2D semiconductor

Netherlands ‘Suspends Seizure’ of Nexperia? Wingtech Stands Firm: Control Will Not Be Returned, We Will Not Back Down!

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Netherlands 'Suspends Seizure' of Nexperia? Wingtech Stands Firm: Control Will Not Be Returned, We Will Not Back Down!

On the surface, the storm has calmed; but in reality, undercurrents are surging. The Dutch government has just announced the “suspension of the seizure” of Nexperia, a subsidiary of China’s Wingtech Technology,Nexperia, and the Chinese Ministry of Commerce immediately expressed its “welcome”. However, Wingtech directly stated:“We absolutely do not accept!” Why? Because the real knife … Read more

OCS Core Hardware Supply Chain and AI Applications

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OCS Core Hardware Supply Chain and AI Applications

First, let’s look at an article to enhance our understanding (partially): The benefit ranking of the Google Gemini 3 + TPU full-stack upgrade supply chain is as follows: [TPU/OCS core hardware supply chain → Core components such as HBM → Upstream materials and equipment → Downstream AI applications and Google ecosystem → Industry ecology and … Read more

What the U.S. Fears: Not China’s Chips, but Its Renewable and Low-Cost Power

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What the U.S. Fears: Not China's Chips, but Its Renewable and Low-Cost Power

What the U.S. Fears: Not China’s Chips, but Its Renewable and Low-Cost Power Over 1 billion kilowatts — this is the latest data on China’s renewable energy installed capacity for 2024, ranking first in the world, far ahead of others… Think about what this means. To put it bluntly, China’s wind, solar, and hydropower combined … Read more

Weekly Review of the Semiconductor Industry

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Weekly Review of the Semiconductor Industry

ChinaEUV Alternatives According to reports, Hefei Haoyu Chiplight Technology Co., Ltd. has developed a desktop-level high-order harmonic generation (HHG) light source capable of producing light with wavelengths as short as1 nanometer. It has been reported that a customer has used this light source to produce14 nanometer chips, which is the initial target process node for … Read more

Analysis of the Semiconductor Rapid Thermal Annealing Furnace Industry

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Analysis of the Semiconductor Rapid Thermal Annealing Furnace Industry

The Semiconductor Rapid Thermal Annealing Furnace is a key piece of equipment in the semiconductor manufacturing process, achieving extremely fast heating rates of 300℃-1200℃ through halogen infrared lamps or laser sources, eliminating internal defects in wafers and optimizing material performance. The core technology lies in controlling thermal field uniformity and millisecond-level temperature response, which directly … Read more

Stunning 1195%! Major PCB Company Reports Soaring Profits in Q3

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Stunning 1195%! Major PCB Company Reports Soaring Profits in Q3

Source | Network “The demand for CSP packaging substrate business is quite good, and the original capacity of 35,000 square meters per month is fully utilized. This year, the new expansion of 15,000 square meters per month is progressing rapidly, and the current capacity can meet the demand.” Recently, Shenzhen Xingsen Quick Circuit Technology Co., … Read more

Semiconductors Drop 6.5%, Yet NVIDIA Rises 62%: Who is Panicking and Who is Quietly Accumulating? Is the AI Bubble Truly Bursting or Are We Just Too Anxious?

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Semiconductors Drop 6.5%, Yet NVIDIA Rises 62%: Who is Panicking and Who is Quietly Accumulating? Is the AI Bubble Truly Bursting or Are We Just Too Anxious?

Recently, the debate over whether “AI is a bubble” has heated up again. On one side, stock prices are correcting and market sentiment is cooling, while on the other side, NVIDIA has just delivered an astonishing earnings report—revenue for the third quarter of fiscal year 2026 reached $57.01 billion, a year-on-year increase of 62%, with … Read more

A Dark Horse Emerges in Semiconductor Equipment! Huawei Hubble’s Bet on Changchuan Technology, Will Stock Prices Soar?

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A Dark Horse Emerges in Semiconductor Equipment! Huawei Hubble's Bet on Changchuan Technology, Will Stock Prices Soar?

Dear investors, today I have discovered a “potential stock” in the semiconductor field—this company not only has a unique background but is also at the forefront of rapid development, making it a true “invisible champion” in the semiconductor equipment sector! A great business of “selling shovels in a gold rush” The semiconductor industry is well-known, … Read more

Netherlands Suspends Intervention on Nexperia Semiconductor

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Netherlands Suspends Intervention on Nexperia Semiconductor

The Dutch government suddenly announced on November 19 to suspend its regulation on Nexperia Semiconductor, a chip manufacturer headquartered in the Netherlands but acquired by a Chinese company. Previously, the Netherlands had frozen its global operations citing “national security” concerns. After two months of back-and-forth, the situation has taken a turn, but the underlying conflicts … Read more

Camera Modules and Image Sensors

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Camera Modules and Image Sensors

From a system architecture perspective, the imaging experience of smartphones is achieved through the collaboration of three core hardware modules: Camera Module (Capture), Main Control SoC Chip (Compute), and Display Module (Display). The role of the SoC has been detailed previously, and next we will discuss the Camera Module and its key components. 1. Camera … Read more