The semiconductor industry has been one of the best developing sectors in the country in recent years. To avoid being constrained by the United States, the government has guided a significant amount of investment into this industry, and the salaries of professionals have also risen sharply. Today, let’s take a look at which majors can … Read more
1. Batteries: Contemporary Amperex Technology Co., Limited (CATL), BYD, EVE Energy, Guoxuan High-Tech, Penghui Energy, Chuaneng Power, and Xinwanda. 2. Cathode Materials: a. Nickel-cobalt-manganese (NCM) cathodes: Rongbai Technology, Dancheng Technology, Shanshan Energy (Shanshan Co.), Greeenme, Zhongwei Co., and Xiamen Tungsten Industry. b. Lithium iron phosphate (LFP) cathodes: Dofus Nano. c. Lithium cobalt oxide and lithium … Read more
By 2025, AI is no longer a new trend, but rather an infrastructure. Computing power has become the lifeblood of the digital economy, and this algorithm-driven transformation is fundamentally reshaping the power structure of the global semiconductor industry. Once, NVIDIA built an almost monopolistic moat in the AI training market with its CUDA ecosystem and … Read more
The tiny chip embodies the pinnacle of human technology. The global semiconductor industry is experiencing an unprecedented technological explosion, from the race for 2nm process technology to the acceleration of domestic alternatives, marking the beginning of a profound industrial restructuring. By 2025, the global semiconductor market is expected to exceed 700 billion USD, with a … Read more
Recently, Jiangsu Xinde Semiconductor Technology Co., Ltd., located in Nanjing, is preparing to go public in Hong Kong. The company is an industry unicorn valued at 4.9 billion yuan, engaged in packaging and testing services similar to Jiangyin Changdian Technology. The founder and chairman, Zhang Guodong, worked at Changdian Technology for 16 years and served … Read more
Arm’s Five-Day Decline: The Stock Price Dilemma of AI Chip Giants On one hand, there is a stunning financial report showing a 34% surge in revenue, while on the other hand, the stock price has plummeted over 10% in five days. This “split market” situation has left investors bewildered: on November 7, the stock price … Read more
How Will Semiconductor Giant Howie Navigate Challenges in Hong Kong? Ambitions and Obstacles of Domestic Chipmakers From Weir Shares to Howie Group, a name change conceals the global ambitions of domestic chipmakers. When this company, holding orders from Tesla and NVIDIA, announced its listing in Hong Kong, the outside world exclaimed, “The King of Chinese … Read more
The situation has reversed! American and South Korean chip giants are collectively fighting back. Foreign media reports: the ban may be lifted, and the U.S. export policy towards China may undergo significant changes. Shirt West Gate Meilan 2025-11-06 16:55 Fujian Focus on AI Guide #Hotspot Observer# Have you ever thought about how a carefully laid … Read more
Arm Quickly Denies: No Chip Manufacturing! Is the Billion-Dollar Ecosystem Stable? “We are not a chip manufacturer!” On November 5, Drew Henry, Arm’s Executive Vice President of Strategy and Ecosystem, poured cold water on the chip industry that had been boiling for three months. From the stock price plummeting 8.65% in July after rumors of … Read more
Analysis of China’s Semiconductor Industry Financial Reports for Q3 2025 Abstract In the third quarter of 2025, China’s semiconductor industry delivered an impressive performance. Jiangbolong’s net profit increased nearly 20 times year-on-year, Changdian Technology’s revenue surpassed 10 billion yuan for the first time, and Allwinner Technology’s net profit grew by 267.36%. This recovery is not … Read more