Click the blue text above to follow us Introduction On November 24, 2025, the European Commission organized a simulation exercise in Brussels regarding semiconductor supply chain disruptions, aimed at enhancing Europe’s preparedness for crises under the “EU Chips Act”. 1. Overview of the Drill: A Simulation and Response to a “Chip Crisis” ARTIFICIAL INTELLIGENCE The … Read more
Background: Recently, BofA Securities invited Mr. Greg Ye, founding partner of Delta Capital, to conduct an in-depth discussion on the latest developments in the localization of China’s semiconductor industry. Mr. Ye has over 20 years of experience in private equity, executive management, and consulting, focusing on semiconductor investments. Core Highlights Strong adoption of domestic AI … Read more
In the context of the reshaping global technology competition landscape, the semiconductor industry has increasingly highlighted its strategic position as a “national key industry.” As the United States continues to escalate semiconductor export restrictions and the Netherlands expands its control over lithography tools, China’s semiconductor industry chain is facing unprecedented opportunities for domestic substitution. From … Read more
Do you all remember that at the Bosch Internet Conference in March 2024, Elon Musk said something like this: “The chip shortage is over, and transformers will become the next hot commodity, with China being the biggest beneficiary.” At that time, many people thought he was just speaking casually and didn’t take it seriously, but … Read more
This information is sourced from company announcements, related news, publicly available research reports, and social media networks. It does not constitute investment advice regarding the industries and stocks mentioned in the text. If there are any copyright infringements or violations of information disclosure, please contact us for removal. ❓ What do Google’s external sales of … Read more
A research and investment information platform tailored for financial professionalsCrafted with care Expectation gaps are productivity. —— Jingbei Moonlight 📢 Reports indicate that Google may begin selling Tensor Processing Units (TPUs) to external data centers. Currently, NVIDIA sells approximately 8 million chips annually; can TPUs achieve sales of 500,000 to 1 million units per year? … Read more
Blue Whale News, November 26 (Reporter Xu Xiaochun) After failing to go public through a backdoor listing eight months ago, Ola Semiconductor encountered Si Rui Pu. On the evening of November 25, Si Rui Pu announced plans to acquire shares of Ningbo Ola Semiconductor Co., Ltd. (hereinafter referred to as “Ola Semiconductor”) through the issuance … Read more
When we talk about AI, robots, and productivity, public opinion often falls into two extremes: “AI will cause everyone to lose their jobs” “AI will usher in a second industrial revolution for humanity” But what does academic research say? At the end of 2023, the journal Research Policy published a recent paper from the Lyon … Read more
Editor: Duo Hang Source: Cody Mello-Klein, Northeastern University According to Northeastern University, if you have ever interacted with ChatGPT or other AI chatbots, you may have noticed that they behave unusually enthusiastically, even excessively. They apologize, flatter, and constantly change their “opinions” to cater to you. This behavior is quite common, and there is even … Read more
In today’s rapidly evolving technological landscape, AI has transformed from a distant science fiction concept into an indispensable partner in our daily lives and work. With its astonishing learning and creative capabilities, it shines in various fields, continuously expanding the boundaries of human cognition and innovation. This raises an intriguing and forward-thinking question: if AI … Read more