Yuanjie Technology: A 361% Increase in 2025, becoming the third highest-priced stock in A-shares (only behind Moutai and Cambrian). Recently, even as AI computing power adjusts, it remains unshaken! Let’s explore what makes it so special! 1. Core Concepts: “Core Optical Communication Chip + AI Computing Infrastructure + Domestic Replacement Pioneer” Trinity 1. Main Business … Read more
In the semiconductor industry chain, storage chips are one of the most important foundational links. Whether it is smartphones, smart cars, large model servers, or IoT devices, they all rely on the support of storage chips. For a long time, this field has been almost monopolized by overseas manufacturers, with South Korea’s Samsung and SK … Read more
1. Core Viewpoint: Supply and demand resonance drives the “Davis Double Click,” establishing a golden cycle during the 14th Five-Year Plan The Shenwan Military Industry team has continuously released key judgments through multiple conference calls since the beginning of the year – military semiconductors will usher in a certain golden cycle during the “14th Five-Year … Read more
As of the market close, the Sci-Tech Innovation 50 Index rose by 8.59%, reaching a new high not seen in nearly three and a half years. Industry leaders such as Cambricon and Haiguang Information saw their stocks hit the daily limit of 20%, leading to a frenzy across the entire semiconductor industry, with a net … Read more
You may not have heard of “Espressif Systems”, but you have likely used its products—whether you realize it or not. The “brains” inside your smart speakers, robotic vacuum cleaners, cameras, and even AI voice toys for your children are often just a small chip costing less than 20 yuan—ESP32. This tiny chip is a hallmark … Read more
In the context of intensifying global technological competition and the increasing importance of supply chain security, achieving a full domestic replacement of key software and hardware has become a national strategy and industrial consensus. Against this backdrop, Tactile Intelligence has launched the RK3576 core board, which is the first to adapt to the open-source Harmony … Read more
Yesterday the China Semiconductor Industry Association issued a notice regarding the “Rules for the Recognition of the ‘Place of Origin’ of Semiconductor Products,” which suggests: “For ‘integrated circuits,’ whether packaged or unpackaged, the place of origin declared during import customs clearance should be based on the location of the ‘wafer fabrication factory.’” This news has … Read more
Developed around the Yuxin ZPCC domestic replacement chip, the hybrid domain regional controller achieves more precise control, providing a safer and more efficient implementation plan.