Semiconductor Materials (II): GaN Epitaxy

GaN Epitaxy—— The Art of Heterogeneous Integration Growth Gallium Nitride (GaN) is a new generation of wide bandgap semiconductor material, known for itshigh breakdown electric field (>3 MV/cm),high electron mobility (>1500 cm²/V·s), and high saturation electron drift velocity, which are rapidly reshaping the device boundaries in power electronics, high-frequency communications, and RF microwave technologies. In … Read more

In-Depth Analysis of Domestic Substitution of Semiconductor Photoresists: Breakthrough Paths and Investment Opportunities from KrF, ArF to EUV

As the “invisible champion” of chip manufacturing, the domestic substitution process of semiconductor photoresists is directly related to the security and competitiveness of China’s semiconductor industry chain. This report focuses on three core types of photoresists: KrF, ArF, and EUV, comprehensively analyzing technical difficulties, the current status of domestic substitution, and future breakthrough paths. It … Read more

Policy Interpretation: Three Cities Unveil “Chip Policies” in One Week, Accelerating China’s Semiconductor Independence

In the second week of June, China’s semiconductor industry welcomed a timely policy “rain”. From Zhuhai High-tech Zone launching ten special support measures, to Guangzhou Huangpu District issuing nine new policies for integrated circuits, and to Shanghai Mayor Gong Zheng emphasizing in the “Learning Times” that “the development of the entire integrated circuit chain should … Read more

Semiconductors Welcome New Alternatives

Remember to star the public account ⭐️ to see the push notifications in time. Source: Content from scitechdaily, thank you. Silicon and oxygen atoms were once thought to be merely insulators, but the change in the angle between silicon and oxygen atoms has opened a pathway for charge flow. A groundbreaking discovery from the University … Read more

New Forces in the Rankings: Pure Semiconductor – Building a Domestic Silicon Carbide Symbiotic Network

This is a testament to the glory of the city, a historical epic that stirs the industrial landscape. Since its emergence in 2005, the “Ningbo Entrepreneurship and Innovation Ranking” has measured the industrial leap along the East China Sea over twenty years, inscribing the legend of entrepreneurship and innovation in Ningbo, continuously projecting the strong … Read more

Why Japan’s Semiconductor Industry Struggles to Surpass Taiwan

Remember to star this public account ⭐️ to receive timely updates. Source: Content from the Industrial Times, thank you. In recent years, Japan has been actively restructuring its semiconductor landscape, launching the JASM wafer fab in Kumamoto and Rapidus in Hokkaido, focusing on advanced process development. Having observed Taiwan’s semiconductor industry for 20 years, Waseda … Read more

A New Chapter in the Semiconductor Industry: Major US and Chinese Companies Go Public in Q1 2025

Introduction In the first quarter of 2025, newly listed companies have become the focus of capital dynamics in the semiconductor industry.These new listings not only represent “fresh blood” for industry development but also reflect the trends of globalization, diverse growth paths, and capital-driven innovation in the semiconductor field. According to incomplete statistics from Charging Head … Read more

Comparison of R&D Strength in Semiconductor and Electronic New Materials: In-depth Data on Six Leading Companies – North Huachuang, Hu Silicon Industry, Jiangfeng Electronics, Dinglong Co., Yake Technology, and Anji Technology

According to publicly disclosed data from North Huachuang (002371), Hu Silicon Industry (688126), Jiangfeng Electronics (300666), Dinglong Co. (300054), Yake Technology (002409), and Anji Technology (688019), the following statistics on the R&D strength of these six companies are provided. Company Overview Company Introduction The earliest listed company is Dinglong Co., which has been listed for … Read more

Semiconductor Photoresists: Focus on Them in the Second Half of the Year

Photoresists are the core materials for achieving precise pattern transfer in chips, and their performance directly determines process accuracy. This market has long been dominated by international giants such as Japan’s JSR and Tokyo Ohka, with a weak foundation in China’s high-end sector. In recent years, domestic companies have made breakthroughs in certain categories through … Read more

Semiconductor Wafer Factories and Data Centers Face Labor Shortages

Jun. Click the blue text to follow us 2025.06 This article is compiled by the Semiconductor Industry Cross-Section (ID: ICVIEW) from thefastmode The entire semiconductor ecosystem is facing a talent shortage. Taiwan Semiconductor Manufacturing Company (TSMC) is expected to create 40,000 construction jobs and tens of thousands of chip manufacturing and R&D positions in Arizona … Read more