Comprehensive Analysis of Hanbo Semiconductor's 7nm GPU Yield Rate and Production Capacity

Based on the latest information I have collected, here is a comprehensive analysis of Hanbo Semiconductor’s 7nm GPU yield rate and production capacity issues:

[0]

• Hanbo Semiconductor has recently completed listing counseling and plans to apply for the Science and Technology Innovation Board[0]
• The company was established in December 2018, registered in Shanghai, and its founding team all have AMD backgrounds[0]
• Currently, it has independently developed core IP and two generations of GPU chips, and its products have achieved mass production and commercialization[0]
• Application scenarios cover large models, intelligent computing centers, smart industry, smart transportation, digital twins, industrial software, cloud rendering and other fields[0]

[1]

• The 7nm process is the mainstream process node for current domestic GPUs, and wafer foundry mainly relies on advanced process suppliers such as TSMC[1]
• The yield rate issue of advanced process chips is a common challenge in the entire semiconductor industry, and domestic GPU manufacturers face similar technical bottlenecks[1]
• According to industry analysis reports, the supply side of advanced packaging technologies such as HBM is developing by leaps and bounds, but the capacity of advanced processes is still tight[1]

[0][2]

• Hanbo Semiconductor’s financing history shows that its shareholders include well-known institutions such as China Internet Investment Fund, Kuaishou, Alibaba, and Matrix Partners China, which provides sufficient financial support for the company[0]
• The domestic GPU field is ushering in an IPO wave; companies such as Muxi Semiconductor and Moore Thread have successively listed on the Science and Technology Innovation Board, and the capital market has shown high enthusiasm for the domestic GPU sector[2]
• In 2025, domestic GPU companies will collectively rush to the finish line; the industry is in a period of rapid growth, and the speed of technological iteration and capacity expansion is accelerating[2]

Regarding the specific yield rate data of Hanbo Semiconductor’s 7nm GPU, no detailed disclosure has been made in public information. However, from the perspective of the entire industry:

1. Technical Aspect
   : The 7nm process technology is relatively mature, and Hanbo Semiconductor’s founding team has AMD backgrounds, accumulating rich experience in GPU design[0]

2. Capacity Aspect
   : As domestic GPU companies collectively rush to go public, the financing activity of the industry has increased, which helps to ease the financial pressure of capacity expansion[2]

3. Market Aspect
   : The rapid development of AI large models and intelligent computing centers provides broad market demand for GPU products, and capacity release has strong market support[0][2]

: You can pay attention to Hanbo Semiconductor’s prospectus in the future, which usually discloses more detailed information about capacity utilization and yield rate.

---

[0] Science and Technology Innovation Board Daily - “Domestic GPU IPO Boom Surges: Hanbo Semiconductor Joins the Battle, Iluvatar CoreX Launches IPO Prospectus” (https://www.cls.cn/detail/2243712)
[1] SEMiBAY Industry Report - “2025 Domestic AI Chip and High-Performance Processor Manufacturer Ranking and Industry Trend Analysis”
[2] 36Kr - “Great Change 2025: Domestic GPUs Rush to the Finish Line Collectively” (https://m.36kr.com/p/3618747633955333)