Semitech

What Semitech does

Semitech (赛美特, legally Semitech Information Group Co., Ltd.) is a Shanghai-headquartered industrial software company providing AI-powered Computer Integrated Manufacturing (CIM) solutions for semiconductor and advanced manufacturing enterprises. Founded in 2020 through the merger of Shanghai Tejiaosi, Guyao SEMI Integration, and Weixin, the company develops the PlantU (Plant to You) platform — a modular suite organized across production management (MES, APS, RTD, WFA, MCS), quality management (SPC, YMS, DMS, INK Pro, FDC, APC, LIMS), equipment automation (EAP, RMS, AMS, SCADA, RPA, RCM), logistics (WMS), general tools (MessageBus, KMS, Report, Monitoring, DT, IDP), and business management (ERP, EAM, SMS, DWMS, CCMS). The platform covers 1800+ functions required for 8-inch and 12-inch wafer fabs and is the first and only domestically-developed fully-automated CIM solution verified in mass production at Chinese 12-inch fabs. It has been deployed across 22 12-inch wafer fabs, 7 packaging/test fabs, and 8 silicon wafer fabs, serving 200+ semiconductor customers with claimed 100% coverage of major domestic semiconductor manufacturers and 840+ manufacturing enterprises overall.

Semitech generates revenue primarily through enterprise software licensing, multi-year subscriptions, large-scale CIM implementation projects (typically 12-18 months), and ongoing professional services. Revenue reached RMB 731 million in 2025 (~60% three-year CAGR), with the semiconductor business alone contributing RMB 415 million. The company achieved scale profitability in 2025 with RMB 97.26 million adjusted net profit and RMB 65.2 million operating cash flow — uncommon for an industrial software vendor at this growth stage. Customer base spans marquee semiconductor clients (Xin'en, GlobalFoundries, X-FAB, TF-AMD, AMS-Osram, SSMC, Zhuosheng Wei, Shichuangyi, Chenxian Guangdian) plus adjacent verticals including display (TCL CSOT), photovoltaic (Stark Solar Semi India), automotive (Zhuzhou CRRC), and others. Distribution is direct enterprise sales supported by 13+ regional subsidiaries across China, Singapore, Malaysia, and Japan.

Semitech has raised over RMB 2 billion across six funding rounds (2021-2025) with strategic investors including Shanghai Integrated Circuit Industry Fund, China Internet Investment Fund, BYD, Matrix Partners China (lead), Hillhouse, and Chengdu Ceyuan Capital. The Q4 2025 round valued the company at RMB 7.3 billion post-money. The company is pursuing M&A as a core capability-building lever, having acquired VMS Solutions (Shenzhen Weicheng) for APS in 2023, Beijing Zhiyang Tongda for ERP in 2023, and the YMS/DMS IP from Suzhou Weida and Taiwan WeiJing in 2024. IPO preparation is reportedly underway with Shanghai Securities Bureau filing completed. The company has been recognized as a National-level "Specialized, Special and Novel Little Giant" enterprise and Shanghai Innovative Enterprise Headquarters.

Name

Semitech

Legal name

赛美特科技有限公司

Website

https://semi-tech.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Semitech (赛美特) provides AI-powered CIM (Computer Integrated Manufacturing) software — the PlantU platform covering MES, APS, YMS, EAP, and related modules — to semiconductor fabs and advanced manufacturers. It is China's first domestically-developed fully-automated CIM solution verified in mass production at 12-inch fabs, serving 200+ semiconductor customers and 840+ manufacturers.

Ownership category

akta.pro rank

Product category

Industrial Software — Semiconductor Manufacturing Execution Systems (CIM/MES)

NAICS

Electronic Computer Manufacturing (334111)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Manufacturing ERP (Discrete, Process, Batch) (HDAEAEAB)

Keywords

• Semiconductor CIM software
• Manufacturing execution systems
• Smart manufacturing platform
• Yield management software
• Industrial automation software

Headquarters

HQ city

Minhang

HQ country

China

HQ region

Asia

Offices13 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Licenses and Subscriptions: The company provides CIM (Computer Integrated Manufacturing) software solutions including MES, EAP, SPC, YMS, APS, WMS and other systems. Revenue is generated through software licensing fees and annual subscription/maintenance fees. The systems are sold as integrated solutions to semiconductor and advanced manufacturing enterprises.
2. Implementation and Professional Services: Professional services including system implementation, customization, integration with existing factory systems, and ongoing technical support. The company deploys teams of consultants and engineers for project delivery at customer sites.
3. Project-based Contracts: Large-scale CIM system construction projects for semiconductor fabs, typically involving multiple system modules (MES, EAP, SPC, YMS, etc.) with phased implementation over 12-18 months.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Semitech develops and sells the PlantU CIM (Computer Integrated Manufacturing) software platform — an AI-powered intelligent manufacturing suite covering MES, APS, EAP, SPC, YMS, FDC, RTD, WMS, ERP, and other modules. The platform serves semiconductor fabs (8-inch and 12-inch wafer, packaging/test, silicon wafer), as well as photovoltaic, display panel, battery, energy, chemical, equipment manufacturing, automotive, pharmaceutical, and medical device industries. Customers license the software (often via multi-year contracts) and receive implementation, customization, and ongoing technical support services.

Product overview

Semitech (赛美特) offers a comprehensive AI-powered smart manufacturing software platform under the PlantU brand (Plant to You 为您打造智能工厂). The platform operates as a modular, integrated suite organized across seven categories: Production Management (MES, APS, RTD, WFA, MCS), Quality Management (SPC, YMS, DMS, INK Pro, FDC, APC, LIMS), Equipment Automation (EAP, RMS, AMS, SCADA, RPA, RCM), Logistics Automation (WMS), General Tools (MessageBus, KMS, Report, Monitoring, DT, IDP), and Business Management (ERP, EAM, SMS, DWMS, CCMS). At the core sits the CIM (Computer Integrated Manufacturing) platform — the 'factory brain' — integrating all PlantU modules to provide end-to-end coverage from equipment-level control through production execution, quality management, yield optimization, scheduling, warehousing, and enterprise-level ERP. The PlantU product line is unified under a single architecture with shared data models and message middleware (PlantU MessageBus), enabling seamless data flow between modules. The platform serves semiconductor (12-inch and 8-inch wafer fabs), photovoltaic, panel display, battery, energy, chemical, equipment manufacturing, automotive, non-ferrous, pharmaceutical, medical device, and electronics assembly industries, with the majority of revenue derived from semiconductor CIM solutions.

Differentiator

Problem solved

Functional benefit

Brands

• PlantU: 软件主品牌，产品线包括MES、EAP、SPC、YMS、APS、WMS、Monitoring等系统，覆盖计划、执行、分析、质量、仓储等生产全流程。
• BIT事业部
• YMS事业部

Products and services

• PlantU MES (Manufacturing Execution System) Semiconductor-grade manufacturing execution system managing the entire production process from order through information transmission. Provides real-time production guidance, WIP tracking, lot control, and integrates with equipment and quality systems.
• PlantU APS (Advanced Planning and Scheduling) AI-powered intelligent planning and scheduling covering end-to-end supply chain from demand to production. Leverages model-based planning with self-learning parameters, MAS-based discrete event engine, and WISE simulation platform.
• PlantU RTD (Real Time Dispatch System) Real-time dispatch and scheduling system for 8/12-inch semiconductor fabs. Combines real-time WIP, equipment status, bottleneck analysis, and multi-dispatch rule modeling to provide optimal production sequencing.
• PlantU EAP (Equipment Automation Program) Equipment automation and control platform positioned between MES and shop floor equipment. Handles SECS/GEM and HSMS protocol communication, data acquisition, equipment control, and real-time data exchange.
• PlantU YMS (Yield Management System) AI-enhanced yield management and analytics system for semiconductor fabs. Analyzes defect data, maps yield loss patterns, identifies root causes, and guides process improvement with data-driven yield prediction and run-to-run optimization.
• PlantU WMS (Warehouse Management System) Warehouse management system synchronizing material and information flow with real-time tracking of inbound, outbound, inventory, and location. Features barcode-based tracking, PDA scanning, multi-warehouse visibility.
• ERP (Enterprise Resource Planning) Enterprise resource planning system providing unified database and IT architecture for seamless information integration across production, finance, HR, sales, and procurement departments.
• PlantU KMS (Knowledge Management System) AI-powered knowledge base management platform using semantic understanding, multi-dimensional intelligent retrieval, scenario-based Q&A, and Agentic RAG framework to convert scattered manufacturing knowledge into structured intellectual assets.
• PlantU IDP (Intelligent Document Processing) AI-powered intelligent document processing platform using natural language processing to extract and structure data from emails, PDFs, scans, and unstructured documents. Features intelligent parsing, collaborative editing, open APIs, and smart full-text search.
• PlantU DT (Digital Twin) Digital twin platform providing dynamic digital replicas of physical entities for real-time mapping, prediction, and optimization. Features high-fidelity 3D models, real-time production simulation, no-code configuration, and integrated equipment/video/location data access.
• PlantU RPA (Robotic Process Automation) Robotic process automation technology automating repetitive, rule-based workflow tasks. Simulates human operations without modifying existing systems, integrates AI vision for intelligent task triggering, and supports low-code visual workflow design.
• PlantU LIMS (Laboratory Information Management System) Microservices-based laboratory management platform for manufacturing labs covering sample management, testing, instruments, and consumables. Supports GMP, ISO17025 standards with electronic signatures and automated task assignment.
• PlantU SCADA (Supervisory Control and Data Acquisition) Data acquisition and monitoring control system for general manufacturing environments. Supports mainstream industrial protocols, device modeling, rule-based event engines, and multi-dimensional visualization including OEE analysis.
• PlantU EAM (Enterprise Asset Management) Full-lifecycle asset management platform integrating production, operations, maintenance, and safety functions covering commissioning, asset lifecycle tracking, periodic testing, spare parts management, and emergency management.

Quantifiable outcome

• Revenue reached RMB 731 million in 2025, up from RMB 367 million in 2024 from semiconductor business alone
• +5 more outcomes

Named customers19 records

Segments10 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability11 records

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• NVE CorporationcoreChannel Partner/ Reseller/ Distributor · 30 April 2026Semitech appointed as authorized distributor for NVE Corporation's portfolio of isolation products in the U.S. market. Semitech will offer NVE's digital isolation solutions to its more than 14,000 clients across industrial, medical, automotive, and communications sectors.
• 河南投资集团 / 河南汇融数字科技coreStrategic or Co-development Partner · 7 April 2026Joint venture '河南赛美特汇融科技有限公司' established to provide manufacturing digitalization services in Henan province. Leverages regional resources and technology capabilities to serve central China manufacturing market.
• Stark Solar Semi (India)coreStrategic or Co-development Partner · 2 June 2025Strategic cooperation agreement signed for photovoltaic intelligent factory construction, industrial software application and industrial AI innovation. Represents Semitech's globalization strategy and recognition of industrial software capabilities in international market.
• 炜晶科技 (Taiwan WeiJing)coreTechnology or Integration · 7 June 2024Acquisition of YMS (Yield Management System) IP and DMS products including Vidas platform from Taiwan WeiJing. Established YMS business unit with team having 20+ years semiconductor yield management experience.
• 深爱半导体minorImplementation/ SI/ Consulting Partner · 14 July 2023CIM implementation project for Shenzhen Shenai Semiconductor including MES, SPC, WMS, EAP, Report systems to improve production efficiency, yield, and reduce costs.
• VMS Solutions / 深圳威程coreTechnology or Integration · 27 June 2023Investment and acquisition of controlling stake in Shenzhen Weicheng (VMS Solutions China subsidiary) to obtain world-class APS (Advanced Planning and Scheduling) product line. VMS Solutions has 20+ years experience serving semiconductor and panel industry with products used by major global semiconductor companies.
• 博科资讯 (Botonk)coreStrategic or Co-development Partner · 25 June 2023Strategic partnership to create 'Semitech MES + Botonk ERP' combination for comprehensive localization and digital innovation in intelligent factories. Botonk provides enterprise digital management solutions based on Yigo no-code platform.

Scale indicators11 records

Recent moves25 records

Expansion highlights6 records

Broad incumbents

• Siemens Digital Industries (Opcenter / SIMATIC IT): Siemens offers Opcenter (formerly SIMATIC IT) as a leading global MES/CIM suite for semiconductor and discrete manufacturing. It is the dominant Western incumbent that Semitech directly competes against in the domestic substitution market.
• Applied Materials (SmartFactory Rx): Applied Materials provides SmartFactory Rx, a factory automation software platform for semiconductor and adjacent manufacturing. As a global equipment-and-software leader, it represents a primary competitor for advanced fab CIM.
• Hitachi High-Tech (Hitachi MES / EXAM): Hitachi offers EXAM and broader MES solutions widely used in Japanese and global semiconductor fabs. As a long-standing CIM vendor with strong Asia presence, it is a key competitor in advanced-node fab projects.
• KLA Corporation (Yield Management / SmartFactory): KLA provides yield management, process control, and increasingly factory analytics software. Its capabilities overlap with Semitech's YMS/DMS modules, making it a competitor for yield-centric software spend in fabs.
• Rockwell Automation (Plex / FactoryTalk): Rockwell provides FactoryTalk and Plex MES for discrete and process manufacturing. It is an incumbent that Semitech competes against when extending PlantU into non-semiconductor verticals (battery, automotive, equipment manufacturing).

Direct peers

• Critical Manufacturing (ASMPT): Critical Manufacturing, owned by ASMPT, provides a modern MES for semiconductor and electronics manufacturing. It is a direct competitor to Semitech's PlantU MES in mid-to-large fabs and a key reference point for next-generation CIM architectures.
• PDF Solutions: PDF Solutions offers yield management and big-data analytics for semiconductor manufacturing. It competes directly with Semitech's YMS/DMS/AI yield offerings for global fab customers.

Others

• Informatica (Industrial Data / Talend): Informatica is a leading data integration and management platform. While not a direct MES competitor, it overlaps with Semitech's data infrastructure (PlantU DWMS, MessageBus) and is often part of competing factory data architectures.
• INFICON: INFICON provides smart manufacturing, sensor, and software solutions for vacuum-based industries including semiconductor equipment. While equipment-centric, its factory-software offerings overlap with parts of Semitech's equipment automation stack.

Emerging players

• Ynvisible / iBase-t (国内 competitor placeholder): Unable to confirm a directly comparable Chinese CIM peer from the available knowledge. Recommend verifying domestic-only CIM competitors (e.g., Kingsemi, Wuxi iSoft, or similar domestic MES specialists) as relevant regional peers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Subsidiaries16 records

Funding overview

Funding rounds4 records

Investors21 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 Semitech