1. AI Circle Places “Futures Orders”, TSMC Becomes the Largest “Order Taker” OpenAI recently made a significant move in the tech world: partnering with AMD on one hand and Broadcom on the other, it issued two “computing power futures” orders. According to the agreement, AMD will help it build 6 gigawatts of GPUs, while Broadcom … Read more
Welcome to leave a message, every message will be selected, and I will reply on the same day. Any errors in the article will also be updated in the reply. 1. How does a rock turn into a chip? How can a piece of ordinary quartzite be transformed into a chip worth its weight in … Read more
The competition above precision instruments concerns the future of China’s chip industry. Chip manufacturing is considered one of the most complex processes in the world, with thousands of steps behind a chip the size of a thumb. Any slight flaw can lead to chip failure, making semiconductor testing equipment the “guardian” of chip yield. With … Read more
Briefing on important news in the semiconductor industry (sorted by occurrence time) 1.InternationalImportant News10 items 1. On September 29, the U.S. Department of Commerce released “penetrating” export control regulations, implementing an embargo on overseas subsidiaries of parent companies listed on the entity list with holdings greater than 50%, effective immediately. 2. On September 30, the … Read more
1. Overview of the Semiconductor Industry: The Ecological Chain from Design to Application The semiconductor industry chain exhibits a highly specialized structure, which can be divided into four major segments: Design: Companies like Qualcomm (mobile chips), NVIDIA (GPU), and Arm (IP licensing) are responsible for chip functionality architecture and circuit design. Manufacturing: Represented by TSMC … Read more
In today’s rapidly advancing technological era, semiconductors have become the core force driving transformation and progress across various industries. From the smartphones and computers we use daily to industrial automation equipment, automotive electronics, and cutting-edge aerospace and artificial intelligence applications, semiconductors are ubiquitous. Supporting all of this is a vast and complex semiconductor industry chain. … Read more
1. Disclaimer The information in this article is sourced from publicly available materials and aims to provide an overview of the storage chip industry chain from an industrial research perspective. The content is for learning and exchange purposes only and does not constitute any investment advice or recommendations. The companies listed in the article are … Read more
3580 words 5Image, reading time approximately 10 minutes. Thank you for liking, viewing, and sharing! Just as the Trump team thought they had the upper hand, before the fourth round of tariff talks between China and the U.S., the Chinese Ministry of Commerce immediately announced (on September 13) an “anti-dumping” investigation into U.S. analog chips.Additionally, … Read more
Click AiPao Technology to follow us Those who pay attention to the digital industry should know that due to the US sanctions, TSMC has been unable to supply chips to Huawei since September 14. After the self-developed Kirin 9000 was cut off from its source, it is now a case of selling one less.Therefore, we … Read more
On September 8, 2025, China Mobile released an announcement titled “Procurement Project for Shortlisted Wafer Foundry Services – Qualification Pre-Review Announcement”. China Mobile is procuring wafer foundry services, indicating a deeper industrial layout! This project is: Wafer Foundry Services Shortlist Procurement Project The purchaser is: Xincheng Technology Co., Ltd. The purchaser has been relatively less … Read more