Texas Instruments Invests $60 Billion to Reshape the Global Supply Chain

Texas Instruments Invests $60 Billion to Reshape the Global Supply Chain

Jicui Network · Love Jicui APP, available for download in major mainstream app stores Recently, Texas Instruments (TI) announced an investment of over $60 billion (approximately 430.8 billion RMB) in the construction of seven wafer fabs in Texas and Utah, marking the largest investment in the U.S. semiconductor manufacturing industry in history and seen as … Read more

Reshaping the Semiconductor New Cold War: Texas Instruments’ $43 Billion Strategy to Reshape the Global Supply Chain; NVIDIA Collaborates with Foxconn; Masayoshi Son of SoftBank Seeks Partnership with TSMC

Reshaping the Semiconductor New Cold War: Texas Instruments' $43 Billion Strategy to Reshape the Global Supply Chain; NVIDIA Collaborates with Foxconn; Masayoshi Son of SoftBank Seeks Partnership with TSMC

1. Reshaping the Semiconductor New Cold War: Texas Instruments’ $43 Billion Strategy to Reshape the Global Supply Chain 2. Aqara Smart Camera G100: Deep Integration of Product Innovation and Chip Technology 3. Masayoshi Son of SoftBank Seeks Partnership with TSMC to Establish an AI Industrial Park in Arizona 4. NVIDIA Collaborates with Foxconn: Houston Factory … Read more

Why Additive Manufacturing Excels in Some Applications but Falls Short in Others

Why Additive Manufacturing Excels in Some Applications but Falls Short in Others

Over the past two decades, additive manufacturing has made significant progress, evolving from a niche technology primarily used for prototyping into a manufacturing process with the potential to transform various business models and value propositions. However, despite its immense potential, additive manufacturing excels in certain applications while underperforming in others. This paradox does not stem … Read more

Why PCB Prices Are Rising? Focus on the ASIC Supply Chain!

Why PCB Prices Are Rising? Focus on the ASIC Supply Chain!

On June 17, Nomura Securities released a latest research report stating that Meta is expected to launch its next-generation AI ASIC chip MTIAT-V1 as early as the fourth quarter of 2025. This chip is designed by Broadcom and utilizes high-spec 36-layer PCBs and hybrid cooling technology, with specifications exceeding those of NVIDIA’s next-generation AI chip … Read more

Semiconductor Equipment Market: A Tale of Two Extremes

Semiconductor Equipment Market: A Tale of Two Extremes

Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more

Beware of US-Taiwan Cooperation Strangling Mainland Semiconductor Industry

Beware of US-Taiwan Cooperation Strangling Mainland Semiconductor Industry

Recently, there has been significant interaction between the US and Taiwan in the semiconductor industry. First, during a banquet hosted by Tsai Ing-wen for US Deputy Secretary of State Keith Krach, TSMC founder Morris Chang was the only corporate guest present, drawing attention to the US-Taiwan push for semiconductor cooperation. The so-called “Minister of Economic … Read more

Renesas Electronics: From SiC Withdrawal to Strategic GaN Layout

Renesas Electronics: From SiC Withdrawal to Strategic GaN Layout

Recently, Japan’s semiconductor giant #Renesas Electronics announced the dissolution of its silicon carbide (SiC) team and the cancellation of its planned mass production of SiC power semiconductors originally scheduled for early 2025. This news has stirred significant waves in the semiconductor industry. According to various sources, Renesas is currently preparing to sell its new SiC … Read more

Surge in Smart Speaker Orders Leads to Over 30% Supply Gap for MEMS Microphone Chip Manufacturers

Surge in Smart Speaker Orders Leads to Over 30% Supply Gap for MEMS Microphone Chip Manufacturers

Smart voice assistants have become extremely popular, with major international companies such as Amazon, Google, Apple, and Alibaba launching their own smart voice assistant products. Additionally, Facebook, Tencent, and Xiaomi are expected to gradually join the competition, continuously driving up global demand for smart voice assistant products. The industry estimates that demand will reach 15 … Read more

Current Status of the Supply Chain for AI Chip Ecosystem

Current Status of the Supply Chain for AI Chip Ecosystem

China is accelerating the establishment of its artificial intelligence chip ecosystem as U.S. restrictions take effect. Here is the current status of its supply chain: Key Points U.S.-led export controls have excluded China from key segments of the AI chip supply chain. Many chip experts say this has had a dual effect: on one hand, … Read more

Driving the Future: China’s Pivotal Role in Automotive Semiconductor Innovation

Driving the Future: China's Pivotal Role in Automotive Semiconductor Innovation

China, leveraging its advantages in the entire electric vehicle industry chain and rapid technological iteration capabilities, has become a global leader in automotive semiconductor innovation. Automotive companies and chip manufacturers are deeply collaborating to reshape the supply chain landscape and accelerate the global industrial technology evolution. The latest white paper from Yole Group, titled “Driving … Read more