Chinese semiconductor thread II

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tokenanalyst

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Quectel's 5G-A vehicle-scale group launch is a major achievement, while Vanchip's RF chips empower Tiandi Communications.​

On January 4, 2026, ahead of CES 2026, Quectel launched the AR588MA, a 3GPP R18-compliant 5G-A automotive module built on MediaTek’s MT2739 platform. The module features up to 2.3GHz quad-core CPU, peak downlink of 9.0Gbps and uplink of 2.5Gbps, 400MHz bandwidth, NR 5CC, and dual-SIM dual-pass support. Its key innovation is full coverage of terrestrial 5G-A plus satellite communication, solving signal blind spots in underground parking and remote areas via enhanced low-frequency reception and adaptive algorithms. With a six-port antenna design, it supports advanced ADAS and V2X applications. Engineering samples are now available, with major automakers already integrating solutions.

Vanchip Technology provided the core AEC-Q100 Grade 2 automotive-grade RF front-end chip solution for this module, covering Sub-3GHz to Sub-6GHz bands, tested from –40℃ to +105℃, and certified under IATF 16949 with a 12+ year lifecycle. Its integration with the MT2739 platform enables both ultra-high-speed transmission and satellite communication, achieving seamless space-ground connectivity.

This collaboration marks a major milestone for Vanchip in high-end automotive RF solutions, validating its technological capability. Going forward, Vanchip will expand its presence in the automotive RF market, delivering reliable, cost-effective domestic chips to drive intelligent vehicle connectivity and upgrade across the industry chain.

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tokenanalyst

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A total investment of 244 million yuan was signed for the Lüliang High-Purity Gallium and Compound Semiconductor Materials Industrial Base.​


A total investment of 244 million yuan was officially announced for the Lüliang High-Purity Gallium and Compound Semiconductor Materials Industrial Base, signed between Lüliang Economic and Technological Development Zone and Shenzhen Xihang Semiconductor Co., Ltd. The project aims to produce ultra-high-purity gallium (7N grade or higher, 99.99999% purity) with an annual capacity of 200 tons, supporting key applications in semiconductor chips, 5G, and new energy vehicle inverters.

The project will be implemented in two phases:​
  1. First phase: Optimize purification processes and build production capacity to establish core supply capabilities.​
  2. Second phase: Develop a red mud recycling initiative to extract rare metals (gallium, scandium, antimony), promoting waste resource utilization and extending the value chain.​
Expected outcomes include an annual output value exceeding 1 billion yuan and profits/taxes over 100 million yuan, significantly boosting regional supply of high-end semiconductor materials.

Domestic semiconductor firms such as Sanan Optoelectronics, Innoscience, and HiSilicon are accelerating collaboration with material suppliers to localize high-purity gallium supply. With growing demand from fast charging, data centers, and EVs, the push for localized, affordable, and reliable gallium production is intensifying across China’s material-to-device ecosystem.

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tphuang

tphuang

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tokenanalyst said:

A total investment of 244 million yuan was signed for the Lüliang High-Purity Gallium and Compound Semiconductor Materials Industrial Base.​


A total investment of 244 million yuan was officially announced for the Lüliang High-Purity Gallium and Compound Semiconductor Materials Industrial Base, signed between Lüliang Economic and Technological Development Zone and Shenzhen Xihang Semiconductor Co., Ltd. The project aims to produce ultra-high-purity gallium (7N grade or higher, 99.99999% purity) with an annual capacity of 200 tons, supporting key applications in semiconductor chips, 5G, and new energy vehicle inverters.

The project will be implemented in two phases:​
  1. First phase: Optimize purification processes and build production capacity to establish core supply capabilities.​
  2. Second phase: Develop a red mud recycling initiative to extract rare metals (gallium, scandium, antimony), promoting waste resource utilization and extending the value chain.​
Expected outcomes include an annual output value exceeding 1 billion yuan and profits/taxes over 100 million yuan, significantly boosting regional supply of high-end semiconductor materials.

Domestic semiconductor firms such as Sanan Optoelectronics, Innoscience, and HiSilicon are accelerating collaboration with material suppliers to localize high-purity gallium supply. With growing demand from fast charging, data centers, and EVs, the push for localized, affordable, and reliable gallium production is intensifying across China’s material-to-device ecosystem.

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this is the kind of stuff that they have to cut off from Japanese suppliers if they want to be serious about this dual use stuff.

7N and above gallium are required for the GaA and GaN and GaO needed by advanced radar and EW.

I saw this article here
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several days ago. it also talks about that second phase which also sound very interesting.
 
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