Lianyun Technology: Leading Storage Chip Manufacturer Embraces AI Winds, What Risks Lurk Behind High Growth?

Lianyun Technology: Leading Storage Chip Manufacturer Embraces AI Winds, What Risks Lurk Behind High Growth?

As a seasoned trader, analyzing the industrial chain aims to clarify trading logic and set clear goals, included in the “Industrial Chain Analysis” collection; focusing on corporate analysis is to accurately identify core targets—these targets are often at developmental turning points, harboring key investment opportunities, with related content included in the “Anchor Moments” collection. Domestic … Read more

Design of Functional Safety Architecture for Chips

Design of Functional Safety Architecture for Chips

Author | Wang WeifengSource | Automotive Electronics and Software Whether it is the safety architecture design of the chip or the safety architecture design of related downstream systems, the safety aspect is primarily about addressing two types of failures during the product development process: random hardware failures and systematic failures. Next, let’s discuss some considerations … Read more

Why Leaving Backdoors in Chips is a Common Practice?

Why Leaving Backdoors in Chips is a Common Practice?

90% of imported chips have ‘backdoors’! NVIDIA H20 is just the tip of the iceberg! From Qualcomm being exposed for collecting user data, to NVIDIA being questioned for security vulnerabilities, to foreign legislation requiring exported chips to have remote lockout capabilities—backdoors are both a technological product and a political tool. Hello everyone, I am Uncle … Read more

Laboratory Achieves Outstanding Results in the 2025 Embedded Competition

Laboratory Achieves Outstanding Results in the 2025 Embedded Competition

The laboratory achieved outstanding results in the application track of the 2025 Embedded Chip and System Design Competition. Award Achievements On August 13, 2025, the eighth National College Student Embedded Chip and System Design Competition application track national finals concluded in Nanjing. A total of 735 universities, 11,800 teams, and 32,388 students participated. Our school … Read more

The Third Eye: TCL Chip Project Comes to a Halt

The Third Eye: TCL Chip Project Comes to a Halt

[Image][Image]Original Release | Jinjiao Finance (ID: F-Jinjiao) Author | Dong Li[Image]Recently, with the WeChat update, some readers mentioned they couldn’t find us. Remember to mark Jinjiao Finance as a star to not miss any exciting articles.[Image][Image]TCL’s semiconductor supply chain has “lost a child.” Recently, TCL’s chip design company Mo…

Analysis of the AI Chip Industry Chain

Analysis of the AI Chip Industry Chain

This is purely an analysis of the relevant industry, and no specific stocks are recommended. The following is an analysis of the core segments of the AI chip industry chain and related stocks based on the latest industry dynamics in 2025, covering subfields such as chip design, edge chips, edge storage, servers, and EDA: 1. … Read more

Ten Underrated Companies in the Semiconductor Chip Industry

Ten Underrated Companies in the Semiconductor Chip Industry

The semiconductor industry is the cornerstone of modern information society, characterized by a highly complex supply chain with clear specialization, covering the complete chain from raw materials to end applications. The semiconductor supply chain, from upstream (materials and equipment), midstream (design, manufacturing, packaging, and testing) to downstream (applications and terminals), relies on continuous technological innovation. … Read more

Rockchip’s ‘Sinking Market’: Multiple Ways to Profit from AI

Rockchip's 'Sinking Market': Multiple Ways to Profit from AI

Economic Observer reporter Zheng Chenye How many highlights can a chip have? Probably two. The first is when it is installed in the latest smartphone, directly determining whether the phone runs fast or lags during gaming; the second is when it is installed in a massive server, determining how intelligent the AI model can become. … Read more

What is an NPU? What Types of AI Chips Are There?

What is an NPU? What Types of AI Chips Are There?

The concept of artificial intelligence was born at the Dartmouth Conference in 1956. At this conference, McCarthy formally proposed the concept of artificial intelligence. After more than half a century of development, artificial intelligence has now been applied in fields such as robotics, speech recognition, image recognition, natural language processing, and expert systems. Of course, … Read more

A Decade of RISC-V in China (Part II): A Comprehensive Overview of Policy, Research, and the Industry Chain

A Decade of RISC-V in China (Part II): A Comprehensive Overview of Policy, Research, and the Industry Chain

“ Over the past decade, RISC-V has transitioned in China from concept popularization to application flourishing. With continuous policy support, sustained investment in research, and active engagement from enterprises across the industry chain, China’s RISC-V ecosystem has gradually formed a panoramic map of “from laboratory to industrialization.” This article attempts to outline the core forces … Read more