Chinese semiconductor thread II

[tokenanalyst]

Shenzhen Aixin Semiconductor Technology showcased its HighYield® IM series optical integrated metrology equipment.​

Shenzhen-based E-Core Semiconductor, founded in October 2020, is a leading high-tech company specializing in advanced semiconductor metrology equipment. Headquartered in Shenzhen with R&D and production facilities in Beijing, Shanghai, Wuhan, and Hefei, the company develops front-end wafer metrology, packaging inspection, and scientific instruments using a dual-technology approach of optics and X-rays.

Its HighYield® IM series, developed by Aixin Optics under E-Core, is China’s first domestically produced integrated optical metrology system for measuring film thickness and critical dimension (CD) in advanced memory and logic processes. The equipment integrates seamlessly with mainstream CMP and etch tools, enabling real-time yield control during manufacturing. With performance on par with international standards far exceeding domestic counterparts the HighYield® IM series features fully self-developed or domestically sourced components, ensuring supply chain autonomy.



Nearly 80 units have been shipped to top Chinese wafer fabrication plants, supporting large-scale production of advanced semiconductor processes. Recognized as a national high-tech and "Little Giant" enterprise, E-Core has won accolades including inclusion in the GEI China Potential Unicorn Enterprises List 2024 and ranking among Shenzhen’s Top 100 High-Growth Enterprises.​

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[tphuang]

I wonder why Reuters felt the urge to publish this outdated EUV news from "early 2025" here and now in December 2025? The timing is suspicious given the steady stream of reports throughout 2025 on China's rapid EUV progress such as light sources, patents, etc. Why publish this now and not earlier?

I believe this connects to the proposed H200 chip sales to China. As White House AI Czar David Sacks noted, China is rapidly catching up in AI NPUs and semiconductors. By highlighting China's EUV breakthrough now......even though it's old(er) news.......Reuters may be supporting the argument that the U.S. should sell Nvidia chips to China while there's still time to make them dependent on Western technology.

The logic appears to be: if China is going to catch up anyway (as this EUV news suggests), we might as well profit from it and create technological dependence before they become fully self-sufficient.

You can see how Reuter's EUV articles got quickly amplified throughout the entire social and media network, it's US propaganda to serve a White House narrative on selling Nvidia chips to China.

well, it's a very secretive project and only the people connected in China's tech industry know about it. Reuters publishing this is a sign that this story has leaked out to enough people. You will see that even when Taylor talked about it, he was not direct about what's going on. I mean I confirmed with him offline, but the people who really knew didn't talk. It's the less in the know people who leaked it.

I would advise that we spend less time speculating on this.

 

[henrik]

substrate is a scam company.

Are they a stock market fraud company?