AI Semiconductors

Texas Instruments: The Global Layout and Innovation Path of a Semiconductor Giant

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Texas Instruments: The Global Layout and Innovation Path of a Semiconductor Giant

From geological exploration to a global semiconductor powerhouse, Texas Instruments has written a history of technological innovation over nearly a century.Texas Instruments (TI) is a multinational technology company headquartered in Dallas, Texas, USA, known for developing, manufacturing, and selling semiconductor and calculator technologies.The company primarily engages in research, manufacturing, and sales in the fields of … Read more

Chip Frenzy: Who’s Counting Money and Who’s Counting Heartbeats?

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Chip Frenzy: Who's Counting Money and Who's Counting Heartbeats?

Brother Qian stared at his phone, the K-line chart surged upwards like an electrocardiogram, ash fell on the keyboard, leaving a small black mark. This was the third time this month he missed the semiconductor limit-up. In his social circle, friends who used to enjoy skewers together have already bought a Model Y with cash … Read more

Betting on the Semiconductor Mainstream at the ‘Key Points’ of the Major Uptrend!

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Betting on the Semiconductor Mainstream at the 'Key Points' of the Major Uptrend!

In trading, professional traders make calculated bets on the key points of the mainstream sectors, with a plan and psychological expectations, to achieve financial freedom (because the real major mainstream does not trap people). The new mainstream of the second height and four firsts is the heart and soul of the market, representing the consensus … Read more

On the Eve of the Federal Reserve’s Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

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On the Eve of the Federal Reserve's Rate Cut, Major Players Frenziedly Buy Semiconductors and Sell Computers! Structural Market Trends Intensify in A-shares

The ChiNext Index surged by 1.95%, reaching a new high for the period, with the total trading volume in the two markets exceeding 2.4 trillion yuan, indicating a significant adjustment in the allocation of major funds.At 2 AM Beijing time on September 18, the Federal Reserve will announce its interest rate decision, with the market … Read more

The Decline of Liu Ge Walnut: From the Richest Man in Hengshui to the Semiconductor Industry

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The Decline of Liu Ge Walnut: From the Richest Man in Hengshui to the Semiconductor Industry

A once thriving “walnut” that supported a market value of billions is now showing signs of fatigue. Recently, the parent company of “Liu Ge Walnut”, Yangyuan Beverage (603156.SH), released its semi-annual report for 2025. Unlike previous reports, this one showed a decline in both revenue and profit, with revenue at 2.465 billion yuan, down 16.19% … Read more

Is Domestic Substitution the Strongest Narrative in Semiconductors?

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Is Domestic Substitution the Strongest Narrative in Semiconductors?

The Semiconductor Battlefield Reignites: New Trends in the US-China Game and Opportunities for Domestic Substitution —— From Micron’s Price Increase to Anti-Dumping Investigations, A Comprehensive Analysis of Market Low-Position Strategies 1. The Semiconductor Battlefield Reignites: New Trends in the US-China Game In September, the tension in the US-China semiconductor sector intensified. Actions from the US: … Read more

Three Major Factors Resonating in the Semiconductor Industry

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Three Major Factors Resonating in the Semiconductor Industry

Click ↑Red Magazine Investment Service Platform Follow me and set as a star Please support the market by clicking the bottom: Like, Share, CommentAuthor | Bian Huizong The anti-dumping investigation on American-made analog chips has led to a strong opening in the analog semiconductor market, but the demand for funds is not high. A strong … Read more

In-Depth Analysis: Founder Technology

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In-Depth Analysis: Founder Technology

Founder Technology (600601) is a publicly listed company under the Peking University Founder Group. It was formerly known as Shanghai Yanzhong Industrial Co., Ltd., which was restructured and renamed Founder Technology, and it was listed on the Shanghai Stock Exchange in 1990. The company is registered in Shanghai, with the controlling shareholder being Zhuhai Huashi … Read more

The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

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The Chip War Resurfaces, Fearless of Adjustments Tomorrow!

Tomorrow the market opens. Ever since entering a bull market, I have increasingly disliked weekends, always looking forward to Monday arriving sooner.This weekend, there was some good news related to our holdings, and the chip war has begun again.Do you remember the last semiconductor chip war? It caused the semiconductor sector index to soar fivefold, … Read more

Analyzing the A-Share Market from the Semiconductor Sector

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Analyzing the A-Share Market from the Semiconductor Sector

This sector allows both speculative funds and institutions to dance together, and there is speculation every year. AI requires chips, new energy requires chips, cars require chips, robots require chips… everywhere you know needs chips. However, the style and logic of each speculation may vary greatly. Recently, everyone knows that technology is powerful, especially chips … Read more