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
Automotive chips are the core components of automotive electronic systems and are an important foundation for the transformation and upgrading of the automotive industry. With the rapid development of the new energy vehicle industry, technologies such as intelligence and connectivity are accelerating their integration and application in the automotive field. The technological advancement, product coverage, … Read more
On November 22, it was reported that the automotive “chip shortage” has persisted for nearly two years. However, with the decline in demand for consumer chips, some consumer chip manufacturers have begun to cut orders, which has released upstream wafer foundry capacity. As a result, the shortage of automotive chips has also eased. According to … Read more
On February 16, Infineon announced an investment of 5 billion euros to build a 12-inch wafer fab in Dresden, Germany. This is Infineon’s largest single investment in history, which will create approximately 1,000 high-skilled jobs. The new factory for analog/mixed-signal technology and power semiconductors is planned to start production in 2026, with the produced analog/mixed-signal … Read more
In 2025, intelligent computing is expected to experience explosive growth. IDC predicts that by 2027, the scale of intelligent computing in China will reach 1117.4 EFLOPS (CAGR 33.9%), far exceeding general computing. Yizhu Technology’s integrated storage and computing architecture improves energy efficiency by 50%, breaking through traditional computing bottlenecks. On the policy side, Shenzhen’s “Training … Read more
According to reports from Taiwanese media, Infineon, Renesas, Texas Instruments, and Rapidus have all initiated plans to build new wafer fabs for automotive chips, with industry estimates suggesting that the four companies’ investment in expansion could reach $25 billion.Reports indicate that the primary goal of IDM manufacturers intensively expanding production is to shorten the delivery … Read more
On the 23rd, International Electronic Business News learned that Renesas Electronics, the world’s largest automotive MCU manufacturer, announced on the 22nd that its Nakano plant (located in Hitachinaka City, Ibaraki Prefecture, Japan), which was halted due to a 7.3 magnitude earthquake earlier this month, has successfully resumed operations, and production capacity has returned to pre-disaster … Read more
Recently, at the Baijun Conference, several chip companies participated, but I will focus specifically on Texas Instruments (TI).In 2021, TI reported an annual revenue of $18.344 billion, a year-on-year increase of 26.85%, with automotive and industrial sales accounting for over 62% of its revenue (the share from consumer electronics and communication businesses is gradually decreasing). … Read more
Introduction Currently, the entire automotive chip market has high requirements for safety and reliability, such as AEC-Q testing and ASIL product certification, to achieve functional safety in product development, production, and process management/control. However, most chips in the automotive market are monopolized by foreign manufacturers, such as Renesas, NXP, Infineon, Texas Instruments, Microchip, and STMicroelectronics. … Read more