Chip Shortage

Chip Shortages in Optical Modules and the First Flight of Satellites: Leading Companies in the Communication Industry Attracting Investment

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Chip Shortages in Optical Modules and the First Flight of Satellites: Leading Companies in the Communication Industry Attracting Investment

【Scan the QR code in the image or click the mini program below to join the community and access all materials】 In mid-November, the communication industry continues to maintain a high level of prosperity, with active rotations in sub-sectors such as AI, 5.5G, and satellite communications. Last week, the Shenwan Communication Index corrected by 4.77%, … Read more

The Global Chip Shortage Crisis: How ASML in the Netherlands Became the Focus of the Supply Chain

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The global chip shortage has persisted for some time, affecting many industries, from automotive to electronics. Recently, ASML, a company based in the Netherlands, has become the focal point due to its critical role in the chip supply chain. ASML is the leading manufacturer of photolithography machines, which are core equipment for chip production. Without … Read more

After Earthquake, Fire Breaks Out at Renesas, the World’s Third Largest Automotive Chip Manufacturer, Causing Severe Impact on Toyota and Others!

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After Earthquake, Fire Breaks Out at Renesas, the World's Third Largest Automotive Chip Manufacturer, Causing Severe Impact on Toyota and Others!

Reported by New Intelligence Source: Bloomberg Editor: yaxin [New Intelligence Overview] Amid a global chip supply crunch, Renesas Electronics, the third largest automotive chip manufacturer, has suspended production for a month due to a fire. Currently, Toyota is Renesas’ largest customer and is assessing the impact of the factory fire. As if the roof was … Read more

The U.S. Approval of the H20 Chip: Charity or Trap?

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The U.S. Approval of the H20 Chip: Charity or Trap?

When everyone thought the U.S. would continue to lock down high-endAI chips, the White House unexpectedly approved the export of NVIDIA’sH20 to China! Indeed, this is the chip whose computing power has been cut down to only15% of theH100, but its bandwidth has secretly increased to4TB/s—the “special version”! If you have any understanding of theCUDA … Read more

Rising Raw Material Costs and the Ongoing Chip Shortage Until Next Year?

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Rising Raw Material Costs and the Ongoing Chip Shortage Until Next Year?

With the ongoing chip shortage, the cost of raw materials has also risen. Chip manufacturers indicate that the increase in costs is a major issue contributing to the chip shortage. 90% of chip manufacturers report that rising raw material costs are continuously reducing their profit margins. They believe this trend will last for at least … Read more

The MCU Chaos: Prices Surge by Several Times, Counterfeits and Refurbished Goods Run Rampant, Will It Collapse?

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The MCU Chaos: Prices Surge by Several Times, Counterfeits and Refurbished Goods Run Rampant, Will It Collapse?

In mid-May, a notice circulated regarding a major MCU manufacturer criticizing agents and sales for violating regulations by selling at high prices in the open market. MCU, short for Microcontroller Unit, is a microcomputer. It is small, with an ordinary MCU being about the size of a fifty-cent coin; it is inexpensive, with prices ranging … Read more

Intel Admits Chip Sales Are Sluggish, Facing Tough Times

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Intel Admits Chip Sales Are Sluggish, Facing Tough Times

Intel is facing tougher times as the sales of its newly promoted AI PC chips have not met expectations, leading to a shortage of older chip production capacity. Intel announced that it will lay off employees in the second quarter, and various negative news has caused its stock price to plummet. Intel stated that customers … Read more

The Global Chip Shortage Sparks a Wave of Technological Nationalism

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The Global Chip Shortage Sparks a Wave of Technological Nationalism

▲ On March 17, 2021, the China International Semiconductor Exhibition opened in Shanghai, with over 1,100 domestic and international exhibitors showcasing products and technologies across the entire industry chain, including chip design, manufacturing, packaging, testing, and equipment and material supply. (Xinhua News Agency/photo)The full text contains5,191words, and it takes about12minutes to read. In the 1980s, … Read more

Do You Remember That MCU Manufacturer? They Went Out of Stock and Disappeared…

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Do You Remember That MCU Manufacturer? They Went Out of Stock and Disappeared...

After ARM launched its MCU IP, it has become quite challenging to establish a strong chip manufacturer. Firstly, one must act quickly to seize market opportunities; secondly, having a loyal customer base for one’s own IP is crucial, as seen with Renesas, Microchip, and TI, who continue to use their own MCU core IP. Thirdly, … Read more