Chinese semiconductor thread II

[tphuang]

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BYD semiconductor won award for its 16-channel BMS AFE chip BF8815A chips. It has a full lineup of Battery management system chips including analog front end and high end MCU. AFE chips do function of battery monitoring, high voltage monitoring, communication bridge. And then battery board itself also has a wide variety of control board chips, all likely monitoring voltages to control charge and discharge of energy.

 

[tokenanalyst]

Naura Semiconductor double digits increase in R&D spending.​

The company's R&D expenses for the first three quarters of 2025 were RMB 3.285 billion, an increase of 48.4% year-on-year, with an R&D expense ratio of 12.0%, an increase of 1.3 percentage points year-on-year. In the first half of 2025, the company achieved the milestone of delivering its 1,000th complete unit of vertical furnace and physical vapor deposition (PVD) equipment. Including the etching equipment that achieved this goal earlier, the company's cumulative shipments of three main equipment products have exceeded 1,000 units. At the same time, the company launched new products such as ion implantation equipment, electroplating equipment, advanced low-pressure chemical vapor deposition vertical furnaces for silicon, and metal-organic chemical vapor deposition equipment. As of Q3 2025, the company has a sufficient order backlog, which can effectively guarantee subsequent revenue growth.​

 

[sunnymaxi]

Naura Semiconductor double digits increase in R&D spending.​

The company's R&D expenses for the first three quarters of 2025 were RMB 3.285 billion, an increase of 48.4% year-on-year, with an R&D expense ratio of 12.0%, an increase of 1.3 percentage points year-on-year. In the first half of 2025, the company achieved the milestone of delivering its 1,000th complete unit of vertical furnace and physical vapor deposition (PVD) equipment. Including the etching equipment that achieved this goal earlier, the company's cumulative shipments of three main equipment products have exceeded 1,000 units. At the same time, the company launched new products such as ion implantation equipment, electroplating equipment, advanced low-pressure chemical vapor deposition vertical furnaces for silicon, and metal-organic chemical vapor deposition equipment. As of Q3 2025, the company has a sufficient order backlog, which can effectively guarantee subsequent revenue growth.​

NAURA should open more production facilities as demand skyrocketing.. they are investing heavily in R&D.

 

[tokenanalyst]

Maiwei Technology and Lehman Optoelectronics signed an agreement for the supply of complete MLED production line equipment.​

Maiwei Technology and Lehman Optoelectronics have officially signed a strategic cooperation agreement in Shenzhen on November 17 to supply Maiwei’s world-first complete MLED (Micro Light Emitting Diode) production line equipment for Lehman's next-generation display product development.
​

• Maiwei’s MLED Complete Line Equipment & Process Solution, which includes advanced "flying crystal bonding" and "laser bonding" technologies. This system is specifically designed to support high-volume, high-precision manufacturing of micro-scale LED displays.​
• The solution enables production of Mini COB/COG direct-view displays and Micro/Mini MIP (Module-in-Package) displays, with a strong focus on chip miniaturization and large-panel module integration.​

The project is centered around the use of 0204-sized chiplets mounted on substrates with a 40μm gap, achieving an industry-leading yield rate of 99.9962% in process verification — a milestone that has already been validated through stable mass production at the client site.

This equipment will be delivered to Lehman Optoelectronics by the end of the year and will power the manufacturing of their flagship new product, the "HD King Cold Screen Master", featuring a pixel pitch of 0.9mm — one of the highest resolutions in the cold display category. The solution is expected to significantly enhance the product's performance in terms of image clarity, stability, and energy efficiency.​

• Lehman Optoelectronics, China’s first listed LED display company, leverages its proprietary COB (Chip-on-Board) and PSE (Panel-Scale Edge) technologies to build a full-scenario ecosystem for ultra-high-definition micro-LED displays. It is expanding into consumer-grade home applications through this partnership.​
• Maiwei Technology, an innovator in new display equipment, has developed the complete MLED line based on trends like chip miniaturization and large-panel integration. Its production line is 37.2 meters long and includes 18 flying crystal bonding mass transfer devices arranged in two parallel groups, delivering a throughput of 4.14 KK/h (thousand modules per hour) — capable of producing around 1300 square meters monthly for P1.25 product specifications, with floor space reduced by half compared to traditional systems.​

The collaboration marks the first commercial deployment of Maiwei’s MLED complete line equipment and is a critical step in advancing MLED adoption from industrial markets into mainstream home consumer displays.

At the signing ceremony, Lehman’s Founder, Chairman, and President Li Mantie emphasized that this partnership represents a deep integration of high-end display technology with cutting-edge manufacturing capabilities, aiming to solve challenges in large-scale MLED production and accelerate ecosystem development.​

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[tphuang]

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CXMT for helping local OEMs in supply of advanced LPDDR5X DRAMs. It is currently in Xiaomi, Oppo, Vivo and Transsion supply chain, but IoT and servers. The 8533Mbps & 9600Mpbs production already started mass production in May and 10667Mbps production samples have been sent to customers. This is the fastest domestically produced LPDDR5X.

 

[tphuang]

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NavInfo subsidiary Autochip had reached 90m SoCs and 80m MCUs deliveries overall in the first half of the year. They are now both over 100 million. Their product is entering auto grade SoC and MCU in smart cockpit, auto infotainment and auto control and such.

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Autochips have quite the wide portfolio, for example here with AC8257 for two-wheelers, which comes with A54 core for RTOS and android, supports 4G Modem and T-Box

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Here are MCUs for bluetooth key and UWB keys

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AC8025 is for cockpit control SoC
AC7870 MCU is for various safety & info features.

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It's entry level AC8015 cockpit chip has seen 5 million delivery and used by 80% of domestic automakers.

 

[tphuang]

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Quoxin Micro reports that its Quartz micro frequency devices are fully sold out and production line maintain high utilization rate. They are are used in communications, auto electronics and industrial control. They will continue to increase its production of high performance frequency devices.

 

[tphuang]

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Black Sesame rolling out 3 new AI computing platforms for AI robots including Kalos, Aura and Libra. They support SesameX-RTOS. And have support for different compute 40 to 600 TOPS. Also have CPU, GPU, NPU, DSP and MCU have integrated on there.

 

[tphuang]

CETC made breakthrough in developing high-output-power diamond photocondutive switch device, which are core devices in high power and ultrafast electronics, using laser pulses for trigger, widely used in scenarios requiring high speed/power & anti-interference, such as smart grid & pulsed power systems.

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[latenlazy]

CETC made breakthrough in developing high-output-power diamond photocondutive switch device, which are core devices in high power and ultrafast electronics, using laser pulses for trigger, widely used in scenarios requiring high speed/power & anti-interference, such as smart grid & pulsed power systems.

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Probably will be used for pushing high pulse power devices.