The competition between China and the United States is essentially a technological struggle, with the core of this competition currently centered around semiconductors. This is why there is a comparison to Nvidia with Cambricon.The sequence of events:On September 12, local time, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) placed 23 Chinese … Read more
Hello everyone, I am Xiao Liu. The pharmacist is on a business trip again, so I will be writing tonight’s report. In fact, I will also be on a business trip next week; it has been a busy time lately. 1. Pre-prepared Dishes Recently, the “verbal battle” between Luo Yonghao and Xibei has intensified. It … Read more
In 1976, Yang Fu saved money for half a year and sought connections to buy a ticket, finally purchasing a Panda brand semiconductor radio. This small object, which has been discarded by many in memory, was a rare item over forty years ago. One winter over forty years ago, Yang Fu visited a supply and … Read more
After a significant increase in volume yesterday, the market took a hit today. Everyone expected the upward trend to continue, but the market surprised us. This situation is quite normal; no one can accurately predict future trends, and the stock market is chaotic in the short term. Have you noticed a problem? In recent days, … Read more
Recently, the semiconductor sector has become active again in the A-share market, with many related stocks showing strong performance, attracting considerable attention. Today’s surge is not coincidental; it is supported by the global trend of technological transformation and the reality of domestic industrial breakthroughs, intertwined with the urgency of geopolitical competition. Globally, AI is becoming … Read more
Source: Guojin Securities Summary: In FY25Q3, Broadcom’s semiconductor revenue from AI semiconductors reached $5.2 billion, a year-on-year increase of 63%, and a quarter-on-quarter increase of $800 million (exceeding the previous quarter’s guidance of $5.1 billion). The XPU business accounted for 65% of AI semiconductor revenue. The company expects AI revenue to reach $6.2 billion in … Read more
If technology is likened to a city, then semiconductors are the “water and electricity,” while PCBs are the “steel reinforcement.” Together, they support the operation of the electronic world. By 2025, this combination is entering a golden period of development. In the semiconductor field, the demand for AI computing chips (such as Cambricon-U) is surging, … Read more
1. India Restarts “Semiconductor Strategy”, ASML Extends Olive Branch Last month, Indian Prime Minister Modi announced the restart of the “semiconductor strategy” during his “Independence Day” speech, promoting local chip manufacturing, with the first “Made in India” chip expected to be launched by the end of 2025. Dutch semiconductor giant ASML responded positively, with CEO … Read more
Remember to star the public account ⭐️ to receive notifications promptly. Source：ContentTranslated fromphotonics。 The optical field rooted in classical precision mechanics and the semiconductor industry defined by microelectronics miniaturization, once distinctly different sectors, are increasingly overlapping at the forefront of innovation. This convergence is not coincidental. Rather, it is the result of shared technological challenges … Read more
1. Semiconductors/Computing Power: Supply Concerns Alleviated + Strengthened Certainty in Optical Module Performance Core Logic NVIDIA’s Clarification Boosts Confidence: NVIDIA has clearly stated that the H100/H200 chips have “sufficient supply,” alleviating market concerns about computing power bottlenecks and restoring sentiment in the CPO (Co-Packaged Optics) sector. Surge in Optical Module Demand: Google OCS All-Optical Switching … Read more