China was once a semiconductor powerhouse. Can it return to greatness? Mr. Koike Atsuki, a 73-year-old semiconductor engineer and motorcycle enthusiast, brings the same rhythm to his latest company, Rapidus. Founded in 2022, the company opened a large semiconductor factory in the small city of Chitose on Hokkaido, Japan’s northernmost main island. In December, Rapidus … Read more
In the future, Hai Ge will post the latest insights from the “Review Articles” here every day, and also to make it easier for everyone to find me (to avoid losing contact), please follow and bookmark this. This year, the first wave of price increases in the storage market began inearly April, when SanDisk sent … Read more
Five years ago, when the United States implemented its chip blockade policy against China, it likely did not foresee this outcome: In the autumn of 2025, a CEO of an American AI company candidly admitted in public that the initial blockade was a “serious misjudgment.” This statement sounds like an admission of defeat, but in … Read more
Twinko AI | Zero Degree Weekly | AI Agents Introduction Microsoft is actively advancing its Multi-Agent AI (MAI) strategy, directly challenging OpenAI and DeepMind, while also launching a new personal shopping agent based on Copilot Studio. This week saw a surge in the deployment of AI agents: Box introduced a new AI agent for content … Read more
On September 16, according to Taiwan’s “Economic Daily News,” Applied Materials, a leading semiconductor equipment manufacturer, showcased key technologies in advanced packaging, process innovation, and sustainability at the “SEMICON Taiwan 2025” international semiconductor exhibition forum, emphasizing how these technological advancements empower the future of AI. The extensive and interconnected materials engineering solutions from Applied Materials … Read more
Globalization, the COVID-19 pandemic, the Russia-Ukraine war, inflation, the US dollar interest rate hikes, and localization have combined to pose severe challenges to the nearly $600 billion semiconductor market.According to the latest estimates from the World Semiconductor Trade Statistics (WSTS), the global semiconductor market revenue growth may slow to 4.4% in 2022, reaching $580 billion, … Read more
Rise. Author I Yang Wenjing Reported I Investment界PEdaily A long-awaited lively scene in Shenzhen’s semiconductor circle. On September 4, the “X-Day” Xili Lake Roadshow for the semiconductor and integrated circuit industry was held at the International Conference Center of Shenzhen University Town. The investment community observed that six companies focusing on core semiconductor segments took … Read more
According to the data released by the research firm CINNO Research regarding the shipment volume of smartphone SoCs in mainland China for the first quarter of 2022, the total shipment volume was approximately 74.39 million units, a decrease of 14.4% compared to the same period last year. While Qualcomm is often perceived as the market … Read more
A new direction with explosive potential in the semiconductor industry has emerged, surpassing liquid cooling and PCBs. We may soon see the next star stocks like Shenghong and Xinyi Sheng, as tech giants Huawei and NVIDIA are fully betting on the emerging field of silicon carbide! In particular, a tech company that has broken the … Read more
This article continues from the previous piece titled “Key Developments in the Internet of Things (Part I): Seamless Connectivity andAI Integration as the Winning Focus!“, featuring an interview with Zhou Wei, General Manager of Silicon Labs (芯科科技) in China, and Chen Youyan, Senior Regional Sales Manager for South China. They continue to discuss the trends … Read more