Chinese semiconductor thread II

tokenanalyst

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these Ai tools are pretty useless.

in Low-energy category there are Three major Chinese companies providing solution up to 7nm as of now. Kaishitong , Sirui Intelligent and Huahai Qingke.

in fact, Huahai Qingke's launched first 12-inch low-energy ion implanter just recently.

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there are two more players in Logic ion implanter category. CETC provided upto 14nm and below. NAURA also entered in this sector.
Is pretty much a marketing tactic. For investors what matters is that your company has the solution for a big problem, in this case domestic substitution under the pressure US export controls. Even if 3 other companies already have develop solutions.
 

tokenanalyst

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A 7 billion yuan advanced semiconductor project, ChipQ, will be launched in Shandong, focusing on the power semiconductor field.​


A 7 billion yuan (approximately $1 billion) advanced semiconductor project, ChipQ, is set to launch in Weihai Lingang, Shandong, with joint investment from the Singapore China Mining Investment Group (71%) and Xishun (Hong Kong) (29%). The project focuses on power semiconductors such as MOSFETs, IGBTs, FRDs, and FBDs used in new energy vehicles, consumer electronics, solar inverters, and power transmission. Led by a core team of 34 experts under Dr. Zhang Lan (former CEO of Brightsky Semiconductor), the project aims to resolve domestic chip supply bottlenecks, replace imported components, and achieve self-sufficiency.

Additionally, the Weihai Lingang Green Development Fund (500 million yuan) was established to support green and low-carbon industries, including clean energy, carbon fiber composites, energy storage, and green transportation aiming to advance Shandong’s transition toward a sustainable, high-end, intelligent carbon fiber ecosystem. This marks a significant step in both semiconductor innovation and green finance development in the region.​

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tokenanalyst

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A full-stack cryptographic application solution based on Zhaoxin CPU won the 2025 Shanghai Excellent Cryptographic Solution Award.​


In 2025, a full-stack cryptographic application solution based on Zhaoxin CPUs developed in collaboration with ShanghaiTech University and Sanwei Information Security won the Shanghai Excellent Cryptographic Application Solution Award, recognized by the Shanghai Cryptography Administration and the Shanghai Commercial Cryptography Industry Association.

The winning solution, the “Zhaoxin Full-Stack Cryptographic Application Service Platform,” delivers end-to-end cryptographic security from hardware to application layers, leveraging Zhaoxin’s domestically designed CPUs with native commercial cryptography acceleration. It integrates server and database encryption devices, Sanwei’s Trusted Execution Environment (TEE+TCM), and unified key management to enable secure, efficient, and scalable cryptographic services across cloud, edge, and terminal devices.

Designed for ShanghaiTech University’s campus systems, the solution meets stringent national cryptographic standards, improves operational efficiency, reduces maintenance costs, and supports “encryption on demand, security on data” a novel paradigm for dynamic, user-friendly security. It has successfully passed official commercial cryptography compliance assessments and is now actively securing the university’s critical information infrastructure.

Zhaoxin, whose CPUs are fully certified under China’s commercial cryptography standards, continues to champion independent innovation, ecosystem development, and affordability. This award underscores its leadership in building a robust, homegrown cryptographic defense layer for national cybersecurity, with plans to expand partnerships and drive broader industry adoption.

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