36Kr Exclusive | A Tsinghua-affiliated company finally breaks overseas monopoly in the high-end special-purpose chip industry with almost zero domestic production.

Author | Lin Qingqing

Editor | Yuan Silai

36Kr learned that "Puxiguangjing", a provider of silicon carbide special chips and system solutions, has successively completed over 100 million yuan in Series B and Pre-B+ rounds of financing. The leading investors are Luyao Capital (Yuhang Financial Holding) and Aihang Fund, along with Jiaxin Chuanghe Core, Zhiyuan Investment, SMIC Xicheng (SMIC), etc. This round of financing will be mainly used to accelerate the R & D of innovative products, expand production capacity, and promote market penetration.

Founded in March 2020 by four undergraduate classmates from the Department of Electronic Engineering at Tsinghua University, "Puxiguangjing" focuses on the R & D and production of silicon carbide special chips, modules, and power systems. With "ultra-high temperature resistance, miniaturization, high reliability, and high efficiency" as its core technologies, the company's products are mainly used in energy exploration, aerospace and military, photovoltaic energy storage, and electric vehicles, filling the gap in domestic high-temperature chips and high-temperature systems that can withstand temperatures above 200°C.

Currently, the global silicon carbide industry is witnessing a surge in demand for extreme - environment applications. Take energy exploration as an example. When the ultra - deep well drilling depth exceeds 6000 meters, the downhole temperature can reach over 200°C. Traditional silicon - based chips are limited by their temperature resistance (maximum 175°C) and volumetric efficiency, making it difficult to meet the requirements. Several international giants have long monopolized the high - temperature power supply market, while domestic enterprises mostly focus on the mid - to low - end sectors. The localization rate of high - end special chips is almost zero, with pain points such as high technical thresholds, dependence on imported supply chains, and high costs.

To address this market gap, "Puxiguangjing" has independently developed silicon carbide chips and systems that can withstand temperatures up to 230°C. Through technologies such as high - temperature compensation circuits, heterogeneous substrate packaging, and LLC resonant soft - switching, it has solved problems such as temperature drift, excessive parasitic parameters, and severe temperature drift of traditional chips in extreme environments. Its high - temperature power system for oil exploration has achieved domestic substitution, with unit prices ranging from tens of thousands to millions of yuan, and the material gross profit margin even exceeding 85%. In addition, the company provides radiation - resistant power modules for Hall thrusters of aerospace research institutes, enters the photovoltaic energy storage and electric vehicle fields, and launches a silicon carbide electronic control system with a volume reduced by more than half and a power density increased to 267kW/L.

In terms of market validation, the products of "Puxiguangjing" have been supplied in batches to large domestic energy enterprises and various aerospace research institutes, making it one of the few profitable companies in the silicon carbide field. Its production base of over 10,000 square meters in Zhejiang supports its "virtual IDM" model. It collaborates with university laboratories to complete the R & D and customization of special chips, with an annual production capacity of over 10,000 sets of special systems. Technological iteration and cost pressure remain the core challenges in the industry. In response, "Puxiguangjing" plans to optimize the system costs in scenarios such as photovoltaic inverters, electric vehicles, and charging piles through its high - temperature technology platform. At the same time, it will develop AI power supplies and high - voltage silicon carbide modules above 3300V to expand into new markets.

Regarding the team, the founding team has over 15 years of experience in high - temperature system R & D at foreign giants. The core members include process experts from the Institute of Microelectronics at Tsinghua University, pioneers in the automotive electronics market, and senior engineers in semiconductor production line construction. Since its establishment, the company has completed six rounds of financing totaling hundreds of millions of yuan, continuously accelerating the process of domestic substitution.