A silent war over materials is quietly reshaping the global technology landscape. Recently, the U.S. Department of Defense has unusually invested directly in rare earth companies, and Apple has also been bolstering the domestic rare earth supply chain, drawing widespread attention from the industry. Almost simultaneously, the Chinese Ministry of Commerce implemented export controls on … Read more
In 2024, chips (primarily mature process memory, power management, MCUs, and other “low-end” products) achieved an export value of $159.5 billion, surpassing mobile phones and clothing for the first time, becoming the largest single export item from China. This may seem like a case of “thin profit margins with high sales volume,” but it has … Read more
Did you know? We use chips every day. Phones, computers, cars, AI servers… But if you really want to understand how “incredible” this chip, the size of a fingernail, is, you have to feel it through numbers that will shock you. Today, we will take a hardcore look, using facts and data, to see just … Read more
The chips are the most attractive assets in this year’s A-shares.Supported by domestic alternatives and the explosive growth of AI computing power, along with expectations for the implementation of AIoT.Looking at the entire industry in the long term, the potential is undoubtedly vast.However, we must also recognize that this year’s significant price increase is largely … Read more
1 Composition of AI’s Body From ChatGPT to autonomous driving, from AI painting to intelligent customer service, behind every intelligent system, there is a complete set of AI hardware systems silently supporting it. Today, let’s break down what exactly constitutes the “body” of AI. 2 The “Skeleton” of AI Hardware: PCB If we compare an … Read more
(Please follow before reading, continuously sharing the investment logic, viewpoints, and stories of investment experts, let’s walk towards financial freedom together.) I: Hello, Teacher Ye! Recently, I keep hearing people talk about semiconductors and chips, but many people, including myself, can’t tell if they are the same thing. Can you explain it to me? Ye … Read more
Many people consider robots to be the main focus; in fact, the recent surge in the robot sector can be said to have initiated this emotional rally, exceeding expectations. The sector’s acceleration can be viewed as a thematic rebound during the previous main technology sector’s consolidation phase. With this explanation, I believe everyone will understand. … Read more
The WeChat public account function has changed. Please click the “View” button at the bottom right in a timely manner and set the public account as a star, so you can receive articles immediately.The index is primarily stable in the short term. The weekend calls and Monday afternoon meetings highlight a steady rhythm.Short-term trading volume … Read more
This round of the bull market has been quite twisted. Aside from technology, almost everything else has not risen, and some have even fallen. As of today, there are still 3,000 stocks that are down this month, making the experience of this bull market quite poor. The higher-ups have made it clear: a slow bull … Read more
