Ranked by the market value of fund holdings, data sourced from Tonghuashun. 1. Cambricon: A leader in AI chip design, focusing on intelligent processors for cloud and edge computing. The Siyuan series chips support image recognition and natural language processing, providing core support for AI computing power. A total of 1,308 funds hold shares. 2. … Read more
Comparison Dimension Innoscience Hua Hong Semiconductor Core Positioning GaN Power Semiconductor IDM company in the field Comprehensive Specialty Process Wafer Foundry Technical Focus Third-generation semiconductor materials (GaN), pursuinghigh frequency and high efficiency Diverse specialty process platforms (such as embedded/standalone memory, power devices, etc.), with a wide technical coverage Business Model IDM (Integrated Device Manufacturer): Independent … Read more
Layoffs Begin A few days ago, news broke that another major company in the chip industry has disbanded, this time it is the wholly-owned subsidiary of TCL Holdings, MoXing Semiconductor. This follows the dissolution of chip R&D teams at OPPO and Meizu, marking yet another well-known enterprise disbanding its self-developed chip team. As the year-end … Read more
On September 8, 2025, China Mobile released an announcement titled “Procurement Project for Shortlisted Wafer Foundry Services – Qualification Pre-Review Announcement”. China Mobile is procuring wafer foundry services, indicating a deeper industrial layout! This project is: Wafer Foundry Services Shortlist Procurement Project The purchaser is: Xincheng Technology Co., Ltd. The purchaser has been relatively less … Read more
Wafer foundry is the core segment of the semiconductor industry Wafer foundry refers to the specialized manufacturing of semiconductor wafers, accepting orders from other integrated circuit (IC) design companies for production, without engaging in design. Wafer foundry is one of the important segments in the semiconductor industry, characterized by being technology-intensive, capital-intensive, and serving as … Read more
This article is approximately 6000 words long, with a recommended reading time of 15 minutes. Please follow the New Fortune WeChat account. Independent innovation is not about working behind closed doors, but about maintaining the controllability of core technologies through open cooperation. The rise of the industry does not require blind adherence to cutting-edge technologies, … Read more
Follow our official account, click the top right corner of the homepage, set a star mark, and stay updated on the latest news in automotive semiconductors. What is tape-out? Tape-out refers to the process of manufacturing chips through a series of steps on a production line. It is the final stage of integrated circuit design, … Read more
1. Zhao Haijun of SMIC: Wafer foundry demand is returning to local markets, with full capacity utilization in Q1; 2. From “Service Provider” to “Co-builder”: Advantest’s 30 Years of Mutual Empowerment with China’s Semiconductor Industry; 3. Industry Observation: The return of Zeekr’s US-listed stocks points the way for domestic chip listings; 4. Trump’s tariffs hit … Read more
On April 11, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for the ‘Origin’ Certification of Semiconductor Products.” According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number change principle, meaning that the tape-out location is recognized … Read more
According to the relevant regulations of the General Administration of Customs, the origin of “integrated circuits” is determined based on the four-digit tariff number, meaning that the wafer foundry is recognized as the origin. The China Semiconductor Industry Association suggests that for “integrated circuits,” whether packaged or unpackaged, the origin declared during import customs clearance … Read more