According to a report by Deutsche Welle on January 26, based on recent data from market research firm TrendForce, 64% of the global chip foundry market share in 2021 will be held by Taiwan, with the majority occupied by TSMC. In other words, TSMC alone accounts for more than half of the global chip foundry … Read more
In the short term, the Chinese semiconductor industry can respond in two ways, while in the long term, it needs to build strength to catch up with advanced process technologies.By | Caijing reporters Chen Yifan and Gu LingyuEditor | Xie LirongOn August 9 local time, U.S. President Biden signed the CHIPS and Science Act, marking … Read more
As the global semiconductor advanced process moves towards 2 nanometer racing stage,EUV (Extreme Ultraviolet) photoresists are undoubtedly the most critical and irreplaceable component. Recently, the U.S. plans to increase import tariffs on high-end materials from Japan, which adds variables to this supply chain competition and presents potential restructuring opportunities for the material power landscape. EUV … Read more
U.S. President Donald Trump initially excluded semiconductors from the latest round of U.S. tariffs. However, he may impose tariffs on semiconductors in the future. How would tariffs on semiconductors imported into the U.S. affect American semiconductor companies? The chart below shows the semiconductor imports to the U.S. in 2024. 64% of imports come from four … Read more
As you open the financial report, the entire saga of the robot industry supply chain unfolds before your eyes. The shining names on the list of suppliers for Yush Robotics—Yaskawa Electric, NVIDIA, and CATL—have become thermometers, reflecting the true pulse of the global technology industry’s transformation hidden within the profit and loss figures of the … Read more
BOE Knowledge Cool 👆Display Technology | Display News | PPT | Knowledge Management Produced by DAS BG CTO Knowledge Management Article No. 659 The panel industry primarily refers to the touch display panel industry used in electronic devices such as televisions, desktop computers, laptops, and mobile phones. In today’s information age, the role of information … Read more
01 NEWS Automakers and Dealers ①Great Wall Motors’ Half-Year Net Profit Halved Recently, Great Wall Motors disclosed its performance report for the first half of 2023. The financial report shows that the total operating revenue for the first half of this year was 69.971 billion yuan, a year-on-year increase of 12.61%, achieving growth for three … Read more
The answer is, no. Why are storage prices less stable than CPU prices?? The first reason is demand elasticity, if the price of rice rises from 2 yuan per jin to 5 yuan per jin, the total amount of rice consumed by my family will not change much over the year, whether the price rises … Read more
May 1st 2025 (Image by Cindy Li)Robots are indeed helping American manufacturing by replacing human labor. In 2024, the average cost of wages and benefits for a manufacturing worker in the U.S. is approximately $45 per hour; whereas the total lifecycle cost of a robotic arm in a factory is about $10 per hour, and … Read more
After visiting this year’s Shanghai Auto Show, what stands out the most is the emergence of numerous new automotive suppliers, with various component suppliers’ booths integrated throughout the exhibition halls, collaborating closely with automotive manufacturers. The staff at the supply chain booths tirelessly introduced their new technologies and products to consumers. This could be a … Read more