automotive supply chain

Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025

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Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025

Texas Instruments Reports Growth Amid Challenges! CEO Reveals New Opportunities in the Semiconductor Market for 2025 Texas Instruments (TI) CEO Haviv Ilan revealed in the latest earnings call that, aside from a seasonal decline in personal electronics, all other business sectors achieved quarterly growth. This positive performance is primarily attributed to the continued recovery in … Read more

China’s Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

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China's Tariffs on US Chips: A Fatal Blow to the Wafer Fabrication Industry

In April 2025, China implemented a policy imposing tariffs of up to 125% on US chips, directly targeting the Achilles’ heel of the American chip industry—manufacturing hollowing out. This move not only puts American companies in a dilemma but also unexpectedly exposes the fatal flaw in Trump’s “chip repatriation” strategy. Wafer Fabrication Target: The “Identity … Read more

Understanding the Impact of Semiconductor ‘Tape-Out’ Location on Supply Chains

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Understanding the Impact of Semiconductor 'Tape-Out' Location on Supply Chains

Recently, the tariff war between the US and China has been intense, with both sides exchanging blows. Many people are likely more concerned about whether their stocks are crashing than the spectacle itself. I won’t delve into the timeline of the tariff war here; instead, I will focus on last Friday’s bombshell news—“the notice regarding … Read more

The Semiconductor Industry at a Crossroads: Division or Reconciliation?

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The Semiconductor Industry at a Crossroads: Division or Reconciliation?

The semiconductor industry is not only at a crossroads of globalization but also at a turning point in the industry.Author: Shen Yiran Cover Image: Tuchong Creative Introduction 1 || The World Semiconductor Conference was first held in 2019, coinciding with the year when global semiconductor cracks began to appear. By the time this forum was … Read more

Dynamic Updates | AI + Robotics: Intelligent Advancements in Zigong’s South Sichuan New Materials Chemical Park

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Dynamic Updates | AI + Robotics: Intelligent Advancements in Zigong's South Sichuan New Materials Chemical Park

Sichuan News Network – First Screen News Recently, at the Sinopec Blue Sky Sichuan Zhonglan New Energy electrolyte factory, a row of neatly arranged intelligent robots were seen precisely grabbing pipes with their robotic arms and completing the filling operation into tanks. Subsequently, supply chain logistics robots transported the materials along preset routes to the … Read more

100,000 Tons Electrolyte Production Factory: Achieving Intelligent Development with AI and Robotics

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100,000 Tons Electrolyte Production Factory: Achieving Intelligent Development with AI and Robotics

On April 11, at the China Chemical Blue Sky Sichuan Zhonglan New Energy Electrolyte Factory, a row of neatly arranged intelligent robots can be seen, accurately grabbing pipes with their robotic arms to complete the filling operation into the tanks. Subsequently, supply chain logistics robots transport the materials along preset routes to load onto vehicles, … Read more

Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

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Will NVIDIA GPUs Increase in Price Due to the US-China Tariff War?

Click the blue text to follow us To prevent getting lost, please make sure to “star” us after following 🌟! Latest Major Release: Shelly Talks AI: Annual Outlook: In-depth Reflection on Key Events in AI and Social Development by 2025 (One article per year, over ten years) In the past two weeks, the global trade … Read more

Key Points from Company C’s Sodium Battery Experts – 0420

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Key Points from Company C's Sodium Battery Experts - 0420

Key Points from Company C’s Sodium Battery Experts – 0420 The first generation of sodium battery products with an energy density of 160wh/kg has been mass-produced, with volume production starting in 2025 for automotive applications, primarily featuring the Xiaoyao battery (AB battery), which emphasizes low-temperature 4C fast charging and high endurance (PHEV 200km+). The second … Read more

The Global Chip Shortage Sparks a Wave of Technological Nationalism

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The Global Chip Shortage Sparks a Wave of Technological Nationalism

▲ On March 17, 2021, the China International Semiconductor Exhibition opened in Shanghai, with over 1,100 domestic and international exhibitors showcasing products and technologies across the entire industry chain, including chip design, manufacturing, packaging, testing, and equipment and material supply. (Xinhua News Agency/photo)The full text contains5,191words, and it takes about12minutes to read. In the 1980s, … Read more

Reflections on the Humanoid Robot Marathon

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Reflections on the Humanoid Robot Marathon

Click the blue text to follow us 01 Yesterday morning, I watched the live broadcast of the world’s first humanoid robot half marathon, observing the performance of many robots and various comments from netizens. As someone with over a decade of experience in the industry, I had anticipated the robots’ performance, but there are still … Read more