Ningbo’s Chip Tycoon: Bold Acquisitions Break US-Japan Monopoly, Becoming the World’s Third Who would have thought that Ningbo would produce a “chip tycoon” who boldly spent 15.3 billion yuan to acquire a global giant? It sounds unbelievable. Let me ask: have you ever seen such a “bold” acquisition? The protagonist is named Yu Renrong, hailing … Read more
When TSMC announced the mass production of 2nm process in the second half of 2025, and ASML’s EUV lithography machines firmly occupied the core of the high-end equipment market, the Chinese semiconductor industry stood at a critical juncture, transitioning from “local breakthroughs” to “full-chain collaboration.” The global semiconductor market is expected to reach a scale … Read more
1. Global FPGA Market: European and American Giants Lead with 66% Gross Margin, while Chinese Companies Accelerate R&D with 77% Investment 2. Chip cooling startup Corintis completes $24 million Series A funding, Intel CEO Pat Gelsinger joins the board 3. GlobalFoundries partners with Zensemi to develop 40nm automotive chips 4. “Chip” Movement Shines | Jinghua … Read more
Often, we encounter the terms “tape-out” and “wafer” and many people mistakenly believe they refer to the same concept. In fact, the connotations and emphases of the two are completely different. In simple terms, tape-out is a process, while a wafer is a physical medium. Let’s break this down step by step. 1. Debunking Myths … Read more
1. Stock Price Soars! Intel Experiences Its Strongest Market Performance in 25 Years Today, Intel’s pre-market stock price surged again by 5%, with a nearly 40% increase throughout September! More astonishingly, on September 25, the stock price skyrocketed by 8.87% in a single day, closing at $33.99, the highest price since July 2024, and continued … Read more
Warm reminder: If you have a topic you would like to study, please leave a message in the comments section, and we will select and research it for you. Section 1: An Analysis of an Unprecedented Intervention The U.S. government announced the acquisition of nearly 10% of Intel’s (Intel) shares, marking one of the most … Read more
The chip frenzy triggered by AI is rapidly spreading from logic chips like GPUs to the storage chip sector. Morgan Stanley believes that the storage market, especially NAND flash, is currently in the “early stage” of a prolonged upward cycle.On September 23, Wall Street Journal mentioned that due to the strong demand for storage driven … Read more
As a leading semiconductor distributor in China, it代理NK海力士CBM products and has completed the research and development of enterprise-level CDR4/CDR5 storage products. In 2025, it will establish a joint venture with Wuxi Lingjing Cloud to form Wuxi New Weizhi Computing Technology, focusing on the intelligent computing field. It is the only company in China to achieve … Read more
According to data from SEMI and SEAJ, global semiconductor manufacturing equipment spending is projected to reach $33.07 billion in the second quarter of 2025, a 23% increase compared to the second quarter of 2024. Regionally, spending in mainland China is the highest in the second quarter, amounting to $11.36 billion (approximately 810.51 billion RMB), accounting … Read more
