Chinese semiconductor thread II

tokenanalyst

Lieutenant General
Registered Member
Who are the leaders in China in this field ?
IMO
-Skyverse
-Shanghai Jingce (They cover tools even for Ion Implantation metrology)
-Raintree Scientific Instruments (One of the oldest with ADI and AEI)
-Shenzhen Angstrom Excellence ( X-Ray Metrology)
-Oriental Crystal ( EBeam metrology)
-AMIES ( Diffraction Based Overlay tools)
-VPTEK
-YUWEITEK
-Others.
 

tokenanalyst

Lieutenant General
Registered Member

Two high-end semiconductor production lines have been put into operation in Shenyang.​


Recently, two high-end semiconductor component production lines were established in Shenyang Economic and Technological Development Area. Liaoning Hanjing Semiconductor Industrial Base announced that China's first "semiconductor silicon carbide component production line" and China's first "10nm-level ultra-high purity quartz production line" have officially commenced production in Shenyang Economic and Technological Development Area.

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Among them, the much-anticipated "semiconductor silicon carbide component production line" is the result of three years of independent research and development by Liaoning Hanjing. This production line has successfully overcome a series of core technological challenges, including high-temperature sintering, precision machining, and surface purification treatment of large-size silicon carbide components. It has the capacity to produce 50,000 high-purity silicon carbide components annually, and the products will directly supply domestic silicon carbide wafer fabs, substrate fabs, and epitaxial wafer fabs, effectively breaking the long-standing reliance on imports for related products.

The market has reacted enthusiastically to the new production line. Hanjing Semiconductor revealed that it has already received bulk orders from leading domestic companies as soon as it went into production. "Next year's orders are already fully booked!" It is expected that by 2026, the sales revenue of the silicon carbide component production line alone will exceed 1 billion yuan.

The "10nm-level ultra-high purity quartz production line," which was put into operation simultaneously, targets the stringent requirements for material purity in integrated circuit manufacturing. This production line adopts an independently developed "plasma purification + high-temperature chlorination" technology, which can reduce the metal impurity content in quartz sand to below 10 ppb, reaching the international leading level.

This purity standard is sufficient to meet the requirements of advanced processes at 7nm and below for quartz materials.The commissioning of this production line effectively solves the long-standing problem of China's reliance on imports for advanced semiconductor manufacturing materials, and provides strong protection for the supply chain security of domestic wafer fabs.

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Michael90

Senior Member
Registered Member
IMO
-Skyverse
-Shanghai Jingce (They cover tools even for Ion Implantation metrology)
-Raintree Scientific Instruments (One of the oldest with ADI and AEI)
-Shenzhen Angstrom Excellence ( X-Ray Metrology)
-Oriental Crystal ( EBeam metrology)
-AMIES ( Diffraction Based Overlay tools)
-VPTEK
-YUWEITEK
-Others.
That’s a lot. Damn…seems a few years from now, China will have a lot of players in semi industry. This will help lower prices even more I believe, since competition will only increase as demand is huge(still more than supply I believe) as China tries to carry on with her domestic substitution of foreign companies share of her domestic market. This decade is going to be an interesting one .
 

tokenanalyst

Lieutenant General
Registered Member
That’s a lot. Damn…seems a few years from now, China will have a lot of players in semi industry. This will help lower prices even more I believe, since competition will only increase as demand is huge(still more than supply I believe) as China tries to carry on with her domestic substitution of foreign companies share of her domestic market. This decade is going to be an interesting one .
I believe that they already have the entire catalog of KLA tools which is going to be a huge loss for US companies with the coming bill that the stooges senators want to pass.
 

Michael90

Senior Member
Registered Member
I believe that they already have the entire catalog of KLA tools which is going to be a huge loss for US companies with the coming bill that the stooges senators want to pass.
I don’t think Washington DC politicians are really aware of what’s going on in Chinas semi industry deep down . Language barriers and China also keeping things not so public helps shield information from being widely available. So the politicians in DC who don’t make an effort in the first place to know what’s happening on the ground in China will keep pushing for more export Controls with time not less.
 

huemens

Junior Member
Registered Member
No surprise, Micron is known to fund various think-tanks that puts out those reports calling for more sanctions on China. They also lobby the congress for this and according to this report was directly involved with the drafting process of the new bill.

Micron pushes US Congress to crack down on chip tool sales to Chinese rivals, sources say​

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April 22(Reuters) - Micron Technology, the largest U.S. memory chipmaker, is a driving force pushing the U.S. Congress to pass legislation that would put new export restrictions on equipment its Chinese competitors use to make their chips, ‌according to people familiar with the matter.
Micron representatives have engaged with lawmakers throughout the drafting process, sources said. They added that about a month ago, Micron CEO ‌Sanjay Mehrotra ⁠held a closed-door roundtable with members of the House Foreign Affairs Committee.
Micron has told lawmakers that Washington needs to do more to inhibit Chinese development in the memory market, according to people familiar with the matter. They said increased U.S. action ⁠is necessary to prevent China from dominating memory chip manufacturing the way it has the solar energy industry and other sectors, and is a national security issue.
A House foreign affairs panel staffer touted the slate as the biggest legislative push in the sphere since the Export Control Reform Act of 2018.
 

Michael90

Senior Member
Registered Member
No surprise, Micron is known to fund various think-tanks that puts out those reports calling for more sanctions on China. They also lobby the congress for this and according to this report was directly involved with the drafting process of the new bill.


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Well, can’t blame micron, as a private business entity their priority is keeping and expanding their market share . So if they can impede their competitor by getting them sanctioned, then so be it. I don’t find anything surprising here.
 

tphuang

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Bowei is China's first company to develop GaN chips for base stations used in 5G. It has top market share in China.

博威公司作为我国第三代半导体氮化镓基站功放领域的领军企业,在国内率先实现GaN基站功放器件及电路设计、高精度封装、高效自动化测试、高可靠等全体系技术突破,推出国内首款5G GaN基站功放产品并实现产业化,市场占有率国内第一,产品性能与可靠性指标达到国际先进水平,有力支撑了我国5G基站网络的建设。

“产品的诞生经历了很多困难。”提到艰苦攻坚的岁月,博威公司总经理郭跃伟表示,研制高效率、高线性、高可靠性的氮化镓基站功放困难重重。每当遇到难题,他们都抱着再拼搏一次的态度努力钻研。经过三年的研发攻关,团队突破了核心关键技术,实现多项国内首创。2016年,推出国内第一款工程化基站功放,产品一经发布,迅速得到通信设备制造商的应用与好评。2019年,国内首家发布氮化镓塑封基站功放系列产品,为5G MIMO基站用核心功率器件奠定基础。2022年,国内首家推出5G-A通信基站用氮化镓功放产品,确保5G/5G-A移动通讯网络的大面积覆盖和城市密集区域的高速数据传输。
 

tokenanalyst

Lieutenant General
Registered Member

Huahai Qingke's revenue exceeded 4.6 billion yuan in 2025, and the growth momentum continued in Q1 of 2026.​


On April 22, Huahai Qingke released its latest financial report, showing that the company's performance continued to grow steadily throughout 2025 and the first quarter of 2026, demonstrating the company's strong competitiveness and market recognition in the field of integrated circuit equipment.

Specifically, Huahai Qingke achieved operating revenue of 4.648 billion yuan in 2025, a year-on-year increase of 36.46%. Total profit reached 1.198 billion yuan, a year-on-year increase of 7.14%; net profit attributable to shareholders of the listed company was 1.083 billion yuan, a year-on-year increase of 5.89%; and net profit attributable to the parent company after deducting non-recurring gains and losses achieved a relatively rapid growth of 12.69%, reaching 964 million yuan.

The core driver of the revenue growth comes from the continued release of the company's core product and technological advantages. During the reporting period, the company's CMP (chemical mechanical polishing) equipment began to be applied in batches in key areas such as advanced logic, advanced memory and advanced packaging, and its market share and sales volume steadily increased, which strongly supported the growth of operating performance.
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At the same time, the company's "equipment + service" platform strategy has yielded significant results. The industrialization of emerging business segments such as thinning equipment, ion implantation equipment, cleaning equipment, wafer regeneration, key consumables and maintenance services is progressing smoothly, and the synergistic effect between the various business segments is gradually becoming apparent, building a diversified growth engine for the company.

In terms of assets, as of the end of 2025, the company's net assets attributable to shareholders of the listed company increased by 15.22% compared to the end of the previous year, and total assets increased by 11.81%, mainly due to profit accumulation and increased inventory.​

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