Chinese semiconductor thread II

[tokenanalyst]

Shangyuan Zhixing completes nearly 100 million yuan Series A financing to accelerate the construction of its autonomous driving ecosystem.​

On October 31st, Shangyuan Zhixing completed a Series A financing round of nearly 100 million yuan, led by Furong Investment with participation from Xichuang Capital. The funds will be used to advance the generational upgrade of its intelligent skateboard chassis and build an open, full-stack autonomous driving ecosystem platform, accelerating its next phase of growth.

As a leader in intelligent skateboard chassis technology, Shangyuan Zhixing has become a key partner for major autonomous vehicle companies due to its drive-by-wire core components and end-to-end autonomous solutions. The company is now transitioning from being a "core technology foundation" to a "full-stack scenario empowerment platform," enabling rapid deployment of L4 autonomy across industries.


Founder and CEO Feng Shu emphasizes that the next decade in autonomous driving will belong to scenario operators—those with rich, closed-loop real-world use cases. To meet this demand, Shangyuan Zhixing is launching a range of Class I–III chassis modules, allowing customers to "build vehicles with one click," enabling algorithm teams to focus on software and operational partners to scale efficiently.

The company has already delivered over 7,000 intelligent chassis and achieved more than 35 million kilometers of L4 autonomous driving mileage, solidifying its position as a leader in the field.

Wang Guodong from Xi'an Venture Capital highlights that unmanned urban logistics is a fast-growing segment in low-speed L4 autonomy, where Shangyuan Zhixing's "ultimate performance + ultimate delivery" model has established it as a de facto benchmark. He praises the team’s strong strategy and engineering execution.

With its end-to-end capabilities, Shangyuan Intelligent Mobility is positioned to act as a foundational force in scaling L4 autonomous driving from pilot projects to full-domain real-world applications—driving industry-wide leapfrog development.

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[tokenanalyst]

Jiaoxin Technology completes tens of millions of yuan in angel+ round financing​

Recently, Jiaoxin Technology (Shanghai) Intelligent Technology Co., Ltd., a high-end optical analog-to-digital converter chip company, completed a angel+ round of financing worth tens of millions of yuan. The investors in this round are Nanjing Xingong Industrial Investment, Jiangning Economic Development Fund, and Nanjing Innovation Investment Group.

According to public information, Jiaoxin Technology was founded in 2021 and focuses on the research and development of high-end optical AD chips. It has launched a 40GHz ultra-wideband optoelectronic hybrid ADC chip, which is widely used in mobile communications, advanced radar, autonomous driving, and other fields. The company previously received seed funding from Sequoia China.​

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We provide world-leading high-end ADC and AI chips.​

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[tokenanalyst]

China Resources Microelectronics' fourth-generation silicon carbide MOS main drive module has been mass-produced and installed in vehicles.​

Recently, the SiC main drive module segment of China Resources Microelectronics Power Devices Business Group (hereinafter referred to as PDBG) has made another important progress. The fourth-generation SiC MOS main drive module independently developed by PDBG has been successfully introduced to a leading car company and has been put into mass production.

PDBG is a business unit under China Resources Microelectronics, responsible for the design, R&D, manufacturing, sales, and service of power devices. It comprises low-to-medium voltage MOSFET product lines, high-voltage MOSFET product lines, IGBT product lines, special device product lines, module product lines, and an automotive electronics division. It owns two independent power device brands: CRMICRO and Huajing.

According to CR Microelectronics, this type of module is based on the PDBG 1200V SiC MOS G4 platform chip, adopts ValueDual packaging, 6/8 transistors in parallel design, and has a minimum on-resistance of 1.6mΩ. It combines the low loss and high temperature resistance of SiC devices with the high system compatibility and high system efficiency of ValueDual modules, and performs excellently in commercial vehicle main drive system applications.

The ValueDual modules, already deployed in batches, utilize the 1200V 13mΩ chip from PDBG's independently developed fourth-generation SiC MOS platform. While maintaining the excellent gate characteristics of the second-generation platform, this platform further optimizes key parameters such as RSP, junction capacitance, and leakage current through design and process innovation, significantly improving power density and operating efficiency. This provides a series of more energy-efficient products for high-power-density, high-integration applications such as on-board chargers (OBC), main drives, and high-voltage direct current transmission (HVDC).

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[tokenanalyst]

Norbornene and Epoxide-Substituted Silsesquioxane Photoresists with High-Sensitivity and Stability.​

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Abstract​

The evolution of photoresists has been accelerated by escalating demands for pattern fidelity, particularly with the breakthrough of extreme ultraviolet (EUV) lithography in achieving sub-20 nm resolution. Herein, we report two kinds of partially alkyl-substituted silsesquioxane (PASS) resists to overcome the dual challenges of hydrogen silsesquioxane (HSQ) in EUV applications: inherent instability and unsatisfactory sensitivity. Through strategic integration with a photoacid generator (PAG), the optimized formulation demonstrates exceptional lithographic performance, achieving 14 nm resolution (line edge roughness of 1.3 nm) with a sensitivity of 4.3 μC/cm2 and a contrast of 5.1 under electron beam lithography. Besides, the PASS resist exhibits a 360-day gelation period and a 160-fold improvement over conventional HSQ. Systematic investigations combining micro-Raman spectroscopy and model compound studies reveal that PAG enhances both sensitivity and shelf stability through dual mechanisms: (1) a photoacid-catalyzed cross-linking reaction between siloxanes and (2) nucleophilic attack inhibition at silicon centers. These advances, coupled with successful electron-beam and ultraviolet patterning demonstrations and structural tunability, establish PASS resists as viable candidates for EUV lithography in semiconductor nanofabrication.

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[tokenanalyst]

Leadway Technology: 6-axis automotive-grade MEMS IMU chip passes AEC-Q100 reliability test​

MEMS Consulting has learned that the self-developed 6-axis automotive-grade MEMS IMU GST80 by Daoyuan Technology has recently passed the AEC-Q100 reliability test .

According to the "Reliability Test Report" issued by the Integrated Circuit Chip Application Verification Platform of the Ministry of Industry and Information Technology, a total of nearly 30 batches and more than 3,000 GST80 chips passed all 24 tests , including high temperature storage/working life, solderability, electrostatic discharge human body model and electrostatic discharge charging device model, mechanical shock, and chip shearing, with zero failures .

Passing the AEC-Q100 test means that automotive chips have reached international authoritative automotive-grade standards in terms of reliability, environmental adaptability, and lifespan, and are a key passport to enter the automotive supply chain .

Previously, the GST80 inertial sensor chip received an independent and controllable evaluation report issued by the Fifth Research Institute of the Ministry of Industry and Information Technology , confirming that it meets the requirements for independent controllability. This also signifies that Daoyuan Technology has established a complete MEMS IMU full-stack R&D system and has a controllable supply chain.

First automotive-grade six-axis programmable IMU

The GST80 has a built-in dedicated floating-point accelerator that can estimate and eliminate various errors throughout the sensor's entire lifespan in real time, and supports user-defined custom functions, enabling edge intelligence at the sensing node. The SCON (Safety Controller) monitors all internal power supplies, clocks, hardware and software functions, and critical signals in real time, enabling immediate prediction and diagnosis of potential faults, truly achieving safety on the basis of reliability.

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[tphuang]

https://twitter.com/i/web/status/1986503792213340540

take this for what you will, but the latest rumor online is that Jensen said to people privately that Ascend-910C is only 8-12% slower than H100 at high load. Also, production of Ascend-910C is now up to 200k per month.

 

[tphuang]

Advanced Micro Devices (AMEC) reported a 50.62% year-over-year increase in revenue in the third quarter.​

Advanced Micro-Fabrication Equipment (Shanghai) Co., Ltd. (hereinafter referred to as "AMEC") released its third-quarter report for 2025. The announcement shows that AMEC's revenue for the first three quarters of 2025 was RMB 8.063 billion, representing a year-on-year increase of approximately 46.40%; net profit attributable to shareholders was RMB 1.211 billion, representing a year-on-year increase of 32.66%.

In the third quarter, revenue was RMB 3.102 billion, a year-on-year increase of 50.62%; net profit attributable to the parent company was RMB 505 million, a year-on-year increase of 27.50%.

Advanced Micro-Fabrication Equipment Inc. (AMEC) is a high-end equipment company specializing in microfabrication, providing highly competitive advanced equipment and high-quality services to the integrated circuit and broader semiconductor industries. Headquartered in Pudong New Area, Shanghai, AMEC focuses on Asia and provides technology and equipment solutions to customers worldwide. As a hub of manufacturing and innovation, China and Asia possess unique advantages and a rapidly growing market, giving AMEC immense potential for future development.

Regarding this performance, the financial report shows that, in terms of revenue by product, the revenue from etching equipment in the first three quarters was RMB 6.101 billion, an increase of approximately 38.26% year-on-year; the revenue from thin film equipment such as LPCVD and ALD was RMB 403 million, an increase of approximately 1332.69% year-on-year.

AMEC stated that the company has significantly increased the shipment volume of high-end products for key etching processes in the manufacturing of advanced logic and memory devices, and has achieved large-scale mass production of key etching processes in the mid-segment of advanced logic devices and ultra-high aspect ratio etching processes for advanced memory devices.

AMEC's LPCVD, ALD and other thin-film equipment developed for advanced memory devices and logic devices have been successfully launched into the market. It is said that the performance of its equipment has reached the international leading level, and the coverage of thin-film equipment is constantly increasing.

AMEC's silicon and germanium-silicon epitaxial EPI equipment has been successfully delivered to customers for mass production verification and has received high praise. In the broader semiconductor equipment field, AMEC is developing more compound semiconductor epitaxial equipment, which has been successively delivered to customers for production verification.

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about the SiGe EPI that we've been talking about. It seems like AMEC here is also saying it's producing SiGE EPI to customers. So that's another major one.

 

[leibowitz]

https://twitter.com/i/web/status/1986503792213340540

take this for what you will, but the latest rumor online is that Jensen said to people privately that Ascend-910C is only 8-12% slower than H100 at high load. Also, production of Ascend-910C is now up to 200k per month.

This is why the next generation of chips - Rubin - will be so power-hungry and huge

 

[tokenanalyst]

Another startup player in the epitaxy space. PSR semiconductor from Jiangsu province.



Atomic Layer Etching is also included in the export control list.

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[tphuang]

Another startup player in the epitaxy space. PSR semiconductor from Jiangsu province.

View attachment 164008

Atomic Layer Etching is also included in the export control list.

View attachment 164007

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I took a careful look through their product lineup. It's pretty wide spread. And I wonder just how much this is about the supply chain. It's almost mind blowing you can have this many startups in such a complex industry that suddenly can produce competitive products.