In today’s DIY computer market, overclocking is no longer a forbidden zone for ordinary players. However, we must accept the reality: graphics cards are essentially maxed out, and processors can easily reach 5GHz+ with automatic turbo boost. Overclocking memory, especially DDR5 memory, has also become a field that ordinary DIY players can experiment with. As … Read more
On March 28, 2025, global semiconductor giant Texas Instruments (TI) announced layoffs at its Lehi, Utah facility, involving adjustments to certain positions. This announcement comes as the company receives $1.61 billion in funding support from the U.S. CHIPS and Science Act, accelerating the expansion of its second 300mm wafer fab (LFAB2) in Utah, sparking widespread … Read more
1. Layoff Incident: Dual Signals of Capacity Optimization and Strategic Contraction 1.1 Scale of Layoffs and Details Disclosed In March 2025, a statement released by Texas Instruments (TI) sent ripples through the semiconductor industry, announcing a layoff plan at its Lehi, Utah plant. This decision was not without warning; looking back, TI has been gradually … Read more
Texas Instruments CEO Haviv Ilan made a statement during the earnings call that stirred the undercurrents of the global semiconductor supply chain. “If the Americans really ramp up the tariffs, our Chengdu factory is not to be underestimated!” said the Israeli executive, who leads the world’s largest analog chip company, while tapping his finger on … Read more
On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more
The new policy issued by the China Semiconductor Industry Association on April 11, 2025, shifts the integrated circuit origin certification standard from “packaging location” to “wafer fabrication location.” This change will accelerate the migration of global chip companies’ wafer fabrication processes to mainland China. As a critical validation step between chip R&D and mass production, … Read more
IntroductionRecently, the China Semiconductor Industry Association issued an “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products,” sparking widespread discussion.The “Emergency Notice on the Rules for Determining the ‘Place of Origin’ of Semiconductor Products” states that according to the relevant regulations of the General Administration of Customs, the place of … Read more
Feeling like your home computer is getting weaker, struggling to run AI tasks and turning into a slideshow? Are you subconsciously blaming the CPU?Often, the CPU isn’t entirely to blame! The real ‘culprit’ is something we don’t pay much attention to—storage!But now, the situation is about to change completely! Fudan University has developed a storage … Read more
1 Main Points ◼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more
1. Current State of the Chip Design Industry: Opportunities and Challenges The global semiconductor market is expected to grow by 15% by 2025, with AI, high-performance computing (HPC), and automotive electronics being the main driving forces. However, industry competition is becoming increasingly fierce: 1. Expansion of Mature Process Capacity: The share of China’s mature process … Read more