This all started in 2020! In 2020 and 2021, despite the impact of the pandemic causing various industries to suffer, the transition to chip design and chip verification reached its peak! At that time, the entire semiconductor industry was thriving. Under the dual influence of substantial national subsidies and U.S. sanctions, the number of chip … Read more
Click the blue text to follow usProducts in the market generally go through three stages: design, manufacturing, and packaging.Packaging and testing involve cutting qualified wafers produced, wire bonding, and encapsulating them to achieve electrical connections between the chip circuits and external devices, providing mechanical and physical protection for the chips. Additionally, testing tools provided by … Read more
Before the Storm: A Global Shock Triggered by a Chip Ban On the night of April 17, 2025, at the VIP passage of Beijing Capital International Airport, NVIDIA CEO Jensen Huang appeared hurriedly in his signature leather jacket. This was his second secret visit to China in three months, with a low-key itinerary but hidden … Read more
1. In-Depth Analysis of the Political Background: The Survival Rules of NVIDIA in the Sino-U.S. Technological Game The political context of Jensen Huang’s visit to China is essentially a strategic calibration for multinational companies amid the global technological cold war. The following key details reveal its deeper logic: 1. The “Triple Strangulation” of Tightening U.S. … Read more
The current progress of localization in the semiconductor industry chain is a topic of interest. Today, we will discuss the situation starting from photoresist, which is a key product in the photolithography process. The “small matter” in the title refers to the twists and turns in the progress of the photoresist project.Localization in semiconductors is … Read more
According to Taiwanese media, recently, the United States has been pressuring mainland Chinese companies in the technology sector, which has made South Korea realize the urgency of achieving self-sufficiency in the electronics industry, especially in the critical semiconductor sector. In response, South Korea is quietly gearing up to seize market opportunities. As reported by Taiwan’s … Read more
Mainland China needs to increase investment in the semiconductor manufacturing industry. After reviewing TSMC’s latest earnings call, the semiconductor supply chain centered around TSMC will continue to be the driving force of Taiwan’s economy in the coming years. I have conducted various analyses on the industrial competition between the two sides, and overall, most industries … Read more
This article is from the WeChat public account:Yuan Chuan Research Institute (ID: caijingyanjiu), Author: He Luheng, Cover image from: Visual China In August 2022, eight Japanese companies, including Toyota, Sony, Kioxia, and NEC, jointly established the new national semiconductor team, Rapidus. The Japanese government generously provided a subsidy of 70 billion yen. The Latin meaning … Read more
After 18 months of rampant semiconductor price increases, the market is beginning to “cool down.” The recent order cuts by smartphone manufacturers such as Xiaomi, OPPO, and vivo indicate this trend, and it is reported that Samsung may also reduce its smartphone production by 30 million units to 280 million units this year. Recently, laptop … Read more
This article is from the WeChat public account:Qin Shuo’s Circle of Friends (ID: qspyq2015), Author: Chen Gang, Original title: “What Has Japan Done to Become a Semiconductor Power?”, Cover image from: Visual China The Japanese Ministry of Economy, Trade and Industry, industry, and media are eagerly hoping that the chip factory established by Rapidus in … Read more