The Semiconductor Industry at a Crossroads: Division or Reconciliation?

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

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

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?

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

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

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

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

Reconstructing China’s Semiconductor Industry Amid Tariff Pressures: Accelerating Alternatives

Reconstructing China's Semiconductor Industry Amid Tariff Pressures: Accelerating Alternatives

IntroductionIn the context of a profound restructuring of the global semiconductor supply chain and escalating geopolitical tensions, China’s semiconductor industry is facing a historic turning point. The implementation of the “four-digit tariff code” origin determination rules by the General Administration of Customs in 2024 will make wafer fabrication the core criterion for determining origin, directly … Read more

New Policy on ‘Wafer Origin’ in Chinese Chips to Disrupt the Trillion-Dollar Semiconductor Industry

New Policy on 'Wafer Origin' in Chinese Chips to Disrupt the Trillion-Dollar Semiconductor Industry

A Customs Declaration That Triggered Global Shockwaves On the morning of April 13, 2025, at 10 AM, merchants in the Huaqiangbei electronics market in Shenzhen discovered that the spot price of Texas Instruments’ TPS61093 power management chip had surged by 23% compared to the previous week. At the same time, the stock price of Sanan … Read more

Is the Semiconductor Downturn Here? Signs of Order Cuts Emerge

Is the Semiconductor Downturn Here? Signs of Order Cuts Emerge

After 18 months of rampant semiconductor price increases, the market is beginning to “cool down.” The recent order cuts by smartphone manufacturers such as Xiaomi, OPPO, and vivo indicate this trend, and it is reported that Samsung may also reduce its smartphone production by 30 million units to 280 million units this year. Recently, laptop … Read more