虎嗅

These Chinese companies have never made it onto any hot search lists, yet they have blocked NVIDIA's supply chain.

原文:这几家中国企业没上过热搜,却卡住英伟达供应链

Summary of Key Points

This news article highlights three “low-profile but formidable” Chinese technology companies: Tuojing Technology, Jiangfeng Electronics, and Lingban Technology. Although they do not appear frequently in search trends, they have successfully tackled critical challenges posed by foreign monopolies in their respective fields. Tuojing has risen from a niche player to become the only domestic supplier of essential semiconductor equipment; Jiangfeng Electronics’ products have been adopted by TSMC, the world’s leading chip manufacturer, for its 3nm manufacturing process; Lingban Technology has challenged Microsoft in the AI voice technology sector, breaking the dominance of international giants. These companies represent the hidden champions of China’s hard-tech industry, supporting the autonomy and security of the national supply chain through their technological prowess.

Detailed Analysis

1. The Companies’ Breakthroughs: Overcoming Critical Barriers

  • Tuojing Technology: From Start-up to Domestic Leader in Semiconductor Equipment

Chip manufacturing requires a device called a “thin-film deposition machine,” which coats silicon wafers with an extremely thin layer of material. This technology was previously entirely imported, with foreign companies controlling the pricing. Tuojing began with lower-end deposition equipment but focused on developing advanced technologies. Today, it is the only domestic company capable of producing these machines, freeing domestic chip manufacturers from the dependency on expensive imported equipment.

  • Jiangfeng Electronics: Entering TSMC’s 3nm Process with World-Class Target Materials

“Target materials” are crucial in chip manufacturing; they are placed in machines and bombarded with ions to deposit atoms onto silicon wafers, forming circuits. TSMC is the most advanced chip manufacturer, using 3nm technology (where transistors are tens of thousands of times smaller than human hair). Jiangfeng Electronics’ target materials meet the highest standards of purity and precision, allowing the company to enter TSMC’s supply chain and compete on a global scale.

  • Lingban Technology: Competing with Microsoft in AI Voice, Without Relying on Popular Apps

Lingban Technology specializes in intelligent voice interaction. Instead of relying on consumer apps like voice assistants for popularity, it focuses on industrial and medical applications. For example, workers in factories can operate equipment via voice commands, and doctors can record patient information verbally. Its technology outperforms Microsoft’s products in terms of accuracy and noise resistance, gaining a share of the market despite competing with international giants.

2. The Secret to Their Success: Focusing on Innovation Rather than Search Trends

Why don’t these companies appear in search trends? They invest heavily in research and development, avoiding marketing and hype. Tuojing allocates over 30% of its revenue annually to R&D (while most companies only spend 5%-10%). Jiangfeng Electronics spent nearly 20 years improving the purity of its target materials from 99.99% to 99.9999999%. Lingban Technology keeps its team focused in the lab, continuously optimizing its technology for specific industry needs.

3. The Fundamental Value of Hard Tech: Ensuring Supply Chain Security

Their breakthroughs are not just about showing off technology but about solving critical issues for China’s industrial chain. If chip manufacturing equipment and materials relied on imports, a foreign supply disruption could paralyze the entire industry. Tuojing’s and Jiangfeng Electronics’ innovations provide domestic alternatives, ensuring that China can produce what it needs even in times of crisis. Lingban Technology’s AI technology reduces reliance on international companies in vital sectors, enhancing data security and industrial autonomy.

4. Comparing with “Search-Trend Stars”

Many companies gain fame through marketing, such as certain brands that sell billions daily, but their value is not comparable to that of Tuojing, Jiangfeng, and Lingban. While short-term popularity can be significant, hard-tech breakthroughs have a lasting impact on industry competitiveness. For instance, Jiangfeng Electronics’ success in TSMC demonstrates China’s strength in material technology and drives domestic industrial upgrades; Lingban Technology’s AI technology gives Chinese companies a competitive edge in AI applications.

In Conclusion

These companies, which have not made it onto search trends, have overcome significant barriers through years of dedicated R&D. They may not be well-known, but they are the backbone of China’s hard-tech industry. Without them, there would be no autonomy in the supply chain and no future for Chinese technology.