The Dream of Chip Gamblers in Huaqiangbei Shattered: From Earning 10 Million to Losing Everything

The Dream of Chip Gamblers in Huaqiangbei Shattered: From Earning 10 Million to Losing Everything

This article is from the WeChat public account:Shenzhen Micro Time (ID: szdays), Author, Images: Huang Xiaoxie, Cover image from: Author’s photography “The market for imported chips over the past nine months has been like passing the buck, seeing who is the last one to take the fall,” said Li Zheng, who has been in the … Read more

Chip Market Divergence

Chip Market Divergence

This year’s chip market can be summarized in one word: “divergence”.Taking the smartphone market in consumer electronics as an example, on one side, domestic smartphone manufacturers are clearing inventory, while on the other side, Apple is the only brand among the top five global smartphone brands to experience year-on-year growth.Even within Apple, smartphone sales are … Read more

The Chip Within a Chip

The Chip Within a Chip

The Chip Within a Chip Discussions about the “chip shortage” have never ceased in the industry. Twenty years ago, then Minister of Science and Technology Xu Guanhua made a vivid analogy:“China’s information industry lacks ‘chips’ and ‘soul’.”“Chips” refer to semiconductors, while “soul” refers to operating systems. Twenty years later, from following, to running alongside, and … Read more

Next Week Will Be a Crazy Week: The Semiconductor War Begins

Next Week Will Be a Crazy Week: The Semiconductor War Begins

The US and China will hold talks in Madrid, Spain from September 14 to 17, where they will discuss US unilateral tariff measures, abuse of import controls, and economic and trade issues such as TikTok. Preliminary reports may emerge tomorrow morning. In Stockholm, the US and China reached a vague consensus to extend the provisional … Read more

Global Semiconductor Capital Expenditure on the Rise: Insights on Cleanroom Expansion Overseas

Global Semiconductor Capital Expenditure on the Rise: Insights on Cleanroom Expansion Overseas

Event: Global Semiconductor Capital Expenditure Resurgence (1) On September 5, Changchun Phase III was established with a registered capital of 20.72 billion RMB, with Chen Nanxiang, Chairman of Yangtze Memory Technologies Co., Ltd., serving as the legal representative. Changchun Phase III marks another significant move by Yangtze Memory Technologies since the establishment of Phase II … Read more

Optics Valley: Building a Trillion-Yuan Semiconductor City in 20 Years! Wuhan Semiconductor Map!

Optics Valley: Building a Trillion-Yuan Semiconductor City in 20 Years! Wuhan Semiconductor Map!

Gathering the latest news and technological advancements in the global semiconductor industry! In the new trend of de-involution and capital empowerment to build an industrial ecosystem, Wuhan shines brightly in China’s chip industry due to its unique advantages. It is an important fulcrum in the national development strategy, leading strongly in the semiconductor and chip … Read more

Analysis of Rockchip (603893): The Rise of Domestic AIoT Chips

Analysis of Rockchip (603893): The Rise of Domestic AIoT Chips

Company Overview Rockchip focuses on large-scale integrated circuit design and has been deeply involved in the industry for over twenty years. Its product line covers multiple fields including automotive electronics, machine vision, industrial applications, and smart home. As a leader in domestic AIoT SoCs, the company drives growth with a “chip + algorithm” dual approach, … Read more

RISC-V Evolution: SiFive’s Next-Generation AI IP is Driving a New Era of Edge Intelligence

RISC-V Evolution: SiFive's Next-Generation AI IP is Driving a New Era of Edge Intelligence

1. News Overview: Why Should We Pay Attention to SiFive’s Move? Recently, SiFive officially launched the second generation of the Intelligence Family, including X160 Gen2, X180 Gen2, X280 Gen2, X390 Gen2, and XM Gen2 a total of five RISC-V AI IPs. They cover a wide range of application scenarios from lightweight IoT sensors to high-performance … Read more

Domestic 5nm Chip Successfully Completes Tape-out Verification!

Domestic 5nm Chip Successfully Completes Tape-out Verification!

Gathering semiconductor industry news, technical frontiers, and development trends! On September 4th, exciting news emerged from the domestic GPU sector, showcasing a strong explosive growth in the industry. Another domestic manufacturer has announced remarkable new achievements. Anfu Technology revealed on its interactive platform that the new generation “Fuxi” architecture chip developed by Xiangdixian has successfully … Read more

China Approves ADI’s Acquisition of Maxim: What Does It Mean for Xilinx?

China Approves ADI's Acquisition of Maxim: What Does It Mean for Xilinx?

In July last year, news broke that ADI was acquiring its analog chip peer Maxim, which was later confirmed. ADI acquired Maxim in an all-stock transaction valued at $21 billion, resulting in a combined market capitalization of over $68 billion based on their respective market values at the time. After more than a year of … Read more