2D semiconductor

North Huachuang (002371) Research Report: Technological Breakthroughs and Platform Layout of Domestic Semiconductor Equipment Leader

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North Huachuang (002371) Research Report: Technological Breakthroughs and Platform Layout of Domestic Semiconductor Equipment Leader

In the context of global technological competition focusing on the semiconductor industry chain, the strategic value of equipment as the “cornerstone” of the industry is becoming increasingly prominent. North Huachuang, as a leading platform enterprise in the domestic semiconductor equipment field, has built a core product matrix covering multiple fields, becoming a core force in … Read more

The Trend of Semiconductor Supply Chain Integration is Here! Multiple A-Share Companies Take Action

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The Trend of Semiconductor Supply Chain Integration is Here! Multiple A-Share Companies Take Action

On November 8, domestic IC distributor Yingtang Zhikong announced plans to acquire 100% equity of Guanglong Integrated and 80% equity of Ao Jian Microelectronics; coincidentally, on September 26, Yachuang Electronics announced plans to acquire 40% equity of Ouchuangxin and 45% equity of Yihainengda; in June and March, Yachuang Electronics also announced the acquisition of 35.88% … Read more

Challenges and Insights of Europe’s Technology Strategy: A Deep Observation Based on the Acquisition of Nexperia

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Abstract: This article takes the acquisition of the Dutch chip company Nexperia as a starting point, combining the main viewpoints from the article “The Alarm of Nexperia: Can Europe Ensure Its Technological Future Amidst US-China Competition?” published in the November 13, 2025 issue of the US magazine Foreign Policy. It systematically analyzes the deep-rooted causes … Read more

The Semiconductor Industry: A Key Player in the Technology Cycle and Collective Breakthrough of Domestic Substitution

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As global technological competition enters a critical phase, the semiconductor industry is defining the underlying logic of a new technology cycle with unprecedented significance. This industrial cluster, covering integrated circuits, display panels, photovoltaics, LEDs, sensors, and other trillion-dollar markets, serves as the “grain” of the digital economy and the “skeleton” of high-end manufacturing. As Moore’s … Read more

Zhongjing Semiconductor Partners with Yongyou YonSuite to Achieve Integrated Production, Supply, Sales, Finance, and Taxation

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Behind the core technological breakthroughs in fields such as new energy vehicles and optical storage, the critical support of power chips is indispensable. They are an important force in promoting the independence of “Chinese chips” and breaking foreign monopolies. As a semiconductor company invested by top domestic wafer manufacturers and led by core teams from … Read more

The ‘Puppet Show’ of the Semiconductor Industry: How to See Through the Deceptions of Major Funds?

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The breakdown electric field strength of silicon carbide materials is ten times that of silicon, and the electron mobility is three times faster—such technological breakthroughs should lead to soaring stock prices. However, a leading stock closed with a long upper shadow on the day the good news was released. Similar ‘death upon exposure’ phenomena are … Read more

What Are the Customers of Nexperia Doing Now?

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The Dutch government’s forced freeze and takeover of Nexperia has not been fully resolved to this day. How are Nexperia’s downstream customers affected by this situation recently? For the background and developments regarding the Dutch government’s sudden forced freeze and takeover of Nexperia, a subsidiary of Wingtech Technology, please refer to my previous series of … Read more

Research Interpretation | Escalation of Sino-Japanese Relations: Focus on the Self-Sufficient Semiconductor Industry Chain

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Recently, Japan’s new Prime Minister, Sanae Takaichi, made a series of provocative statements that severely impacted Sino-Japanese relations, and China is prepared for substantial countermeasures against Japan. In the context of escalating Sino-Japanese relations, companies relying on the Japanese market/supply chain are under pressure, while those capable of domestic substitution in the semiconductor equipment and … Read more

Dissecting the Logic Behind the Current Adjustment in Global Technology and Semiconductor Sectors

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Since early November, the global technology, AI, and semiconductor sectors have experienced a synchronous pullback, with market sentiment shifting from “overweight technology” to “selective allocation.” This year’s correction has both endogenous reasons related to valuation adjustments and exogenous shocks from macroeconomic and financial factors. This analysis unfolds along three main lines: valuation repricing, demand-side rhythm, … Read more

Company Research | Xiyeg股份: AI Computing Power Demand Drives AI Hardware Iteration, Utilizing Multi-GPU Architecture and High-Density Multi-Layer PCBs, Expected to Increase Tin Usage per Device Significantly Compared to Traditional Equipment

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Xiyeg股份November 14On-site Research Content: Company OverviewXiyeg股份 has an integrated industrial pattern encompassing the exploration, selection, smelting, deep processing, and new material research and trade of non-ferrous metal resources such as tin, indium, zinc, and copper. Its main products include tin ingots, cathode copper, zinc ingots, and indium ingots. An important equity holding, Yunnan Tin New … Read more