# Chinese Simplified Semiconductor Terminology (简体中文 — Mainland China)

## The 11 Critical Mainland vs Taiwan Divergences

| Concept | Mainland (简体) | Taiwan (繁體) |
|---|---|---|
| Silicon | **硅** (gui) | 矽 (xi) |
| Chip | **芯片** | 晶片 |
| Integrated circuit | **集成电路** | 積體電路 |
| Photoresist | **光刻胶** | 光阻 |
| Lithography | **光刻** | 微影 |
| Etch | **刻蚀** | 蝕刻 (reversed!) |
| Epitaxial | **外延** | 磊晶 |
| Plasma | **等离子体** | 電漿 |
| Nanometer | **纳米** | 奈米 |
| Process (node) | **工艺** | 製程 |
| IP core | **IP核** | 矽智財 |

**ALWAYS search both variants for cross-strait research.**

## Must-Know China Policy Terms

| English | Chinese | Notes |
|---|---|---|
| Domestic substitution | **国产替代** | THE key search term for China semiconductor |
| Chokepoint / stranglehold | **卡脖子** (qia bozi) | Ubiquitous metaphor — "stuck at the neck" |
| Localization rate | **国产化率** | |
| Self-controllable | **自主可控** | Policy buzzword |
| Big Fund | **大基金** / 国家集成电路产业投资基金 | |
| Big Fund Phase I/II/III | 大基金一期/二期/三期 | |
| Entity List | **实体清单** | |
| Export controls | **出口管制** | |
| Fill domestic gap | **填补国内空白** | |
| Achieve mass production | **实现量产** | |
| Passed qualification | **通过客户验证** | |
| Entered supply chain | **进入XX供应链** | |
| First domestic [product] | **首个国产...** | |
| Advanced packaging | **先进封装** | CoWoS / InFO / hybrid bonding |

## Filing Search Terms (cninfo.com.cn)

| Section (Chinese) | English |
|---|---|
| **前五名供应商采购额** | Top-5 supplier procurement amounts (MANDATORY disclosure) |
| **前五名客户销售额** | Top-5 customer sales amounts |
| **供应商集中度** | Supplier concentration |
| **原材料采购** | Raw material procurement |
| **关联交易** | Related party transactions |
| **主营业务分析** | Main business analysis |

**STAR Market IPO prospectuses (招股说明书) are the richest source** — disclose suppliers BY NAME with amounts.

## Search Query Patterns

```
# Who supplies X to Company Y?
[Y公司] 供应商
[Y公司] 采购 [X材料]
[X公司] 进入 [Y公司] 供应链
[X公司] 通过 [Y公司] 验证

# Domestic substitution progress
[材料名] 国产替代 进展
[材料名] 国产化率
电子特气 国产替代
光刻胶 国产替代

# Company entered supply chain
[公司名] 成为 [客户] 合格供应商
```

## Key Chinese Semiconductor Material Companies (quick reference)

| Company | Ticker | Products |
|---|---|---|
| 安集科技 (Anji) | 688019.SS | CMP slurry |
| 沪硅产业 (NSIG) | 688126.SS | 300mm silicon wafers |
| 南大光电 (Nata) | 300346.SZ | ArF photoresist, MO sources |
| 江丰电子 (KFMI) | 300666.SZ | Sputtering targets |
| 华特气体 (Huate) | 688268.SS | Electronic specialty gases |
| 鼎龙股份 (Dinglong) | 300054.SZ | CMP pads |
| 上海新阳 (Sinyang) | 300236.SZ | Electroplating chemicals |
| 多氟多 (Do-Fluoride) | 002407.SZ | Electronic-grade HF |
| 北方华创 (Naura) | 002371.SZ | Etch, CVD, PVD equipment |
| 中微公司 (AMEC) | 688012.SS | Etch equipment |
| 拓荆科技 (Piotech) | 688072.SS | CVD/ALD equipment |

## Key Media Sources

| Source | URL | Notes |
|---|---|---|
| 集微网 (JiWei) | laoyaoba.com / jwinsights.com | Premier China semiconductor news |
| 东方财富 (EastMoney) | eastmoney.com | Free broker research aggregation |
| 巨潮资讯 (cninfo) | cninfo.com.cn | Official company filings |
| 雪球 (Xueqiu/Snowball) | xueqiu.com | Investor community / grassroots intel |