Semiconductor Investment Market Update for the Fourth Week of June
1. Yitang Co., Ltd.: Two core products rank second globally in market share, with technology reaching international leading levels.
2. Domestic chips receive timely capital support.
3. Ximi Technology secures Series B funding.
4. Another financing of 3.1 billion yuan is needed; previous fundraising projects have been delayed twice, and the chairman of Changchuan Technology has been warned.
5. Investment and financing dynamics: Ximi Technology’s Series B financing amounts to hundreds of millions of yuan, with investors including Fuhang Micro and Hechuang Capital.
6. Juxin Technology received 128 million yuan in financing on June 26, with a financing balance of 417 million yuan.
1. Since the beginning of 2024, with the continuous recovery of end markets such as artificial intelligence, automotive, and consumer electronics, the semiconductor industry has entered a new growth cycle, driving an increase in demand for semiconductor equipment. At the same time, supported by national policies and changes in domestic and international market environments, the domestic semiconductor equipment industry is experiencing favorable development opportunities.
As a globally operating semiconductor equipment company, Beijing Yitang Semiconductor Technology Co., Ltd. (hereinafter referred to as “Yitang Co., Ltd.”) has achieved rapid growth in operating income and net profit attributable to shareholders through technological breakthroughs, customer resource advantages, and a localized supply chain strategy, occupying a leading position globally in the three core equipment fields of dry etching, rapid thermal processing, and dry stripping, demonstrating significant growth potential.
2. On June 18, 2025, Wu Qing, chairman of the China Securities Regulatory Commission (CSRC), announced the “1+6” policy measures to further deepen the reform of the Science and Technology Innovation Board at the Lujiazui Forum, where “1” refers to the establishment of a growth tier on the Science and Technology Innovation Board and the resumption of the fifth set of standards for listing unprofitable companies.
3. Ximi Technology was established on June 16, 2020, with R&D and support centers located in Shanghai, Beijing, Tianjin, and Shenzhen. The company focuses on the research and innovation of wireless communication chips, aiming to provide customers with high-quality, high-performance, highly integrated, and low-power complete chip solutions. The core team consists of senior executives and experienced R&D personnel who have worked for many leading chip companies domestically and internationally, possessing a complete wireless communication chip R&D system and large-scale SoC chip design capabilities.
4. Recently, Hangzhou Changchuan Technology Co., Ltd. (hereinafter referred to as “Changchuan Technology”, 300604.SZ) announced its largest refinancing plan since its listing, intending to issue stocks to no more than 35 specific targets to raise no more than 3.132 billion yuan. Of this, 2.192 billion yuan will be invested in semiconductor equipment R&D projects, and 940 million yuan will be used to supplement working capital.
5. According to news from Securities Star, based on information released by Tianyancha APP on June 26, Chongqing Ximi Technology Co., Ltd. secured Series B financing amounting to hundreds of millions of yuan, with participating investors including Fuhang Micro, Hechuang Capital, Fujian Innovation Investment, and Hanlian Semiconductor Industry Fund.
6. On June 26, Juxin Technology’s stock fell by 5.57%, with a transaction amount of 759 million yuan. Margin trading data shows that on that day, Juxin Technology received 128 million yuan in financing purchases, repaid 106 million yuan in financing, and had a net financing purchase of 21.8672 million yuan. As of June 26, Juxin Technology’s total margin trading balance was 417 million yuan.
In terms of financing, Juxin Technology had a financing purchase of 128 million yuan on that day. The current financing balance is 417 million yuan, accounting for 4.75% of the circulating market value, with the financing balance exceeding the 90th percentile level over the past year, indicating a high position.
