In recent months, China's semiconductor industry has achieved significant milestones, with companies like Jingjia Micro, Loongson Technology, Gaoren Semiconductor, Linko Semiconductor, Zhongxin Wafer, Guoxin Technology, and Lanqi Technology making remarkable progress. These advancements span multiple critical semiconductor sectors, including GPUs, MCUs, clock chips, silicon carbide, and gallium oxide.
The data reveals that Chinese enterprises are steadily gaining independence in areas like AI acceleration and power semiconductors, competing more aggressively with global giants across various fields. This is driving China’s chip production sector to play an increasingly significant role in the global market.
Jingjia Micro's New GPU Chip Completion
On December 3, 2024, China's leading GPU producer, Jingjia Micro, announced that its JM11 series graphics processing chip has completed the tape-out and packaging phases. However, the product is still undergoing testing and has yet to enter mass production or be sold commercially.
The JM11 series is compatible with both domestic and international CPUs, supporting operating systems like Linux and Windows, and offering virtualization capabilities. It is designed for applications in graphics workstations, cloud desktops, and cloud gaming. The successful tape-out and packaging of this chip will further enhance Jingjia Micro's product portfolio and technological capabilities, bolstering its competitive edge in the market.
Currently, NVIDIA and AMD dominate the global GPU market, but with ongoing technological maturation, Chinese companies such as Jingjia Micro, Moore Threads, Biren Technology, and Suiran Technology are making rapid progress. They are poised to close the gap with international leaders, particularly in fields like cloud computing, big data, and AI, as they work to increase their market share.
Jingjia Micro also plans to invest 34 million yuan into the Hunan Junxi High-Tech Phase II Fund, further strengthening its investment in the semiconductor and related industries.
Gaoren Semiconductor's Gallium Oxide Breakthrough
On November 29, 2024, Gaoren Semiconductor made a major leap in gallium oxide crystal growth, announcing the successful development of a 2-inch N-type gallium oxide single crystal using the Czochralski method. The substrate’s average resistivity is less than 30mΩ·cm with uniformity below 5%.
Gallium oxide, a third-generation semiconductor material, has become increasingly promising as applications for materials like silicon carbide (SiC) and gallium nitride (GaN) expand. Gaoren’s achievement accelerates the industrialization of gallium oxide, with future applications anticipated in power electronics, 5G communications, and electric vehicles.
This breakthrough is expected to boost the use of gallium oxide across various industries, driving forward the semiconductor sector globally.
Linko Semiconductor Enters China’s Top-Tier Market
On November 28, 2024, Linko Semiconductor announced that its 8-inch silicon carbide (SiC) resistive crystal furnace has entered mass production, marking its place in the top tier of China's semiconductor industry. This furnace supports the growth of high-quality SiC crystals, which are crucial for the electric vehicle, charging station, solar energy, and energy storage sectors.
With growing demand for SiC in power electronics, Linko Semiconductor’s advanced manufacturing equipment plays a vital role in the industry’s expansion. The global SiC power device market is expected to reach $9.17 billion by 2028, showing a promising outlook for Chinese semiconductor companies in this sector.
Guoxin Technology's High-Performance AI MCU
On November 24, 2024, Guoxin Technology announced the successful internal testing of its high-performance AI MCU chip, the CCR7002. Developed in collaboration with Guangdong Saifang Technology, the CCR7002 integrates advanced SoC subsystems with AI capabilities, supporting high-speed interfaces like PCIe 2.0, USB 3.0, and GMAC, as well as various security engines.
This new chip is designed for applications in industrial control, energy management, smart buildings, and intelligent transportation systems, expanding Guoxin's product line and enhancing its competitiveness in the AI MCU market.
Lanqi Technology’s Clock Chip Production
Lanqi Technology, a chip designer specializing in data processing and interconnect solutions, has announced that its first batch of programmable clock generator chips is ready for mass production. The chip is designed to meet the needs of industries like 5G, industrial automation, automotive electronics, and consumer electronics, offering high precision and low power consumption.
With this new product, Lanqi Technology aims to become a key player in the clock chip market, which has seen limited domestic production in China. The company plans to continue expanding its product offerings to provide "one-stop" solutions for its clients.
Loongson Technology's Upcoming GPU Chip
Loongson Technology, a pioneer in China's CPU development, has revealed its plans for the 9A1000 graphics card, which is expected to enter tape-out in the first half of 2025. Positioned as an entry-level GPU with AI inference acceleration capabilities, the 9A1000 will compete with AMD’s RX550 in terms of performance.
As China’s semiconductor industry continues to grow, companies like Loongson are striving to break into the GPU market and reduce reliance on foreign technologies.
Conclusion
China’s semiconductor industry is making impressive strides in key areas such as AI, power electronics, and specialized materials. With companies like Jingjia Micro, Gaoren Semiconductor, Linko Semiconductor, Guoxin Technology, Lanqi Technology, and Loongson Technology leading the way, the country is becoming an increasingly influential player in the global semiconductor market. As China continues to push forward with innovation and investment, its position in the global semiconductor ecosystem is expected to strengthen.
