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

Semiconductors

Semiconductors

The major stocks include Zhongwei Company, Xinyuan Co., Ltd., Haiguang Information, Lanke Technology, SMIC, Northern Huachuang, Loongson Technology, and others primarily from the Science and Technology Innovation Board.The trend stocks include Demingli, Liyang Chip, Wavelength Optoelectronics, Fuzhijing Technology, Zhangjiang Hi-Tech, Qingshuo Kaimeteqi, HuaSoft Technology, and Chengbang Co., Ltd.The panic selling at the end of the … Read more

Notice: The Surge in Demand for Metal 3D Printed Chip Cooling, AI GPUs and CPUs Eager for Solutions

Notice: The Surge in Demand for Metal 3D Printed Chip Cooling, AI GPUs and CPUs Eager for Solutions

In September 2025, Antarctic Bear published several articles on the application of metal 3D printed cooling components in the AI GPU chip sector, which generated a huge market response. The Antarctic Bear WeChat backend received numerous urgent inquiries from chip supply chain manufacturers.Urgent!!Urgent!!!On September 15, 2025, Antarctic Bear learned that NVIDIA is pushing upstream suppliers … Read more

In-Depth Understanding of QoS Systems in SoC Chips

In-Depth Understanding of QoS Systems in SoC Chips

—————————————————————————————————————————— Copyright Statement: Author: Wang Weiwei. Mainly engaged in ISP/GPU/video/automotive chips/AI chips/SoC architecture design Zhihu Column: Advanced Path of Chip Design WeChat Official Account: Advanced Path of Chip Design (x_chip) Can be forwarded without authorization, but this statement must be retained, otherwise legal action will be taken! —————————————————————————————————————————— Currently, we are in a data-driven intelligent … Read more

Janus Interface Enables Efficient Conversion of Waste Nitrate to Ammonia: A Metal-Polymer Bridging Strategy Unlocks New Pathways for Amperage-Level Nitrogen Fixation

Janus Interface Enables Efficient Conversion of Waste Nitrate to Ammonia: A Metal-Polymer Bridging Strategy Unlocks New Pathways for Amperage-Level Nitrogen Fixation

First Author: Guojie Chao (Jiangnan University), Wei Zong, Jiexin Zhu (University of Toronto), Haifeng Wang (Donghua University) Corresponding Authors: Wei Zong (University of Oxford/UCL), Longsheng Zhang (Jiangnan University), Guanjie He (UCL), Tianxi Liu (Jiangnan University) Research BackgroundAmmonia (NH₃) is one of the most important basic chemicals globally. The traditional Haber-Bosch process is energy-intensive and has … Read more

Top 10 Most Profitable SoC Chip Companies (with List)

Top 10 Most Profitable SoC Chip Companies (with List)

In recent years, with the changing landscape of the global semiconductor industry and the country’s high emphasis on “self-controllable” technology, domestic chip companies have ushered in unprecedented development opportunities. The technological competition between China and the United States has pushed chip security to the forefront, and the domestic market’s demand for high-end chips is growing. … Read more