Research
Research
Sector primers and special reports from the Semisino coverage universe.
Sector Primers
China's optical makers won on the merits, not sanctions, and now supply most of the high-speed optics inside US AI data centers. The players, chips and risks.
Domestic tools went from 7% of Chinese fab purchases in 2020 to 35% in 2025. Who builds them, how they compare, and what the franchises are worth after the ramp.
A $20bn software market gates hundreds of billions in chip design. Where China's EDA vendors actually stand after the 2025 export-control shock, tool by tool.
China's MCU makers took the consumer low end on price and are grinding into industrial and automotive sockets. The players, the price war, and who survives.
IGBTs, MOSFETs and silicon carbide are where Chinese scale hurts Western incumbents most. The players, the price collapse, and the Nexperia packaging chokepoint.
China's contract fabs entered 2026 running full and raising prices. Who they are, what nodes and capacity they run, and how they stack up against each other.
China builds a third of the world's cars and most are now NEVs. How domestic chip content went from roughly 10% to a procurement mandate, and who wins the sockets.
Nvidia's share of China's AI chip market went from about 95% to zero. Huawei Ascend, Cambricon and the GPU startups now filling the gap, sized and compared.
Special Reports
SiCarrier, SwaySure, PXW, SiEn and Yuliangsheng all deny links to Huawei. What is known about the parallel fab network Washington actually worries about.
Zhongji Innolight books over 90% of revenue overseas and supplies half of Nvidia's 800G modules. The one Chinese chip cluster that depends on Western capex.