AI investment

China Unicom Dismantles 2G Base Stations; ZTE’s Sarcastic Take on Apple’s New Device; Ericsson Chairman Seeks Resignation; Lenovo’s Self-Developed Chip Successfully Taped Out; Qualcomm Wins $1 Billion Antitrust Lawsuit

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China Unicom Dismantles 2G Base Stations; ZTE's Sarcastic Take on Apple's New Device; Ericsson Chairman Seeks Resignation; Lenovo's Self-Developed Chip Successfully Taped Out; Qualcomm Wins $1 Billion Antitrust Lawsuit

↑ Click on “5G Communication” above to grasp 5G dynamics in just two minutes every day. Daily 5G news to keep you updated on 5G, welcome to subscribe. — 5G Brother Today’s 5G Hotspot Guide China Unicom Dismantles 2G Base Stations ZTE’s Sarcastic Take on Apple’s New Device Ericsson Chairman Seeks Resignation Lenovo’s Self-Developed Chip … Read more

Latest Price Forecast for NAND Flash

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Latest Price Forecast for NAND Flash

According to the latest survey by TrendForce, cloud service providers (CSPs), primarily from North America, are continuing to strengthen their investments in AI, which is expected to drive significant growth in enterprise SSD (Enterprise SSD) demand by the third quarter of 2025. In the context of low finished product inventory levels, the Enterprise SSD market … Read more

The Surge of Robotics: A Technological Revolution or a New Trap for Capital?

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The Surge of Robotics: A Technological Revolution or a New Trap for Capital?

Is this yet another illusion of a “technological boom”? Just as everyone is still reeling from the fluctuations in the A-shares and Hong Kong stocks, exoskeleton robots suddenly made headlines on CCTV, instantly igniting the market’s sentiment. Social media buzzed with discussions: “Are robotics stocks about to take off?” and “Is a new technological boom … Read more

This Medical Robotics Company, Without Products or Profits, Secures $150 Million Investment

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This Medical Robotics Company, Without Products or Profits, Secures $150 Million Investment

For nearly 10 years, the introduction on the website of the medical robotics company Auris, founded in 2007, has been a simple phrase: “A technology company based in Silicon Valley.” Moreover, there is no information about products or technology. Yet, this nearly decade-old startup secured a $150 million investment last year, the highest funding amount … Read more

Chip Foundry and Wafer Certification: An Overview of Six Benefiting Companies

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Chip Foundry and Wafer Certification: An Overview of Six Benefiting Companies

The China Semiconductor Industry Association announced an important policy adjustment on April 11, 2025, changing the certification standard for the origin of integrated circuits from “packaging location” to “wafer fabrication location.” This new regulation is expected to accelerate the migration of global chip companies’ wafer fabrication processes to mainland China, bringing a significant influx of … Read more

Embedded Development: The Third Method for Measuring Code Execution Time

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Embedded Development: The Third Method for Measuring Code Execution Time

In engineering development, it is sometimes necessary to first confirm which part of the code consumes time in order to optimize the program. So, how do we measure code execution time? In previous articles, two methods were mentioned: using an oscilloscope to measure I/O level changes to calculate code execution time, and using the System … Read more

May Tech Surge: AI, Chips, and Humanoid Robots Explode, How Can Investors Seize Opportunities?

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May Tech Surge: AI, Chips, and Humanoid Robots Explode, How Can Investors Seize Opportunities?

Click the blue text above to follow us Do not open positions before the holiday! Staying in cash is the ultimate strategy to welcome the ultimate risk fest Friends, today I stand on the edge of the A-share market, hands in pockets, eyes sharp, yet I choose to be a “ruthless” spectator! Yes, I am … Read more

Robots Remain the Star of the Show

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Robots Remain the Star of the Show

Today, robots are still the stars of the show.In the morning, PEEK remains strong; I must say this wave of PEEK has indeed exceeded expectations, rising strongly from a low position.After that, it began to spread.In the afternoon, some started talking about Zhiyuan, and it began to circulate after the market closed. To be honest, … Read more

Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

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Wafer Fabrication Location Recognized as Place of Origin, Continuing the Push for Semiconductor Localization

1 Main Points ◼ Market Overview In the past week (04.07-04.11), the SW Electronics Index fell by 3.89%, underperforming the CSI 300 Index by 1.01 percentage points. Among the six major sub-sectors, the semiconductor, electronic chemicals II, other electronics II, optical optoelectronics, components, and consumer electronics sectors experienced changes of 0.56%, -1.91%, -7.48%, -8.60%, -9.26%, … Read more

Overall Price Increase, Capital Frenzy: A Historic Turning Point for China’s Semiconductor Industry

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Overall Price Increase, Capital Frenzy: A Historic Turning Point for China's Semiconductor Industry

Winds are rising, and the road ahead is long. Written by | Ru Qing, Xiao FenImage Source | IC photo History is often surprisingly similar. In the 1980s, during the peak of the Japanese semiconductor industry, it first surpassed the United States in market share, becoming the world’s largest semiconductor producer, which led to restrictions … Read more