Domestic Substitution Articles

The Wave of Domestic Substitution in Semiconductors: An Investment Value Overview of 16 A-Share Hidden Champions

2026-07-19 by boardor

In the context of the reshaping global technology competition landscape, the semiconductor industry has increasingly highlighted its strategic position as a “national key industry.” As the United States continues to escalate semiconductor export restrictions and the Netherlands expands its control over lithography tools, China’s semiconductor industry chain is facing unprecedented opportunities for domestic substitution. From … Read more

The ASIC Revolution: From Technological Breakthroughs to Industry Resonance

2026-07-18 by boardor

1. Google Chain Fever: From Technological Breakthroughs to Industry Resonance Recently, the Google Cloud ecosystem has been continuously generating excitement, with significant technological breakthroughs translating into substantial impacts on the capital markets. The stock price of semiconductor giant Broadcom surged by 12% in a single day, nearing its historical high market capitalization. This market reaction … Read more

Comprehensive Analysis of Core AI + Chip Companies in A-Share: Coexistence of Breakthroughs and Challenges

2026-07-18 by boardor

1. Core Enterprise Map 1. Cloud Training / Inference Chips Cambricon (688256): The “pure AI chip first stock” in A-shares, the Siyuan series chips cover all scenarios from cloud to edge, with the Siyuan 590 (7nm) achieving a computing power of 471 TOPS, performance close to 80% of NVIDIA’s A100, with revenue of 1.7 billion … Read more

The ‘Pacemaker’ of Chip Manufacturing: RTP Crystals, the Next Breakthrough in Domestic Substitution!

2026-07-18 by boardor

1. Overview of Industry Concepts RTP crystals specifically refer to the key components used in the rapid thermal annealing process—heaters/thermal field core materials. They do not refer to a single type of crystal material (such as quartz crystals), but rather a functional term that typically denotes ceramic or crystal materials capable of withstanding extremely high … Read more

Global Semiconductor Measurement Equipment Market Overview: Accelerating Segmentation and Emerging Companies Breaking into the High-End Market

2026-07-17 by boardor

Semiconductor measurement equipment is one of the core segments of semiconductor manufacturing equipment, ranking as the fourth largest subfield. It is essential for ensuring chip yield and is a key subdivision in the semiconductor manufacturing equipment sector. Its market size ranks fourth among semiconductor equipment subfields, spanning core processes such as wafer manufacturing and packaging … Read more

Chen Lu and the Hardcore Legion: The Path to Domestic Breakthroughs in Semiconductor Testing Equipment by ZKFC

2026-07-17 by boardor

01 Leader: Architect of Domestic Substitution Strategy with a Global Perspective The technological breakthrough of ZKFC is fundamentally rooted in the “Research-Industry-Capital” three-dimensional strategic system established by its founder and chairman, Dr. Chen Lu. Born in 1977, Chen Lu possesses both a top-tier academic background and international industry experience: he entered the Youth Class of … Read more

Latest Top 20 Semiconductor Rankings

2026-07-17 by boardor

Click the blue text to follow us In the third quarter of 2025, the global semiconductor market reached a milestone, with the market size exceeding $200 billion for the first time, and the recovery momentum in the first three quarters far exceeded expectations. 1. Global TOP 20 Landscape Image from the internet The leading companies … Read more

Opportunities in the Semiconductor Industry’s Electronic Specialty Gases: Where Can Ordinary Investors Find Their Chance?

2026-07-17 by boardor

1. What are Electronic Specialty Gases?Electronic specialty gases, fully known as “electronic specialty gases,” are essential materials in the semiconductor manufacturing process, often referred to as the “blood” or “food” of the semiconductor industry.They have the following core characteristics:* Ultra-high purity: The purity requirements are extremely high, usually reaching 5N (99.999%) or higher, even 6N … Read more

New Trends in Semiconductor Development

2026-07-17 by boardor

New Trends in Semiconductor Development Domestic Substitution and Innovation as Dual Drivers The semiconductor industry is undergoing a new wave of technological and market transformation, with domestic substitution, advanced processes, and diversified applications becoming the core driving forces for rapid industry development. This article outlines the latest development trends across various branches of the semiconductor … Read more

Bernstein Research Report – China’s Semiconductor Equipment Spending Resilience Exceeds Expectations: The Dual Logic of AI Drive and Domestic Substitution

2026-07-15 by boardor

The latest Bernstein research report reveals that the spending on wafer fab equipment (WFE) in China shows strong resilience. The report indicates that China’s semiconductor equipment spending continues to exceed expectations, projected to reach $48 billion by 2025 (an increase of 7% compared to 2024), driven primarily by AI demand, accelerated domestic substitution, and an … Read more