Review: Why AI Hardware Became the Last Safe Haven Amid Market Fluctuations?

Review: Why AI Hardware Became the Last Safe Haven Amid Market Fluctuations?

Hello everyone, I am Xiao C. Looking at today’s market, if you only focus on the indices, it seems like a festive and harmonious scene; however, for those engaged in short-term trading, today might feel quite bland, even a bit “chilling”. In summary, today’s market can be described as:the indices are setting the stage, but … Read more

China’s Reusable Rockets Enter Intensive Flight Phase, Satellite Networking Enters Low-Cost, High-Frequency Scaling Stage

China's Reusable Rockets Enter Intensive Flight Phase, Satellite Networking Enters Low-Cost, High-Frequency Scaling Stage

First, let’s briefly outline the logic of the commercial space industry: grand and far-reaching.1. Orbital resources are non-renewable and limited: Earth’s low Earth orbit is expected to accommodate about 60,000 satellites (CCID).2. The principle of first-come, first-served creates urgency in the arms race: The International Telecommunication Union (ITU) stipulates that the acquisition of orbital and … Read more

The Current State of China’s Semiconductor Industry from an American Perspective

The Current State of China's Semiconductor Industry from an American Perspective

Recently, the U.S. Economic and Security Review Commission released a report assessing China’s semiconductor capabilities. The report points out that semiconductors, also known as integrated circuits or computer chips, are used for processing and storing digital information and are widely applied in various electronic products ranging from smartphones to fighter jets. Since the release of … Read more

GW-ICC/AHS.25 | Professor Song Guangyuan: Systematic Analysis of China’s Self-Developed Mitral Valve Devices, Accelerating the Comprehensive Leap of Domestic TEER

GW-ICC/AHS.25 | Professor Song Guangyuan: Systematic Analysis of China's Self-Developed Mitral Valve Devices, Accelerating the Comprehensive Leap of Domestic TEER

During the “Mitral Valve Intervention Forum” held at the 36th Great Wall Cardiovascular Conference and the Asian Heart Conference 2025, Professor Song Guangyuan from Beijing Anzhen Hospital, Capital Medical University, delivered a keynote report on the theme of “Current Status of China’s Self-Developed Mitral Valve New Devices,” systematically reviewing the research and development achievements and … Read more

The Global Industrial Chain Restructuring Behind the Power Struggle for Control of Dutch-Chinese Semiconductor

The Global Industrial Chain Restructuring Behind the Power Struggle for Control of Dutch-Chinese Semiconductor

On September 30, 2025, the Dutch government froze the global operations of Nexperia, a semiconductor company controlled by Chinese capital, citing “national security”. Simultaneously, the Amsterdam Court of Appeal ruled to suspend the position of the Chinese CEO. This dual restriction is not an isolated bilateral event; it is deeply intertwined with the United States’ … Read more

Japan Seeks to Align with the U.S. to Counter China’s Chip Industry?

Japan Seeks to Align with the U.S. to Counter China's Chip Industry?

► Source: Observer Network Liubai The diplomatic turmoil initiated by Japanese Prime Minister Fumio Kishida regarding China has drawn global attention. Bloomberg noted on November 21 that China quickly implemented a series of countermeasures against Japan, including travel advisories and a suspension of seafood imports, highlighting its economic influence over Japan and reflecting Japan’s limited … Read more

Elon Musk’s Prediction Comes True! Following the Chip Shortage, Transformers Are Now in Global Demand, with China as the Biggest Winner

Elon Musk's Prediction Comes True! Following the Chip Shortage, Transformers Are Now in Global Demand, with China as the Biggest Winner

The global energy transition is accelerating, with rapid developments in AI, renewable energy, and electric vehicles. Previously overlooked, transformers have now become a hard currency in the global economy. Three years ago, Elon Musk predicted that after the chip shortage, transformers would be next, and now this has come true. There is a severe shortage … Read more

South Korean Finance Minister: China Has Fully Surpassed South Korea in All Key Semiconductor Technologies

South Korean Finance Minister: China Has Fully Surpassed South Korea in All Key Semiconductor Technologies

1. Introduction The situation is as follows: On November 19, South Korea’s Deputy Prime Minister and Minister of Economy and Finance, Koo Yun-cheol, spoke with the media. He initially intended to share some positive content, but halfway through, he broke down. His tone was heavy: “China is making every effort to catch up with our … Read more

Dutch Government Announces Suspension of Administrative Order Against Nexperia, Latest Response from China

Dutch Government Announces Suspension of Administrative Order Against Nexperia, Latest Response from China

The Dutch Minister of Economic Affairs, Karremans, issued a statement on September 19, announcing the suspension of the administrative order against Nexperia. According to AFP, this indicates a significant gesture of goodwill from the Netherlands towards China. The Dutch side stated in the announcement: “In light of recent developments, I believe it is an appropriate … Read more

The Tulip is About to Wither: The Global Chess Game Behind the China-Netherlands Semiconductor Standoff

The Tulip is About to Wither: The Global Chess Game Behind the China-Netherlands Semiconductor Standoff International Observation · In-Depth Analysis 1. The Netherlands’ Probing and China’s Thunderous Counterattack Recently, Minister of Commerce Wang Wentao had a phone conversation with Dutch Minister of Economic Affairs Karremans. Wang Wentao clearly stated that the measures taken by the … Read more