1. In-Depth Analysis of the Political Background: The Survival Rules of NVIDIA in the Sino-U.S. Technological Game The political context of Jensen Huang’s visit to China is essentially a strategic calibration for multinational companies amid the global technological cold war. The following key details reveal its deeper logic: 1. The “Triple Strangulation” of Tightening U.S. … Read more
Recently, the Xi’an Municipal Government of Shaanxi Province issued the “Implementation Plan for the Construction of Embedded Service Facilities in Urban Communities” (hereinafter referred to as the “Implementation Plan”), which plans to complete 110 pilot projects and no less than 90 municipal projects over three years, using streets and communities as units, to promote the … Read more
Click the blue text above to subscribe Piezoelectric materials are widely used in energy harvesters, vibration accelerometers, electronic skin, human-computer interaction interfaces, and other fields due to their electromechanical conversion capabilities. Polymer piezoelectric materials, represented by polyvinylidene fluoride (PVDF) and its derived copolymers, are favored for their excellent flexibility and ease of processing. However, the … Read more
According to a report by Synergy Research Group, by the end of 2024, the number of data centers operated by hyperscale operators will reach 1,136, a significant increase from less than 600 in the fourth quarter of 2019, indicating that the number of global hyperscale data centers has nearly doubled in the past five years.Additionally, … Read more
The current progress of localization in the semiconductor industry chain is a topic of interest. Today, we will discuss the situation starting from photoresist, which is a key product in the photolithography process. The “small matter” in the title refers to the twists and turns in the progress of the photoresist project.Localization in semiconductors is … Read more
This is a point of thought that diverged from a program. I watched a previous episode of CCTV that discussed the poverty alleviation in Youyang County, a national-level poverty-stricken county in Chongqing, 2017 was the year. This county faces a serious stony desertification problem, 45.27% of its land area is affected by stony desertification, which … Read more
According to Taiwanese media, recently, the United States has been pressuring mainland Chinese companies in the technology sector, which has made South Korea realize the urgency of achieving self-sufficiency in the electronics industry, especially in the critical semiconductor sector. In response, South Korea is quietly gearing up to seize market opportunities. As reported by Taiwan’s … Read more
Mainland China needs to increase investment in the semiconductor manufacturing industry. After reviewing TSMC’s latest earnings call, the semiconductor supply chain centered around TSMC will continue to be the driving force of Taiwan’s economy in the coming years. I have conducted various analyses on the industrial competition between the two sides, and overall, most industries … Read more
This article is from the WeChat public account:Yuan Chuan Research Institute (ID: caijingyanjiu), Author: He Luheng, Cover image from: Visual China In August 2022, eight Japanese companies, including Toyota, Sony, Kioxia, and NEC, jointly established the new national semiconductor team, Rapidus. The Japanese government generously provided a subsidy of 70 billion yen. The Latin meaning … Read more
After 18 months of rampant semiconductor price increases, the market is beginning to “cool down.” The recent order cuts by smartphone manufacturers such as Xiaomi, OPPO, and vivo indicate this trend, and it is reported that Samsung may also reduce its smartphone production by 30 million units to 280 million units this year. Recently, laptop … Read more