September 23: Overview of Chip Semiconductors, Electromagnetic Catapults, Wuhu Stargate, Consumer Electronics, and Other Concept Stocks

September 23: Overview of Chip Semiconductors, Electromagnetic Catapults, Wuhu Stargate, Consumer Electronics, and Other Concept Stocks

1. Selected news that fermented overnight. 1. Chip Semiconductors: 1) Moer Thread will hold its first launch meeting on September 26. Moer Thread is one of the few companies in China with full-function GPU R&D capabilities; 2) On September 18, according to Chip Storage Society, after Micron suspended its quotes, Samsung has also notified major … Read more

Positioning in the Core AI Computing Track: PCB Industry Experiences High Growth

Positioning in the Core AI Computing Track: PCB Industry Experiences High Growth

KeXiang Co., Ltd.: Positioning in the Core AI Computing Track, PCB Business Welcomes High Growth1. Industry Overview: AI Drives the PCB Industry into a High Growth CycleAgainst the backdrop of the global explosion of artificial intelligence technology, PCB (Printed Circuit Board), known as the “mother of electronic products,” is a key foundational component of core … Read more

Chinese Automakers Promote Domestic Chips

Chinese Automakers Promote Domestic Chips

2025.09.18 Word count: 2867, estimated reading time: about 5 minutes Author | First Financial Miao Qi Cover image | AI generated In the face of the threat of a “weak peak season” in the fourth quarter of the European and American markets, the resilience of Chinese brands is highlighted. According to the latest foreign trade … Read more

Net Profit Soars by 150% in Six Months! Unveiling the Growth Logic of MEMS Sensor Giant’s “Three-Horse Carriage”

Net Profit Soars by 150% in Six Months! Unveiling the Growth Logic of MEMS Sensor Giant's "Three-Horse Carriage"

Investment Logic: Performance has improved for eight consecutive quarters, with a breakout in Q2 2025, awaiting Q3 data; Successful product diversification, expected to become a platform enterprise; Increased usage of MEMS products in IoT and AI-related fields such as AI glasses and embodied intelligent robots, with the company actively expanding, etc.! Overall, the company’s growth … Read more

Apple Officially Announces Use of 3D Printed Recycled Titanium Alloy Parts in Multiple New Products

Apple Officially Announces Use of 3D Printed Recycled Titanium Alloy Parts in Multiple New Products

At the recent Apple product launch event, Apple made a significant announcement: the high-end models of the Apple Watch Ultra 3 and Apple Watch Series 11 feature cases made from 100% recycled titanium metal through 3D printing. This innovative process not only achieves the recycling of raw materials but also reduces the amount of titanium … Read more

What Skills Are Needed for Microcontroller Development? A Specialized Skills List for Different Industries

What Skills Are Needed for Microcontroller Development? A Specialized Skills List for Different Industries

What Skills Are Needed for Microcontroller Development? A Specialized Skills List for Different Industries Microcontroller development has different focuses in various industries. In addition to general fundamentals, it is necessary to learn industry-specific knowledge to create products that meet requirements — this is also the core competitiveness of professional developers. Industrial Control Industry: Learn about … Read more

Robotics Market Trends and Insights

Robotics Market Trends and Insights

After a peak yesterday, the robotics sector continues its momentum today. The strength of Wolong is undeniable, and last night, analysts were optimistic about the main rise of robotics, with the robotics sector index reaching a new high, being the only sector willing to actively expand its heights. The core capacity is supported by Wolong, … Read more

In-Depth Analysis: Founder Technology

In-Depth Analysis: Founder Technology

Founder Technology (600601) is a publicly listed company under the Peking University Founder Group. It was formerly known as Shanghai Yanzhong Industrial Co., Ltd., which was restructured and renamed Founder Technology, and it was listed on the Shanghai Stock Exchange in 1990. The company is registered in Shanghai, with the controlling shareholder being Zhuhai Huashi … Read more

The Inertial Sensor Industry Faces a Major Restructuring: Acceleration is Here!

The Inertial Sensor Industry Faces a Major Restructuring: Acceleration is Here!

Follow us for professional semiconductor news with “zero time difference”! As the “nerve endings” of smart devices perceiving the world, the demand for inertial sensors has surged in recent years across various fields such as consumer electronics, automotive, industrial, and aerospace. Applications like posture sensing in smartphones, motion monitoring in wearable devices, and vehicle positioning … Read more

Chip Market Divergence

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