The U.S. Pressures Chip Giants: 70% of Their Lifeline in the Hands of Tsinghua University? TSMC and Samsung Bow Down, Raimondo Looks Green!

The U.S. Pressures Chip Giants: 70% of Their Lifeline in the Hands of Tsinghua University? TSMC and Samsung Bow Down, Raimondo Looks Green!

Today, we must discuss this matter thoroughly! It’s not a new issue, but the nauseating feeling can be sensed through the screen! TSMC and Samsung have once again started to pledge loyalty to their “American daddy”!How do they show loyalty? By throwing money! A lot of money! TSMC is even more ruthless, increasing its investment … Read more

New Leadership’s First Move: Intel’s Shift Towards ‘Software 2.0’

New Leadership's First Move: Intel's Shift Towards 'Software 2.0'

In recent weeks, all eyes in the tech world have been on Intel’s new CEO, Lip-Bu Tan. With the CEOs of the four major semiconductor companies in the U.S. now all being of Chinese descent (NVIDIA’s founder and CEO Jensen Huang, AMD’s chair and CEO Lisa Su, Broadcom’s president and CEO Hock Tan, and Intel’s … Read more

The Six Core Companies in Intelligent Computing and Chip Manufacturing Equipment

The Six Core Companies in Intelligent Computing and Chip Manufacturing Equipment

In 2025, intelligent computing is expected to experience explosive growth. IDC predicts that by 2027, the scale of intelligent computing in China will reach 1117.4 EFLOPS (CAGR 33.9%), far exceeding general computing. Yizhu Technology’s integrated storage and computing architecture improves energy efficiency by 50%, breaking through traditional computing bottlenecks. On the policy side, Shenzhen’s “Training … Read more

New Developments in RISC-V Automotive MCUs! Zhongwei Semiconductor Secures Orders from 12 Automotive Companies

New Developments in RISC-V Automotive MCUs! Zhongwei Semiconductor Secures Orders from 12 Automotive Companies

Following Horizon Robotics and Black Sesame, another domestic chip company has made breakthroughs in the automotive-grade RISC-V sector.Recently, Zhongwei Semiconductor disclosed in its investor relations activity record that the company achieved an operating income of approximately 910 million yuan in 2024, a year-on-year increase of nearly 30%, with a gross margin rebounding to nearly 30%, … Read more

Top 10 Core Companies in Chip, Photoresist, and Lithography Equipment (Part 1)

Top 10 Core Companies in Chip, Photoresist, and Lithography Equipment (Part 1)

Photoresist is the “lifeblood” material for microelectronics and fine pattern processing. With the rapid development of large-scale and ultra-large-scale integrated circuits, the research and application of photoresist have become increasingly heated. Lithography equipment, the “crown jewel” of chip manufacturing, uses photo printing technology to expose and print mask patterns onto silicon wafers, directly influencing the … Read more

The ‘New Kailai’ Moment in Chinese Chip Equipment Manufacturing

The 'New Kailai' Moment in Chinese Chip Equipment Manufacturing

March 26, 2025, Shanghai New International Expo Center Hall 3. In front of a booth, a crowd gathers, A group of spectators is crowded in front, trying to see the names of the equipment manufacturers on display. A new semiconductor equipment manufacturing company, New Kailai. 1. The mountains are all present, but the Himalayas are … Read more

Book Notes on ‘Chip Wars’ | Chip Bottlenecks

Book Notes on 'Chip Wars' | Chip Bottlenecks

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

Dongfeng Automotive’s Automotive-grade MCU Chip DF30 Completes First Tape-out Verification

Dongfeng Automotive's Automotive-grade MCU Chip DF30 Completes First Tape-out Verification

This article is brought to you by Semiconductor Industry Review Recently, Zhang Fanwu, the Chief Engineer of Intelligent Technology at Dongfeng Motor’s Global Innovation Center, announced that Dongfeng’s automotive-grade high-performance MCU chip DF30 has completed its first tape-out (trial production) verification, and automotive-grade validation will begin shortly, with mass production planned for next year. The … Read more

How the Chip 035 Lithography Machine Etches Chips

How the Chip 035 Lithography Machine Etches Chips

What are the stages of chip manufacturing? First, let’s talk about the manufacturing environment. The chip factory has high requirements for environmental humidity, temperature, pressure, magnetic fields, vibrations, and the number of bacteria indoors. For example, its cleanliness is thousands of times higher than that of an operating room. Its raw materials, mainly silicon extracted … Read more

Chip Manufacturing: FEOL, MEOL, and BEOL (Part 2)

Chip Manufacturing: FEOL, MEOL, and BEOL (Part 2)

The front-end of line (FEOL), middle-end of line (MEOL), and back-end of line (BEOL) processes in chip manufacturing form a highly coordinated technological chain. These three stages precisely interact through physical structures, material interfaces, and electrical characteristics, ultimately determining the three core metrics of chip performance: Power, Performance, and Area (PPA). The front-end defines the … Read more