This week, what developments are there in the semiconductor industry? 1. Wei Shaojun from the China Semiconductor Industry Association: The chip design industry may reach a scale of one trillion yuan within five years. 2. Against the backdrop of the continuous explosion in AI computing power demand, a new trend in the semiconductor industry is … Read more
In the A-share semiconductor sector, there are only 26 companies that achieved high-quality growth in their Q3 reports. I have reviewed all semiconductor stocks and found that only 26 companies had a revenue growth rate greater than 20%, a net profit growth rate greater than 30%, and a net profit exceeding 100 million. Among them, … Read more
Risk Warning: All content and opinions in this article are based on interpretations of financial news, aimed at providing information reference and market dynamics analysis. The content does not contain any recommendations; please do not use it as guidance for operations, and everyone should pay attention to safety. While the market is buzzing about the … Read more
The pace of AI is becoming lighter yet faster. It has started to learn how to draw circuit diagrams, write code, and perform optimizations, quietly like a newcomer who never complains, yet smart like a child that can grow up at any moment. Many people ask me: “Will it one day replace chip engineers?” I … Read more
The Swiss company Corintis is dedicated to advancing a cutting-edge cooling technology based on microfluidics, which achieves efficient heat dissipation by precisely delivering water or other cooling fluids to the heat-generating core areas of chips. In a recent test conducted in collaboration with Microsoft, servers equipped with this technology achieved cooling efficiency three times that … Read more
If you are interested in chip design, this is a very promising direction. The chip industry is a strategic industry for the country, and there is a huge demand for professional talent. To help you clearly understand the preparations required to become a chip designer, I have outlined a comprehensive path from professional selection to … Read more
As the saying goes, failure is the mother of success. However, in reality, it is often true that success is the mother of success. Chip design is a “high investment, high risk, high return“ industry. Firstly, the development cycle of chip design is often long. Even for the simplest LNA or switch, from project initiation … Read more
Currently, the mainstream CPU chip instruction set architectures mainly include x86, ARM, and RISC-V. Previously, I compiled a list of domestic RISC-V CPU chip design companies, which number over 40. The article link is as follows: Summary of Domestic RISC-V CPU Design Companies, Surprisingly Over Forty! This time, I will summarize the domestic ARM architecture … Read more
A chip typically goes through five major stages and over 20 key steps from “sand” to “power on.” Below is a “high-speed rail timetable” to help you quickly understand the entire industry chain: Stage1 Design (0→1, turning algorithms into blueprints) StepCore Tools/OutputOne-sentence Explanation 1. Requirement DefinitionMarket/Customer SpecFirst define“how many Hz, how many cores, power < … Read more
Semi-conductor chips have become the “grain” of modern industry, supporting the operation of the entire digital world, from smartphones to artificial intelligence, from new energy vehicles to cloud computing. In 2024, global semiconductor market revenue is expected to reach $655.9 billion, a 21% increase from 2023, marking an explosive growth in the industry. This surge … Read more