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Market Trend Analysis of the Semiconductor Sector for the Next Year

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We provide a comprehensive analysis of the market trends in the semiconductor sector for the next year (from mid-2024 to mid-2025) based on the current market environment, industry cycle, and core driving factors. ### **Core Insights: Coexistence of Upward Cycle and Structural Differentiation, Focus on “Two Main Lines”** In the coming year, the semiconductor sector … Read more

Analysis of the Forward Path for Domestic Semiconductor Equipment in the Post-Moore’s Law Era

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Analysis of the Forward Path for Domestic Semiconductor Equipment in the Post-Moore's Law Era

The Electronics Enthusiast Network reports (by Wu Zipeng) that the 13th Semiconductor Equipment and Core Components and Materials Exhibition (CSEAC 2025) main forum and the 13th Annual Conference of the China Electronic Equipment Industry Association for Semiconductor Equipment was grandly opened by Taihu Lake in Wuxi. This year’s conference, themed “Strengthening Strategic Leadership, Deepening Innovation … Read more