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
Rockchip released its 2024 annual report and Q1 2025 report last night. This article mainly records the observation points.The performance is impressive, no need for further elaboration. The product matrix has taken shape, and the “top-down and bottom-up, yin-yang coordination” strategy is beginning to show its power. This annual report has changed the original eight-character … Read more
Texas Instruments CEO Haviv Ilan made a statement during the earnings call that stirred the undercurrents of the global semiconductor supply chain. “If the Americans really ramp up the tariffs, our Chengdu factory is not to be underestimated!” said the Israeli executive, who leads the world’s largest analog chip company, while tapping his finger on … Read more
On April 11, the China Semiconductor Industry Association issued an urgent notice regarding the identification rules for the “country of origin” of semiconductor products. Today, I would like to share my personal views based on some interpretations available online. This matter is quite simple. Semiconductor chips are subject to tariffs based on their country of … Read more
In 1978, my family lived in a side room of a mud-brick thatched house, while my grandfather lived in the main house where a small radio, scientifically known as a reed horn, was mounted on the wall. Every morning and evening, it broadcasted announcements from the local brigade, news from the provincial radio station, and … Read more
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
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
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