AI investment

Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

by
Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

Follow our official account and pin it to the top to receive daily updates. After reading the article, please click “Read” or “Like” to get the latest updates immediately. The China Semiconductor Industry Association has issued an urgent notice regarding the “origin” identification rules for semiconductor products. According to the relevant regulations of the General … Read more

Trump’s Tariffs May Extend to NAND Flash; Micron Announces Business Restructuring; Cambricon Achieves Profitability for Two Consecutive Quarters

by
Trump's Tariffs May Extend to NAND Flash; Micron Announces Business Restructuring; Cambricon Achieves Profitability for Two Consecutive Quarters

【Hot Topics】1. Trump’s tariffs may extend to NAND Flash2. Micron restructures its business units based on market segmentation3. Cambricon: Significant revenue growth in Q1 2025, achieving profitability for two consecutive quarters4. South Korea’s exports to the U.S. drop 14.3% in the first 20 days of April5. ASML: Expects stronger-than-expected performance in the Chinese market, no … Read more