Micro-Electronics Classroom | Apple’s Departure, Chinese Capital Takes Over, IMG’s New Direction

Micro-Electronics Classroom | Apple's Departure, Chinese Capital Takes Over, IMG's New Direction

On December 3rd, semiconductor company IMG launched its powerful new product, the IMG A series GPU IP. It is claimed that the IMG A series is the most powerful graphics processing unit (GPU) semiconductor intellectual property (IP) product ever released by IMG, with the first SoC devices featuring this IP expected to ship in 2020. … Read more

Shifting Landscape of the Global Chip Industry: Arm Dominates, x86 Transitions, RISC-V Breaks Through

Shifting Landscape of the Global Chip Industry: Arm Dominates, x86 Transitions, RISC-V Breaks Through

The global semiconductor manufacturing industry, the invisible engine driving the digital age, is undergoing a profound transformation. The significant signs of this transformation are reflected in the sharp increase in demand for artificial intelligence (AI), intense competition among processor architectures, and the collaborative efforts of various countries to reshape complex international supply chains.Although established companies … Read more

Lisa Su’s Journey: From Chip Queen to AI Leader

Lisa Su's Journey: From Chip Queen to AI Leader

Lisa Su’s Journey of AI Transformation: A Glamorous Transition from Chip Queen to AI Leader In the rapidly changing semiconductor industry, Lisa Su is undoubtedly a highly influential female leader. She has led AMD out of difficulties and reshaped its glory, earning the title of “Chip Queen.” Now, with keen insight and forward-looking strategic vision, … Read more

Silicon-Based Order: How Semiconductors Reshape Global Order

Silicon-Based Order: How Semiconductors Reshape Global Order

On November 21, the Japan Economic News published an article titled “From Iron-Based Order to Silicon-Based Order,” authored by Tohru Saijo. The full excerpt is as follows: The first chapter of the book Chip War by Chris Miller, a professor at Tufts University and economist, is titled “From Iron to Silicon.” During World War II, … Read more

Tariff Policies Reshape the Semiconductor Industry Chain, Domestic Substitution Welcomes Historic Opportunities

Tariff Policies Reshape the Semiconductor Industry Chain, Domestic Substitution Welcomes Historic Opportunities

Upon seeing the news that the United States announced exemptions from tariffs on certain semiconductor equipment, many immediately thought of “bad news being fully priced in.” However, they overlooked the hidden information behind it: products originating from China can be exempt from a 125% tariff if they meet the condition of “U.S. content ≥ 20%” … Read more

Huahong Hongxin Expands Its Reach with Investment in Semiconductor Companies

Huahong Hongxin Expands Its Reach with Investment in Semiconductor Companies

Benefiting from national strategies and market drivers, China’s semiconductor industry is thriving. The Huahong Group’s Huahong Hongxin Fund is actively positioning itself along the upstream and downstream of the industry chain. Recently, it made an exclusive investment in the semiconductor testing equipment company, Dashu Technology (Beijing) Co., Ltd. (hereinafter referred to as “Dashu Technology”), deepening … Read more

China’s Semiconductor Surge: The End of South Korea’s Dominance

China's Semiconductor Surge: The End of South Korea's Dominance

Those South Korean friends who always say “South Korea crushes China” have recently been harshly confronted in the chip sector. In the first two months of 2025, China’s semiconductor exports reached $25.1 billion, surpassing South Korea’s $19.7 billion for the first time. This is not a coincidence, but the inevitable result of a decade of … Read more

What Semiconductor Components Does China Import from the United States?

What Semiconductor Components Does China Import from the United States?

Apr. Click the blue text to follow us 2025.04 Participate in the prize-winning Q&A at the end of the article to receive exquisite gifts! Recently, the tariff war between China and the United States has escalated, with the semiconductor industry being at the forefront of this technological competition. In this context, a deep analysis of … Read more

Embracing Multi-Core and RISC-V Architectures in SoC Design

Embracing Multi-Core and RISC-V Architectures in SoC Design

SoC design has significantly shifted towards RISC-V architecture.This article focuses on its impact on the semiconductor industry and its role in promoting technological development, innovation, and flexibility.The rise of the RISC-V instruction set architecture (ISA), managed by RISC-V International, coincides with an exciting time in the semiconductor industry. The creation of new technologies is driving … Read more

SoC Sector Q1 Performance Surges: Can High Growth Continue? In-Depth Analysis of Yearly Layout Logic

SoC Sector Q1 Performance Surges: Can High Growth Continue? In-Depth Analysis of Yearly Layout Logic

As 2025 begins, the most remarkable segment in the semiconductor industry is undoubtedly the SoC track. A performance report from Rockchip has ignited market enthusiasm: Q1 net profit reached 200-225 million yuan, a year-on-year increase of 196%-233%. The non-recurring net profit is even closer to 100% of the main contribution, completely dispelling market doubts about … Read more