Learning from Scams in Chip Trade

Learning from Scams in Chip Trade

Every industry has its pitfalls and scams, and the chip industry is no exception. The biggest fear for newcomers is not a lack of technical knowledge, but rather the inability to identify what seems off. The first step in fraud prevention is to know what the pitfalls look like. As a core component of modern … Read more

Storage Chips and Artificial Intelligence: Six Companies with Deep Investments

Storage Chips and Artificial Intelligence: Six Companies with Deep Investments

Storage chips are the second largest sector in the chip industry, following logic chips such as CPUs and GPUs. Since 2025, Micron Technology has led the price increase trend for storage chips, and in September of this year, SanDisk announced a price increase of over 10% for all channels and consumer customers. This adjustment is … Read more

Ice and Fire: Chip Founder Exits for Zero, Investors Earn Threefold in a Year

Ice and Fire: Chip Founder Exits for Zero, Investors Earn Threefold in a Year

Recently, the chip leader with a market value exceeding 40 billion yuan, AmLogic (688099.SH), announced its intention to acquire 100% equity of Chip Micro Semiconductor (Jiaxing) Co., Ltd. (referred to as “Chip Micro”) for 316 million yuan in cash. This seemingly ordinary acquisition has sparked heated discussions in the industry due to a shocking detail: … Read more

AI Glasses and Storage Chips: Eight Companies Deeply Engaged in the Market

AI Glasses and Storage Chips: Eight Companies Deeply Engaged in the Market

In September 2025, the AI glasses sector is heating up—Meta’s Orion 2 and Apple’s Vision Pro 2 have officially announced the integration of 12GB LPDDR5X and Micro-OLED optics, supporting on-device 7B parameter large models. Domestic companies like Starry Meizu and Rokid have also released consumer-grade AI glasses, clearly defining the three essential components: “display + … Read more

Compilation of Heat Pump Related Policies for August 2025

Compilation of Heat Pump Related Policies for August 2025

International In June 2025, the shipment volume of air-source heat pumps in the United States decreased by 16.0% Summary: The total shipment volume of central air conditioning and air-source heat pumps in the United States reached 840,769 units in June 2025. Compared to the shipment volume of 1,080,817 units in June 2024, there was an … Read more

Don’t Miss the Semiconductor Short-Term Window! Breakthroughs in Domestic Production by 2025 + Explosive AI Demand, These 8 Leading Companies Have Entered a High Growth Phase

Don't Miss the Semiconductor Short-Term Window! Breakthroughs in Domestic Production by 2025 + Explosive AI Demand, These 8 Leading Companies Have Entered a High Growth Phase

Semiconductor Industry In 2025, the semiconductor industry is in adual-driven phase of cyclical recovery and explosive AI demand, with global semiconductor sales increasing year-on-year for seven consecutive quarters, and China’s semiconductor self-sufficiency rate rising to 18%-26%. The A-share semiconductor sector has risen 36.66% year-to-date, significantly outperforming the CSI 300 index by 22.38 percentage points. In … Read more

The Global Semiconductor Industry Faces a New Wave of Price Surge

The Global Semiconductor Industry Faces a New Wave of Price Surge

The global semiconductor industry is facing a new wave of price surges. According to media reports on Tuesday, a price increase storm has erupted simultaneously at both ends of the industry chain: TSMC’s 2nm advanced process pricing has surged by at least 50% compared to the 3nm process, and the last generation of 3nm CPUs … Read more

How South Korea Benefited from the Semiconductor Friction Between the US and Japan

How South Korea Benefited from the Semiconductor Friction Between the US and Japan

Introduction: Represented by Samsung and SK Hynix, South Korea’s semiconductor industry is the absolute leader in the global memory chip sector, dominating the DRAM and NAND Flash markets. With its IDM model, cutting-edge manufacturing processes, and continuous technological iterations, it has built extremely high industry barriers, becoming an indispensable core pillar in the global technology … Read more

Core Concepts of Silicon Wafers in the Semiconductor Industry

Core Concepts of Silicon Wafers in the Semiconductor Industry

1. Shanghai Silicon Industry: The main business covers semiconductor silicon wafers and entrusted processing services. In the first half of 2025, the semiconductor silicon wafer business grew by 12.5% year-on-year, with significant growth in overseas markets. 2. Lian Micro: Focused on the research and manufacturing of semiconductor materials for integrated circuits, products include semiconductor silicon … Read more

Semiconductors: A Continued Focus!

Semiconductors: A Continued Focus!

Today, let’s talk about Li Awei. The company covers multiple production stages in the semiconductor industry chain, including silicon single crystal pulling, silicon grinding wafers, silicon polishing wafers, silicon epitaxial wafers, power device chips, and compound semiconductor RF and optoelectronic chips, integrating the entire technology chain from materials to chips.This is the company’s unique advantage … Read more