As soon as I saw the news that “MacBook Pro and iPad Pro will launch with the M5 chip simultaneously,” my first reaction was: Apple finally gets it. Honestly, the release schedule of the M4 last year was quite confusing. In May, the iPad Pro was released first, and it wasn’t until the end of … Read more
Radar needs to capture more subtle signals, data centers crave lower power memory, domestic computers need to break through the “user-friendly” barrier, and factory equipment looks forward to “predictive” maintenance. These industry challenges are precisely the breakthrough directions for technological innovation. China Electronics is focused on its main responsibilities and continuously breaking through key technologies, … Read more
Semiconductor manufacturing materials have long been dominated by Japan. In particular, Japan’s photoresists and high-precision silicon wafers play a crucial role in the global semiconductor supply chain. In recent years, Japan has leveraged its material advantages to exert significant influence over South Korea, a major semiconductor manufacturing nation, amid tensions in Japan-South Korea relations. According … Read more
Everyone remembers when Zhongyida broke through its previous peak in mid-May, and Sanmei excitedly shared with everyone that Zhongyida had surpassed its previous high and was starting to enter a major upward trend. This was a clear signal from the village and a breakthrough for the market. In the past two years, there have been … Read more
The explosion in computing power demand drives both the quantity and price of chips to rise. ChatGPT has swept the globe.ChatGPT (Chat Generative Pre-trained Transformer) was launched by OpenAI in December 2022 and has attracted widespread attention since its release. By January 2023, its monthly active users reached 100 million, making it the fastest-growing consumer … Read more
[Yangtze Alliance Reading 365 Day 267] “Bibliometric Insights into Breast Cancer Organoid Chips: Trends & Emerging Areas“ published in “Int J Surg“Breast cancer is a highly prevalent malignant tumor among women worldwide, and its treatment faces challenges due to the diversity of genetic mutations and individual patient differences. Organoid chip technology provides new tools for … Read more
The Rise of Chip Stocks Reflects National Fortune, While the Fall Tests Retail Investors’ Patience Opening Quote: Chinese chips did not grow by “telling stories,” but were built through a series of “cognitive dullness” that crossed the winter. 1. The rise of chips is not a temporary heat, but a long-term strategic release of inertia. … Read more
Core Logic: ASIC AI chips are designed to optimize specific algorithms, thus demonstrating stronger computational power and efficiency than GPU when executing specific tasks, while also consuming less power and being more cost-effective. Currently, major overseas companies such as Google, META, and Amazon are actively investing in ASIC chips, and domestic companies are also continuously … Read more
In May of this year, Xiaomi officially launched the self-developed Xuanjie O1, which is Xiaomi’s first self-developed 3nm flagship chip. Not only does it boast powerful performance, but its manufacturing process is on par with the latest flagship chips from Apple and Qualcomm, showing a significant advantage over Huawei’s Kirin chips. This makes Xiaomi the … Read more
NVIDIA’s GB200 and GB300 are experiencing strong market conditions, with a surge in demand for indium phosphide (InP) as a critical material for high-speed AI computing. This has led to a significant shortage of related substrates, with buyers stating, ‘We’ll take as much (material) as available, price is not an issue.’ The critical material for … Read more