Industry Applications Archives - Page 9 of 648

Huatai | Semiconductor Equipment: The ‘East Rising, West Falling’ Trend in China’s Market May Accelerate in the Second Half of the Year

2026-06-04 by boardor

Click the mini program to view the original research report Core Insights Based on statistics from the performance of 32 global semiconductor manufacturing companies and 20 equipment companies, the total revenue of global equipment companies in 2Q25 increased by24% year-on-year to34 billion USD. Among them, the overseas market is dominated by AI-related investments, with a … Read more

The Long Journey of Semiconductors: A Tribute to Every Struggler in the Semiconductor Industry

2026-06-04 by boardor

In the office at eleven o’clock at night, the only sounds are the hum of server fans and the clatter of keyboards. You rub your dry eyes and look at the test cases in the simulator that still haven’t passed, letting out a soft sigh. This is the third consecutive week you’ve worked late into … Read more

Semiconductor Equipment: ‘The Big Three in Lithography’ vs ‘The Four Little Dragons in Etching’, Who Will Prevail?

2026-06-04 by boardor

Investing without understanding value is merely following the trend and will ultimately lead to confusion! (For knowledge sharing only, not investment advice) What does chip manufacturing rely on? It relies on equipment. Lithography machines are responsible for "drawing", while etching machines are responsible for "carving". Each process determines the performance and yield of the chip. … Read more

From Photovoltaics to Pharmaceuticals and Now Semiconductors: One of the Most Active Cross-Industry Companies in A-Shares

2026-06-04 by boardor

A listed company’s cross-industry transformation history is also a microcosm of China’s industrial changes.On September 22, Sunflower (300111.SZ) resumed trading and hit a 20% daily limit up. This company, once a photovoltaic enterprise and now a pharmaceutical company, has announced its entry into the semiconductor field, planning to acquire 100% equity of Xipu Materials.This marks … Read more

The Rise of Semiconductor Manufacturing in the U.S.: A Test of Talent and Politics Behind the Wave of Fab Construction

2026-06-04 by boardor

The semiconductor industry is thriving,according to a McKinsey study,with an expected annual growth rate of6% to 8% by 2030, with annual revenue projected to reach$1 trillion. The industry will have to double semiconductor production to keep up with future demand, but most manufacturing plants (commonly known as fabs) are already operating at full capacity. To … Read more

Beijing Junzheng’s IPO Amidst the Semiconductor Winter: Can ‘Computing + Storage + Analog’ Break the Cycle?

2026-06-04 by boardor

Beijing Junzheng’s IPO Amidst the Semiconductor Winter: Can ‘Computing + Storage + Analog’ Break the Cycle? The global semiconductor industry is still “shivering in the winter”—with high inventory, ongoing price wars, and geopolitical tensions adding to the woes. However, Beijing Junzheng is determined to “swim against the current”: Recently, it suddenly submitted a prospectus to … Read more

September 23: Overview of Chip Semiconductors, Electromagnetic Catapults, Wuhu Stargate, Consumer Electronics, and Other Concept Stocks

2026-06-04 by boardor

1. Selected news that fermented overnight. 1. Chip Semiconductors: 1) Moer Thread will hold its first launch meeting on September 26. Moer Thread is one of the few companies in China with full-function GPU R&D capabilities; 2) On September 18, according to Chip Storage Society, after Micron suspended its quotes, Samsung has also notified major … Read more

Chip Wars: The Rise and Fall of Japan’s Semiconductor Industry

2026-06-04 by boardor

By the 1980s, Japan seemed to be the main beneficiary of the U.S. supply chain strategy. Japanese trade and foreign investment surged. Tokyo’s role in the Asian economy and politics was expanding irreversibly. If Japan could quickly establish dominance in the chip industry, what could stop it from replacing the U.S. geopolitical advantage? The Golden … Read more

Master’s Program in Robotics and Artificial Intelligence at University College London

2026-06-04 by boardor

University College London Master’s Program in Robotics and Artificial Intelligence In the current era where artificial intelligence and robotics are deeply integrated and reshaping the global industrial landscape, University College London (UCL) has launched a Master’s program in Robotics and Artificial Intelligence, leveraging its strong foundation in computer science and artificial intelligence. This cutting-edge interdisciplinary … Read more

Smart or Foolish? Discussing AI Chatbots in Telecommunications

2026-06-04 by boardor

Case 1: AI Customer Service on WeiboI shared an article from Xinwang titled “Multiple Telecom Operators Expose Hidden Rules for Number Portability: If There Are Complaints to 12345 or the Ministry of Industry and Information Technology, Processing Will Be Delayed” on Weibo.The article states, “Several citizens in Chengdu, Sichuan, reported on social media that when … Read more