The major stocks include Zhongwei Company, Xinyuan Co., Ltd., Haiguang Information, Lanke Technology, SMIC, Northern Huachuang, Loongson Technology, and others primarily from the Science and Technology Innovation Board.The trend stocks include Demingli, Liyang Chip, Wavelength Optoelectronics, Fuzhijing Technology, Zhangjiang Hi-Tech, Qingshuo Kaimeteqi, HuaSoft Technology, and Chengbang Co., Ltd.The panic selling at the end of the … 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
In the office at eleven o’clock at night, the only sounds are the hum of server fans and the clatter of keyboards. You rub your dry eyes and look at the test cases in the simulator that still haven’t passed, letting out a soft sigh. This is the third consecutive week you’ve worked late into … Read more
The semiconductor industry is thriving,according to a McKinsey study,with an expected annual growth rate of6% to 8% by 2030, with annual revenue projected to reach$1 trillion. The industry will have to double semiconductor production to keep up with future demand, but most manufacturing plants (commonly known as fabs) are already operating at full capacity. To … Read more
1. Selected news that fermented overnight. 1. Chip Semiconductors: 1) Moer Thread will hold its first launch meeting on September 26. Moer Thread is one of the few companies in China with full-function GPU R&D capabilities; 2) On September 18, according to Chip Storage Society, after Micron suspended its quotes, Samsung has also notified major … Read more
By the 1980s, Japan seemed to be the main beneficiary of the U.S. supply chain strategy. Japanese trade and foreign investment surged. Tokyo’s role in the Asian economy and politics was expanding irreversibly. If Japan could quickly establish dominance in the chip industry, what could stop it from replacing the U.S. geopolitical advantage? The Golden … Read more
The domestic production of semiconductors is actually a response to external pressures. After the US-China trade war in 2018, with the US cutting off supplies (such as halting chip supplies to Huawei), we realized how dependent we are on imported high-end chips. The government quickly invested heavily to achieve self-sufficiency, with the National Integrated Circuit … Read more
Market Review: The market opened steadily today, with the index fluctuating around the average line of the intraday chart, with a maximum amplitude difference of 25 points. The index closed with a low-position doji star, with technology stocks leading the gains, while tourism and hotel catering sectors, which had significant gains last week, saw the … Read more
In the market, this week saw a fluctuating upward trend across various indices. In terms of index structure, there was a divergence this week, with the ChiNext and STAR Market indices continuing to reach new highs, but starting to pull back from Thursday, while other indices continued to adjust throughout the week. In terms of … Read more
China was once a semiconductor powerhouse. Can it return to greatness? Mr. Koike Atsuki, a 73-year-old semiconductor engineer and motorcycle enthusiast, brings the same rhythm to his latest company, Rapidus. Founded in 2022, the company opened a large semiconductor factory in the small city of Chitose on Hokkaido, Japan’s northernmost main island. In December, Rapidus … Read more