Sici New Energy A-Round Funds Semi Powders
💡国产 semi powders funding cuts AI chip import reliance.
⚡ 30-Second TL;DR
What Changed
A-round tens of millions RMB led by Zhongguancun Capital, follow-on from prior investors
Why It Matters
Funding strengthens China's semi supply chain for AI chips by replacing US/Japan imports in etching rings and substrates. Enables scale-up for stable supply to fabs like SMIC. Projects 2027 revenue doubling via SiC and quartz growth.
What To Do Next
Request 矽瓷新能 7N quartz samples for AI chip fab material testing.
Key Points
- •A-round tens of millions RMB led by Zhongguancun Capital, follow-on from prior investors
- •First long-term order worth tens of millions/year from quartz client for SMIC/Hua Hong
- •300t quartz sand line near full; expand to 1000t by mid-2026
- •3C-SiC mid-trial complete, small orders; 300t line post-funding
- •Polymer gel method achieves <0.1ppm impurities, customizable particle size
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Original source: 36氪 ↗
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