China's basketball-sized diamond wafers could reshape AI chip cooling
Synopsis
Key Takeaways
China is emerging as a global leader in ultra-large synthetic diamond production, with researchers at the Harbin Institute of Technology (HIT) developing a technique capable of growing high-purity, single-crystal diamonds of virtually any size — including wafers as wide as a basketball — a breakthrough that could prove critical to the next generation of AI hardware cooling.
The technology behind the breakthrough
The process, known as microwave plasma chemical vapour deposition (MPCVD), generates carbon atoms in an ultra-clean environment and deposits them layer by layer onto a diamond seed crystal. The technique was developed by Zhu Jiaqi and his team from HIT's School of Astronautics, and is reportedly capable of producing diamonds of any shape and size — from gemstones to industrial-grade semiconductor wafers.
The scale of the achievement was on public display on 31 May when HIT held its 11th group wedding for doctoral students: each of the 187 newlywed couples received a one-carat diamond ring, with the stones grown in the university's own laboratory.
Why it matters for AI hardware
As the global AI race shifts from algorithmic competition to raw computing power, heat dissipation has become one of the most pressing physical constraints on chip performance. Diamond, with its unmatched thermal conductivity, is increasingly viewed as a material that could help semiconductor manufacturers break through this barrier.
A series of breakthroughs in growing large single-crystal diamonds could give China an unexpected structural advantage in next-generation AI hardware at a time when the country faces significant restrictions on accessing advanced chips from abroad.
The competitive backdrop
The strategic significance of the technology has not gone unnoticed at the highest levels of the industry. During a visit to Beijing in January, Nvidia chief executive Jensen Huang held a meeting with Zhu Yanhui, founder of Chaoying Diamond Technology, a supplier of diamond technology application materials, according to reports. The meeting underscored how seriously global chipmakers are taking diamond-based thermal solutions.
Other Chinese players active in this space include Huanghe Whirlwind, backed by Sinomach Group, and Nanjing Realway New Materials Technology. The broader ecosystem also intersects with gallium nitride semiconductor research, where diamond substrates are seen as a key enabler for high-power applications.
What's next
Researchers and industry observers are watching whether China's lead in MPCVD-grown diamond wafers can be translated into commercially viable semiconductor substrates at scale. If so, the country could hold a critical upstream position in the global AI chip supply chain — one that existing export controls do not currently address. The trajectory of companies like Chaoying Diamond Technology and the commercialisation pipeline out of institutions like HIT will be the key indicators to watch in the months ahead.