Xinge Microelectronics: With a full order book, the entire production line continues to operate at high capacity and full capacity.
Related
Yangjie Technology: Prices of all products will increase by 10%-15% starting July 1st; SiC business currently has a full order backlog.
According to Mars Finance, Yangjie Technology (300373.SZ) issued an investor relations activity record announcement, stating that the company has decided to adjust the prices of its entire product line by 10%-15%, with the new prices officially taking effect from July 1, 2026. The company's SiC business currently has a full order backlog, maintaining a good sales and production momentum, with high capacity utilization, and is simultaneously expanding its capacity. The company has changed its fundraising projects, with new projects including an automotive-grade power semiconductor module packaging project to meet the demand for key power devices such as IGBT modules and MOSFETs in new energy vehicles; and a technical upgrade project for the production line of power devices for AI infrastructure, producing high-performance small-signal power semiconductor devices. The company supplies multiple series of products, including SiC, MOSFETs, and small-signal devices, to AI data center scenarios, maintaining stable batch supply. The company's latest 40A 1500V high-voltage PTC chip product has passed the first batch of automotive-grade reliability verification and is ready for sampling. (Cailian Press)
Samsung's 4nm production capacity is basically sold out, and some 8nm capacity is operating at full capacity, with selective order taking already underway.
According to ChosunBiz, industry insiders revealed that Samsung Electronics' foundry division recently adjusted its supply strategy, prioritizing orders from existing customers while selectively accepting orders from new customers. Industry analysts point out that the explosive growth of the artificial intelligence market is fundamentally changing the demand structure of the foundry industry. Previously, demand for advanced manufacturing processes was mainly concentrated on smartphone application processors (APs), but has recently shifted to AI accelerator chips, application-specific integrated circuit (ASIC) chips, and high-performance computing (HPC) chips. Samsung's 4nm process capacity is essentially sold out, and even next year's capacity is already sold out, while some 8nm process capacity is operating at almost full capacity. (Cailian Press)
Samsung's 4nm production is nearly sold out, and some 8nm processes are nearing full capacity. Samsung's foundry services are beginning to selectively accept orders.
According to reports, industry insiders say that as demand for AI semiconductors heats up and orders from major global technology companies increase, Samsung Electronics' foundry division has implemented an allocation mechanism for certain processes. This mechanism concentrates limited capacity on more important customers and processes, prioritizing existing customers while selectively accepting new orders. (Sina Finance)
Anfu Technology: Suzhou Yilan Microelectronics has sent samples for testing to several mainstream optical module manufacturers and is currently making every effort to advance mass production.
According to Mars Finance, an investor asked Anfu Technology: In August 2025, Suzhou Yilan Micro's pilot production line for silicon photonic heterogeneous integrated thin-film lithium niobate photonic chips officially commenced operation. A year has passed since the line's commissioning; what are the latest developments in the company's shipment scale and downstream customer expansion? Anfu Technology stated on its interactive platform that the completion and operation of the pilot line demonstrates that Suzhou Yilan Micro has made substantial progress in the stability of key processes and large-scale manufacturing capabilities, laying a solid foundation for subsequent large-scale mass production. Suzhou Yilan Micro has sent samples for testing to several mainstream optical module manufacturers both domestically and internationally, and the feedback has been positive. Currently, it is fully committed to advancing mass production. (Cailian Press)
Lianyong Microelectronics: Orders for 8-inch heavily doped epitaxial wafers are booming; 12-inch 28nm logic chip silicon wafers have been supplied in batches.
According to Mars Finance, Lianyong Microelectronics (605358.SH) released an investor relations activity record announcement, stating that the company's overall shipment volume remains high, with strong order demand. Among them, orders for 8-inch heavily doped epitaxial wafers are robust. The company's monthly production capacity of 6-inch substrates and polished wafers reaches 750,000 pieces, the vast majority of which are further processed into 6-inch epitaxial wafers for shipment. All substrates required for epitaxial wafer production are supplied by the company itself, achieving complete self-sufficiency and control. In the advanced process field, the Jiaxing base is positioned to supply 12-inch lightly doped polished wafers for 28nm and below advanced processes, and is also developing lightly doped epitaxial wafers, primarily supplying analog and logic chip customers. Currently, it has achieved mass production supply of silicon wafers for 28nm logic chips. (Cailian Press)
Sun Guoliang of Muxi Technology: Orders for some products are already booked until next year or even later; the MXC600 chip series has already been shipped in large quantities.
Mars Finance reported on July 8th that during the "Vibrant China Research Tour" in Shanghai, Sun Guoliang, Chief Product Officer and Senior Vice President of Muxi Technology, revealed that orders for some of the company's products are already booked into next year and beyond. The MXC600 chip series is the company's main product this year and is already shipping in large quantities. Regarding the contradiction in the market between "hardware shortages" and "concerns about computing power surplus," he believes that currently, general-purpose, easy-to-use, stable, and reliable computing power is scarce, even extremely difficult to obtain. The surplus computing power refers to computing power applicable to some non-general-purpose architectures, capable of running only previous-generation models or certain niche models, which constitutes a certain degree of overcapacity. (Science and Technology Innovation Board Daily)