With the global economic outlook declining and traditional consumer electronics demand falling, the semiconductor industry is beginning to face a wave of order cuts. On July 1, market news reported that the storm of semiconductor chip order cuts and price reductions has expanded again, this time involving MCUs (Microcontrollers), especially with the largest price drops … Read more
Foreign media reports that Chinese companies aiming for semiconductor localization are rapidly expanding their financing scale. China is making every effort to increase its semiconductor self-sufficiency rate. According to the Nihon Keizai Shimbun on July 7, China’s semiconductor self-sufficiency rate is just over 10%, while the high market share of smartphones and devices for the … Read more
There are predictions that the growth pace of the global semiconductor market will slow down. The World Semiconductor Trade Statistics (WSTS) organization released forecasts on June 5, stating that although the semiconductor market grew at a double-digit rate annually before 2018, the growth rate for 2019 is only 4%, falling back to single-digit growth for … Read more
According to a report by Reference News on March 30, South Korean media states that China is investing heavily to develop its semiconductor industry. China’s state-owned semiconductor company Wuhan Xinxin Semiconductor Manufacturing Corporation announced a joint investment of $24 billion with American semiconductor design firm Cypress to establish a memory production base in Wuhan, Hubei … Read more
On September 14, 2021, during a heavy rain, the office on the 23rd floor of the Dinghe Building in Futian, Shenzhen, was very quiet. The workspace consisted of rows of five-person long desks without partitions, accommodating hundreds of people, most of whom were likely in closed-door meetings in various conference rooms. “If you come over … Read more
Why has a well-staffed, resource-rich, and highly capable industrial system nearly vanished in just twenty years?Author: Chen SiwenEditor: Yan YuFor Americans, April 12, 1961, was a frustrating day. While Washington was still asleep, the Moscow radio station in the Soviet Union began broadcasting the classic red song “How Vast and Great is Our Motherland”—followed by … Read more
In the global semiconductor industry landscape, the formation of foundry locations (chip trial production bases) as places of origin is the result of multiple historical factors and current conditions intertwining. This article will systematically analyze the deep-seated motivations for regions such as Taiwan, South Korea, and the United States becoming core foundry bases from the … Read more
Attention all investors In the process of domestic substitution in the semiconductor industry, besides the well-known leading companies, some companies focusing on niche areas with unique technological paths are quietly rising as “hidden champions”. China’s goal for semiconductor equipment localization rate has been raised to 50%. This article selects six unique and niche core players … Read more
Background Trends Currently, the US-China tariff war is essentially a technology war, with semiconductors becoming the core battlefield. The US’s blockade of semiconductor technology to China (such as restrictions on the export of advanced process equipment) is forcing China to accelerate the self-sufficiency of core technologies. As an open-source instruction set architecture (ISA), RISC-V does … Read more
According to a report from Electronic Enthusiasts (by Cheng Wenzhi), with the development of consumer electronics, automotive electronics, industrial control, and Internet of Things applications, the demand for MCU products is increasing, presenting a significant growth opportunity for domestic MCU manufacturers. To discuss this topic, Electronic Enthusiasts invited Liu Tao, Product Director of Zhuhai Jihai … Read more