In the complex trade chain of chips, there are carefully designed traps for scams. Below are several highly harmful fraud patterns in the industry that practitioners must be highly vigilant about: 1. “Pig Butchering” Supply Chain Fraud Packaging Involvement: Scammers use false identities to register companies, rent office spaces, hire employees, and create the illusion … Read more
Overview of the Development of the German Chip Industry (Part 1) Germany is located in the central part of the European continent, with a population of approximately 84 million, making it the most populous country in the European Union. Germany is also the largest economy in Europe and the fourth largest economy in the world … Read more
Any strategy that attempts to maintain a technological advantage through blockades will ultimately give rise to stronger alternatives. The only way to change this is to return to the philosophical discourse proposed by Popper in “The Open Society and Its Enemies”—we should believe in the power of openness and trust that an open ecosystem will … Read more
Will China’s chip industry inevitably fail? When John Smith, an expert from a Washington think tank, made this statement at a seminar, who could have predicted that three months later, Huawei would suddenly release the Mate60 Pro smartphone equipped with a 7-nanometer chip? In this seemingly unwinnable gamble, Chinese companies have managed to tear open … Read more
I almost finished reading Chris Miller’s “Chip Wars” in one go; it is excellently written, clear and concise, giving a sense of seamless flow. After closing the book, I reflected on the past and present of the chip industry and gained a different understanding of the current geopolitical landscape and competitive dynamics.“Latecomer Advantage” or “Latecomer … Read more
The scale of China’s MCU chip industry is expanding, driven by the electrification and intelligence of automobiles, leading to a high increase in demand for automotive MCUs.A microcontroller unit (MCU) is a chip that integrates a CPU, memory, input/output interfaces, etc., with 8-bit and 32-bit being the main types on the market. China’s MCU chip … 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
1. The Monopolized Chip Landscape At the foundational level of the computer world, the X86 and ARM architectures have built a formidable barrier. Intel’s X86 controls over 90% of the global PC market, while ARM occupies 95% of the mobile chip market. This technological hegemony hides a fatal risk—X86 is American, ARM is British, but … Read more
Lenovo Group’s self-developed chip team is undergoing significant personnel changes! According to reports from multiple media outlets including Lei Feng Network and Observer Network, Shigong Zheng, the general manager of Lenovo’s wholly-owned subsidiary, Dingdao Zhixin (Shanghai) Semiconductor Co., Ltd., has resigned, and his position will be taken over by Jia Zhaohui, Senior Vice President of … Read more
Welcome to follow the public account belowAbao1990, this public account focuses on autonomous driving and smart cockpits, providing you with automotive insights daily. We start with cars, but we are not limited to them. In the wave of terminal AI transformation, Allwinner Technology, as a leading domestic smart application processor SoC manufacturer, cannot be overlooked. … Read more