2024 Investment Outlook: Semiconductors Enter a Spotlight Moment

2024 Investment Outlook: Semiconductors Enter a Spotlight Moment

The storage industry will be the key to the semiconductor industry’s overall value surge in 2024. Since the second half of 2022, the entire semiconductor industry has begun to show marginal loosening, and in 2023, it entered a downward phase, experiencing approximately 5 quarters of cyclical decline. Historical data shows that the downward trend in … Read more

Tungsten and PCB (Printed Circuit Boards)

Tungsten and PCB (Printed Circuit Boards)

Tungsten in the field of PCB (Printed Circuit Boards) is primarily applied in interconnection materials and advanced packaging technologies. Its high electrical conductivity, high-temperature resistance, and anti-electromigration properties make it a critical material. Below is a detailed analysis of applications and consumption: 1.Core Application Scenarios (1)Interconnection Materials and Via Filling Tungsten forms conductive layers for … Read more

Expert Interview Summary: Don’t Just Focus on NVIDIA, ASICs are the Ultimate Solution for AI Chips

Expert Interview Summary: Don't Just Focus on NVIDIA, ASICs are the Ultimate Solution for AI Chips

1、Summary of “In the Era of DeepSeek, ASIC Chips Crowned as Kings” ■ With rapid iterations of models like GPT-4.5, Grok-3, Claude 3.5, and LLaMA 4, the number of domestic generative AI users has surpassed 300 million, leading to a massive demand for inference computing power. ■ NPU (Edge AI) is suitable for terminal devices … Read more

Breakthrough Against US Blockade: This Type of Chip Begins Mass Production

Breakthrough Against US Blockade: This Type of Chip Begins Mass Production

According to a report by Taiwan’s “China Times News” on January 8, the technology of connecting several chips with different functions using advanced packaging technology to achieve the functionality of advanced process chips, known as small chips (or die), is seen as a shortcut for China to break through the US chip technology embargo. Jiangsu … Read more

Why Advanced Packaging Has Become a Battleground for Smartphone Manufacturers

Why Advanced Packaging Has Become a Battleground for Smartphone Manufacturers

Recently, the “thick chip” featured in the teardown video of Huawei’s foldable flagship Pura X has sparked heated discussions. Although Apple’s M-series processors have long adopted similar packaging technologies, Huawei’s move has ignited a wave of industry discussions. This phenomenon reflects a silent “packaging revolution” in the smartphone chip sector—manufacturers are no longer just competing … Read more

Intel’s Advanced Packaging: The Technical Force Behind Efficient Integration of AI Chips

Intel's Advanced Packaging: The Technical Force Behind Efficient Integration of AI Chips

In the wave of AI development, a technology is stepping from the “backstage” to the “forefront”: advanced packaging in semiconductors. This technology enables the integration of chiplets with different functions, processes, sizes, and manufacturers within a single device, creating system-on-chip (SoC) solutions in a flexible, energy-efficient, and cost-effective manner. As a result, more and more … Read more

Three Levels of Chip Integration

Three Levels of Chip Integration

Source: SiP and Cash Packaging Technology Original Author: Suny Li Introduction Integration refers to the process of bringing together different functional units to achieve specific functions, often associated with human activities. Terms like integrated circuit and system integration are commonly used. In this article, we will analyze modern electronic integration technology from two aspects: Level … Read more

Comprehensive Overview of the Semiconductor Industry Chain

Comprehensive Overview of the Semiconductor Industry Chain

As the core of the semiconductor industry, integrated circuits account for 83% of the market share. Due to their technical complexity, the industry structure is highly specialized. With the rapid expansion of the industry scale, competition intensifies, and the division of labor becomes more refined.Currently, the market industry chain consists of IC design, IC manufacturing, … Read more

Analysis of China’s Advanced Semiconductor Packaging Industry

Analysis of China's Advanced Semiconductor Packaging Industry

1 Concept of Advanced Semiconductor Packaging Industry (1) Concept Packaging is the final process in semiconductor manufacturing. Semiconductor packaging is the process of further processing tested wafers to obtain independent chips, with the aim of adding functionality to the chip’s contacts that can connect to external circuits, such as adding pins to connect with external … Read more

Advanced Packaging Technology in Semiconductors

Advanced Packaging Technology in Semiconductors

The current semiconductor industry has five confirmed growth engines, which are:① Mobile terminals, such as smartphones, smartwatches, wearable devices, laptops, and tablets;② High-performance computing (HPC), also known as supercomputing, which can process data and perform complex calculations at high speeds on supercomputers;③ Autonomous vehicles;④ The Internet of Things (IoT), such as smart factories and smart … Read more