Chinese semiconductor thread II

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tokenanalyst

Lieutenant General
Registered Member

The Oulai Mingyue Lake Semiconductor High-Purity Materials Project Commences Construction​


On January 28, 2026, the Oulai Mingyue Lake Semiconductor High-Purity Materials Project officially commenced construction. Led by Shaoguan Oulai High-Purity Materials Technology Co., Ltd. a wholly-owned subsidiary of Guangdong Oulai High-Tech Materials Co., Ltd. (Oulai New Materials) the project marks a strategic move to expand into the upstream segment of the semiconductor materials supply chain.

The initiative aims to achieve self-sufficiency in high-purity raw materials, particularly ultra-high purity oxygen-free copper and high-purity cobalt, critical for integrated circuits, semiconductors, and advanced technologies like nuclear fusion, superconductivity, and data center cooling systems. This will enhance supply stability, improve product quality consistency, and strengthen Oulai New Materials’ industry leadership.

Beyond internal needs, the project will pursue market-oriented operations, unlocking new growth potential and establishing a second revenue stream.

Local officials, including Xiao Zhiyong and Wen Hongfu, praised the project as a model of government-enterprise collaboration. They emphasized support from the municipal government and Shaoguan High-tech Zone, committed to being proactive "service providers" to foster industrial clustering. The project is expected to boost Shaoguan’s development of strategic emerging industries, positioning Mingyue Lake Industrial Park as a key hub for advanced materials in northern Guangdong.

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T

tokenanalyst

Lieutenant General
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Hengyunchang, a core component manufacturer of semiconductor equipment, went public on the Science and Technology Innovation Board.​


Hengyunchang, a leading domestic manufacturer of core semiconductor equipment components, successfully listed on the Science and Technology Innovation Board (STAR Market) of the Shanghai Stock Exchange on January 28, 2026—marking the first IPO on the board for the year. The company specializes in plasma radio frequency (RF) power supply systems, often dubbed the "nanosurgical knife" of semiconductor manufacturing due to their critical role in precise chip etching and thin-film deposition processes.
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From 2022 to 2024, Hengyunchang's revenue surged from RMB 158 million to RMB 541 million, reflecting an average annual compound growth rate exceeding 80%. Net profit (excluding one-time items) climbed from RMB 20 million to RMB 129 million, underscoring strong profitability and market momentum.

Proceeds from the IPO will be allocated to five key initiatives:​
  • Shenyang Semiconductor RF Power Supply Industrialization Project​
  • Intelligent Production Base for Semiconductor & Vacuum Equipment Components​
  • R&D and Cutting-Edge Technology Innovation Center​
  • Marketing and Technical Support Center Development​
  • Working capital supplementation​
These investments aim to enhance the company’s technological leadership, production capacity, and customer service, further solidifying its position within China’s growing semiconductor ecosystem.

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H

huemens

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siegecrossbow said:
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Didn’t Reuter claim that China already unbanned it? This is why you need to be careful when capitalist interest is at stake.
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They are still playing with the words. The license he was implying was the export license for it from the US side. Even though Trump gave green light, they still has to get an official export license from US commerce department. Commerce department initially declared a 30 day review period. So that license is still being finalized.

What he said about China side is that "he believes they are still deciding and he hopes China will allow them to sell", which implies that licensing is still not in play at the China side, rather they are still at the stage of deciding whether to allow or not and if they are going to allow then how many.
 
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