Domestic Semiconductor Major Moves! Jinghe/Silan Microelectronics/Huahong Join Forces, Mature Process Achieves Breakthrough

Currently, the global semiconductor industry has shifted from competing in advanced process nodes to focusing on supply chain resilience in mature processes. Chinese semiconductor manufacturers are seizing this industry transformation window, intensively advancing capacity expansion, technological breakthroughs, and supply chain improvements.

Recently, Jinghe Integration, Silan Micro, and Huahong Group have announced major operational and strategic moves, each focusing on process breakthroughs, production line implementation, and ecosystem enhancement. Every step demonstrates the firm commitment of China’s domestic semiconductor manufacturing industry to high-quality development.

28nm Process Officially Unlocked, Jinghe Integration Expands Mature Process Capacity with Phase 4

On the evening of March 11, 2026, Jinghe Integration announced its latest operational and expansion progress, achieving a key breakthrough in core technology—the 28nm logic process platform has completed full process development. This marks further enhancement of its technological layout in mature processes.

As a company specializing in 12-inch wafer foundry and supporting services, Jinghe Integration has built a diversified process system covering 150nm to 28nm, supporting wafer fabrication for display driver ICs (DDIC), CIS, power management ICs (PMIC), logic chips, microcontrollers (MCU), and more. Its applications span smartphones, tablets, security, automotive electronics, and other fields.

In terms of capacity expansion, Jinghe Integration has outlined a four-phase plan: constructing a new 55,000 wafers/month 12-inch wafer fabrication line, focusing on 40nm and 28nm processes to further fill market capacity gaps.

According to previous disclosures on the company’s official WeChat, the total investment for this phase four project is up to 35.5 billion yuan, located in Hefei New Station, Anhui Province. It is expected to complete equipment installation and start production by Q4 2026, reaching full capacity by Q2 2028.

Regarding market concerns about operational status, Jinghe Integration responded that recent operations are normal, with capacity utilization remaining high. This expansion aims to meet increasing demand for high-performance, high-quality wafer foundry services, accelerating domestic substitution. Currently, Jinghe Integration’s total capacity is about 160,000 wafers per month; after the phase four project is operational, its advantages in mature process capacity will be further highlighted.

Silan Micro Secures 3.6 Billion Yuan Investment, Details of Xiamen 12-Inch High-End Analog Line Revealed

In March 2026, Silan Micro announced a major disclosure, clarifying investment details for its Xiamen 12-inch high-end analog IC manufacturing line and completing a comprehensive adjustment of external investors, with a total external capital increase of 3.6 billion yuan officially finalized.

The announcement shows that the initial cooperation plan involved Xiamen Semiconductor Investment Group investing 1.5 billion yuan and Xiamen Xinyu Technology investing 2.1 billion yuan, totaling 3.6 billion yuan, to increase capital in the project company Silan Jihua, jointly promoting the construction of the line.

After the investor adjustment, the original 1.5 billion yuan investment obligation of Xiamen Semiconductor was fully assumed by Xiamen Haixia United Investment; the 2.1 billion yuan obligation of Xinyu Technology was split equally, with Xiamen Xinyi Xin Cheng and Xiamen Investment Xin Hua each taking on 1.05 billion yuan. The new investors will assume rights and obligations proportionally, with the original investors fully exiting and no longer bearing related investments or responsibilities.

Notably, to accelerate project commencement, Silan Micro had already injected 240 million yuan into the project company Silan Jihua in December 2025. The project company’s registered capital is 250 million yuan, with 100% ownership held by Silan Micro. After all capital increases, Silan Micro and its wholly owned subsidiary Xiamen Silan Micro will hold a combined 29.55%, Xiamen Haixia United Investment 34.09%, and Xiamen Xinyi Xin Cheng and Xiamen Investment Xin Hua each 18.18%. The core governance rights remain firmly in Silan Micro’s control.

The company clarified that this 12-inch line will focus on high-end analog IC manufacturing. Currently, most domestic 12-inch wafer lines are concentrated in logic and memory, with a significant gap in high-end analog chip capacity. As one of the few domestic IDM (integrated device manufacturer) capable of full-process manufacturing, this line will further enhance design-manufacturing synergy and effectively break through capacity bottlenecks for high-end analog chips.

Investing 1 Billion Yuan to Strengthen Strategic Layout, Huahong Group Establishes Huayao Core Semiconductor

According to Qichacha, Shanghai Huayao Core Semiconductor Co., Ltd. has recently been officially established. This new company, funded by Huahong Group with 1 billion yuan, is an important strategic move to deepen the core semiconductor sector and improve the industrial ecosystem.

Its business scope includes integrated circuit manufacturing, IC chip and product manufacturing, IC sales, IC design, and IC chip design and services, forming a complete “design-manufacture-sales” closed loop, capable of supporting all segments of the semiconductor supply chain.

The equity structure, as revealed by Qichacha’s shareholding transparency, shows that Huayao Core Semiconductor is jointly held by Shanghai Huahong (Group) Co., Ltd. and its affiliated Shanghai Huailibo Enterprise Management Partnership (Limited Partnership). Huahong Group is the core shareholder, ensuring unified strategic deployment and execution.

As a leading domestic integrated circuit enterprise, Huahong Group has been deeply involved in the semiconductor field for years, establishing a full industry chain covering manufacturing, design, and sales, with 3 eight-inch and 4 twelve-inch wafer lines, and over 20,400 patents. In 2025, the group’s revenue reached $2.4021 billion, a 19.9% increase year-over-year.

Industry analysts believe that the establishment of Huayao Core Semiconductor will further integrate Huahong Group’s technological, talent, and channel advantages, expand its footprint in IC manufacturing and design, and help break through core technology bottlenecks, advancing the independent and controllable development of China’s domestic IC industry.

China’s Semiconductor Manufacturing Enters a New Stage of High-Quality Progress

Overall, the latest moves by Jinghe Integration, Silan Micro, and Huahong Group reveal that China’s semiconductor industry is entering a more pragmatic and efficiency-focused development phase. By addressing key process bottlenecks, strengthening weak points, and investing heavily in specialized processes, the domestic manufacturing system is gradually building a comprehensive support capability covering logic, analog, and power chips.

The completion of Jinghe Integration’s 28nm logic platform signifies that domestic second-tier foundries are beginning to overcome critical technological bottlenecks in mature processes. This milestone not only enhances their bargaining power in high-growth markets like AI chips, high-performance drivers, and IoT but also enriches the technological reserve for the echelon development of advanced domestic processes.

Silan Micro’s capital commitment to the 12-inch high-end analog line reflects a development strategy for domestic power semiconductor companies—upgrading line sizes from 8 inches to 12 inches to optimize unit costs and production efficiency. In high-reliability fields such as automotive electronics and industrial control, this IDM-based asset investment is key to establishing long-term competitive barriers.

Meanwhile, Huahong Group’s initiatives like establishing Huayao Core are breaking the limitations of a single foundry model. Deep integration of manufacturing and design through capital and business ties can shorten R&D cycles and maintain stable capacity utilization amid supply chain fluctuations, offering new ideas for industry development.

In summary, the strategic layouts of Jinghe Integration, Silan Micro, and Huahong Group exemplify domestic semiconductor manufacturers’ focus on mature process development and ecosystem improvement. As these projects come to fruition and technologies deepen, the resilience and independence of China’s semiconductor supply chain are expected to continue strengthening.