Blog
Analysis
Original writing on China's semiconductor ecosystem — fabrication, policy, markets, and chip design.
MarketsDesignFabricationPolicy
Welcome to Semisino
What this project is, why we built a live map of China's semiconductor ecosystem, and where it goes next.
Mapping 1,300 Companies Across Four Axes
How the taxonomy works — business model, product category, value-chain position, and end market — and why four axes beat one list.
The Equipment Bottleneck, Revisited
Where domestic tool-makers have closed the gap, where they haven't, and what the next two years likely hold.
Reading the Latest Export Controls
A practical guide to what the newest rules actually restrict — and how the ecosystem is routing around them.