Durabook – Manufacturer of Industrial-Grade Laptops and Tablets for Forklifts

As the complexity of global supply chains and the demand for efficiency continue to rise, the transportation and logistics industry is facing unprecedented challenges. In this context, adopting advanced technological equipment has become key to enhancing operational efficiency, ensuring data security, and promoting sustainable development in the industry. Durabook, a durable equipment manufacturer from Taiwan, … Read more

Ankai Micro: The Invisible Champion of IoT Chips – Why Are Institutions Increasing Their Holdings?

In the turbulent semiconductor industry, there is a company that has quietly operated for 24 years, leveraging a “technology + ecosystem” dual-drive strategy to quietly occupy an important position in the IoT chip market. This company is Ankai Micro. As a veteran player deeply engaged in core SoC chips for IoT smart hardware, how does … Read more

Exploring the ‘Heart’ of Optical Communication: High-Speed Optical Chips and Devices

In the age of information explosion, we watch videos, transfer files, and play cloud games every day, all relying on a “light-speed highway”—the optical communication network. The cornerstone of this road is the “high-speed optical chips” and “optical devices.” They act as “opto-electronic translators,” converting electrical signals into optical signals, allowing data to travel across … Read more

Choking on Competition! Analysis of the Performance of A-Share Listed RF Front-End Chip Companies in 2024 and Q1 2025

Recently, Wuhan Guangju Microelectronics Co., Ltd., a filter IDM company that just completed a 189 million yuan B+ round of financing, published a letter to all employees. The letter pointed out that under the complex and changing global economic landscape, the company faces multiple challenges including intense industry competition, difficulty in maintaining orders, low-price competition … Read more

Countdown to NVIDIA’s Supply Cut: The Rise of Domestic Chips and the 360 Billion AI Market’s Power Struggle

Introduction: A “Shadow War” Changing the Global Tech Landscape In May 2025, in a laboratory at a tech park in Shenzhen, engineer Xiao Li is testing an AI server equipped with the Ascend 910B chip—this device achieves nearly the same inference performance as NVIDIA’s H20 chip at one-third of the cost. At the same time, … Read more

Switch 2 Chip Exposed: GPU Size Larger than RTX 3050? Is Nintendo Building a Battleship?

Nintendo’s culture of secrecy has always been tight, even bugs in “Zelda” are hidden like treasures. But this time, the mainboard and SoC of the Switch 2 have surprisingly been unearthed by players from a certain marketplace?! And it’s not just images or concept art; it’s a physical mainboard + teardown video + GPU analysis … Read more

Dutch Chip Expert: China May Produce Domestic EUV Lithography Machines to Reach ASML’s Current Advanced Level in About 10 Years

Click the blue text to follow us Scattering the eagle spirits, soaring across the land, With wisdom and courage, calling for the wisdom of China. —— “The State Council’s Tribute to Comrade Jiang Shangzhou” 01 Introduction Yang Rui, former host of the English channel of China Central Television, interviewed Dutch journalist and semiconductor observer Mark … Read more

Is the U.S. About to Take Action on Chips? Tariffs Starting at 25%, Up to 100%?! Who Will Be the Biggest ‘Loser’ from Trump’s Moves?

There is a piece of news that has truly shaken people: Trump may announce this week an increase in tariffs on imported chips, reportedly ranging from 25% to 100%.From smartphones and computers to cars and servers, which of these does not rely on chips? If these tariffs are really imposed, it won’t be a joke.This … Read more

Will China’s Chip Gamble Fail as Predicted by American Experts? What Secrets Lie Behind Huawei’s Sudden Move?

Will China’s chip industry inevitably fail? When John Smith, an expert from a Washington think tank, made this statement at a seminar, who could have predicted that three months later, Huawei would suddenly release the Mate60 Pro smartphone equipped with a 7-nanometer chip? In this seemingly unwinnable gamble, Chinese companies have managed to tear open … Read more

Top 10 Fastest Growing Companies in AI Chips (Q1 Report)

On May 7, the People’s Bank of China announced a 0.5 percentage point reduction in the reserve requirement ratio and a 0.1 percentage point decrease in the policy interest rate, which is expected to release 1 trillion yuan in long-term liquidity. This policy directly benefits the capital market and injects a strong boost into the … Read more