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 the card above to follow me- Get free access to a collection of large model learning materials compiled over the past year A new report from SemiAnalysis indicates that while Huawei is producing hundreds of thousands of AI chips, the real bottleneck is not chip manufacturing, but the shortage of High Bandwidth Memory … Read more
The path of self-development for China’s chips is truly arduous; not only is it constantly hindered, but there are also frequent external interferences, and there are internal and external collusions to steal technology. The main perpetrator of this chip espionage case, Zhang Kun, is an American, a PhD from the University of Michigan, and a … Read more
If there were a hot search list in the tech circle, then SMIC would definitely occupy the top spots recently. From the acceptance of its application for listing on the Sci-Tech Innovation Board on June 1, to the first round of inquiries on June 4, and the approval by the listing committee on June 19, … Read more
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 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
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
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
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
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