I feel like once you build one fab, you can cut down the construction time for a second one by a lot if it's a simple "clone" of the first.
No?
Chinese semiconductor thread II
- Thread starter vincent
- Start date
No?
Innoscience's GaN product has entered Google supply chain for AI data center. this is after it was the only Chinese power chip supplier to Nvidia supply chain.
It's beyond baffling that Chinese government continue to allow high purity Ga to be exported to compete with domestic GaN producers.
China fully self-sufficient AI-Industrial server tech stack.
300,000 domestically produced I/O units shipped! China's server industry moves towards full-stack self-sufficiency.
China’s server industry has achieved a major milestone toward full-stack self-sufficiency with 300,000 domestically produced Input/Output (I/O) units including RAID cards, HBA cards, and 10G/25G network cards now deployed across key sectors like finance, telecom, internet, and energy.
This breakthrough comes amid growing concerns over supply chain security, especially after U.S. restrictions on advanced computing technologies in early 2026 sparked fears of dependency on foreign-controlled core components. While domestic CPUs, motherboards, and operating systems have largely achieved localization, the final "1% barrier" the control of critical I/O components remained a strategic vulnerability.
Enter Linkdata, a member of the Photosynthesis Organization, which has led a quiet but decisive push to develop fully indigenous I/O solutions. Over several years, Linkdata invested heavily in R&D, overcoming major challenges:
- Technical complexity in matching international standards for bandwidth, power efficiency, and reliability.
- Ecosystem compatibility across diverse CPUs (Hygon, Phytium, Loongson), OS platforms (Kylin, openEuler), and cloud environments.
- Rigorous large-scale testing involving over 600,000 hours of stress simulation to ensure stability under real-world workloads.
Today, Linkdata’s products are quietly running in mission-critical systems:
- Supporting telecom networks serving hundreds of millions.
- Securing bank transaction and database operations.
- Powering State Grid dispatch controls for national energy stability.
More than just product localization, this represents a strategic ecosystem shift. Linkdata’s solution achieves:
- 100% code autonomy, eliminating backdoor risks.
- Innovative architecture: physical isolation of data/system disks and hot-swappable M.2 drives improve reliability and maintenance efficiency.
- Open compatibility with both domestic and international platforms, reducing integration costs.
- Performance parity or superiority vs. global counterparts in key benchmarks proving that Chinese components can now be chosen not just for compliance, but for value.
This marks a turning point: from assembled servers to truly independent, secure, high-performance computing infrastructure. With this breakthrough, China has taken a decisive step toward true full-stack self-reliance, setting the foundation for national resilience in the global AI race and redefining what "Made in China" means in advanced tech.
They should just build more fabs by replication at the same time.
Does Innoscience compete against a semiconductor company called navistas? Is there anyway that you can inform the authorities about this situation? They need to have a more cohesive approach in formulating policies for retaliation in response to this trade war, embargo and sanctions.
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They must have a reason for doing so I guess?
Hmm…I want to believe Chinese leaders/authorities have a better idea of where China stands in every sector than all of us on here no?
Big if true..
PC Makers Eye Chinese Memory Chip Suppliers Amid Global Supply Crunch.
Leading PC manufacturers, including HP, Dell, Acer, and Asus, are exploring sourcing memory chips from Chinese suppliers like ChangXin Memory Technologies (CXMT) due to a global supply shortage. HP has begun qualifying CXMT's DRAM products for potential use in non-U.S. markets, while Dell is also testing its chips as prices continue to rise.
PC Makers Eye Chinese Memory Chip Suppliers Amid Global Supply Crunch.
Leading PC manufacturers, including HP, Dell, Acer, and Asus, are exploring sourcing memory chips from Chinese suppliers like ChangXin Memory Technologies (CXMT) due to a global supply shortage. HP has begun qualifying CXMT's DRAM products for potential use in non-U.S. markets, while Dell is also testing its chips as prices continue to rise.
China's first domestically produced 12-inch silicon carbide thinning equipment successfully delivered.
Recently, according to Science and Technology Daily, the first set of 12-inch silicon carbide ingot thinning equipment and substrate thinning equipment independently developed by Beijing CETC Equipment Co., Ltd., a subsidiary of CETC Equipment Group Co., Ltd., was successfully shipped to the leading enterprise in the industry . This marks a new breakthrough for domestically produced equipment in the field of large-size silicon carbide processing and provides important equipment support for the upgrading of large-size substrate production capacity.
The two newly launched machines address different technological challenges in ingot and substrate thinning, achieving key technological breakthroughs: the ingot thinning machine innovatively adopts an automated gripping and adsorption dual-mode conveying system, which can ensure stable and efficient transmission of large-size ingots, significantly shorten the processing cycle, and adapt to the needs of large-scale mass production; the substrate thinning machine integrates key axis systems such as independently developed ultra-precision air spindle and air-floating wafer support, which can stably control the thickness deviation within the wafer to within 1 micrometer, overcome the problem of uniformity control, and reach the international advanced level.
In addition, both devices are fully automated, meeting the needs of unmanned and intelligent production lines for large-size products. When paired with the laser stripping equipment developed by CETC Equipment, the material loss can be reduced by more than 30% through the efficient synergy of thinning and stripping processes . This further ensures the consistency of processing quality while improving the mass production capacity of the production line and strengthening cost control.
Going forward, CETC Equipment will focus on overcoming key bottlenecks in the serialized R&D and large-scale application of large-size silicon carbide processing equipment, helping my country's third-generation semiconductor industry chain leap to the high end.
