Year: 2025

Weir Shares Research Summary: H Company’s Own CIS is Fabricated at Huali and Wuhan Xinxin, Solving Their Supply Chain Issues Without External Sales

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Weir Shares Research Summary: H Company's Own CIS is Fabricated at Huali and Wuhan Xinxin, Solving Their Supply Chain Issues Without External Sales

Mobile Phones: OPPO’s Danxia original color lens and Mate70’s red maple lens are both multi-spectral CIS, with 2 million pixels, priced higher than traditional 2M. The mobile phone specifications are advancing, and in some niche areas (small pixel domains), Samsung holds a high market share. Automotive: In 2024, $850 million, with $5.9 billion in revenue, … Read more

Rapidus Provides Version 0.5 of 2nm PDK, Tenstorrent Aims for Tape-out of Collaborative Chip This Year

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Rapidus Provides Version 0.5 of 2nm PDK, Tenstorrent Aims for Tape-out of Collaborative Chip This Year

On April 21, news emerged that AI chip company Tenstorrent held the opening ceremony of its Tokyo office on the 17th of this month. The company’s CEO and renowned chip designer Jim Keller attended the event in Japan and also visited its partner Rapidus located in Hokkaido. During a press conference, Jim Keller stated that … Read more

US Chip Stocks Are Cooling Down: New Semiconductor Origin Certification Rules Issued by the China Semiconductor Industry Association, Based on Wafer Production Location!

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US Chip Stocks Are Cooling Down: New Semiconductor Origin Certification Rules Issued by the China Semiconductor Industry Association, Based on Wafer Production Location!

This time, the shift in the semiconductor “chip” landscape has truly unsettled the entire world! On April 11, a notice from the China Semiconductor Industry Association sent the entire industry chain into a frenzy. Breaking News: The rules for determining the origin of semiconductor products have undergone a major change; in the future, the focus … Read more

Dazhe Optoelectronics Successfully Fabricates 1m×2m Perovskite Film!

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Dazhe Optoelectronics Successfully Fabricates 1m×2m Perovskite Film!

On April 27, 2025, Dazhe Optoelectronics announced that its R&D team has successfully fabricated a1×2 m large-area perovskite film. Dazhe Optoelectronics has overcome the challenges of large-area perovskite film preparation through its self-developed vapor-assisted crystallization control technology, dynamic gradient film formation process, and cross-scale defect regulation technology, successfully producing high-quality films at the 1×2 meter … Read more

AMD’s New EPYC Processor Completes Tape-Out, Utilizing TSMC’s 2nm Process

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AMD's New EPYC Processor Completes Tape-Out, Utilizing TSMC's 2nm Process

On April 14 local time, AMD announced that its next-generation Zen 6 EPYC processor “Venice” has officially completed tape-out, becoming the industry’s first high-performance computing (HPC) processor to utilize TSMC’s 2nm (N2) process technology. AMD stated that this marks a significant breakthrough in the collaboration between AMD and TSMC on advanced process technology, demonstrating both … Read more

Dazhe Optoelectronics: Successful Fabrication of 1m×2m Perovskite Film

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Dazhe Optoelectronics: Successful Fabrication of 1m×2m Perovskite Film

Recently, Jiaxing Dazhe Optoelectronics announced that its R&D team has successfully fabricated a large-area 1×2 m perovskite film. Dazhe Optoelectronics has overcome the challenges of large-area perovskite film preparation through its independently developed vapor-assisted crystallization control technology, dynamic gradient film formation process, and cross-scale defect regulation technology, successfully producing high-quality films at the 1×2 meter … Read more

Dazhe Photovoltaics Successfully Fabricates 1m×2m Perovskite Module!

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Dazhe Photovoltaics Successfully Fabricates 1m×2m Perovskite Module!

On April 27, 2025, Dazhe Photovoltaics announced that its R&D teamsuccessfully fabricated a large-area perovskite thin film measuring 1×2 m. Dazhe Photovoltaics has overcome the challenges of large-area perovskite thin film preparation through its self-developed vapor-assisted crystallization control technology, dynamic gradient film formation process, and cross-scale defect regulation technology, successfully producing high-quality thin films at … Read more

Chip Foundry and Wafer Certification: Four Companies Directly Benefiting

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Chip Foundry and Wafer Certification: Four Companies Directly Benefiting

First Company: Beidou XingtongSubfield: Satellite Navigation, 5G Ceramic Components, Automotive Intelligent NetworkingBeidou Relevance: As a leading enterprise in the entire Beidou navigation industry chain, Beidou Xingtong covers chips, modules, terminals, and system applications.Company Highlights: Beidou Xingtong is the first listed company in China’s satellite navigation industry, with main businesses including the research and development of … Read more

Chip Foundry and Wafer Certification: An Overview of Six Benefiting Companies

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Chip Foundry and Wafer Certification: An Overview of Six Benefiting Companies

The China Semiconductor Industry Association announced an important policy adjustment on April 11, 2025, changing the certification standard for the origin of integrated circuits from “packaging location” to “wafer fabrication location.” This new regulation is expected to accelerate the migration of global chip companies’ wafer fabrication processes to mainland China, bringing a significant influx of … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

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Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

May. Click the blue text to follow us 2025.05 About a month ago, we shared an article discussing the sharp decline in the success rate of chip tape-outs. For more details, refer to the article titled “Chips, Historical Low Points”. In response to this issue, Brian Bailey, editor of Semiconductor Engineering, stated that this is … Read more