Analysis Report on the Chinese Semiconductor Industry Chain Release Date November 24, 2025 From “Catching Up” to “Running Alongside”: A Key Turning Point In 2025, the global semiconductor market has quietly reached a new milestone of $700 billion, with China becoming the world’s largest production region for the first time, holding 34.4% of wafer foundry … Read more
【Content Directory】 1.Current Status and Trends of Domestic Advanced Packaging and Testing in the International Context 2.Analysis of the Competitiveness of Domestic Advanced Packaging and Chip Testing Industry in H1 2025 (Based on Quantitative Models) 3.Overview and Analysis of Potential Unlisted Advanced Packaging and Testing Companies 4.Conclusion: Industry Assessment Under System-Level Competition 【Recommended Companies at … Read more
The tiny chip embodies the pinnacle of human technology. The global semiconductor industry is experiencing an unprecedented technological explosion, from the race for 2nm process technology to the acceleration of domestic alternatives, marking the beginning of a profound industrial restructuring. By 2025, the global semiconductor market is expected to exceed 700 billion USD, with a … Read more
Analysis of China’s Semiconductor Industry Financial Reports for Q3 2025 Abstract In the third quarter of 2025, China’s semiconductor industry delivered an impressive performance. Jiangbolong’s net profit increased nearly 20 times year-on-year, Changdian Technology’s revenue surpassed 10 billion yuan for the first time, and Allwinner Technology’s net profit grew by 267.36%. This recovery is not … Read more
The global semiconductor equipment leader ASMPT has closed its Shenzhen factory, affecting 950 employees. This seemingly sudden decision reflects a profound restructuring of multinational companies’ strategies in the Chinese market.On August 11, 2025, global semiconductor equipment supplier ASMPT announced the official closure of its Advanced Semiconductor Equipment (Shenzhen) Co., Ltd. (AEC) located in the Bao’an … Read more
Advanced Packaging Technology Upgrade for HarmonyOS Device Drivers: Technical Breakthroughs and Market Opportunities from Changjiang Electronics Technology and Tongfu Microelectronics 1. Detailed Technical Breakthroughs: Chiplet Packaging Leading Domestic Substitution 1. Changjiang Electronics Technology: XDFOI Chiplet Technology Achieves 3D Stacking and High Yield – Technical Parameters and Process Advantages: The XDFOI Chiplet series process from Changjiang … Read more
The domestic substitution semiconductor industry chain covers the entire process from upstream materials and equipment to midstream design, manufacturing, and packaging/testing. Leading companies in various segments are gradually breaking the international monopoly through technological breakthroughs. The following analysis combines the latest industry dynamics: 1. Core Segments and Leading Enterprises 1. Semiconductor Equipment: The Main Battlefield … Read more
The semiconductor industry, as the core of the information technology sector, directly reflects the pulse of global technological development. According to the latest data from the Semiconductor Industry Association of America, global semiconductor sales are expected to reach $179.7 billion in the second quarter of 2025, representing a year-on-year increase of nearly 20% and a … Read more
On September 16, according to Taiwan’s “Economic Daily News,” Applied Materials, a leading semiconductor equipment manufacturer, showcased key technologies in advanced packaging, process innovation, and sustainability at the “SEMICON Taiwan 2025” international semiconductor exhibition forum, emphasizing how these technological advancements empower the future of AI. The extensive and interconnected materials engineering solutions from Applied Materials … Read more
1. Technical Resonance: The advanced packaging supply chain directly benefits from the collaboration between NVIDIA and Intel, focusing on the industrialization of advanced packaging technologies such as Chiplet and CoWoS. Xinsong Technology has a solid technical foundation in semiconductor testing boards and IC substrates: – Its subsidiary, Harbor Electronics, supplies chip testing boards to Intel … Read more