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  • Nanya New Material Plans HK H-share Listing, Expands High-Speed CCL Capacity for AI Servers

    Recently, Nanya New Material disclosed an announcement stating that to deepen its global strategic layout, enhance the company's comprehensive competitiveness and international influence, and expand diversified financing channels, the company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange. Nanya New Material stated that, as of now, the company is discussing relevant work regarding this H-share issuance and listing with related intermediary institutions,

    November 2, 2026

    Nanya New Material Plans HK H-share Listing, Expands High-Speed CCL Capacity for AI Servers
  • Design in Beijing, Manufacture in Inner Mongolia: Xiyue’s Fast-Track Power Semiconductor Fab

    On October 19, the Hohhot Economic and Technological Development Zone officially signed an agreement with Xiyue Semiconductor (Beijing) Co., Ltd. The landed project is an "Ultra-High Voltage Power Semiconductor Device Production Project" with a total investment of CNY 558 million. According to the announcement schedule, the project has allocated only a 10-month construction period for itself, planning to commence production in November 2027. In this round of capacity expansion in the power semic

    October 25, 2026

    Design in Beijing, Manufacture in Inner Mongolia: Xiyue’s Fast-Track Power Semiconductor Fab
  • Macrocore Semiconductor Secures Multiple SiC Funding Rounds Amid Industry Cycle Reversal

    In October 2026, Macrocore Semiconductor announced the completion of its Series B+ funding round of hundreds of millions of CNY. Shortly after, the Series B++ round was also closed. The company also revealed that it will launch its Series C round in the fourth quarter, along with the share reform. Wow, Macrocore Semiconductor's rapid-fire series of moves has turned the funding pace into a thrilling drama. Before the audience can even memorize the investor list from the previous episode, the titl

    October 23, 2026

    Macrocore Semiconductor Secures Multiple SiC Funding Rounds Amid Industry Cycle Reversal
  • Wuhan Forms China’s Tau Scaling Law Industrial Cluster, Focusing on Advanced Packaging & Optoelectronic Integration

    At the end of August, Wuhan Xinxin Semiconductor Manufacturing Co., Ltd. ("XMC") released the "Xinguang Plan" for the next decade, targeting 3D storage-computing and optoelectronic integration; at the end of September, the second phase of the advanced packaging pilot platform of Hsingchen Technology, an incubated enterprise of Jiangcheng Laboratory, was officially put into operation, building the first domestic 3D advanced packaging mass production line; in October, HGTECH showcased cutting-edge

    October 21, 2026

    Wuhan Forms China’s Tau Scaling Law Industrial Cluster, Focusing on Advanced Packaging & Optoelectronic Integration
  • YOFC Advanced Semiconductor Launches Trench Gate SiC MOSFET & Embedded Modules

    On October 15, YOFC Advanced Semiconductor Co., Ltd. (YASC) held a technology conference in Shenzhen themed "Beyond the Peak: A Four-Year Technological Long March". The company unveiled a range of innovative achievements, including the latest generation of main drive-level SiC MOSFETs, trench gate technology platform, embedded PCB modules, and diffusion soldering power modules, marking a new milestone in its technological long march. As an invited media outlet, "Hangjia Shuo Sandaiban" attended

    October 20, 2026

    YOFC Advanced Semiconductor Launches Trench Gate SiC MOSFET & Embedded Modules
  • Pudong Jinqiao Equipment Town Debuts at CIIF, Building the "2+X+3" Semiconductor Equipment Industrial System

    The story of Jinqiao Equipment Town is just unfolding its prologue. Recently, the 26th China International Industry Fair - Integrated Circuit Exhibition (ICES) opened at the National Exhibition and Convention Center (Shanghai). In the vast exhibition area, the largest exhibitor was not a single company, but a "town". With a booth of nearly 500 square meters, more than 20 companies formed a delegation: etching machines, cleaning machines, metrology and inspection equipment, vacuum valves, probe c

    October 18, 2026

    Pudong Jinqiao Equipment Town Debuts at CIIF, Building the "2+X+3" Semiconductor Equipment Industrial System
  • Two Major Funding Rounds on One Day: Capital Bets on Computing Power Middle Layer, Core Goal to Reduce Per-Token Cost

    On 12 October, the primary market unveiled two major funding announcements on the same day. ChinaVenture exclusively disclosed that AI Infra company Infinigence AI has completed a new round of financing of CNY 2.3 billion, with cumulative financing exceeding CNY 4.3 billion, and has secretly submitted a listing application to the Hong Kong Stock Exchange, with the earliest listing in the first half of 2027; almost at the same time, Pedata reported that RISC-V server CPU company Lanxin Computing

    October 17, 2026

    Two Major Funding Rounds on One Day: Capital Bets on Computing Power Middle Layer, Core Goal to Reduce Per-Token Cost
  • Massive Signing & Commissioning of Diamond Semiconductor Projects Nationwide in 2026; Western Green Power Becomes Core Industrial Magnet

    Since 2026, diamond semiconductor-related projects have been signed, commenced, or put into production in Inner Mongolia, Gansu, Xinjiang, Henan, and other regions. Provinces and regions such as Jiangsu, Zhejiang, Shandong, Anhui, Shanxi, Hubei, Hunan, and Guangdong have also seen intensive actions. Product directions have extended from industrial diamonds and lab-grown diamonds to diamond single crystals, heat spreaders, and diamond-copper composites. Regional layouts are related to low electri

    October 16, 2026

    Massive Signing & Commissioning of Diamond Semiconductor Projects Nationwide in 2026; Western Green Power Becomes Core Industrial Magnet
  • Deye Reveals 2027 Procurement Demand Over CNY 18B, Plans 680,000 Inverters Monthly Capacity, Accelerates SiC Product Rollout

    On October 10, Ningbo Deye Technology Co., Ltd. held its 2027 Global Supplier Conference. As a leading domestic inverter manufacturer, Deye is actively adopting silicon carbide (SiC) technology and has already achieved product implementation. During the conference, Deye also disclosed multiple key pieces of information, with two major highlights worthy of industry attention: Procurement demand for 2027 is expected to exceed CNY 18 billion, with core materials including power devices and other mu

    October 16, 2026

    Deye Reveals 2027 Procurement Demand Over CNY 18B, Plans 680,000 Inverters Monthly Capacity, Accelerates SiC Product Rollout
  • Two Upstream SiC Projects Land: One Focuses on 8-inch SiC Crystal Growth, the Other Breaks New High-Purity SiC Powder Technology

    Recently, two new projects have been added to the upstream single-crystal silicon carbide (SiC) substrate material growth sector, landing in Taiwan, China, and Saarland, Germany, respectively focusing on SiC substrate crystal growth and a new process for high-purity powder preparation. 01. Taiwan's Cinext: 8-inch SiC Substrate Project with an Investment of Approximately CNY 100 Million On October 1, the 35th Science Park Review Meeting of the National Science and Technology Council in Taiwan, Ch

    October 16, 2026

    Two Upstream SiC Projects Land: One Focuses on 8-inch SiC Crystal Growth, the Other Breaks New High-Purity SiC Powder Technology
  • Q4 2026 Global Semiconductor Price Surge: Materials, Chips, OSAT, Passive Components & Panels Implement Price Adjustments

    As the fourth quarter begins, price increases across the semiconductor supply chain are ongoing. From upstream photoresists and silicon epitaxial materials, to chip segments such as MCU (Microcontroller Unit), analog chips, CPUs, GPUs, and power devices, and further to passive components like MLCCs, semiconductor packaging and testing, and downstream display panels, price hikes have spread across multiple links in the supply chain. Recently, a new batch of vendors has started implementing new pr

    October 16, 2026

    Q4 2026 Global Semiconductor Price Surge: Materials, Chips, OSAT, Passive Components & Panels Implement Price Adjustments
  • Super Junction SiC Will Not Replace Planar/Trench Structures; Industry Forecasts Long-term Coexistence & Scenario-based Selection

    Recently, domestic companies have achieved process breakthroughs in super junction SiC MOSFETs, while overseas giants have planned to roll out mass production between 2027 and 2031. A technological race over next-generation SiC device structures is now underway. However, for the commercialization of super junction SiC MOSFETs, challenges remain in manufacturing processes, charge balance control, reliability verification, and mass production yield. To gain an in-depth understanding of the actual

    October 16, 2026

    Super Junction SiC Will Not Replace Planar/Trench Structures; Industry Forecasts Long-term Coexistence & Scenario-based Selection
  • Over CNY 500 Million! Four Domestic SiC Enterprises Disclose Financing

    Recently, another 4 domestic silicon carbide (SiC) enterprises have disclosed their financing progress: Core Energy Semiconductor: Completed over CNY 100 million Series A financing, with key investments in fields such as SiC plastic-encapsulated power modules; Silicon Microelectronics: Completed a Series B financing of hundreds of millions of CNY, and wafer packaging projects for SiC and other materials have been put into production; FORMITEK: Completed a cumulative CNY 170 million financing, an

    October 15, 2026

    Over CNY 500 Million! Four Domestic SiC Enterprises Disclose Financing
  • Jingneng Microelectronics Signs MoU With Wolfspeed

    On October 12, Jingneng Microelectronics issued a press release announcing the signing of a Memorandum of Understanding (MoU) with Wolfspeed, specifically highlighting the signing location—the Geely Technology Building in Hangzhou. This partnership is another key move by Jingneng Microelectronics following the completion of its share reform and a CNY 630 million Series C funding round. It also represents a crucial step in the implementation of Wolfspeed's Greater China strategy. This is not a si

    October 14, 2026

    Jingneng Microelectronics Signs MoU With Wolfspeed
  • YASC Officially Kicks Off IPO; CITIC Construction Investment Acts as Sponsor for SiC Power Semiconductor Listing

    Recently, YASC announced the convening of its IPO project kickoff meeting, indicating that another domestic silicon carbide (SiC) company is embarking on the listing process. According to observations by "Hangjia Shuo Sandai Ban," since 2025, multiple domestic SiC companies have engaged in the listing process, including SICC, TanKeBlue Semiconductor, Tianyu Semiconductor, Epiworld International, and BASiC Semiconductor. This not only reflects the growth and expansion of SiC companies but also de

    October 13, 2026

    YASC Officially Kicks Off IPO; CITIC Construction Investment Acts as Sponsor for SiC Power Semiconductor Listing
  • SmartSens Completes CNY3.2B Private Placement; DJI & Orbbec Subscribe to Boost High-Performance CIS & Automotive Vision Chips

    On October 1, 2026, SmartSens (688213.SH) disclosed the report on the issuance of its private placement, issuing approximately 36.76 million shares at CNY 87.05 per share, raising a total of CNY 3.2 billion. Among the 11 allocated objects, Huaxin Dingxin subscribed for CNY 800 million, and four funds under Zhongyang subscribed for a total of CNY 1.52 billion; Shanghai Feilai Information Technology under the DJI system, Orbbec, and Shanghai International Group Investment Co., Ltd. also participat

    October 13, 2026

    SmartSens Completes CNY3.2B Private Placement; DJI & Orbbec Subscribe to Boost High-Performance CIS & Automotive Vision Chips
  • Automotive‑grade SiC Growth: Three Chinese Power Semiconductor Firms Deliver Strong 2026 Business Momentum

    In 2026, the prosperity of the silicon carbide (SiC) industry continues to rise, and downstream demand steadily expands, driving continuous improvement in corporate orders and performance. Recently, three domestic power semiconductor companies have jointly announced significant growth in their SiC revenue and shipment volumes: Yangjie Technology: In the first three quarters of 2026, the revenue of its SiC business achieved a year-on-year growth of over 100%; CR Micro: In the first half of 2026,

    October 12, 2026

    Automotive‑grade SiC Growth: Three Chinese Power Semiconductor Firms Deliver Strong 2026 Business Momentum
  • Sep 2026 Semiconductor Market: AI-Driven Component Shortage and Price Trends

    In September 2026, the electronic components market continued to experience structural tightness. AI servers drove a surge in demand for high-end materials such as memory, MLCCs, and power devices. Original manufacturers continuously shifted capacity towards HBM, automotive-grade, and high-end passive components, leading to generally extended lead times for core categories and sustained price increases. Prices for analog, MCU (Microcontroller Unit), and discrete devices showed divergence. New pr

    October 12, 2026

    Sep 2026 Semiconductor Market: AI-Driven Component Shortage and Price Trends
  • Lithium Material Listed Firm Embarks on Semiconductor Journey: Qiyuan Gas Boasts Dual Lithography Gas Certifications from Cymer & GIGAPHOTON

    zhangtongshe.com Stepping into the semiconductor field. Recently, Sunyes Electronic Manufacturing announced that it is planning to acquire a controlling stake in Shanghai Qiyuan Gas Development Co., Ltd. (hereinafter referred to as "Qiyuan Gas") by issuing shares and paying cash, and to raise matching funds. This transaction is expected to constitute a major asset restructuring. This marks a critical leap for an electronic process products company into the semiconductor sector. A Listed Company

    October 11, 2026

    Lithium Material Listed Firm Embarks on Semiconductor Journey: Qiyuan Gas Boasts Dual Lithography Gas Certifications from Cymer & GIGAPHOTON
  • 4 Domestic SiC Projects Accelerate Construction: Modules Packaging & Optical-Grade SiC Powder Advance in Parallel

    Recently, four domestic silicon carbide (SiC) projects have announced new progress, with their construction processes steadily accelerating: Leapers: Phase I of the Yangzhou SiC project is expected to be completed and delivered by the end of the year, with an annual capacity of 1.5 million units; Galaxy Microelectronics: The new base is expected to enter the trial production stage in the second quarter of next year, producing 50 million IGBT and SiC power modules; Singa Electronics: The dedicate

    October 11, 2026

    4 Domestic SiC Projects Accelerate Construction: Modules Packaging & Optical-Grade SiC Powder Advance in Parallel

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