The global technology landscape is undergoing a profound transformation. Intelligence is driving a technological revolution; the great power competition under the trend of de-globalization; the heavy iron curtain imposed by the United States on Chinese technology, and the forced breakthrough of Chinese technology… If all of this were to be showcased on the smallest possible … Read more
Since the 21st century, third-generation semiconductor materials represented by Gallium Nitride (GaN), Silicon Carbide (SiC), and Zinc Oxide (ZnO) have begun to emerge.However, with the continuous increase in demand for high-load computing power from 6G communication, AI smart chips, and CPUs/GPUs, complex and expensive data center cooling systems are required to maintain performance and prevent … Read more
Click the blue text to follow us In the third quarter of 2025, the global semiconductor market reached a milestone, with the market size exceeding $200 billion for the first time, and the recovery momentum in the first three quarters far exceeded expectations. 1. Global TOP 20 Landscape Image from the internet The leading companies … Read more
New Trends in Semiconductor Development Domestic Substitution and Innovation as Dual Drivers The semiconductor industry is undergoing a new wave of technological and market transformation, with domestic substitution, advanced processes, and diversified applications becoming the core driving forces for rapid industry development. This article outlines the latest development trends across various branches of the semiconductor … Read more
This article is brought to you by Semiconductor Industry Insights (ID: ICViews). The automotive market will become the largest revenue source for MCUs. Recently, Yole Group released its annual “Microcontroller Industry Status Report,” which shows that the MCU market continues to expand into automotive, industrial, smart cards and security, defense, and consumer electronics sectors. In … Read more
This account has repeatedly expressed concerns: Western countries led by the United States will accelerate the intelligent upgrade of the semiconductor industry to target the current confidentiality policies implemented within the domestic semiconductor industry (even between corporate departments). Whether this policy truly confuses the adversary is currently unassessable (after all, foreign equipment still dominates), but … Read more
This article contains a total of 6783 wordsEstimated reading time is about 15minutesLast night at 10 PM, I was called into the office by the director.“Max, Max, the equipment procurement plan for the new production line shows a loading of only 68%, but I just spoke with the process team, and they said the equipment … Read more
From the intense computing power competition of AI large models to the “chip” battle in new energy vehicles, and to every smart device around us, a powerful “Chinese chip” is pulsating behind it. This is no longer distant technology news, but a global wave of a “new gold rush” that concerns the future. Since 2023, … Read more
On November 19, the global sensation surrounding the “Netherlands’ seizure of Nexperia” finally reached a turning point. Dutch Minister of Economic Affairs, Karremans, publicly announced on the X platform that administrative intervention in Nexperia would be suspended. Upon hearing the news, many exclaimed, “China has won,” but peeling back the surface of this apparent easing … Read more
The semiconductor industry chain is typically divided into three main segments: Upstream: The supporting industry, including EDA software, IP cores, semiconductor equipment, and new materials. Midstream: The core manufacturing industry, including chip design, manufacturing, and packaging/testing. Downstream: The end application industry, integrating chips into various products. 1. Upstream: The Foundation and High Ground of the … Read more