Recently, Wang Shu, Vice President of Alkaidsemi, was invited for an exclusive interview with SEMI's Semiconductor magazine, sharing Alkaidsemi's breakthrough journey in the field of automotive and AI power semiconductors.
SEMI (Semiconductor Equipment and Materials International) is the core industry association in the global microelectronics and high-end manufacturing sector. Since its founding in 1970, it has been committed to the mission of "driving the growth and prosperity of the semiconductor and related industries," providing a core platform for connection, collaboration, and innovation for the global industrial chain. Today, it has evolved into a global industrial organization covering multiple fields such as semiconductors, displays, photovoltaics, MEMS, and flexible electronics.
The global power semiconductor market is approximately $50 billion, with the automotive sector accounting for nearly 50%. However, in 2024, the domestic self-sufficiency rate of automotive power semiconductors in China was less than 10%. In just 3 years, Alkaidsemi achieved mass production of automotive-grade power semiconductors and has become a core supplier to many internationally renowned automakers.
In the early days of the startup, Alkaidsemi often faced customer skepticism with questions like "Who are you?", "What is your yield rate?", and "Who is using your products?". It also confronted the dilemma of "no customers, no iteration scenarios". Relying on its solid strength, Alkaidsemi seized the opportunity presented by the development of new energy vehicles. It built its supply chain from scratch, followed up on wafer manufacturing, packaging and testing, and automotive-grade verification throughout the entire process. Its first project successfully entered the supply chain of an international automaker, with cumulative shipments reaching tens of millions of units, installed in millions of vehicles, and achieving zero quality incidents.
When talking about core competitiveness, Wang Shu stated that it lies in chip design, process innovation, and quality control. The company has a full product portfolio covering silicon-based and third-generation compound semiconductors, developed proprietary processes, and established deep cooperation with leading domestic wafer fabs. This not only ensures production capacity but also drives innovation, breaking the monopoly of overseas giants.
After gaining a firm foothold in the automotive market, Alkaidsemi has expanded into the AI data center and robotics sectors. For data centers, it relies on its full voltage range product portfolio from 25V to 2300V to meet power supply demands. For robotics, it focuses on motion control and voice interaction, and has already established partnerships with major domestic robot manufacturers.
Wang Shu proposed that "usable" means a product passes verification and meets the threshold for installation, while "excellent" requires iterative optimization in real scenarios. He emphasized: "The growth of Chinese power semiconductor companies is driven by industrial demand. As long as customers dare to use our products, we will succeed."
In the future, Alkaidsemi will always be guided by industrial demand and driven by technological innovation, continuing to deepen its presence in the vast power semiconductor sector. It aims not only to become a global leading power semiconductor supplier but also to inject strong impetus into the rise of China's high-end manufacturing industry.
