cosmic expansion

The Growing Revenue Gap in Semiconductor Manufacturing Between Taiwan and Mainland China in 2020

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The Growing Revenue Gap in Semiconductor Manufacturing Between Taiwan and Mainland China in 2020

Mainland China needs to increase investment in the semiconductor manufacturing industry. After reviewing TSMC’s latest earnings call, the semiconductor supply chain centered around TSMC will continue to be the driving force of Taiwan’s economy in the coming years. I have conducted various analyses on the industrial competition between the two sides, and overall, most industries … Read more

Foreign Media: China Accelerates Semiconductor Self-Sufficiency

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Foreign Media: China Accelerates Semiconductor Self-Sufficiency

Foreign media reports that Chinese companies aiming for semiconductor localization are rapidly expanding their financing scale. China is making every effort to increase its semiconductor self-sufficiency rate. According to the Nihon Keizai Shimbun on July 7, China’s semiconductor self-sufficiency rate is just over 10%, while the high market share of smartphones and devices for the … Read more

Semiconductor Industry Boost: Why Did It Open High and Close Low? Founder of SMIC: The US’s Restrictive Power Over China Is Not That Strong, We Can Catch Up

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Semiconductor Industry Boost: Why Did It Open High and Close Low? Founder of SMIC: The US's Restrictive Power Over China Is Not That Strong, We Can Catch Up

Last night, the explosive good news regarding integrated circuits and software flooded the market, and everyone had high expectations for the performance of chip stocks today. After the market opened today, the semiconductor sector opened significantly higher, but faced heavy selling pressure, falling back after the initial surge, ultimately closing up 1.95%, with the integrated … Read more

Historic Opportunities for Domestic Semiconductors: Huawei’s Supply Chain

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Historic Opportunities for Domestic Semiconductors: Huawei's Supply Chain

Source: CITIC Securities Research Department, Electronic Industry Research Group. Original title: “[CITIC Electronics] Commentary on the Upgrade of US Restrictions on Huawei,” with edits. Abstract: CITIC Electronics believes that Huawei has achieved significant self-research in chip design, but the manufacturing stage remains a major bottleneck. Domestic semiconductors will be forced to grow rapidly, especially in … Read more

Setback! China’s Two Major Chip Giants Suffer Heavy Blow

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Setback! China's Two Major Chip Giants Suffer Heavy Blow

In today’s volatile international trade environment, the policy of reciprocal tariffs acts like a heavy bomb, dropping into the seemingly calm yet turbulent waters of the semiconductor industry, instantly creating waves and bringing unprecedented significant benefits to the domestic chip replacement process. In the semiconductor industry, the wafer foundry segment is crucial. As the two … Read more

Can Humanity Survive When the Universe Runs Out of Energy?

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Can Humanity Survive When the Universe Runs Out of Energy?

If the Sun exhausts all its hydrogen energy, how will life on Earth survive? Can humanity find a new home in the universe? The outlook seems bleak: current observations indicate that the universe will continue to expand forever. This means that the density of matter and energy will become increasingly sparse, making energy collection more … Read more