Storage Chips: Six Core Companies Entering a Golden Development Period

Storage Chips: Six Core Companies Entering a Golden Development Period

Recently, storage chip manufacturer SanDisk sent a price increase notice to customers, stating that due to changes in the supply and demand status of the storage industry, all channel and consumer products will increase by 10% starting April 1, 2025, with further price increases not ruled out. Subsequently, major overseas storage manufacturers such as Micron, … Read more

Top 10 Core Companies in Chip, Photoresist, and Lithography Equipment (Part 1)

Top 10 Core Companies in Chip, Photoresist, and Lithography Equipment (Part 1)

Photoresist is the “lifeblood” material for microelectronics and fine pattern processing. With the rapid development of large-scale and ultra-large-scale integrated circuits, the research and application of photoresist have become increasingly heated. Lithography equipment, the “crown jewel” of chip manufacturing, uses photo printing technology to expose and print mask patterns onto silicon wafers, directly influencing the … Read more

Has the Chip War Suddenly Stalled? The Collective Resistance Against 2nm Technology Hides a Major Turnaround? Huawei’s Choice is Wiser

Has the Chip War Suddenly Stalled? The Collective Resistance Against 2nm Technology Hides a Major Turnaround? Huawei's Choice is Wiser

Before reading this article, please click the blue text above“Mobile Daily”, then click“Follow”, so you can continue to receive the latest articles for free. Daily shares are available.It’s completely free to subscribe, please follow in time Recently, tech news has left many netizens confused—TSMC’s heavy investment in 2nm technology has suddenly been rejected by Apple … Read more

Reflections on the Semiconductor Industry: Shenzhen’s Path to Breakthroughs

Reflections on the Semiconductor Industry: Shenzhen's Path to Breakthroughs

Many years ago, I wrote an article suggesting that in the semiconductor field, facing Western blockades, it is Shenzhen that must carve out a path forward. At that time, many believed that Shanghai had a long history of accumulation in semiconductor equipment, along with considerable experience and talent. Companies like SMIC are based in Shanghai. … Read more

Impact of U.S. Chip Supply Cuts: Domestic Companies Step Up Amidst Crisis

Impact of U.S. Chip Supply Cuts: Domestic Companies Step Up Amidst Crisis

Impact of U.S. Chip Supply Cuts: Domestic Companies Step Up Amidst Crisis Recently, the global technology industry has been shaken by significant events—following the U.S. announcement of a “supply cut,” TSMC halted shipments, causing the global chip supply chain to come to a standstill. For companies reliant on high-performance chips, it felt as if they … Read more

The U.S. Is Not Betting on China’s Inability to Produce Chips: Both Sides Know They Will Compete in High Technology and Global Markets

The U.S. Is Not Betting on China's Inability to Produce Chips: Both Sides Know They Will Compete in High Technology and Global Markets

The U.S. Is Not Betting on China’s Inability to Produce Chips: Both Sides Know They Will Compete in High Technology and Global Markets In this world, competition in the technology sector has always been marked by “stalemates.” Especially in the semiconductor industry, it is like two dragons circling in space, occasionally releasing flashes of lightning. … Read more

Interesting Phenomena Observed Since the Discontinuation of American Chips

Interesting Phenomena Observed Since the Discontinuation of American Chips

Interesting Phenomena Observed Since the Discontinuation of American Chips: Since the discontinuation of American chips, smartphone manufacturers have been busy seeking new suppliers. With the gradual tightening of the American chip ban, the once-dominant American chip manufacturers seem to be disappearing from the stage of the Chinese smartphone industry. In the past, when picking up … Read more

Shanghai’s Determination to Develop the Semiconductor Industry

Shanghai's Determination to Develop the Semiconductor Industry

[Image] In 2011, at the age of 64, Jiang Shangzhou, the founding figure of Shanghai’s semiconductor industry, reached the end of his life. In his final moments, he remained deeply concerned about China’s semiconductor endeavors. It wasn’t until someone shouted “lithography machine” in his ear that he opened his eyes. However, he ultimately left with … Read more

Comprehensive Overview of RISC-V Chip Concepts Worth Collecting!

Comprehensive Overview of RISC-V Chip Concepts Worth Collecting!

The public account has adjusted the article push rules. Click the blue text above👆to follow and set a star mark, to receive the latest article updates in a timely manner. March 30 (Sunday) Weekend Discussion. RISC-V Chip Concept Catalytic Events: Recently, Academician Ni Guangnan of the Chinese Academy of Engineering stated at the 2025 Xuantie … Read more

The ‘New Kailai’ Moment in Chinese Chip Equipment Manufacturing

The 'New Kailai' Moment in Chinese Chip Equipment Manufacturing

March 26, 2025, Shanghai New International Expo Center Hall 3. In front of a booth, a crowd gathers, A group of spectators is crowded in front, trying to see the names of the equipment manufacturers on display. A new semiconductor equipment manufacturing company, New Kailai. 1. The mountains are all present, but the Himalayas are … Read more