The semiconductor industry has been buzzing these past few days, as Jiang Shangyi’s statement left foreign media stunned: “Chinese chips are not rising; they are dominating the global market.” This is not just my opinion; it comes from a former high-ranking executive at TSMC, a top veteran in the industry. If I had said this, … Read more
Warm reminder: This analytical article is for learning and reference purposes only and does not constitute investment advice. 1. Northern Huachuang: As a benchmark platform in the domestic semiconductor equipment field, the company is the only enterprise to achieve full coverage of the four core equipment categories: etching, thin film deposition, cleaning, and oxidation diffusion. … Read more
Recently, Alibaba released signals regarding its AI strategy at the 2025 Yunqi Conference: large models will be the next generation operating system + 380 billion yuan investment in AI infrastructure + expansion of data center computing power and the ecological layout of Tongyi Qianwen. This marks a historic shift for Alibaba from an e-commerce giant … Read more
Market Overview: Many people have asked: Should we sell before the National Day holiday? Should we run away? Remember, no short holiday will change the market trend. If the market was rising before, it will continue to rise after the holiday. If it was falling, it will still fall after the holiday. Did the 8-day … Read more
1. The market moved too quickly yesterday morning, and I missed the opportunity with Shengmei and Baiwei that I selected the day before. During the day, Baiwei gave a chance but I didn’t dare to jump in. 😓 2. It is still a feast of technology, with semiconductors and lithography machines performing well. I can’t … Read more
(Please follow before reading, continuously sharing the investment logic, viewpoints, and stories of investment experts, let’s walk towards financial freedom together.) I: Hello, Teacher Ye! Recently, I keep hearing people talk about semiconductors and chips, but many people, including myself, can’t tell if they are the same thing. Can you explain it to me? Ye … Read more
This year, semiconductors have truly become the king of the A-share market; any semiconductor stock that shows even a slight improvement experiences a significant surge. And it’s not just a few dozen percent increase; we’re talking about doubling or even4, 5 times or 10 times the increase. This should be considered a characteristic of the … Read more
I am Tian Ge, and the style here can be summed up in one word: Stable I am Tian Ge, and the special service here can be summed up in two words: Professional 1, Tian Ge’s casual chat There is a typhoon in Guangzhou. Many people are waiting for this typhoon feeling: afraid it won’t … Read more
Introduction: Represented by Samsung and SK Hynix, South Korea’s semiconductor industry is the absolute leader in the global memory chip sector, dominating the DRAM and NAND Flash markets. With its IDM model, cutting-edge manufacturing processes, and continuous technological iterations, it has built extremely high industry barriers, becoming an indispensable core pillar in the global technology … Read more
Today, let’s talk about Li Awei. The company covers multiple production stages in the semiconductor industry chain, including silicon single crystal pulling, silicon grinding wafers, silicon polishing wafers, silicon epitaxial wafers, power device chips, and compound semiconductor RF and optoelectronic chips, integrating the entire technology chain from materials to chips.This is the company’s unique advantage … Read more