Analysis Report on the Chinese Semiconductor Industry Chain Release Date November 24, 2025 From “Catching Up” to “Running Alongside”: A Key Turning Point In 2025, the global semiconductor market has quietly reached a new milestone of $700 billion, with China becoming the world’s largest production region for the first time, holding 34.4% of wafer foundry … Read more
1. Shanghai Silicon Industry (688126): The absolute leader in domestic 12-inch silicon wafers, first to achieve mass supply of large-size wafers, with clients including major foundries like SMIC. 2. Yuyuan Silicon (688432): Achieved full-size coverage of silicon materials from 4 to 12 inches, with 12-inch polished wafers entering the verification stage, leading in technology for … Read more
In the chip industry, semiconductor materials are undoubtedly the ‘foundation’, with silicon materials being the core. A qualified wafer undergoes a long journey from crystal structure design to multiple precision processing steps. Today, we will systematically outline the key knowledge of semiconductor materials and understand the complete manufacturing logic from silicon raw materials to wafers. … Read more
The semiconductor sector is a very important and active field in the capital market, covering the entire industry chain from chip design, manufacturing, packaging and testing to equipment and materials. There are numerous publicly listed companies related to the semiconductor industry chain in the A-share market. Important Note: The companies listed below are only representative … Read more
Wafer Manufacturing 1. SMIC 688981: The leading domestic wafer foundry, with a global market share of over 10% in mature processes of 28nm and above, and a production yield of 90% for 14nm technology. By 2025, total production capacity will exceed 1.2 million wafers per month (equivalent to 8-inch), with over 50% localization of equipment … Read more
This is not technical advice and does not constitute investment advice. 1. Analysis of Core Price Increase Segments and Domestic Substitution Capability 1. Wafer Manufacturing (Value Share: Approximately 32%) Price Increase Performance: Advanced processes lead the price increase: The price for 2nm processes has risen by over 50% compared to 3nm, while the price increase … Read more
In the semiconductor industry chain, storage chips are one of the most important foundational links. Whether it is smartphones, smart cars, large model servers, or IoT devices, they all rely on the support of storage chips. For a long time, this field has been almost monopolized by overseas manufacturers, with South Korea’s Samsung and SK … Read more
Article Outline Wafer Manufacturing Equipment Packaging Equipment Testing Equipment Wafer manufacturing equipment, packaging equipment, and testing equipment are important components of the semiconductor equipment industry. Below, we will provide a detailed introduction to these three types of semiconductor equipment. 1. Wafer Manufacturing Equipment 1.1 Types of Wafer Manufacturing Equipment Wafer manufacturing equipment is one of … Read more
Overview This chapter will introduce the four basic processes used in wafer manufacturing to form electrical components of integrated circuits on the surface and within the wafer. The circuit design process traces from functional diagrams to the production of photomasks and mask plates. The characteristics and terminology of wafers and chips are described in detail. … Read more
1. NXP NXP’s front-end production capacity is mainly distributed in the United States, the Netherlands, and Singapore. 1) United StatesThe ATMC and Oak Hill manufacturing bases in Austin, Texas, and the Echo manufacturing base in Chandler, Arizona, are primarily responsible for producing MCUs, MPUs, power management, RF receivers, RF PAs, and RF sensors. 2) Nijmegen … Read more