Automotive Semiconductors

Analysis of the Impact of Back Power Distribution Network (BSPDN) on Power/Performance/Area/Temperature (PPAT)

by
Analysis of the Impact of Back Power Distribution Network (BSPDN) on Power/Performance/Area/Temperature (PPAT)

Literature from IMEC, published in 2022, focuses on the impact of BSPDN on PPAT.The front end (FEOL) is an active driver of chip power/performance/area (PPA). As scaling approaches the physical limits of semiconductor devices, the back end (BEOL)/middle end (MEOL)/packaging becomes increasingly important for PPA improvements in chips/systems. At 2nm and below, BSPDN back interconnects … Read more

The ASIC Chip Battle Escalates: The Harsh Truth Behind the PCB Industry’s Silent Profits

by
The ASIC Chip Battle Escalates: The Harsh Truth Behind the PCB Industry's Silent Profits

Demand for 40-layer circuit boards surges! A trillion-dollar track overshadowed by chips ASIC chip showdown, PCB profits quietly soaring: The harsh truth behind the tech giants’ covert battles Broadcom dropped a bombshell at its May earnings call: AI chip revenue for the quarter is expected to exceed $5.1 billion, a 60% year-on-year increase. This set … Read more

Severe Shortage of Chip Materials! Customers Declare ‘Price is Not an Issue, We’ll Take as Much as Available’

by
Severe Shortage of Chip Materials! Customers Declare 'Price is Not an Issue, We'll Take as Much as Available'

NVIDIA’s GB200 and GB300 are experiencing strong market conditions, with a surge in demand for indium phosphide (InP) as a critical material for high-speed AI computing. This has led to a significant shortage of related substrates, with buyers stating, ‘We’ll take as much (material) as available, price is not an issue.’ The critical material for … Read more

Chip Manufacturing Process

by
Chip Manufacturing Process

Reading Good Books Together From a pile of sand to a precision chip, what processes are involved, and what technologies are required at each stage? 1. From Sand to Silicon Wafer. The term “semiconductor” refers to materials that have electrical conductivity between that of conductors and insulators. Conductors, such as iron, copper, and silver, can … Read more

The Strongest Dark Horse in Semiconductors: National Fund Certification, Global Market Leader with 2651% Surge in Performance!

by
The Strongest Dark Horse in Semiconductors: National Fund Certification, Global Market Leader with 2651% Surge in Performance!

Recently, a piece of exciting news has emerged: China’s independently developed and controllable new generation of domestic general-purpose processors —— Loongson 3C6000 has officially debuted.Domestic chips have finally torn through the iron curtain of Western technological blockade!This groundbreaking achievement not only breaks the decades-long technological monopoly of the West but also secures a crucial first … Read more

Semiconductor Giants Experience Broad Gains as Domestic M&A Wave Reshapes Landscape

by
Semiconductor Giants Experience Broad Gains as Domestic M&A Wave Reshapes Landscape

On June 30, the A-share semiconductor sector continued its strong performance, with the semiconductor index (886063.WI) rising 1.81%. According to Wind data, on that day, semiconductor companies with a market capitalization exceeding 100 billion yuan generally saw their stock prices rise. This includes companies like SMIC, Haiguang Information, Cambricon Technologies-U, Northern Huachuang, and Zhongwei Company. … Read more

Observations on Semiconductor Industry Trends

by
Observations on Semiconductor Industry Trends

1. Challenging 5nm Single Exposure! ASML Collaborates with Zeiss to Develop Next-Generation Hyper NA EUV Equipment On June 29, it was reported thatthe world’s largest semiconductor equipment leader ASML has begun developing the next-generation Hyper NA EUV advanced lithography machine, preparing for the chip industry over the next decade.The company’s Technical Executive Vice President Jos … Read more

Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

by
Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

Many years ago, when I first entered the semiconductor industry, I embarked on a lifelong learning journey. This amazing industry evolves so rapidly that you only need to understand the developments of the past few years to keep up. When I entered the leadership ranks, although I still received directives from my superiors, I also … Read more

Exploring Growth Points in the Semiconductor Industry Over the Past Few Decades

by
Exploring Growth Points in the Semiconductor Industry Over the Past Few Decades

Yesterday, while chatting with a friend, they suddenly asked me about my views on the current state of the domestic semiconductor industry. I have discussed this before; the semiconductor industry will not always be in a downturn, nor will it always be in a boom. The development pattern of the entire semiconductor industry isboom, reshuffle, … Read more

Exploring Semiconductor Companies: A Leader in Semiconductor Temperature Control Equipment

by
Exploring Semiconductor Companies: A Leader in Semiconductor Temperature Control Equipment

Click the blue text Follow us In November 2018, the Shanghai Stock Exchange established the Science and Technology Innovation Board (STAR Market); in July 2019, the STAR Market officially opened, with the first batch of 25 companies ringing the bell for listing. At the inception of the STAR Market, it coincided with a time of … Read more