Chip Market

Trump’s Critique of the Chip Landscape: Hidden Intrigues in US-Taiwan Relations? TSMC’s ‘Profits Plummet’ Sparks Behind-the-Scenes Struggles

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Trump's Critique of the Chip Landscape: Hidden Intrigues in US-Taiwan Relations? TSMC's 'Profits Plummet' Sparks Behind-the-Scenes Struggles

No one expected that the United States would hand over its chip lifeline to Taiwan. Trump, known for his blunt remarks, directly called the decision made back then ‘foolish,’ and now almost all chips come from Taiwan, which he finds embarrassing. He has not spared the previous American policies, blaming the outsourcing of the supply … Read more

The Dream of Chip Gamblers in Huaqiangbei Shattered: From Earning 10 Million to Losing Everything

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The Dream of Chip Gamblers in Huaqiangbei Shattered: From Earning 10 Million to Losing Everything

This article is from the WeChat public account:Shenzhen Micro Time (ID: szdays), Author, Images: Huang Xiaoxie, Cover image from: Author’s photography “The market for imported chips over the past nine months has been like passing the buck, seeing who is the last one to take the fall,” said Li Zheng, who has been in the … Read more

Chip Market Divergence

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Chip Market Divergence

This year’s chip market can be summarized in one word: “divergence”.Taking the smartphone market in consumer electronics as an example, on one side, domestic smartphone manufacturers are clearing inventory, while on the other side, Apple is the only brand among the top five global smartphone brands to experience year-on-year growth.Even within Apple, smartphone sales are … Read more

Analysis of Development Opportunities in the MCU Chip Market and Core Enterprises

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Analysis of Development Opportunities in the MCU Chip Market and Core Enterprises

The following is an analysis of the development opportunities in the MCU chip market and an overview of related core enterprises: 1. Development Opportunity Analysis: Automotive Industry Transformation Drive: The expansion of the new energy vehicle market and the deepening of intelligence have led to a surge in demand for automotive MCUs. In the first … Read more

13 Billion New Connections in 3 Years: What Changes Are Facing the Cellular IoT Chip and Module Market?

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13 Billion New Connections in 3 Years: What Changes Are Facing the Cellular IoT Chip and Module Market?

Author: Zhao XiaofeiIoT Think Tank Original Recently, the Ministry of Industry and Information Technology (MIIT) released the economic operation situation of the telecommunications industry for January to April 2024, mentioning that as of the end of April, the three major telecommunications companies have developed 2.44 billion cellular IoT terminal users, a net increase of 108 … Read more

Analyzing China’s Position in the Global Semiconductor Landscape

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Analyzing China's Position in the Global Semiconductor Landscape

It has been observed that some readers are unclear about the development trends of the semiconductor industry in various countries (regions) around the world, so this article will provide an overview. The following chart is from IC Insights official website, ranking the global market share based on the revenue of chip companies in different countries … Read more

Determining Wafer Fabrication to Reduce Self-Harm Costs

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Determining Wafer Fabrication to Reduce Self-Harm Costs

The calculation of import tariffs on chips is based on wafer fabrication, and the reasoning is simple: it is to avoid increasing our costs due to countermeasures against the United States. As for the impact of wafer fabrication regulations on the chip capabilities of the U.S., it does not have much effect from the production … Read more

Breaking the Game: Why Everyone is Making Drones?

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Breaking the Game: Why Everyone is Making Drones?

In the big game of drones, there are already many players, and now more giants are rushing in. Intel and Qualcomm have both entered the core chip field for drones, and their demonstration products were almost released simultaneously; Tencent previously launched the “Kongying” drone; next week, Xiaomi’s drone is also set to be released, challenging … Read more

Rising Demand for MCUs? Identification of Popular Chip Models from Broadcom, Microchip, ST, and More

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Rising Demand for MCUs? Identification of Popular Chip Models from Broadcom, Microchip, ST, and More

In March, as the temperature gradually warms up, inquiries in the chip market seem to have slightly increased, although there is no obvious recovery yet. This month, the demand for MCUs appears to have eased, the popularity of 8-bit, 32-bit, and even 16-bit MCUs has started to rise. Additionally, benefiting from the growth in AI … Read more