Even if we take it easy in 2026, Sanwu Micro can still achieve profitability, but anxiety continues to haunt me. The chip industry has a characteristic: the sales performance of 2026 is determined by that of 2025, and the performance of 2027 is determined by that of 2026. As we approach the end of 2025, … Read more
As economic growth slows, patents are increasingly being forged into aggressive “monetization” tools by many companies. In this smoke-free “patent hunting” game, chip giants and streaming tycoons, who hold substantial profits, have become the most prominent targets. The Shadow of Earnings Season: Patent Disputes Between Adeia and AMD On November 3, 2025, the U.S. patent … Read more
Source: e Company Official WeChat With the concentrated release of third-quarter reports, the intensity of institutional research significantly increased last week (October 27-31). As of October 31, 18:00, a total of 418 listed companies disclosed records of institutional investor research. Among them, 35 companies received visits from over a hundred institutions, with Zhaoyi Innovation, Jinpan … Read more
In recent years, the explosive growth of generative AI and industrial intelligence has swept across the globe. We are witnessing the beginning of what can be described as a golden age: AI has become the “new electricity” for all industries. However, beneath this surface prosperity lies a profound transformation characterized as a “structural rebalancing”—a wave … Read more
Please clickthe blue bold textabove to follow! The recent Fourth Plenary Session emphasized that high-level technological self-reliance is a strategic support for high-quality development, and that the advantages of a new type of national system should be leveraged to break through key core technologies. This news is a comprehensive boon for the chip and semiconductor-related … Read more
Subtitle: From Technological Blockades to Market Backlash, the Deep Changes Behind NVIDIA’s Loss in China Shocking Declaration: Jensen Huang’s “0%” Moment In mid-October 2025, Silicon Valley, California, an otherwise ordinary investment forum was shaken by a single statement that reverberated throughout the global tech community. NVIDIA’s founder and CEO Jensen Huang, in a conversation with … Read more
In the context of the US-China tariff trade war, the domestic chip industry has lagged in development, making chips a trump card for the US to impose restrictions on us. Below, we will outline the manufacturers in various segments of the chip industry: 1. Classification by Industry Chain Links (This is the most classic classification … Read more
Is the Semiconductor Boom Over? Last week’s market was quite frustrating, with repeated reversals; the index experienced three reversals in one week, which is something I haven’t encountered in many years. Looking back at the Shanghai Composite Index chart from 2009 to now, this week marks the only instance of three reversals, making it a … Read more
Layoffs Begin A few days ago, news broke that another major company in the chip industry has disbanded, this time it is the wholly-owned subsidiary of TCL Holdings, MoXing Semiconductor. This follows the dissolution of chip R&D teams at OPPO and Meizu, marking yet another well-known enterprise disbanding its self-developed chip team. As the year-end … Read more
Today, while on a business trip, I want to share a few thoughts.In the morning, the A-shares continued the “hesitation” from yesterday’s bull market, but later, driven by the chip concept, the market opened up and entered an upward channel.The core news stimulus is that Alibaba’s CEO, Wu Yongming, stated at the Yunqi Conference:Alibabawill increase … Read more