Source: Qixin Semiconductor 01 What is a Chip A chip, also known as a microcircuit, microchip, or integrated circuit, is a miniature electronic device that miniaturizes circuits and is manufactured on semiconductor wafers. It typically contains integrated circuits and is a crucial component of many electronic devices, such as computers, mobile phones, and various other … Read more
It is well known that in recent years, China’s chip industry has developed rapidly, whether in chip design, manufacturing, or packaging and testing. Moreover, breakthroughs are continuously being made in upstream areas such as EDA, semiconductor materials, and semiconductor packaging and testing, improving self-sufficiency rates. From an industry perspective, China is basically synchronized with the … 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
Click to follow me In the complex process of chip manufacturing, tape-out is a crucial step, representing a thrilling leap from design blueprint to actual application. Tape-out, known in English as “Tape-out”, refers to the process of delivering the design plan (GDSII file) to the wafer fabrication plant for trial production after the chip design … Read more
Upon the release of Gemini 3, it has overwhelmingly crushed its competitors. This once again proves how crucial end-to-end design is for reducing costs and dimensions in AI. Musk certainly understands this principle, as evidenced by SpaceX’s success, which is a result of faithfully implementing this philosophy. Now, Musk is more determined than ever to … Read more
The annual ICCAD 2025 conference concluded in Chengdu, with Professor Wei’s keynote report being the highlight of the event. My acquaintance with Professor Wei also began at this conference a few years ago. This year, Professor Wei delivered a keynote report titled “China’s Chip Design Industry Must Strive for Self-Reliance,” which has been widely shared … Read more
Weekly News Issue #192 Semiconductor Industry Supply Chain Dynamics 01 Corporate News (November 17) GlobalFoundries Strategically Acquires AMF, Aiming to Become the World’s Largest Pure Silicon Photonics Foundry On November 17, GlobalFoundries announced the acquisition of Advanced Micro Foundry (AMF), a silicon photonics wafer foundry based in Singapore, with the amount undisclosed. After the transaction … Read more
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
On November 23, Tesla CEO Elon Musk released a post on X, systematically introducing the long-term layout and development goals of Tesla’s self-developed AI chip team for the first time. He stated that the outside world generally does not understand the scale of Tesla’s investment in chip design, while the company has had an “advanced … Read more
Expansion of the Chip Alliance NVIDIA is building an unprecedented AI computing empire, and its approach is not entirely closed off. The latest major news is that Arm has announced its entry into the NVLink Fusion ecosystem. This is not just about adding a partner; it opens a direct gateway to NVIDIA’s GPU core for … Read more