As the global semiconductor market continues to expand, domestic wafer manufacturing and advanced packaging production lines are entering a new peak of capacity expansion. Behind the continuous shrinking of chip dimensions and increasingly complex structures, requirements for micro-vibration control, air cleanliness, and temperature/humidity precision in production workshops have risen significantly. Semiconductor fab construction has evolved from simple building work into complex environmental
November 11, 2026
According to IFR, a publication under Reuters, Alibaba Group's wholly-owned semiconductor chip business entity T-Head is planning to list on the Hong Kong Stock Exchange next year, aiming to raise USD 2-3 billion. Earlier, in an October research report, JPMorgan provided a cautious judgment framework for T-Head's independent listing. Based on its calculations, referencing peer EV/Revenue multiples and aggressive 2026 revenue assumptions, T-Head's valuation could range between USD 25-62 billion i
November 11, 2026
Author: Zihao In 2026, the word "first" is the most abundant term in China's semiconductor equipment industry. From the beginning to the end of the year, domestic semiconductor equipment manufacturers have officially announced a "domestic first" almost every few days. Tandem high-energy hydrogen ion implanters, critical dimension scanning electron microscopes (CDSEM), advanced gas cluster ion beam etchers, and EUV light source prototypes—various "national firsts" and "global debuts" are dazzling
November 11, 2026
SANCODA's strategy, explained by Tu Keyun at the 2026 Industrial Expo, extends green facility systems into semiconductor ancillary equipment and chemical recycling for ESG and domestic substitution. Products include process exhaust treatment, Local Scrubbers, pumps, an integrated scrubber-vacuum unit, and in-fab recovery of 70-80% waste liquids. The manufacturer self-builds core VOC equipment, partners on motors/drives, and advocates 8-10-year lifecycle cost assessments.
November 9, 2026
Recently, Wolfspeed and Navitas Semiconductor successively released their latest quarterly financial reports, disclosing multiple developments in the silicon carbide (SiC) sector: Wolfspeed: SiC revenue in the third quarter of this year remained above CNY 1 billion. Fiscal Year 2027 may mark the starting point for long-term growth in revenue and profitability. Navitas Semiconductor: Revenue in the third quarter of this year reached CNY 94.02 million, a year-over-year increase of 38%, with AI-rel
November 9, 2026
Recently, Hwatsing Technology Co Ltd., a wholly-owned subsidiary of Huahai Qingke (Shanghai) Semiconductor Co., Ltd. (hereinafter referred to as "Huahai Qingke"), successfully won the use rights for a state-owned construction land parcel in Jinqiao "Equipment Town," Pudong New Area, through public listing at the Shanghai Land Trading Market. The transfer area is approximately 46,000 square meters, marking that the construction land for the company's Shanghai Integrated Circuit High-End Equipment
November 9, 2026
When a company's single-quarter profit growth exceeds 470% while its revenue growth is "only" 72%, laypeople see the numbers, but industry insiders see a profit curve steepening rapidly. Fenghua Advanced Technology (000636)'s 2026 Q3 report is exactly such a performance sheet that invites closer scrutiny: for the first three quarters, revenue reached CNY 5.799 billion, up 41.15% year-on-year; net profit attributable to shareholders was CNY 642 million, up 180.90% year-on-year. Profit growth was
November 3, 2026
Author: Peng Cheng Since the beginning of this year, the capitalization process for domestic semiconductor equipment companies has significantly accelerated. In January, Hengyunchang listed on the SSE STAR Market, becoming the first company to list on this board this year; in May, wafer handling equipment provider GoNa Semiconductor filed an application with the HKEX; at the end of June, 18 semiconductor companies were collectively accepted by the Shanghai Stock Exchange (SSE), including seven e
November 3, 2026
Waters’ TA Instruments unveiled localized production in China of DSC, TGA, TMA, DMA and rheometers, with deliveries from Dec 2026, responding to demand from semiconductors, new-energy and advanced materials. Made to global standards, TMA offers 0.5 nm resolution and -150°C to 1000°C range; DMA 850 delivers 0.0001 N force accuracy and 0.1 nm displacement for semiconductor packaging and electronic materials.
November 2, 2026
Similar to lithography tools, ion implanters are complex equipment in front-end semiconductor manufacturing with relatively late progress in domestic substitution. Currently, the global ion implanter market is still dominated by US manufacturers, accounting for approximately 90% of the market share, while Japanese manufacturers primarily focus on specialty process tracks. At the 2026 China International Industry Expo (CIIE) Semiconductor Exhibition, Shanghai Kingstone Semiconductor Co., Ltd. (he
October 29, 2026
On September 14, the Fujian Environmental Protection Network released the Interim Completion Environmental Protection Acceptance Monitoring Report for the Phase I Project of the 8-inch SiC Power Device Chip Manufacturing Production Line by Xiamen Silan Microelectronics Co., Ltd., with an acceptance result of "qualified." According to the acceptance report, construction of the project began in June 2024. The total planned investment was CNY 7 billion, while the actual estimated investment stood a
October 28, 2026
Recently, the silicon carbide (SiC) industry chain has continued to attract capital attention. Multiple SiC companies both domestically and internationally have secured new funding, with publicly disclosed amounts totaling over CNY 400 million: · Gelino Semiconductor: Received a CNY 5 million investment from Keda Intelligent, focusing on the application of SiC in AIDC; · WMT: Received approximately CNY 11 million in equity participation from Weikeng Group, advancing mass production of SiC ingots
October 28, 2026
The 16th International Nanotechnology Industry Expo (CHInano) recently held at the Suzhou International Expo Center. This edition of CHInano introduced the NanoMall trading exhibition area for the first time, focusing on domestic substitution in the semiconductor industry. Atometrics (the high-end metrology brand under Baishi Intelligent Technology (Shenzhen) Co., Ltd.) showcased its AM-8000 series white light interferometers and APS series wafer thickness/TTV/warp automatic measurement systems
October 27, 2026
On October 13, 2026, a day before the opening of the "2026 Bay Chip Expo", CKL (hereinafter referred to as "CKL"), a manufacturer of ultra-high purity gas and fluid transmission systems, held a press conference to systematically elaborate on its "China for China" strategy. Core management members, including Global Vice President Kai Fai Ng, General Manager of China and the Philippines Kevin Ong, Sales Director Li Yongdai, Senior Operations Director Steven Yan, and Technical Director Kevin Shi, a
October 20, 2026
As the localization rate of semiconductor equipment continues to rise, domestic equipment manufacturers are no longer satisfied with mere supply guarantees of product availability. Instead, they have put forward comprehensive requirements for suppliers, integrating quality, delivery, service, price, and technology. Meanwhile, as the complexity of core equipment such as etching and thin film deposition continues to increase, the depth of collaboration between OEMs and component and subsystem supp
October 20, 2026
Recently, the domestic semiconductor equipment industry has made two moves almost simultaneously. Piotech plans to acquire a controlling stake and related assets of PVD equipment manufacturer SJI Semiconductor for CNY 2.5 billion; almost simultaneously, Naura Technology announced that its wholly-owned subsidiary intends to acquire 100% equity of hybrid bonding equipment manufacturer Nuohe Jianwei for CNY 405 million in cash. Looking back further, Advanced Micro-Fabrication Equipment acquired a 6
October 20, 2026
In 2026, the global semiconductor equipment market is experiencing a new wave of growth. The latest forecast by SEMI shows that global semiconductor manufacturing equipment sales are expected to reach USD 165.9 billion in 2026, a year-on-year increase of 23.2%, setting a new historical record. Combined with forecasts from multiple third-party institutions, the Chinese semiconductor equipment market accounts for approximately 32% to 35% of the global market, remaining one of the most important se
October 16, 2026
Recently, Longkou Union Chemical issued an announcement regarding a capital increase in its joint-stock company and related-party transactions. The announcement shows that the company plans to jointly increase the capital of its joint-stock company, Shanghai Milai Xincheng Semiconductor Co., Ltd. (referred to as "Milaicheng"), with multiple institutions. The total amount of this capital increase is CNY 361 million, of which Longkou Union Chemical plans to contribute CNY 60 million. Based on a pr
October 14, 2026
High Prosperity of the Semiconductor Equipment Industry in H1 2026 In the first half of 2026, driven by the strong momentum of AI large model iterations and multimodal computing power demands, the global semiconductor industry witnessed explosive growth with revenues breaking through the USD 700 billion mark, alongside a comprehensive surge in the capital market. The "AI Computing Power and Storage Super Cycle" has become the core engine driving the industry. High-value AI chips contributed near
October 9, 2026
zhangtongshe.com Recently, the official disclosure platform of the China Securities Regulatory Commission (CSRC) revealed that Feimian Technology (Shanghai) Co., Ltd. (referred to as "Feimian Technology") has completed its IPO counseling registration with the Shanghai Securities Regulatory Bureau, with Huatai United Securities acting as the sponsor. Public information shows that Feimian Technology was founded in 2012 and is rooted in Baoshan District, Shanghai. It is a leading enterprise in Chin
October 8, 2026
