{"city":"Guangzhou","name":"ZenSemi","slug":"zensemi","facts":[{"date":"2026-09-01","type":"revenue_band","value":"Undisclosed","source":"gz.gov.cn"},{"date":"2026-09-01","type":"setback","value":"The publicly announced 20,000-wafer-per-month phase-one target for 2025 remained unverified and was treated as slipped or not met.","source":"gz.gov.cn"},{"date":"2026-08-01","type":"product_launch","value":"Mass production of China's first domestically produced 12-inch photo-sensing device.","source":"zsemi.com"},{"date":"2026-06-01","type":"product_launch","value":"Development of a 12-inch PZT piezoelectric film for printheads and intelligent sensors.","source":"zsemi.com"},{"date":"2026-04-01","type":"partnership","value":"Planned cooperation with GlobalFoundries China on products and technology layout.","source":"zsemi.com"},{"date":"2025-02-01","type":"headcount","value":"More than 500 engineers and supervisors supporting production operations.","source":"zc.gov.cn"}],"peers":[],"stage":null,"state":"Guangdong","aliases":[],"country":"China","domains":[{"why":"ZenSemi runs a 12-inch wafer line and mass-produces photo-sensing devices and PZT piezoelectric films for sensors and printheads.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":64,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":6,"position":6,"progress":8,"firepower":8,"commercial":4,"deployment":6,"production":6,"technology":6},"edition":null,"segment":null}],"founded":null,"signals":[],"website":"zsemi.com","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"Foundry","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-09-22T22:25:45.489+00:00","facts_total":13,"positioning":"ZenSemi, officially Guangzhou Zengxin Technology Co., Ltd., is a China-based specialty foundry operating a 12-inch MEMS and automotive-specialty wafer manufacturing platform in Guangzhou. It began line production in Jun-24, reported mass production of a 12-inch photo-sensing device in Aug-26, and has built named ecosystem links with GlobalFoundries, Huate Gas, Xi'an University of Electronic Science and Technology, and robotics-sector companies including Orbbec, Midea, and Zhaowei. The key open question is whether its publicly announced 20,000-wafer-per-month phase-one target was actually achieved and whether disclosed production has converted into material third-party revenue.","sub_category":"Foundry","signals_total":0,"url":"https://www.frontiertechintelligence.com/companies/zensemi","title":"ZenSemi · ai core, Guangzhou, Guangdong, China · scores, facts and signals · Frontier Tech Intelligence","description":"ZenSemi runs a 12-inch wafer line and mass-produces photo-sensing devices and PZT piezoelectric films for sensors and printheads. AI Core watchlist (score 64)","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}