The wave of AI is sweeping the globe, and the shortage of storage chips is intensifying, marking the gradual opening of a production expansion driven by demand. As major overseas manufacturers like Samsung, SK Hynix, and Micron shift their capital expenditures towards high-end storage products represented by HBM (High Bandwidth Memory), the supply-demand gap for … Read more
01 Overview of the Industry Chain Storage chips, as a core branch of the semiconductor industry, are key carriers for digital information storage and processing, integral to the operation of various electronic systems. The industry chain is mainly divided into three major segments: upstream support, midstream manufacturing, and downstream applications, each with its unique technical … Read more
Recently, the internal dispute at Nexperia, a global semiconductor company, has seen new developments. On November 2, Nexperia China Ltd. issued a notice to its customers, formally responding for the first time to the decision made by its Dutch headquarters to halt wafer supply. The company stated that the breach of contract allegations are “fabricated” … Read more
The global market size has surpassed $630 billion, with a localization rate of less than 15%. China’s semiconductor industry is accelerating its transition from “catching up” to “parallel development”. When we use smartphones, drive new energy vehicles, or utilize AI services, we are reliant on a tiny component—the chip. As the cornerstone of the digital … Read more
Hello, I am a market explorer. Have you noticed that the global semiconductor industry landscape is quietly changing? The strategies of three industry giants, ASML, Micron, and NVIDIA, in China have undergone significant changes. These seemingly independent events are actually the result of a combination of geopolitical games and the rise of China’s local industrial … Read more
1. The Counterattack of Packaging and Testing Plants: Opening Up the Gap in Discourse Power The export control incident involving ASE Semiconductor in Dongguan in October unexpectedly became a litmus test for the industry’s strength. The world’s largest packaging base halted operations for three days, forcing urgent consultations from the Netherlands — China accounts for … Read more
When you swipe your phone on the subway or pay with a bank card, the smart cards (SIM cards, UnionPay cards) behind the scenes are silently protecting data security. Now, the core supporting these smart cards—the RISC-V processor—finally has a national-level “security protection manual.” The “White Paper on Security Technology for Smart Card Processor Cores … Read more
Abstract: The global wafer equipment market has entered a recovery phase, with investment structures in mainland China shifting from “expanding production quantity” to “improving process quality,” and the localization rate continues to rise. This bull market’s imagination in the semiconductor equipment sector comes not only from technological breakthroughs but also from the narrative space of … Read more
On September 25, the International Federation of Robotics released the “2025 World Robotics Report,” indicating that in 2024, China’s active industrial robot stock will exceed 2 million units, ranking first globally. The report states that the global active industrial robot stock will reach 4.664 million units in 2024, a 9% increase from the previous year, … Read more
Summer has just passed, but in the sensor industry, it has just welcomed its “summer”. Under the spotlight of the semiconductor industry, sensors have always been less dazzling than integrated circuits. They rarely appear at the core of technology release conferences’ PPT, and seldom become the focus of capital pursuit, but this “silent perceiver” is … Read more