Assessment of Rumors Regarding Huawei’s Self-Built Chip Factory

Assessment of Rumors Regarding Huawei's Self-Built Chip Factory

Application for “China IC Unicorn” Selection Collection of Innovative Achievements for High-Quality Development of Semiconductors Yesterday, an unverified rumor caused ripples—Huawei is reported to plan a significant investment in building a large chip manufacturing plant, a move that allegedly unsettled NVIDIA CEO Jensen Huang. Although the news has not been officially confirmed, it reflects the … Read more

The Impact of Trump on Japanese Semiconductor Company ‘RabiDas’

The Impact of Trump on Japanese Semiconductor Company 'RabiDas'

Header image generated by Doubao, prompt: chips cherry blossoms Japanese media generally view the pursuit of a balance in import and export trade between countries by U.S. President Trump as a “reciprocal tariff” that has caused significant shocks in finance, industry, international trade, and relations between countries, termed the “Trump Shock”.Among them, the semiconductor industry … Read more

Daily Semiconductor News | Semiconductor Industry Insights May 7

Daily Semiconductor News | Semiconductor Industry Insights May 7

01 Chip Products and Design NVIDIA announced that the GeForce RTX 5060 graphics card and laptop GPU will be available for sale on May 20, featuring a new generation architecture that significantly enhances gaming and AI computing performance, with a starting price of 2499 yuan for desktops and 1099 USD for laptops globally. Guoxin Technology … Read more

Top 10 Semiconductor Companies by Net Profit Growth in Q1

Top 10 Semiconductor Companies by Net Profit Growth in Q1

As global AIoT device shipments surpass 5 billion units, the demand for heterogeneous computing in smart terminals is driving the chip industry into a new cycle of innovation. The self-developed storage-computing integrated architecture by domestic technology companies has achieved commercial implementation in edge computing scenarios, bringing structural growth opportunities to the semiconductor industry. In the … Read more

Cultural Tourism Robots Are Here

Cultural Tourism Robots Are Here

From January 30 to February 3, the AI Technology Temple Fair was held in Haidian District, Beijing. Here, technology is no longer just cold formulas and data; it has integrated into various aspects of life, art, sports, and education, sparking unexpected creativity. Robots can write the character “福” (fu), sing Peking opera, play guitar, compose … Read more

Diverse Robot Competitions: How Far Are We from Commercial Applications?

Diverse Robot Competitions: How Far Are We from Commercial Applications?

Click the blue text above to subscribe! This article is a personal record and does not constitute investment advice. The views expressed herein reflect only my subjective position and do not guide any reader’s investment behavior. Readers should exercise caution. Recently, a unique robot competition has attracted a lot of attention. In this event, robot … Read more

Trends and Opportunities in Robot Computing Power

Trends and Opportunities in Robot Computing Power

Current Market SituationAutomotive Parts + Robotics: Daye Co., Ltd.Lightweight PEEK + Robotics: Zhongxin Fluorine MaterialsComputing Power + Performance: Hongbo Co., Ltd.These are guiding the market direction, observing sustainability and arbitrage opportunities.1. The market is expanding, and this position is supporting the pre-holiday low rebound of robotics and computing power, continuing the trend. The positive news … Read more

High Prosperity in Core Business: The Second Growth Curve of Humanoid Robot Grinding Machines!

High Prosperity in Core Business: The Second Growth Curve of Humanoid Robot Grinding Machines!

A research and investment information platform crafted for financial professionalswith heartfelt dedication Expectation differences are productivity. —— Jingbei Yueguang #Unknown Source #In Robotics: The subsidiary, Dingtai Robotics, has developed thread grinding and internal/external cylindrical grinding machines, which are the main processing equipment for precision components in robotics. They have already secured orders from Mingzhi and … Read more

Research Analysis | Applications of Industrial Robots, Skill Disparities, and Income Inequality

Research Analysis | Applications of Industrial Robots, Skill Disparities, and Income Inequality

Source: “Dynamic Economics”2025, Issue 2Applications of Industrial Robots, Skill Disparities, and Income Inequality —— A Perspective Based on Urban-Rural Dual Structure Cheng Shixiong Chen Yufei With the rapid rise of the intelligent technology revolution globally, intelligent manufacturing equipment represented by industrial robots is gradually being widely used by enterprises, which inevitably affects the employment and … Read more