Domestic leader in smart terminal SoCs, deeply engaged in diversified application tracks. Founded in 2007 and listed on the Shenzhen Stock Exchange’s Growth Enterprise Market in 2015, the company’s main products include smart application processor SoCs, high-performance analog devices, and wireless interconnect chips. These products are widely used in smart hardware, quadruped bionic robots, smart … Read more
1. Corporate Culture: Pragmatism and Innovation as Dual Drivers Allwinner Technology’s corporate culture can be summarized in three words: “down-to-earth.” This company does not have the aggressive wolf culture of some firms, nor does it emphasize the warmth of “family culture” like certain large enterprises. Instead, it genuinely engraves the principle of “customer-centric and creator-oriented” … Read more
Recently, the WeChat update has disrupted the release schedule, causing many readers to miss article updates. Please set “Investment Trends” as a star ⭐ so we can continue to move forward together, seeing each other every day! We are currently in the earnings report season, and the semiconductor industry is experiencing a recovery. Let’s explore … Read more
Samsung’s China Operations Suspended? Rockchip and Samsung Officially Deny Rumors Recently, rumors regarding “Samsung’s wafer fab suspending all operations in China” have attracted widespread attention. As a long-term partner of Samsung, Rockchip, a publicly listed semiconductor company in China, issued an official statement through its WeChat account to clarify the situation. The statement indicated that … Read more
1. Basic Information Rockchip was established in 2001 and is headquartered in Fuzhou, with subsidiaries in Shenzhen, Shanghai, Beijing, Hangzhou, and Hong Kong, creating a broad business network. On February 7, 2020, Rockchip successfully went public on the Shanghai Stock Exchange, with stock code 603893, marking its entry into the capital market. The company focuses … Read more
1. Financial Data According to publicly available financial reports, Rockchip achieved a revenue of approximately 3.25 billion yuan in the first three quarters of 2024, a year-on-year increase of 28%, primarily benefiting from the growth of AIoT chips and automotive electronics business. The net profit for the first three quarters reached 580 million yuan, a … Read more
In November last year, TSMC had issued a notice to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below. Following this, rumors emerged that Samsung’s foundry division had also suspended related foundry services for mainland customers. However, this rumor has recently been clarified. Just yesterday, according to media … Read more
In November 2024, following TSMC’s announcement to suspend advanced process foundry services for AI chip companies in mainland China at 7nm and below, there were rumors in the industry that Samsung’s foundry business had also halted the production of AI chips at 7nm and below for mainland customers. Subsequently, the new U.S. semiconductor restrictions confirmed … Read more
Rockchip (603893), a leading integrated circuit design company in China, recently disclosed its quarter-on-quarter performance growth for Q4 2025 during an investor relations event. This growth is primarily attributed to the company’s “V-formation” strategic layout in the AIoT chip sector, particularly its outstanding performance in automotive electronics, machine vision, industrial, and sector applications. Core Drivers … Read more
As Zhou Yu has always insisted: Champion enterprises, especially invisible champions, should be looked at more closely, and regardless of how the outside world changes, the industry still needs to upgrade, and domestic products must replace imports. Zhou Yu started to layout from March 14Chuan Yi Co., Ltd., with two rounds of increased holdings in … Read more