Many people believe that the semiconductor industry is merely a growth sector; however, this is not the case. The semiconductor industry possesses both growth and cyclical attributes. Since 1978, the global semiconductor market size has been increasing year by year, with current global sales exceeding $600 billion. Even after more than forty years of development, … Read more
【Content Overview】An AI chip with only 22 nanometers and energy consumption as low as microjoules, designed specifically for always-on wearable devices and the Internet of Things. This is not just a technological iteration, but a reflection of the rise of the open architecture RISC-V. When such flexible and efficient technological innovations meet a national strategy … Read more
Today, let’s talk about Marvell. First, here’s Uncle Tong’s conclusion: the fundamentals are improving, the management is buying back shares with real money, and the valuation is still discounted; however, customer concentration and intensified competition will bring significant volatility. Those who can withstand volatility and are optimistic about AI infrastructure can focus on research; those … Read more
Author｜Yao Jinxin, Xiao Jing China’s computing chip sector is quietly undergoing changes. At the 2025 Huawei All-Connect Conference, Huawei released several heavyweight new chips, including the Ascend 950 series, 960, and 970 AI chips, and announced the product roadmap for Ascend AI chips for the next three years. Among them, the 950 series has two … Read more
Microsoft is validating microfluidic cooling technology in data centers by etching tiny channels on the surface of chips, allowing the cooling liquid to directly contact the heat dissipation area. Compared to traditional air cooling and liquid cooling, this method can efficiently dissipate heat even at high temperatures of 70°C while significantly reducing energy consumption. This … Read more
Alibaba’s subsidiary, Tsinghua Unigroup, has made significant progress in chip development, achieving a major breakthrough in 2025 with its new generation AI inference chip, PPU, which matches the performance of NVIDIA’s H20. The actual measured performance of ResNet50 reaches 125 TOPS with a power consumption of 350W, marking the official entry of domestic AI chips … Read more
This article focuses on summarizing the recent updates from institutions regarding the popular sectors in the semiconductor industry. 1. Core Insights The overall perspective of analysts has not changed significantly since the beginning of the year, with investment strategies primarily revolving around one keyword: valuation expansion. Analysts believe that the current electronics industry is at … Read more
Keywords: AI Chips, Semiconductor Processes, Domestic Chip Breakthroughs, NVIDIA, Autonomous Driving Chips, Open Source Ecosystem This article has 7925 words, requiring 26 minutes to read, and a podcast of 43 minutes (there’s a bug in the later section, please check it out, Doubao In September 2025, the global semiconductor and AI chip sector will enter … Read more
Zhao Lidong Founder, Chairman, and CEO of Suiruan Technology. Bachelor of Electronic Engineering from Tsinghua University, Master of Electronics and Computer from Utah State University, USA. Before founding Suiruan Technology in March 2018, he served as Vice President of Tsinghua Unigroup Co., Ltd. Zhao Lidong has worked in Silicon Valley for over 20 years, deeply … Read more
On September 18, at the 2025 Huawei Connect Conference held at the Shanghai Expo Center, Huawei’s Vice Chairman and Rotating Chairman Xu Zhijun delivered a keynote speech, announcing for the first time the clear product iteration roadmap for the Ascend AI chips over the next three years. This is not only a technology release but … Read more