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 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
▲ 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
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
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
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
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
Introduction Since the United States announced a 245% tariff on Chinese imports in April 2025, trade tensions between China and the U.S. have escalated once again. As a core area of technological competition, the semiconductor industry has become the focal point of this tariff game. This article will deeply analyze the impact of tariffs on … Read more
It is well known that the current trade policies promoted by the Trump administration, particularly the imposition of tariffs on various imported goods, will significantly reshape multiple industries globally. One of the most affected sectors is the Internet of Things (IoT) sensor market. The tariffs, especially those targeting China, present both challenges and opportunities for … Read more
Rule Rewrite: The Battle for a Chip’s ‘Birth Certificate’ The new origin rules released by the China Semiconductor Industry Association on April 11 are like a deep-water bomb dropped into a calm lake—integrated circuit origin certification is shifting from ‘label tracing’ to ‘wafer origin certification’. This seemingly technical adjustment is triggering an ‘ID revolution’ in … Read more