Abstract Can AI chips be made just with money? Necessary but not sufficient. Only when you are successful enough can you have a name and reputation. Why are there only a handful of global CPU and GPU companies, yet the wave of artificial intelligence has led to the emergence of so many AI chip companies … Read more
Introduction On July 2, Siemens announced that it had received formal notification from the U.S. government to lift the export restrictions on Chinese chip design software (EDA). Within a day, the three major giants in the EDA field, Synopsys, Cadence, and Siemens EDA, confirmed that the U.S. Department of Commerce’s Bureau of Industry and Security … Read more
Source: Reference News The South China Morning Post reported on July 3 that Siemens, Synopsys, and Cadence Design Systems have announced that the U.S. government has lifted some restrictions on the export of chip design software to China. These three leading global Electronic Design Automation (EDA) software developers stated that their related products will no … Read more
01 Market Dynamics and Industry Trends U.S. Department of Commerce / Synopsys / Cadence: Lifted export restrictions on chip design software to China, allowing Synopsys, Cadence, and Siemens to resume sales to China, resulting in a surge in related stock prices and a net inflow of 21.585 billion yuan into the electronics sector. This move … Read more
01. Company Overview Recently, I have been busy traveling for due diligence on chip design companies, and I would like to briefly discuss Allwinner Technology, one of the leading SoC chip manufacturers. The core founding team of Allwinner Technology originated from Zhuhai Jieli, and in September 2007, Zhang Jianhui and others jointly established Allwinner Technology … Read more
Attention! The largest offensive in our semiconductor industry is about to begin. According to the latest media reports, our country’s largest semiconductor fund, the “Third Phase of the Big Fund,” which exceeds the total scale of the previous two phases, will make its first major investments in the coming months.The focus of the investment is … Read more
As the second quarter comes to a close, the theory of excess computing power has dissipated alongside the soaring demand for computing power from major manufacturers. The poor performance of domestic computing power in the second quarter, triggered by the supply cut from H20, is also expected to have a negative impact. Moving forward, chips … Read more
Industry “Chip” News Wosh Electronics Industry News As the global low-altitude economy surpasses one trillion yuan in 2024, the large-scale application of drones in logistics inspection, security monitoring, and other scenarios places higher technical demands on core chips. Dedicated SoCs (System-on-Chip) utilize heterogeneous computing architectures to significantly enhance the computational efficiency of real-time image processing … Read more
Building an Independent Ecosystem of “Chinese Chips + Chinese Systems” Author: Lin Fei, IT Times Reporter Editor: Wang Xin In May 2025, Huawei launched the MateBook Pro and Fold Extraordinary Master series PCs equipped with HarmonyOS, marking a gradual departure from the Windows system and entering the Harmony era. However, it is noteworthy that the … Read more
In the second week of June, China’s semiconductor industry welcomed a timely policy “rain”. From Zhuhai High-tech Zone launching ten special support measures, to Guangzhou Huangpu District issuing nine new policies for integrated circuits, and to Shanghai Mayor Gong Zheng emphasizing in the “Learning Times” that “the development of the entire integrated circuit chain should … Read more