Chinese semiconductor thread II

tokenanalyst

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Electron beam lithography: A disruptive force in nanoscale chip manufacturing​


The 48th Research Institute of China Electronics Technology Group Corporation (CETC) boasts strong technical capabilities and a complete range of professional disciplines. It is a key military-civilian research and production unit mainly engaged in the research and development of "three-beam" equipment, third-generation semiconductor equipment, integrated circuit equipment, as well as lithium battery material equipment, photovoltaic cell equipment, magnetic material equipment, metallurgical material equipment, special sensors and systems, and complete equipment solutions.Presentation Highlights: Core Technologies and Solutions for Domestic Electron Beam Exposure Machines. This presentation introduces the mainstream processes in industries such as photomasks and optical communications within the integrated circuit field. It analyzes the mainstream technical routes and characteristics of electron beam exposure machines, the current status of domestic production of electron beam exposure machines, and the main technical challenges. Furthermore, it proposes solutions from the 48th Research Institute of China Electronics Technology Group Corporation (CETC) by focusing on the key technical challenges.

In response to the need for the localization of electron beam exposure machines, the report highlighted the work and latest products of the 48th Research Institute of China Electronics Technology Group Corporation in the field of electron beam exposure equipment in recent years, and showcased the progress in the process application of equipment such as electron beam direct writing exposure machines: overlay/stitching accuracy better than 20nm, and writing capability within 10nm

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.Application Scenarios and Value Electron beam lithography, which eliminates the need for photomasks, demonstrates unique value in applications such as photomasks, optical communications, radio frequency devices, quantum chips, and advanced process chip research. Faced with the rapidly expanding Chinese photomask market and the increasingly urgent need for domestic supply chain security, the 48th Research Institute is committed to providing customers with secure, controllable, and stable domestic nanoscale chip manufacturing solutions.

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tokenanalyst

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Ministry of Industry and Information Technology: Integrated circuit output increased by 12.4% year-on-year in the first two months.​


China's electronic information manufacturing industry demonstrated robust performance in the first two months of 2026, according to a report released by the Ministry of Industry and Information Technology (MIIT) on March 8. The industry experienced rapid production growth, with the added value of enterprises above designated size increasing by 14.2% year-on-year—outpacing both the overall industrial sector and high-tech manufacturing industry. Integrated circuit production reached 81.5 billion units, up 12.4% compared to the same period last year, while smartphone production surged 13.7% to 187 million units. Although microcomputer equipment production declined by 7.9%, the overall production momentum remained strong across most key product categories.

Export performance showed signs of recovery, with the cumulative export delivery value of the industry increasing by 1.2% year-on-year, an improvement of 1.2 percentage points compared to the full year of 2025. Integrated circuit exports grew by 13.7% to reach 52.5 billion units, and mobile phone exports increased by 3% to 112 million units, though notebook computer exports faced headwinds with a 22% decline. More notably, profitability improved dramatically: operating revenue reached 2.63 trillion yuan, up 14.3% year-on-year, while total profits soared to 107.2 billion yuan—a remarkable 204% increase—driven by revenue growth outpacing the 10.9% rise in operating costs.

Regional performance varied across China, with the central region emerging as the strongest performer, posting a 28.4% surge in operating revenue to 492.8 billion yuan. The eastern region, which remains the industry's largest base, saw steady growth of 12.3% to 1.845 trillion yuan, while the western region recorded modest growth of 6.6%. The northeastern region, however, continued to face challenges with a 3.1% decline in revenue. Overall, the data suggests China's electronics manufacturing sector is on a positive trajectory in early 2026, supported by strong domestic production, recovering external demand, and significantly improved operational efficiency.​

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tokenanalyst

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Jita Semiconductor and Infineon signed a project cooperation agreement​


At the seminar, Jita Semiconductor and Infineon officially signed a project cooperation agreement. The two parties will deepen technical cooperation in areas such as embedded non-volatile memory and jointly promote the upgrading of specialty process foundry capabilities.
According to reports, in terms of storage technology deployment, Jita Semiconductor has established three parallel routes: eFlash, SONOS, and RRAM, providing customers with diversified options. The newly introduced SONOS technology, with its excellent process compatibility, low integration cost, and abundant mass production data, further enriches Jita's solutions for high-reliability and cost-sensitive scenarios. Leveraging its continuously improving process system, Jita can provide customers with one-stop foundry services encompassing "storage + control + drive + power," achieving a leap from single-process advantages to a comprehensive solution platform capability.

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Goodix launches the world's first security chip solution designed for AI agents​


As AI agents rapidly penetrate from the cloud to end devices, hardware products such as smart speakers, in-vehicle assistants, enterprise terminals, and home gateways are increasingly integrating AI capabilities to achieve natural language understanding, access to large cloud models, and autonomous execution of complex tasks. While this trend opens up space for product innovation, it also brings new security risks: how to reliably protect the device's identity credentials when AI agents communicate continuously with the cloud on behalf of users has become a focus of the industry.

Goodix Technology recently announced the launch of a security chip solution for AI Agents scenarios. Employing a physically isolated design, the solution aims to protect core security assets in smart hardware. Based on an eSE (Embedded Secure Element) chip with CC EAL5+ certification, the core design principle is to decouple security assets from the host side and place them in a physically isolated trusted hardware environment. This eliminates security dependence on the host software environment and anchors security to hardware with financial-grade security and resistance to physical attacks.

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First domestically produced CPO smart network card! Mucheng and Lankun Microelectronics join forces to further strengthen the chip industry in Zhongguancun Smart Manufacturing Street.​


Muchuang Integrated Circuits (hereinafter referred to as Muchuang), a leading domestic supplier of reconfigurable security acceleration and intelligent network chips, together with Lankun Microelectronics, officially launched its latest generation of optoelectronic co-packaged (CPO) smart network cards and showcased a number of high-performance RDMA network card products at Zhongguancun Smart Manufacturing Street to the public and industry partners.

With the continuous leap in GPU computing power and the ongoing expansion of AI clusters, traditional interconnect solutions are facing severe challenges in terms of bandwidth, power consumption, signal integrity, and cost. The emergence of silicon photonics technology offers a solution to this predicament—replacing traditional optical modules with silicon photonics integration, significantly improving integration. Among them, the co-packaged optoelectronic smart NIC (CPO SmartNIC) is widely recognized by the industry as the mainstream solution for future intelligent computing center interconnection.

As a leading domestic RDMA smart network card chip design company, Mucheng, together with Lankun Microelectronics, has taken the lead in achieving the first domestic production of CPO smart network card, creating a high-performance, low-power, and highly reliable interconnection base for domestic intelligent computing centers.

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Huaxin Chuangneng (Guangdong) Technology a manufacturer of ultra-high purity hydrogen generators for semiconductors showcase their products in FINE2026


Huaxin Chuangneng (Guangdong) Technology Co., Ltd. is a key hydrogen production project introduced by the Chinese Academy of Sciences Industrial Technology Research Institute. It is an enterprise specializing in electrolytic hydrogen production equipment and technical services. The company integrates R&D, design, manufacturing, sales, and service. Located in Shengshi Tengfei Intelligent Manufacturing Park, Guicheng Street, Nanhai District, Foshan City, the company has completed its first-phase production line, covering an area of 2,150 square meters, with a PEM membrane electrode production capacity of 10,000 square meters per year and a bipolar plate production capacity of 20,000 square meters per year. With strong support from the government and the Chinese Academy of Sciences, the company has the capability and confidence to provide customers with professional, efficient, and consistently stable products and after-sales maintenance services.

The company's core R&D team has been deeply involved in the field of hydrogen production through water electrolysis for over a decade, consistently adhering to a market-demand-oriented approach and driven by technological innovation. The company possesses independently developed technologies for roll-to-roll membrane electrode double-sided direct coating, bipolar plate protective coating, modular assembly and mass production of fuel cell stacks, as well as a five-in-one purification technology (high-precision physical filtration, freeze-drying, membrane separation purification, PSA pressure swing adsorption for impurity removal, and low-load low-temperature palladium alloy purification ) and a ten-in-one hydrogen generator safety protection technology.

The company's hydrogen production machines have passed third-party CNAS/CMA testing and certification and EU CE certification . They meet all the requirements of the national standard (GBT3634.2) for electronic-grade ultrapure hydrogen (purity ≥99.9999), and the impurity index is better than that of Air Liquide bottled hydrogen. The energy consumption meets the first-level energy efficiency standard and has been successfully applied in many fields such as semiconductors, synthetic diamonds, biomedicine, and analytical testing.

Huaxin Chuangneng (Guangdong) Technology Co., Ltd.'s ultra-high purity hydrogen generator (maintenance-free skid-mounted version) provides users with economical, reliable, stable, and continuous hydrogen sources for high-flow, ultra-high purity applications. It completely eliminates reliance on high-pressure hydrogen cylinders, which pose safety risks. Users can independently control hydrogen costs and production, producing on demand and using it immediately. The company's products feature a modular design and compact layout. The intelligent system, with a PLC control system, allows for one-button start and comprehensive monitoring of parameters such as pressure, liquid level, and water temperature, enabling digital management of the equipment. Independent design and production ensure high equipment reliability and can meet 24-hour continuous operation requirements.

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Huahai Qingke: The 1000th CMP equipment has officially rolled off the production line.​

Huahai Qingke (688120.SH) announced that its 1,000th CMP (Chemical Mechanical Polishing) machine was recently shipped to a leading domestic integrated circuit company. Currently, the company's CMP equipment has been mass-produced and deployed on advanced domestic production lines, with some core technical indicators surpassing international advanced levels. As a core process for achieving nanometer-level surface flatness control, CMP's application scenarios and process requirements are continuously expanding in advanced logic, advanced memory, and advanced packaging fields.​

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From breaking the monopoly to maintaining a leading position
Since launching China's first commercial 12-inch CMP equipment, breaking the long-standing monopoly of international giants, Huahai Qingke has been committed to providing key equipment support for the security of my country's integrated circuit industry chain. Huahai Qingke's domestic market share has rapidly surpassed that of international giants and continues to expand its leading advantage. This achievement stems from the continuous improvement of product performance and the accumulation of a strong reputation. Huahai Qingke has demonstrated the competitiveness of domestically produced high-end equipment with solid data.

In terms of application areas, Huahai Qingke's CMP equipment has achieved comprehensive coverage and is widely used in fields such as integrated circuits, power semiconductors, 3D integration and advanced packaging, compound semiconductors, new displays, and substrate materials. It has successfully achieved extensive coverage of domestic integrated circuit manufacturing production lines and serves global customers.​

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From mature processes to high-end breakthroughs
Starting with achieving domestic substitution and serving mature processes, Huahai Qingke relies on continuous series iterations and independent innovation. The company's products have not only entered the domestic advanced process production lines in batches, but have also successfully surpassed the international advanced level in some core technologies, completing a key leap from keeping pace to leading the way.

The company's continuous improvement in technological capabilities stems from its long-term commitment to innovation and R&D and its unwavering pursuit of independent control over core technologies. Huahai Qingke has established a core independent intellectual property system covering CMP equipment, providing solid support for the continuous advancement of process nodes. Huahai Qingke is using independent innovation to overcome bottlenecks and inject core momentum into industrial upgrading.
From single-point breakthroughs to coordinated development

Following its significant success in the CMP equipment field, Huahai Qingke is extending its technological capabilities to more key process stages. The company has successfully expanded into a series of high-end semiconductor equipment, including thinning equipment, ion implantation equipment, scribing equipment, edge polishing equipment, and wet processing equipment. Simultaneously, it has also developed businesses in wafer regeneration, key consumables, and maintenance services, building a platform-based development strategy of "equipment + services." The synergistic effects of this strategy are rapidly unfolding, driving other equipment and service businesses into a phase of rapid development. In the future, the company will continue to empower integrated circuit manufacturing lines through a diversified product portfolio and integrated service capabilities, providing customers with more efficient and complete system solutions.

Future emerging demand will drive growth
Currently, the rapid development of cutting-edge fields such as artificial intelligence and high-performance computing is placing higher demands on chip performance and integration, making nanoscale surface control capabilities crucial for process development. The more advanced the chip, the higher the requirements for flatness, CMP (Chip Motion Processing) has become a key support for advanced manufacturing-whether it's advanced logic, advanced memory, or advanced packaging, the process steps and technical difficulty of CMP are continuously increasing. Leveraging its extensive experience in the CMP field, Huahai Qingke has made forward-looking strategic deployments, forming complete solutions covering key process stages, and is ushering in new development opportunities driven by both industrial upgrading and expanding demand.

Huahai Qingke consistently upholds the corporate spirit of "Self-reliance Achieves Excellence, Innovation Shapes the Future," facing the forefront of global science and technology, adhering to integrity and innovation, continuously strengthening the foundation of semiconductor industry equipment, and contributing to the security, reliability, and independent control of the industrial chain. In the future, the company will continue to prioritize meeting major national needs, further increase R&D investment, continuously improve and enrich its product portfolio, and work hand in hand with upstream and downstream partners to jointly promote the sustainable and high-quality development of the semiconductor industry.​

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