On September 14, the Fujian Environmental Protection Network released the Interim Completion Environmental Protection Acceptance Monitoring Report for the Phase I Project of the 8-inch SiC Power Device Chip Manufacturing Production Line by Xiamen Silan Microelectronics Co., Ltd., with an acceptance result of "qualified." According to the acceptance report, construction of the project began in June 2024. The total planned investment was CNY 7 billion, while the actual estimated investment stood a
October 28, 2026
Recently, the silicon carbide (SiC) industry chain has continued to attract capital attention. Multiple SiC companies both domestically and internationally have secured new funding, with publicly disclosed amounts totaling over CNY 400 million: · Gelino Semiconductor: Received a CNY 5 million investment from Keda Intelligent, focusing on the application of SiC in AIDC; · WMT: Received approximately CNY 11 million in equity participation from Weikeng Group, advancing mass production of SiC ingots
October 28, 2026
The 16th International Nanotechnology Industry Expo (CHInano) recently held at the Suzhou International Expo Center. This edition of CHInano introduced the NanoMall trading exhibition area for the first time, focusing on domestic substitution in the semiconductor industry. Atometrics (the high-end metrology brand under Baishi Intelligent Technology (Shenzhen) Co., Ltd.) showcased its AM-8000 series white light interferometers and APS series wafer thickness/TTV/warp automatic measurement systems
October 27, 2026
On October 13, 2026, a day before the opening of the "2026 Bay Chip Expo", CKL (hereinafter referred to as "CKL"), a manufacturer of ultra-high purity gas and fluid transmission systems, held a press conference to systematically elaborate on its "China for China" strategy. Core management members, including Global Vice President Kai Fai Ng, General Manager of China and the Philippines Kevin Ong, Sales Director Li Yongdai, Senior Operations Director Steven Yan, and Technical Director Kevin Shi, a
October 20, 2026
As the localization rate of semiconductor equipment continues to rise, domestic equipment manufacturers are no longer satisfied with mere supply guarantees of product availability. Instead, they have put forward comprehensive requirements for suppliers, integrating quality, delivery, service, price, and technology. Meanwhile, as the complexity of core equipment such as etching and thin film deposition continues to increase, the depth of collaboration between OEMs and component and subsystem supp
October 20, 2026
Recently, the domestic semiconductor equipment industry has made two moves almost simultaneously. Piotech plans to acquire a controlling stake and related assets of PVD equipment manufacturer SJI Semiconductor for CNY 2.5 billion; almost simultaneously, Naura Technology announced that its wholly-owned subsidiary intends to acquire 100% equity of hybrid bonding equipment manufacturer Nuohe Jianwei for CNY 405 million in cash. Looking back further, Advanced Micro-Fabrication Equipment acquired a 6
October 20, 2026
In 2026, the global semiconductor equipment market is experiencing a new wave of growth. The latest forecast by SEMI shows that global semiconductor manufacturing equipment sales are expected to reach USD 165.9 billion in 2026, a year-on-year increase of 23.2%, setting a new historical record. Combined with forecasts from multiple third-party institutions, the Chinese semiconductor equipment market accounts for approximately 32% to 35% of the global market, remaining one of the most important se
October 16, 2026
Recently, Longkou Union Chemical issued an announcement regarding a capital increase in its joint-stock company and related-party transactions. The announcement shows that the company plans to jointly increase the capital of its joint-stock company, Shanghai Milai Xincheng Semiconductor Co., Ltd. (referred to as "Milaicheng"), with multiple institutions. The total amount of this capital increase is CNY 361 million, of which Longkou Union Chemical plans to contribute CNY 60 million. Based on a pr
October 14, 2026
High Prosperity of the Semiconductor Equipment Industry in H1 2026 In the first half of 2026, driven by the strong momentum of AI large model iterations and multimodal computing power demands, the global semiconductor industry witnessed explosive growth with revenues breaking through the USD 700 billion mark, alongside a comprehensive surge in the capital market. The "AI Computing Power and Storage Super Cycle" has become the core engine driving the industry. High-value AI chips contributed near
October 9, 2026
zhangtongshe.com Recently, the official disclosure platform of the China Securities Regulatory Commission (CSRC) revealed that Feimian Technology (Shanghai) Co., Ltd. (referred to as "Feimian Technology") has completed its IPO counseling registration with the Shanghai Securities Regulatory Bureau, with Huatai United Securities acting as the sponsor. Public information shows that Feimian Technology was founded in 2012 and is rooted in Baoshan District, Shanghai. It is a leading enterprise in Chin
October 8, 2026
A company that builds tools for condensed matter physics laboratories is now bringing these tools into wafer fabs. | Twelve Years Starting from the Fudan University Laboratory On September 28, 2026, the Shanghai Securities Regulatory Bureau disclosed that FERMI Technology (Shanghai) Co., Ltd. has initiated the IPO tutoring filing for A-shares, with Huatai United Securities as the tutoring institution. Founded in Shanghai in 2014, the company is named after the physicist Enrico Fermi. Its core te
October 8, 2026
Recently, Siok Technology completed the industrial and commercial changes for a new round of capital increase, with the total scale of this round of financing reaching CNY 220 million. Among them, Tztek Technology (688003.SH) invested CNY 135 million to subscribe for the newly added registered capital, increasing its shareholding ratio from 12.10% to 17.03%. According to the announcement, the pre-money valuation of this round was CNY 1.98 billion, and after adding the CNY 220 million capital inc
September 30, 2026
Recently, Ahwit Precision (Shanghai) Co., Ltd (referred to as "Ahwit") disclosed an announcement on external investment to establish a wholly-owned subsidiary. Based on the company's overall strategic planning and business development needs, and to accelerate business development in the semiconductor field, the company plans to use its own funds to establish a wholly-owned subsidiary, Shanghai Ahwit Technology Co., Ltd., with a registered capital of CNY 30 million, in Baoshan District, Shanghai.
September 20, 2026
On September 11, SICC held its 2026 semi-annual performance briefing. Zong Yanmin, Chairman and General Manager of the company, revealed at the meeting that the company's "Preparation of Diamond Single Crystals and Fine Processing of Substrate Surfaces" project has entered the sample stage. The project focuses on research into single-crystal diamond growth and substrate processing. It adopts the MPCVD method to grow diamond single crystals and utilizes laser cutting and multi-step processing met
September 17, 2026
Author: Zihao Currently, the R&D costs, tape-out expenses, and equipment investments for advanced process nodes are climbing year by year, while the performance gains brought by technological iteration are gradually narrowing, and the commercial cost-effectiveness continues to decline. In contrast, a large number of rigid-demand chips on the market—such as automotive power devices, industrial control chips, analog signal chips, IoT MCUs, and sensor chips—are mostly produced using mature proc
August 25, 2026
Semiconductor Equipment Amidst the waves of industry cycles, equipment manufacturers are the first to sense shifts in market trends. The capacity expansion wave driven by AI computing power is tangibly transmitting to the semiconductor equipment sector. Orders and financial performance across various manufacturers have successively surged. As the 2026 semi-annual reports are successively disclosed, leading enterprises such as AMEC, Piotech, ACM Research, and Hwatsing Technology have delivered im
August 24, 2026
On August 20, AMEC (Advanced Micro-Fabrication Equipment Inc.) released its 2026 semi-annual report: H1 revenue reached 6.691 billion RMB, a year-on-year increase of 34.89%; net profit attributable to shareholders of the parent company was 2.825 billion RMB, a surging 300.22% year-on-year. Looking at these two figures alone, it is an impressive result for the leading equipment company on the STAR Market. However, when extracting the net profit attributable to shareholders of the parent company e
August 20, 2026
E-beam metrology and inspection is not a single-equipment niche, but a collection of "high-resolution process control" capabilities in the front-end of semiconductor manufacturing. It covers critical dimension (CD) metrology, defect review, and e-beam patterned wafer inspection. Its core value is not to replace all optical equipment, but to provide the information that determines yield and process convergence speed in areas where optical tools "cannot see clearly, accurately, or deeply," such as
August 20, 2026
On August 3, AMEC (Advanced Micro-Fabrication Equipment Inc. China), a leading domestic semiconductor equipment manufacturer, released its 2026 semi-annual performance forecast. The company expects to achieve an operating revenue of approximately 6.691 billion RMB in the first half of the year, representing a year-on-year growth of about 34.89%. Even more striking is its profitability performance: the net profit attributable to shareholders of the parent company is projected to reach a high of 2
August 4, 2026
Author: Jun Xi The semiconductor industry has once again entered an era of "waiting for equipment." In late July, the lead times for major equipment from the top five equipment suppliers—Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA—have extended to 1.5 to 2 times their original durations. Equipment that normally takes six months to deliver now requires a wait of about a year. The situation is similar for domestic equipment manufacturers in South Korea: one company supplying fro
August 3, 2026