Based on the provided information, the investment analysis and recommendations for Rockchip are as follows: — Core Logic Overview Clarification of Rumors and Supply Chain StabilityThe market rumors regarding “Samsung’s wafer fab halting operations in China” have been officially denied, and Samsung’s fab operations are normal. As a chip design company relying on foundry services, … Read more
1. Project Overview The company plans to purchase land in the Jinchi Industrial Park in Pathum Thani, Thailand, and build its own factory. By acquiring advanced production equipment, the company aims to establish a printed circuit board (PCB) production base to enhance its overall production capacity and improve its overseas capacity layout, thereby filling the … Read more
Author | Zen Analyst Compiled by | Wall Street Big Events NVIDIA (NASDAQ：NVDA) is a fabless semiconductor company at the core of the global technology supply chain, particularly vulnerable to new trade regulations. Its products—advanced graphics processing units (GPUs) and artificial intelligence accelerators—rely on complex manufacturing partnerships across Asia and a large customer base in … Read more
Although semiconductors are temporarily not within the scope of the new wave of tariff policies in the United States and will not be directly taxed, some relatedIC designers have already felt the atmosphere of impending challenges, fearing that customers will demand price reductions to “share the burden” during tough times. If customers also request price … Read more
Against the backdrop of a structurally imbalanced global supply chain, issues such as inventory and output have led to a decline in the willingness of end customers, especially PC clients, to procure storage chips. In Q4 2021, both NAND Flash and DRAM ASPs from various manufacturers experienced varying degrees of sequential decline, resulting in a … Read more
Recently, with the demand for DRAM exceeding supply and prices continuously rising, the prices of NOR Flash have also been affected. Even major manufacturers have no surplus inventory to release, causing many sourcing efforts to shift to Taiwan. Macronix Chairman Wu Minqiu stated yesterday that the demand for NOR Flash remains substantial, and Macronix is … Read more
Click the card below to follow, to prevent losing contact! Add Uncle Ji’s private WeChat teufelsy, or QQ 24621756 with a note fan to join the private fan group (Click the lower left “Read the original text” for more exciting columns) Author’s Bio: A former naval veteran from the diplomatic front, has published works such … Read more
In the field of home routers, Cisco and Huawei are no match for it. Full text 2752 words, reading time about 8 minutes Written by | X Technology Laboratory When you open the Wi-Fi search page on your phone, do you often see the words “TP-LINK”? Have you ever been curious, like me, about what … Read more
49 “Everything We Are Competing For” A former Obama administration official expressed concern: “This $250 billion fund will bury us.” [Illustration] He referred to the subsidies promised by the Chinese central and local governments to support domestic chip manufacturers. However, the two pillars of U.S. technology policy (embracing globalization and ‘running faster’) are deeply entrenched, … Read more
Global Technology Map Innovation | Frontier | Science Popularization | Information In recent years, the Central Committee of the Party and President Xi have placed great importance on the construction and development of self-controlled cybersecurity. The ZTE incident has also shown that self-control is the path for the development of China’s cybersecurity industry, and core … Read more