In the context of the US-China tariff trade war, the domestic chip industry has lagged in development, making chips a trump card for the US to impose restrictions on us. Below, we will outline the manufacturers in various segments of the chip industry: 1. Classification by Industry Chain Links (This is the most classic classification … Read more
The storage chip sector continues to attract attention due to production cuts by major global manufacturers and price increases for high-end products. Chinese storage chip companies are seizing an opportunity for accelerated domestic substitution and market share expansion. In this issue, we summarize the recent important developments of companies in the A-share storage chip sector … Read more
The article is approximately 1700 words long, with a reading time of 5 minutes. Yesterday, an unexpected internal notice abruptly interrupted the production rhythm in a packaging workshop in Dongguan. Workers were preparing to take their lunch break when they suddenly discovered that some were unable to log into the production system, the customer ordering … Read more
The fate of Anshi Semiconductor is entering a complex territory. This company, rooted in China but originating from Europe, must confront the reality of “selective decoupling” amidst the tides of geopolitical tensions—the Newport wafer fab in the UK may just be the beginning. However, the interesting aspect of fate is that every forced retreat often … Read more
The global semiconductor equipment leader ASMPT has closed its Shenzhen factory, affecting 950 employees. This seemingly sudden decision reflects a profound restructuring of multinational companies’ strategies in the Chinese market.On August 11, 2025, global semiconductor equipment supplier ASMPT announced the official closure of its Advanced Semiconductor Equipment (Shenzhen) Co., Ltd. (AEC) located in the Bao’an … Read more
The Chinese semiconductor industry is undergoing unprecedented transformation and growth. From early technology introduction and foundry manufacturing to achieving technological breakthroughs and supply chain autonomy in multiple key areas, the Chinese semiconductor industry has developed into a force that cannot be ignored globally. This article will comprehensively analyze the current development status of the Chinese … Read more
Is the Semiconductor Boom Over? Last week’s market was quite frustrating, with repeated reversals; the index experienced three reversals in one week, which is something I haven’t encountered in many years. Looking back at the Shanghai Composite Index chart from 2009 to now, this week marks the only instance of three reversals, making it a … Read more
The Dilemma of Semiconductor Packaging Inks In modern electronic devices, semiconductor passive components such as resistors, capacitors, and inductors, while not directly amplifying signals like transistors, are the cornerstone for stable circuit operation. They undertake important tasks such as voltage division, current limiting, energy storage, and signal filtering, and are widely used in various fields … Read more
Title: Jianye Co., Ltd. (603948): A Dark Horse in Semiconductor Materials or a Trap for Retail Investors? A Night of Tears for 100,000 Retail Investors, Sleepless Tonight! Recently, the A-share market has been turbulent, with rapid shifts in the main lines resembling a game of whack-a-mole—just when you think you’ve caught the semiconductor wave, you’re … Read more
Introduction:Chinese semiconductor companies are accelerating their layout in Malaysia: from Huada Semiconductor leading the acquisition ofUnisem and Tongfu Microelectronics collaborating withAMD to expand production in Penang, to Chinese funds investing in local wafer foundrySilTerra. These cases reflect the strategic logic and challenges of Chinese companies “going abroad” to Malaysia under the intertwining of geopolitical games … Read more