NEWS

Tianke Heda, a third‑generation semiconductor silicon carbide manufacturer, plans to list on the STAR Market.

2020-06-23

According to a report by Securities Times eCompany, on May 7, the Beijing Securities Regulatory Bureau released the second-phase guidance work report of Guokai Securities regarding the initial public offering and listing on the STAR Market of Beijing Tianke Heda Semiconductor Co., Ltd. (Tianke Heda). Public records show that Tianke Heda was jointly established in September 2006 by Xinjiang Tianfu Group and the Institute of Physics, Chinese Academy of Sciences. With a registered capital of 103.6429 million yuan, it is a high‑tech enterprise specializing in the R&D, production, and sales of third‑generation semiconductor silicon carbide (SiC) wafers.

[Materials/Equipment] Market Demand is Booming! Compound Semiconductors Are Emerging as a Promising Frontier!

2020-06-23

Thanks to their mature manufacturing processes and lower costs, first‑generation silicon-based semiconductor chips have become indispensable components in everyday life. However, silicon semiconductors are constrained by material limitations that prevent them from operating in high‑temperature, high‑frequency, and high‑voltage environments, which is why compound semiconductors are gradually gaining prominence.

Infineon Executives Discuss Silicon Carbide

2020-06-23

According to IHS estimates, the total SiC (silicon carbide) market is expected to reach US$50 million this year, soaring to US$160 million by 2028. In the electric vehicle charging market, SiC is projected to see a compound annual growth rate as high as 59% over the next few years; in the photovoltaic and energy storage markets, SiC’s CAGR stands at 26%; and in the power supply segment, the figure is 16%. The overall compound annual growth rate also reaches a robust 16%.

[Huaxi Electronics – Sun Yuanfeng Team: First In-Depth Report on Hubei Silicon Industry*] Silicon Wafers: “Core” Materials Poised for Launch, with Vast Potential for Commercial Mass Production

2020-06-23

This marks the 24th installment in the “Stepping into the ‘Chip’ Era” series—please refer to the official WeChat account “Yuanfeng Electronics” for details. Large silicon wafers are a critical foundational material that must be mastered to achieve independent and controllable chip production; driven by both capacity expansion and process upgrades, 2020 will see substantial opportunities for mass production of large silicon wafers. What you’re eager to explore, we’re dissecting in depth from the most professional perspective—stay tuned for our comprehensive, over-80-page in-depth report, “The First Blue Ocean of Semiconductor Materials: Silicon Wafer Integration and Process Innovation.” We continue to recommend the “China*Sheng*Chuang*Silicon” portfolio—a diversified large silicon wafer investment strategy comprising Zhonghuan Shares, Jingsheng Mechatronics, Northern Hi-Tech, and Silicon Industry.

[Manufacturing/Package Testing] SMIC Submits Registration on the STAR Market

2020-06-23

On June 22, according to the official website of the Shanghai Stock Exchange, SMIC has submitted its registration application for the STAR Market. It is understood that in the process of entering the STAR Market, SMIC has been breaking STAR Market records—both in terms of timing and the amount of funds to be raised.

Boiling! This trillion-dollar industry is suddenly taking off, with major positive news emerging from overseas! Chinese technology has once again achieved a significant breakthrough, backed by strong support from international banking giants—could this be the start of a new rally?

2021-06-21

Today, A-shares finally stabilized somewhat, with semiconductors emerging as the main driver of bullish momentum. From a market perspective, the third‑generation semiconductor sector continued to surge in the afternoon, with Taiji Shares and Luxiao Technology both hitting their daily limit up, Jucan Optoelectronics climbing more than 13%, and Yangjie Technology, Huawei Electronics, Qianzhao Optoelectronics, CR Micro, and Xinjieneng all posting gains exceeding 8%. The trillion‑yuan smart IoT (AIoT) track is now officially gaining traction, with stocks like Silan Micro seeing substantial increases. So, what exactly happened—and why have semiconductors suddenly surged?

The NDRC is taking action to regulate chip projects—will overcapacity emerge in the semiconductor large silicon wafer sector? Join us at the Nanjing Large Silicon Wafer Forum to explore this together!

2020-11-04

Regarding the phenomenon of chip projects being left unfinished, National Development and Reform Commission Spokesperson Meng Wei stated at a press conference on October 20 that those responsible for causing significant losses or triggering major risks will be publicly notified and held accountable.

Backed by the Big Fund and Huawei, Is China’s SiC Substrate Industry on the Verge of a Takeoff? (With Project Map)

2020-07-28

On July 14, 2020, the application for an IPO on the STAR Market by Beijing Tianke Heda Semiconductor Co., Ltd. was accepted. According to the prospectus, among Tianke Heda’s top ten shareholders, the National Integrated Circuit Industry Investment Fund ranked as the fourth largest shareholder, holding a 5.08% stake, while Hubble Investment, a subsidiary of Huawei, ranked as the fifth largest shareholder, holding a 4.82% stake.