The Chip Within a Chip Discussions about the “chip shortage” have never ceased in the industry. Twenty years ago, then Minister of Science and Technology Xu Guanhua made a vivid analogy:“China’s information industry lacks ‘chips’ and ‘soul’.”“Chips” refer to semiconductors, while “soul” refers to operating systems. Twenty years later, from following, to running alongside, and … Read more
Click the “blue text” above to follow the latest investment research news Recently, many investors have noticed that Broadcom’s stock price has outperformed NVIDIA. Behind this lies a significant shift in the AI computing field: represented by Broadcom, ASIC (Application-Specific Integrated Circuit) chip manufacturers have quietly risen. The global ASIC chip market is expected to … Read more
The recent surge in chip design mergers continues, following the acquisition of the industry’s third loss-making company (reference: Beiyi Micro Acquires Xingan Semiconductor: 12 Years of Chip Entrepreneurship, 130 Million Loss, 295 Million Valuation), with two more merger announcements.Interestingly, both of these cases involve mergers in the RF SoC chip sector, with one being a … Read more
SiFive is a global leader in RISC-V chip design, founded in 2015 by the inventors of the RISC-V architecture, and headquartered in California, USA. As a core driver of the RISC-V ecosystem, SiFive provides processor IP, toolchains, and customized chip solutions based on the RISC-V instruction set, covering a wide range of application scenarios from … Read more
On October 9, Birun Technology, a startup specializing in general-purpose intelligent chips, officially began the tape-out of its first general-purpose GPU, the BR100, which is expected to be released to the market next year. This marks a significant breakthrough in the development of high-end general-purpose chips in China. Industry analysts have noted that the performance … Read more
Indeed, this issue is a brief review of a technology innovation company, Hengxuan Technology, as requested by the comments. With the character ‘Xuan’ in its name, it is clear that it has some connection to the esoteric (vocal music). To be honest, I didn’t pay much attention to the science and technology innovation board when … Read more
Today, let’s talk about chip design. The production of chips involves three core steps: design, manufacturing, and packaging/testing.In simple terms, chip design is about drawing circuit diagrams on silicon wafers, but it is not done directly on the wafers. The software used for this is EDA (Electronic Design Automation) software, which is mainly monopolized by … Read more
Against the backdrop of a global electronic industry recovery, accelerated domestic substitution, and a continuous increase in AIoT penetration, a number of local companies with core technological barriers and clear product strategies are gradually emerging, with Rockchip Electronics being a typical representative. 1. Company Overview: From Technical Depth to AIoT Industry Leader Founded in 2001 … Read more
Ant Group is accelerating its layout in the chip field.Recent business registration information shows that the emerging chip companyXinyuan Semiconductor(Shanghai) Co., Ltd. has undergone a business change, with the original shareholder Shanghai Lianzhi Venture Capital Management Center (Limited Partnership) exiting,and Ant Group’s Shanghai Yunwa Enterprise Management Consulting Co., Ltd. added as a shareholder, holding a … Read more
Yesterday, I met a great expert who spoke eloquently about the history of RISC-V development in China. The conversation lingered in my mind, reminding me of the time when Chen was selling ARM chips. In less than ten years, domestic general-purpose ARM chips have transitioned from industry breakthroughs to being as common as cabbages. Outside … Read more