Market Cooling, Price Increases Retreating: Is Overcapacity Coming?

Market Cooling, Price Increases Retreating: Is Overcapacity Coming?

Author: Guo Ziwen Since the beginning of this year, there have been numerous discussions about the “coming winter” of the semiconductor market. From weak terminal demand to high inventory levels, and then to layoffs and hiring freezes, various organizations and chip manufacturers have been sending signals of market recession, issuing warnings to the semiconductor supply … Read more

Focusing on Key Industrial Chains | 2024 China MCU Industry Chain Research and Analysis

Focusing on Key Industrial Chains | 2024 China MCU Industry Chain Research and Analysis

MCU, also known as a microcontroller unit, is a compact integrated circuit designed to govern a specific operation in an embedded system. In the next five years, automotive-grade MCU products will rapidly cover autonomous driving, and the import substitution of related domestic chips is also accelerating. Industry Chain The MCU industry chainUpstream consists of semiconductor … Read more

The ‘Chosen’ Computing Architecture in the AI Era? RISC-V Faces Major Development Opportunities

The 'Chosen' Computing Architecture in the AI Era? RISC-V Faces Major Development Opportunities

On March 4, a Reuters report ignited market sentiment. The report stated that China plans to issue guidance for the first time, encouraging the nationwide use of open-source RISC-V chips, with the policy potentially being released as early as March.The news has not been officially confirmed. However, following the announcement, the semiconductor sector collectively surged, … Read more

Integrated Circuit Column | Global Semiconductor Industry Outlook for 2025 and Industry Chain Illustration

1. Overall Industry Growth Trend The global semiconductor industry is expected to reach a new sales high of $697 billion in 2025. Although demand in the personal computer (PC) and smartphone markets may remain moderate, artificial intelligence (AI) chips and data center construction have become the main driving forces. From 2025 to 2030, the industry … Read more

Understanding the History, Applications, and Future of Semiconductors

Understanding the History, Applications, and Future of Semiconductors

Source: Semiconductor Industry Observation History of Semiconductor Development 1. Semiconductors are the foundation of information technology. The invention of large-scale integrated circuits, semiconductor lasers, and various semiconductor devices in the last century played a crucial role in the modern information technology revolution, triggering a new global industrial revolution. Information technology is the major trend in … Read more

Market Review: Major Indices Consolidate with Low Trading Volume, Chip Stocks Surge in the Afternoon

Market Review: Major Indices Consolidate with Low Trading Volume, Chip Stocks Surge in the Afternoon

Introduction: The market experienced fluctuations throughout the day, with the three major indices showing mixed results and trading volume shrinking further to less than 1.5 trillion; on the market, robotics concept stocks rebounded collectively, with over 20 stocks hitting the daily limit, and in the afternoon, chip stocks surged due to the RISC-V concept gaining … Read more

Review and Outlook: Texas Instruments Expands Analog Chip Landscape to AI

Review and Outlook: Texas Instruments Expands Analog Chip Landscape to AI

In 2024, the semiconductor market has achieved significant recovery and rapid growth driven by fields such as AI, consumer electronics, automotive electronics, and industrial automation. The recovery signals for analog chips are evident. Will the semiconductor market continue to maintain its growth trend in 2025, and which subfields such as automotive semiconductors and industrial automation … Read more

20240708 Innovation Weekly Report | Unisoc Listed on the New Third Board – First Major Anti-Inflammatory Drug in Over a Decade Gains New Indication in the EU

20240708 Innovation Weekly Report | Unisoc Listed on the New Third Board - First Major Anti-Inflammatory Drug in Over a Decade Gains New Indication in the EU

The Chinese economy is currently at a critical juncture of transformation and structural adjustment. Only by relying on technological innovation can China transition from a phase of rapid growth to a phase of high-quality development. Technological innovation encompasses scientific research and technological advancements, primarily referring to the creation and application of new knowledge, technologies, processes, … Read more

Differences Between Chips, Semiconductors, and Integrated Circuits

Differences Between Chips, Semiconductors, and Integrated Circuits

What Are the Differences Between Chips, Semiconductors, and Integrated Circuits? This question is something that many people who understand hardware are quite familiar with. Let’s take a look at the analyses from a few respondents to get more acquainted. 01 The first respondent is from Zhihu: Hetzer Manning A semiconductor is a general term for … Read more