The Nexperia incident serves as a mirror, reflecting the real situation faced by private entrepreneurs in China regarding property rights in today’s world. It harshly declares that under immense geopolitical pressure, the Western ideals of “the sanctity of private property” and “the rule of law” come with conditions—namely, your nationality and background must be “correct.” … Read more
[Image] On November 5th, Xiaopeng Technology launched a female humanoid robot named IRON. The release sparked widespread discussion, as its gait was too smooth and natural, and its appearance was too lifelike, leading many netizens to question whether the robot was a human disguise. In response to public doubts, Xiaopeng’s founder, He Xiaopeng, invited IRON … Read more
Semiconductor Game: The Great Power Contest in Global Supply Chain Restructuring An Analysis of the International Political and Economic Game Behind the Nexperia Semiconductor Incident Background: The Nexperia Semiconductor Supply Cut Incident The Netherlands Cuts Supply, China Faces Twenty-Seven The Geopolitical Game in the Global Semiconductor Industry Chain Recently, the semiconductor industry has erupted into … Read more
Accelerating Domestic Substitution!2025Overview of Domestic NOR Flash Industry Chain Listed Companies (Official Verification Version) With the explosion of AI edge applications and the upgrade of automotive electronics demand, the domesticNOR Flashindustry chain has formed a complete ecosystem of“design-manufacturing-packaging-testing-upstream support”. Local companies continue to rise amid technological breakthroughs and the wave of domestic substitution. Below is … Read more
In October 2025, the Dutch government froze assets worth 14.7 billion RMB of Nexperia, a subsidiary of Wingtech Technology, citing “national security” and took over its equity, cutting off wafer supply from the Dongguan factory. This turmoil stems from China’s 30 billion acquisition of the nearly bankrupt Nexperia in 2017, making it a giant with … Read more
By Segger Contributor Yu Shaoqing In the autumn of 2025, a piece of news from the Dutch government raised alarms once again in the already tense global semiconductor supply chain. On September 29, the Dutch government unexpectedly invoked the “Commodity Supply Act” enacted during the early Cold War, citing potential risks to “governance defects” and … Read more
IntroductionTraditional Rigid PCBs are made from fiberglass or epoxy resin, offering stability and mechanical strength, widely used in devices such as motherboards and graphics cards. In contrast, Flexible PCBs (FPC) utilize flexible polyimide (PI) or polyester (PET) films, allowing for bending and folding, with advantages such as lightweight, high-density wiring, and spatial adaptability. Industry trends … Read more
The explosion of computing power in the AI era fundamentally rewrites the technical standards for PCBs. Traditional server PCBs have only 4-6 layers, while the PCB layer count of NVIDIA’s Rubin platform has increased to over 40 layers, with some high-end products even featuring 22-layer HDI boards and 26-layer through-hole boards.More critically, material innovation is … Read more
On November 10, news related to humanoid robots focused on various dimensions such as industry conference data releases and research conclusions on the supply chain. Here are the details: 1. The 2025 China Robot Industry Development Conference kicks off in Shanghai: From November 10 to 12, the 2025 China Robot Industry Development Conference is being … Read more
The chip technology war has created a multidimensional impact on Pinduoduo’s data center construction, which can be broken down into five major dimensions: 1. Reshaping Policy Background 1.1. Mandatory Domestic Substitution • The new regulations from the U.S. BIS restrict the export of equipment below 14nm, forcing Pinduoduo to switch 30% of its servers to … Read more