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
Follow our official account, click the top right corner of the homepage “ · · · ”, and set a star to receive real-time updates on the latest news from Qiwang Material Chips According to a report from the South China Morning Post, several Chinese listed companies have informed investors that the tariffs imposed in … Read more