks a significant step forward for the project. Management highly commended the team's outstanding work and close collaboration in the early stages and expressed confidence in the project's successful implementation in Changshu. All team members will take this breakthrough as a new starting point and dedicate themselves to ensuring the smooth progress of subsequent work.

Taking this as an important opportunity, Heraeus Electronics is accelerating the localization of its heater paste production, focusing on heater pastes and other paste categories urgently needed in the Chinese market, and further deepening its core strategy of "In China, For China".

In the future, the thick film product line will focus more on localized R&D and production, closely aligning with the needs of the Chinese market. By enhancing supply chain resilience and accelerating market response, we will provide customers with more agile and reliable localized products and services.

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[tokenanalyst]

Guangzhou: Supporting the first phase of the Guangdong Chip Industry Development Project to increase production and efficiency, and accelerating the fourth phase of the Guangdong Chip Industry Development Project.​

At the Sixth Session of the 16th Guangzhou Municipal People's Congress on January 19, 2026, Mayor Sun Zhiyang delivered a government work report emphasizing the cultivation of emerging future industries. The city plans to launch 100 major projects exceeding 100 million yuan in investment to drive growth, specifically targeting the Guangdong Chip Industry Development Project and supporting the first phase of GAC's battery and core chip production. Additionally, the strategy includes advancing the Huaxing Optoelectronics T8 and Yuexin Phase IV projects, expanding intelligent connected vehicle applications, and developing low-altitude equipment manufacturing parks and the "Green Energy Valley."

The administration is aggressively implementing the "Artificial Intelligence+" initiative by establishing a "four-voucher linkage" mechanism involving computing power, data, scenario, and model vouchers. Guangzhou aims to optimize computing infrastructure, construct national pilot bases for AI applications, and build the Tianhe and Huangpu National Data Industry Clusters. This approach also includes creating a comprehensive "Guangzhi Intelligent" service platform and deepening the authorized operation of public data to foster new business models.

To support these technological advancements, the government plans to accelerate the legislation for AI development and promote the clustered development of commercial aerospace and green petrochemicals. Specific focus will be placed on establishing municipal-level manufacturing innovation centers, constructing the Greater Bay Area low-altitude comprehensive hub, and enriching the Haixinsha Full-Space Intelligent Experience Center. Ultimately, these efforts aim to create a dynamic development system of "6 core industries + X potential tracks" and cultivate 100 leading enterprises to enhance the city's industrial capabilities.

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[tokenanalyst]

A Pole-Placement-Based Variable-Gain Observer for Precision Motion Stages: Addressing the Disturbance-Noise Trade-Off​

Center of Ultra-Precision Optoelectronic Instrument Engineering, Harbin Institute of Technology
Key Laboratory of Ultra-Precision Intelligent Instrumentation, Ministry of Industry and Information Technology

Abstract​

Accurate pattern transfer in the lithography process demands extreme positioning accuracy. However, various external disturbances acting on the wafer stage can lead to positioning errors. To address this issue, this paper proposes a pole-placement-based Variable-Gain Extended State Observer (VGESO). First, the trade-off between disturbance rejection and noise attenuation faced by conventional Extended State Observers (ESOs) in precision motion systems is analyzed. Then, a modified ESO structure is introduced, in which two pole-related parameters are employed to adaptively adjust the observer gains. These parameters enable effective suppression of both low-frequency disturbances and high-frequency measurement noise within their designated ranges. Finally, simulation results verify the effectiveness and superior performance of the proposed method.
​

Conclusions​

This paper proposed a pole-placement-based VGESO for high-precision motion control of lithography stages. By introducing two pole-related parameters, the observer gains can be adjusted in a structured and intuitive manner, enabling a flexible trade-off between low-frequency disturbance rejection and high-frequency noise attenuation. Different from conventional high-gain ESO designs, the proposed VGESO reshapes the inherent coupling between disturbance suppression and noise amplification without increasing the observer order. Theoretical analysis and comparative simulations demonstrate that the proposed method achieves improved disturbance estimation accuracy and enhanced noise immunity over the conventional LESO, particularly under bandwidth-limited conditions. Future work will focus on experimental validation on a multi-degree-of-freedom motion stage and further investigation of the proposed observer in the presence of nonlinear effects and time-varying uncertainties.​

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[tphuang]

Big if true..

PC Makers Eye Chinese Memory Chip Suppliers Amid Global Supply Crunch.

Leading PC manufacturers, including HP, Dell, Acer, and Asus, are exploring sourcing memory chips from Chinese suppliers like ChangXin Memory Technologies (CXMT) due to a global supply shortage. HP has begun qualifying CXMT's DRAM products for potential use in non-U.S. markets, while Dell is also testing its chips as prices continue to rise.

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https://twitter.com/i/web/status/2019463197934121010

I have my doubts about this. It seems like negotiating tactics by foreign PC OEMs to try to secure lower cost DRAMs from the big 3.

 

[tphuang]

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新易盛/Eoptolink's 1.6T optical module has been validated on Nvidia's H100/GH200 platform and entered mass production. It is also in Google's 800G supply chain. It's 1.6T product use LPO & Si tech. 70% of orders from North America. It is now working on 3.2T end point for Nvidia's Quantum-X CPO.

Just today, Eoptolink says 1.6T will be a much higher % of its revenue for 2026.