What Beijing Yandong Microelectronics (YDME) does

Beijing Yandong Microelectronics (YDME), stock code 688172.SH, is a Beijing-headquartered semiconductor foundry and integrated circuit manufacturer founded in 1987 and controlled by Beijing municipal state-owned enterprise Beijing Electronics Group (北京电控). The company operates a coordinated "6+8+12 inch" wafer fabrication footprint — a 6-inch line in Suining (Sichuan) at 60,000 wafers/month, an 8-inch line in Beijing at 50,000 wafers/month, and a 12-inch line in Beijing with a 65nm node at 40,000 wafers/month already in mass production plus a 28-55nm node at 50,000 wafers/month planned for H2 2026 mass production. YDME also runs packaging and testing services and develops proprietary specialty process platforms including SiN and SOI silicon photonics (for lidar and optical communications, with mass production achieved on SiN), SiC (silicon carbide) SBD and MOS compound semiconductors, and various power device and analog IC processes.

YDME's revenue model combines wafer foundry/manufacturing services for external customers with in-house production of discrete devices (MOSFET, IGBT, TVS, SBD, FRD, RF power devices) and analog integrated circuits (voltage regulators, operational comparators). It sells into consumer electronics, mobile communications, power electronics, smart terminals, automotive electronics, new energy, and rail transit end-markets via a B2B direct sales motion. The company holds preferred-supplier positioning with sister company BOE Technology Group within the Beijing Electronics Group ecosystem, is a national "Specialized, Refined, Differential, and Innovative Little Giant," and has been rated a SASAC "Science and Technology Reform Action" benchmark enterprise in 2022 and 2023. After a December 2022 STAR Market IPO that raised approximately 3.95 billion CNY for 12-inch line construction, YDME is positioned as a domestic specialty-process foundry aligned with China's semiconductor self-sufficiency priorities.

Name

Beijing Yandong Microelectronics (YDME)

Legal name

北京燕东微电子股份有限公司

Website

https://ydme.com

Company type

Public

Founded year

1987

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Beijing Yandong Microelectronics (YDME, 688172.SH) is a Beijing-based semiconductor foundry and IC manufacturer, controlled by state-owned Beijing Electronics Group, operating 6/8/12-inch wafer fabs and specialty processes including silicon photonics and silicon carbide for consumer electronics, automotive, new energy, and rail transit customers.

Ownership category

akta.pro rank

Product category

Semiconductor Foundry and Wafer Fabrication

NAICS

Semiconductor and Related Device Manufacturing (334413)

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

Logic Foundries (Advanced Nodes) (HDAHACAA)

akta.pro secondary industries

High-Voltage, Power Discretes & Modules (IGBT/MOSFET/SiC/GaN) (HDAHAAAK), Power Modules (IGBT/MOSFET/SiC/GaN Modules) (HDAHAHAH)

Keywords

• Semiconductor wafer fabrication
• Discrete semiconductor devices
• Analog integrated circuits
• Silicon photonics platform
• Silicon carbide power devices

Headquarters

HQ city

Beijing

HQ country

China

HQ region

Asia

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Infrastructure, Technology or R&D, Personnel, Operations, Supply Chain

Revenue model

1. Wafer Manufacturing Services: Provides professional semiconductor wafer manufacturing services and customized solutions. Revenue generated from chip fabrication for customers using 6/8/12 inch production lines.
2. Discrete Devices and IC Products: Manufactures and sells discrete devices (MOSFET, IGBT, TVS, SBD, FRD) and analog integrated circuits (voltage regulators, comparators) to customers.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

YDME is a semiconductor technology and manufacturing services provider that operates 6-inch, 8-inch, and 12-inch wafer fabrication lines in Beijing and Suining. The company offers specialized wafer foundry services and produces discrete devices (MOSFET, IGBT, TVS, SBD, FRD, RF power devices) as well as analog integrated circuits (voltage regulators, comparators). It also develops advanced process platforms including SiN/SOI silicon photonics for lidar and optical communications and silicon carbide (SiC) devices for power electronics.

Product overview

Beijing Yandong Microelectronics (YDME) is a semiconductor technology and manufacturing services provider offering a comprehensive portfolio of wafer fabrication services across 6-inch, 8-inch, and 12-inch production lines, along with discrete devices (surge protectors, ECM preamplifiers, digital transistors, RF power devices) and analog integrated circuits (voltage regulators, operational comparators). The company operates a '6+8+12 inch' coordinated development strategy, providing specialized process platforms including SiN silicon photonics, silicon carbide (SiC), BCD, CMOS, and various power device technologies for applications in consumer electronics, automotive, communications, industrial control, and new energy sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Discrete Devices

Named customers7 records

Segments8 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• Fangbang Co., Ltd.minorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Liyang ChipsminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Qipai TechnologyminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Jinghe IntegrationminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Yanmai TechnologyminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Yong Silicon ElectronicsminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• Weice TechnologyminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• China Resources MicroelectronicsminorOthers · 8 May 2026Participated together with YDME in STAR Market semiconductor manufacturing and testing companies earnings briefing. Industry peer at the same event.
• BOE Technology Group (京东方科技集团)coreStrategic or Co-development Partner · 16 December 2022Strategic customer and ecosystem partner. BOE is a major display panel manufacturer that can utilize YDME's semiconductor manufacturing services and represents a key customer relationship within Beijing Electronics Group's semiconductor ecosystem.

Scale indicators13 records

Recent moves8 records

Expansion highlights6 records

Direct peers

• China Resources Microelectronics (CR Micro): State-owned Chinese IDM and foundry with 6-inch and 8-inch fabs producing power discretes, analog ICs, and sensors. Direct competitor named in the same STAR Market earnings briefing as YDME; comparable product portfolio across discrete devices and analog ICs.
• SMIC (Semiconductor Manufacturing International Corporation): China's largest and most advanced semiconductor foundry with a full technology node range down to 7nm. Direct competitor for YDME's foundry services across logic, analog, and power device customers, though at a much larger scale and more advanced process nodes.
• Nexchip (晶合集成): STAR Market-listed Chinese foundry operating a 12-inch fab focused on DDIC, CIS, power management, and microdisplay processes. Direct competitor in the display driver IC and power management IC segments that YDME's 12-inch line targets.
• Hua Hong Semiconductor: Shanghai-listed pure-play foundry specializing in 90nm-0.35μm mature nodes for analog, power, and embedded memory. Closest pure-play specialty foundry peer to YDME, competing head-to-head for the same Chinese analog and power semiconductor customers.
• Silan Microelectronics (士兰微): Chinese IDM focused on power semiconductor devices (MOSFET, IGBT, SiC), LED chips, and MEMS sensors with integrated 5/6/8/12-inch fabs. Comparable business model combining in-house fabs with discrete device products, directly overlapping YDME's MOSFET, IGBT, and SiC lines.
• Jinghe Integration (晶合集成): STAR Market-listed Chinese 12-inch foundry with both mature and advanced node capabilities. Competes for similar Chinese foundry customers in display drivers, analog, and power management, and appeared alongside YDME in STAR Market earnings briefings.

Broad incumbents

• Tower Semiconductor: Global specialty foundry focused on analog, RF, power, and silicon photonics processes. Comparable specialty process orientation to YDME, particularly relevant as a benchmark for the silicon photonics platform that YDME is bringing to mass production.
• Vanguard International Semiconductor (VIS): Taiwanese specialty foundry focused on analog, power management, and display driver ICs on 8-inch and 12-inch fabs. Comparable specialty foundry positioning to YDME across the same end-market applications (DDIC, PMIC, power).

Emerging players

• Shanghai Fudan Microelectronics: Chinese fabless/IDM hybrid semiconductor company with in-house 6-inch and 8-inch lines producing smart card ICs, EEPROM, and analog products. Comparable scale and product mix overlap with YDME's analog IC and discrete device portfolio.
• Galaxy Microelectronics (银河微电): Chinese discrete semiconductor manufacturer focused on small-signal transistors, diodes, and power devices. Comparable product portfolio in discretes (especially surge protectors, digital transistors — directly overlapping with YDME's discrete device lines).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/beijing-yandong-microelectronic-co-ltd-

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries2 records

Funding overview

Funding rounds1 record

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beijing Yandong Microelectronics (YDME)