Event: Broadcom released its FY25Q3 performance report. – The company achieved a revenue of $16 billion for the quarter, a 22% year-on-year increase, exceeding analysts’ expectations of $15.84 billion. Among them, semiconductor solutions revenue was $9.2 billion, a 26% increase, surpassing the analyst expectation of $9.1 billion. AI revenue reached $5.2 billion, a 63% increase, … Read more
The AI hardware sector is currently witnessing a “new king ascends the throne” scenario—while the market is still debating NVIDIA’s growth rate, Broadcom (AVGO) has opened the floodgates with an explosive financial report: FY25Q3 AI semiconductor revenue surged by 63% year-on-year, with a backlog of orders amounting to $110 billion acting as a heavy ballast,and … Read more
Recently, there has been extensive discussion regarding Google’s new technology, the upward revision of TPU demand, and the requirement to establish servers. Many institutions have revised their forecasts for related custom chips and servers, along with connectivity calculations. Jefferies pointed out in its latest report that the custom chips from Google, Meta, and other tech … Read more
New Opportunities in the Semiconductor IndustryMaterial Innovation as the Key to Breakthroughs The global semiconductor industry is entering a dual transformation period characterized by technological breakthroughs and ecological restructuring. The demand for AI computing power is surging, and localization alternatives are entering deep waters, significantly increasing the strategic value of equipment and materials. On September … Read more
Continuing from the previous article on MOSFETs, this one will still take the enhanced NMOS as an example. We know that NMOS operates in several regions: cutoff region, linear region, saturation region, and breakdown region. The operating current of the MOSFET is related to the threshold voltage Vth. So, what parameters are related to the … Read more
Hot News The Huawei Kirin 9020 chip makes its public debut, with technology fully under independent control. Recently, Huawei’s new generation of foldable flagship Mate XTs was launched, and Huawei’s Executive Director and Chairman of the Terminal BG, Yu Chengdong, announced at the launch event that the device is equipped with the Kirin 9020 chip. … Read more
1 The mask is a key consumable in the photolithography process. The main processes in semiconductor wafer manufacturing include wafer preparation, pattern transfer, material doping, deposition, etching, and packaging. The photolithography process is the core procedure in semiconductor manufacturing, which includes: incoming material cleaning, drying, HDMS adhesion promotion, cold plate, pre-coating baking, cold plate, edge … Read more
AI is empowering mobile phones to become personal intelligent terminals, driving growth in the mobile phone market. In the previous article, we detailed how NPUs provide energy efficiency far exceeding that of CPUs/GPUs through three major designs: fixed computation flow, tightly coupled memory, and mixed low-precision inference, making it a core upgrade direction for mobile … Read more
Last week, there were several significant acquisition cases in the semiconductor industry. The two cases involving SMIC and Hua Hong belong to the acquisition of their own joint venture assets to enhance performance, which strictly speaking does not count as external mergers and acquisitions. The acquisition of Chipone by Chipright is the largest case in … Read more
In the field of semiconductor chip manufacturing, MPW (Multi-Project Wafer), or Multi-Project Wafer, is a collaborative model that combines multiple different design projects onto the same wafer for manufacturing. This model is particularly suitable for companies, universities, and research institutions with limited R&D budgets, significantly lowering the economic threshold for single wafer runs through a … Read more