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Wei Zhe: If the Profit Margin of Chips Can’t Compete with Potato Chips, Then Don’t Pursue It

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Wei Zhe: If the Profit Margin of Chips Can't Compete with Potato Chips, Then Don't Pursue It

Copyright Statement Source: China Europe International Business School (CEIBS6688), Readshare (readsharecn) Guests: Wei Zhe, Founding Partner and Chairman of Jia Yu Capital Su Xijia, Professor of Finance and Accounting at China Europe International Business School Introduction Recently, during the CEIBS Alumni Homecoming Day and the 2025 “Vision Comes from Seeing” Annual Forum, Wei Zhe, Founding … Read more

Musk’s Bold Statement: Tesla’s AI Chips Will Dominate the World!

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Musk's Bold Statement: Tesla's AI Chips Will Dominate the World!

While everyone is still watching NVIDIA’s stock price and wondering when the AI bubble will burst, the “Iron Man of Silicon Valley,” Musk, wouldn’t be Musk if he didn’t stir up some big news. Just now, Musk made a bold statement on social media that has left the entire semiconductor and automotive industries restless. This … Read more

Top 10 Companies with Strong Profitability in Storage Chips and Data Centers

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Top 10 Companies with Strong Profitability in Storage Chips and Data Centers

With the implementation of the “Project Genesis,” the dual drive of storage chips and data centers is underway: A panoramic scan of leading companies in ROE (Return on Equity) as of the latest update in 2025. On November 24, local time, the U.S. government officially signed an executive order to launch a national-level AI research … Read more

Global Semiconductor Measurement Equipment Market Overview: Accelerating Segmentation and Emerging Companies Breaking into the High-End Market

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Global Semiconductor Measurement Equipment Market Overview: Accelerating Segmentation and Emerging Companies Breaking into the High-End Market

Semiconductor measurement equipment is one of the core segments of semiconductor manufacturing equipment, ranking as the fourth largest subfield. It is essential for ensuring chip yield and is a key subdivision in the semiconductor manufacturing equipment sector. Its market size ranks fourth among semiconductor equipment subfields, spanning core processes such as wafer manufacturing and packaging … Read more

Chen Lu and the Hardcore Legion: The Path to Domestic Breakthroughs in Semiconductor Testing Equipment by ZKFC

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Chen Lu and the Hardcore Legion: The Path to Domestic Breakthroughs in Semiconductor Testing Equipment by ZKFC

01 Leader: Architect of Domestic Substitution Strategy with a Global Perspective The technological breakthrough of ZKFC is fundamentally rooted in the “Research-Industry-Capital” three-dimensional strategic system established by its founder and chairman, Dr. Chen Lu. Born in 1977, Chen Lu possesses both a top-tier academic background and international industry experience: he entered the Youth Class of … Read more

Latest Top 20 Semiconductor Rankings

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Latest Top 20 Semiconductor Rankings

Click the blue text to follow us In the third quarter of 2025, the global semiconductor market reached a milestone, with the market size exceeding $200 billion for the first time, and the recovery momentum in the first three quarters far exceeded expectations. 1. Global TOP 20 Landscape Image from the internet The leading companies … Read more

New Trends in Semiconductor Development

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New Trends in Semiconductor Development

New Trends in Semiconductor Development Domestic Substitution and Innovation as Dual Drivers The semiconductor industry is undergoing a new wave of technological and market transformation, with domestic substitution, advanced processes, and diversified applications becoming the core driving forces for rapid industry development. This article outlines the latest development trends across various branches of the semiconductor … Read more

Qingmei Project | AI Robot Classroom Launched at Wen Yiduo Primary School in Xishui County

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Qingmei Project | AI Robot Classroom Launched at Wen Yiduo Primary School in Xishui County

“Look, the robot is dancing!” On November 20, at Wen Yiduo Primary School in Xishui County, Hubei Province, children cheered and gasped in amazement. The first “Qingmei AI Classroom” in Hubei Province, built with donations from the Lenovo Public Welfare Foundation and Lenovo Shanghai Research Institute, was officially inaugurated. The Lenovo volunteer team brought AI … Read more

Differences and Connections Between Intelligent Algorithms, Large Models, Artificial Intelligence, Agents, and Intelligent Robots

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Differences and Connections Between Intelligent Algorithms, Large Models, Artificial Intelligence, Agents, and Intelligent Robots

1. Core Concept Definitions ‌Artificial Intelligence (AI)‌:A broad field that simulates human intelligence through computers, encompassing technologies such as machine learning and natural language processing. ‌Large Models‌:Deep learning models with a massive number of parameters (e.g., GPT-4), proficient in tasks like language generation and image recognition, serving as the “intelligent engine” of AI. ‌Agents‌:AI systems … Read more

Reflections (87): The World · Humanity · AI/Robots (Part II)

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Reflections (87): The World · Humanity · AI/Robots (Part II)

[Humanity] Regardless of whether this world originates from a “Creator” or from what Laozi referred to as “nature,” humanity undoubtedly exists with a special significance, largely because we naturally stand from a first-person perspective of anthropocentrism. Until extraterrestrial civilizations are proven to exist, humanity will continue to occupy the throne of the highest known intelligent … Read more