Chinese semiconductor thread II

tokenanalyst

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Xi'an University of Electronic Science and Technology's Academician Hao Yue's team: New breakthrough in gallium oxide RF device research!​


A research team from Xidian University, led by Academician Hao Yue, Professors Zhang Jincheng and Zhou Hong, published a breakthrough study in Science Advances on heterogeneous integration of ultrawide bandgap (UWBG) semiconductors for high-performance radio frequency (RF) power devices.

UWBG materials like Ga₂O₃, AlN, and diamond offer excellent properties such as high critical electric field and saturation electron velocity but face challenges in simultaneously achieving shallow-level doping and high thermal conductivity. Existing integration methods suffer from small film sizes, material damage, and poor thermal interface.

The team developed a novel, scalable peel-off-based layer transfer technique, combining mechanical exfoliation, array transfer, and wafer-level direct bonding. This approach enables large-area, uniform doping of gallium oxide (Ga₂O₃) films on high-thermal-conductivity aluminum nitride (AlN) substrates—without requiring ion implantation or dielectric interfaces.

T-gate RF power transistors achieve:​
  • Output power densities: 4.6 W/mm² at 2 GHz, 4.1 W/mm² at 6 GHz
  • Maximum oscillation frequency: 90 GHz (highest reported for UWBG devices)​
  • Minimum noise figure: 0.48 dB at 8 GHz (among the lowest in this class)​
The large conduction band offset (3.4 eV) at the Ga₂O₃/AlN interface enhances electron confinement, boosting device performance.

This method offers a promising path for next-generation RF devices in communications, aerospace, and defense by enabling high efficiency, power density, and thermal stability through heterogeneous integration of complementary UWBG materials.

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tokenanalyst

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Southchip Technology launches 700V high-voltage GaN half-bridge power chip, providing a more efficient and reliable solution for industrial power supplies.​


Southchip Technology has launched the SC3610, a 700V GaN half-bridge power chip, targeting high-efficiency, compact industrial power supplies. The chip integrates two 700V enhancement-mode GaN FETs and a high-voltage isolated driver, offering precise voltage drive, superior channel delay matching, and enhanced EMI performance. It enables soft-switching in LLC and AHB topologies, improving efficiency and reliability for applications like AI server power supplies, industrial power systems, and motor drives.​
  • Reduced system cost and PCB footprint​
  • Precise internal timing to minimize dead time and avoid cross-conduction​
  • Improved reliability with UVLO, over-temperature, shutdown, and interlock protections​
The SC3610 marks Southchip’s entry into the industrial power supply market through key products LLC SR controller and this half-bridge chip now undergoing validation with leading clients. It aligns with the trend of miniaturization and high-efficiency power conversion in industrial electronics.

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tokenanalyst

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Not Advocating, Just For Information Purposes.

The first domestically produced GPU stock is now open for subscription!​


On November 24th, Moore Threads (688795.SH), dubbed the "first domestic GPU stock," launched its IPO on the Science and Technology Innovation Board (STAR Market). According to the issuance schedule, the company's offering price is 114.28 yuan per share, with a total expected fundraising of 8 billion yuan, setting a new record for the most expensive IPO this year and also the largest fundraising scale on the STAR Market this year. Against the backdrop of the continued expansion of large-scale artificial intelligence models and computing infrastructure, the project has attracted significant attention from the secondary market and institutional investors.

The initial price inquiry attracted 286 offline investors and their 7,787 sub-investors, with bids ranging from RMB 88.79 to RMB 159.57 per share, indicating high institutional participation. After removing invalid bids, the issuer and lead underwriter set the offering price at RMB 114.28 per share, in the upper part of the range. Based on this price, Moore Threads' 2024 diluted static price-to-sales ratio is approximately 122.51 times, and the company's total market capitalization after the offering is approximately RMB 53.715 billion, significantly higher than the average level of comparable companies.

Publicly available information shows that Moore Threads was founded in 2020, focusing on the R&D and industrialization of general-purpose GPUs and related acceleration chips. Positioning itself as "China's NVIDIA," it is one of the few domestic GPU manufacturers capable of providing full computational precision support from FP8 to FP64, and was also one of the earliest domestic GPU companies to launch support for the DirectX 12 graphics acceleration engine. The company has iterated and launched multiple generations of GPU architectures and intelligent SoC products, forming a product matrix covering AI computing, high-performance computing, and graphics rendering, achieving a full-stack layout from cloud to edge to device. However, its current market share in relevant niche markets is still less than 1%.

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