If you like it, please click to follow! Q: How does semiconductor CMP equipment work? A: Semiconductor CMP equipment mainly includes three modules: polishing, cleaning, and transport. It operates based on the principle of chemical-mechanical dynamic coupling, using polishing slurry to achieve efficient removal of excess material and global nanoscale flattening, reaching ultra-high flatness of … Read more
Published by: [Disruptive Innovation Technology Research Society] Date of Publication: October 24, 2025 Researchers: [Ken You Mai Rui Mi][Image] Introduction: Research Background and Core Investment Logic This report aims to provide an in-depth analysis of Allwinner Technology’s investment value driven by the dual main lines of “AI Computing Power + Domestic Substitution” in the semiconductor … Read more
By Segger Contributor Yu Shaoqing In the autumn of 2025, a piece of news from the Dutch government raised alarms once again in the already tense global semiconductor supply chain. On September 29, the Dutch government unexpectedly invoked the “Commodity Supply Act” enacted during the early Cold War, citing potential risks to “governance defects” and … Read more
Introduction: A Cognitive Revolution from ‘Toolkit’ to ‘Arsenal’ In the vast landscape of the technology manufacturing industry, PCB (Printed Circuit Board) serves as the ‘skeleton’ of the electronics industry, and its importance is self-evident. However, market attention is gradually shifting from midstream PCB manufacturing giants to upstream players. World, a company rooted in synthetic diamond … Read more
On July 18, chip giant ARM was acquired by Japan’s SoftBank for £24.3 billion, marking the largest acquisition since Masayoshi Son founded SoftBank. SoftBank’s offer for ARM was £17 per share, a 43% premium over ARM’s closing price the previous week. With such a high premium, SoftBank’s focus is clear: the Internet of Things (IoT), … 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
The prices of storage chips continue to rise, with major institutions quietly positioning themselves in core segments. Recently, the storage chip market has experienced a strong recovery.According to the latest data from TrendForce, the contract price of DRAM is expected to increase by 15-20% quarter-on-quarter in the third quarter of 2025, while the contract price … 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
Behind the Shift in Dutch Policy: An In-Depth Analysis of the Control Struggle over Nexperia Semiconductor Introduction On September 30, 2025, the Dutch government suddenly froze the assets of Nexperia Semiconductor, citing “serious governance deficiencies” and potential national security risks. This decision was like a stone thrown into a calm lake, creating ripples throughout the … Read more
In 2025, the wave of AI continues to sweep across the globe, with computing power becoming the oil of the new era, and the competition for computing power is rewriting the entire semiconductor landscape.Among them, NVIDIA, with its GPUs, has almost monopolized the AI training field, occupying over 90% of the market share, with a … Read more