Are you familiar with the eight major processes in semiconductor manufacturing? 1. Wafer Processing Refining sand into single crystal silicon wafers. 2. Wafer Oxidation Forming a protective film on the wafer through thermal oxidation or chemical vapor deposition. 3. Photolithography Printing circuit patterns onto the wafer through coating, exposure, and development. 4. Etching After the … Read more
As of August 31, 2025, all 163 semiconductor listed companies in A-shares (according to Tonghuashun industry standards) have disclosed their semi-annual reports for 2025. 1. In the first half of 2025, 131 out of 163 semiconductor listed companies achieved revenue growth; the overall operating revenue reached 320.625 billion yuan, an increase of 15.61% compared to … Read more
The U.S. has revoked the VEU authorization for three semiconductor companies in China, what does it mean? On August 29, 2025, the U.S. announced the revocation of the “Validated End User” (VEU) authorization for three semiconductor companies in China. This is another export control measure taken by the U.S. in the high-tech sector, essentially aimed … Read more
Wan Zhong Yi Xin Semiconductor Investment Alliance The State Council Issues “Opinions on Deepening the Implementation of the ‘Artificial Intelligence+’ Action” According to Xinhua News Agency, on August 26, the State Council issued the “Opinions on Deepening the Implementation of the ‘Artificial Intelligence+’ Action” (hereinafter referred to as the “Opinions”).The “Opinions” adhere to the guidance … Read more
[Image][Image][Image]01 IntroductionIn today’s world, where technological independence and supply chain security are becoming global focal points, breakthroughs and innovations in high-end equipment are quietly reshaping the competitive landscape of industries. A technology company born from a national-level research institute, after nearly two decades of deep cultivation, has gradually broken the long-standing monopoly of overseas giants … Read more
Domestic Substitution in Semiconductors The term refers to the domestic enterprises in the semiconductor industry chain (including equipment, materials, design, manufacturing, packaging, testing, etc.) gradually replacing foreign semiconductor products and services through technological breakthroughs and capacity enhancements, achieving self-control of the industry chain, reducing dependence on overseas semiconductor industries, and ensuring the safety of domestic … Read more
[Image]【Content Directory】1. Overview of the CMP Equipment Market 2. Introduction to Six CMP Equipment Companies 3. Conclusion 【Recommended by Bayxin Exhibition】 The semiconductor CMP equipment companies discussed in this article include Yuanfu Semiconductor/Leadlap, TSD, GEGVS, SIZONE, DREAM LAUNCH, and HISEMI…
This article will analyze the stock we present today—Xingsen Technology (002436)—from the perspectives of company fundamentals, strategy and growth, risk factors, and technical trends. In the current semiconductor industry spotlight, investors are mostly focused on chip design and manufacturing, overlooking a materials company that has been deeply involved in the PCB and IC carrier fields … Read more
Click the blue text above to follow us High-end PCBs are the “cornerstone” of the electronics industry, and the upgrade and iteration of their core materials are key to driving technological progress across the entire industry chain. With the rapid development of emerging technologies such as 5G, AI, and high-performance computing, the performance requirements for … Read more
Last week, there were several significant acquisition cases in the semiconductor industry. The acquisitions by SMIC and Huahong are essentially about acquiring their joint venture assets to enhance performance, which does not strictly count as external mergers and acquisitions. The acquisition of Chipone by Chipright is the largest case in the IC design field recently. … Read more