Domestic Substitution

The Rise of ‘Invisible Film’ in Chip Lithography: Japan and South Korea Dominate 80% of the Market, While Domestic Breakthroughs Are Just Beginning

by
The Rise of 'Invisible Film' in Chip Lithography: Japan and South Korea Dominate 80% of the Market, While Domestic Breakthroughs Are Just Beginning

In chip manufacturing workshops, there is a key material that is “invisible yet indispensable” — it acts like a high-precision “film” that accurately transfers chip design blueprints onto silicon wafers. Without it, even the most complex chip designs cannot be mass-produced. This material is the photomask, and its “core framework” — the blank mask — … Read more

Is Domestic Substitution the Strongest Narrative in Semiconductors?

by
Is Domestic Substitution the Strongest Narrative in Semiconductors?

The Semiconductor Battlefield Reignites: New Trends in the US-China Game and Opportunities for Domestic Substitution —— From Micron’s Price Increase to Anti-Dumping Investigations, A Comprehensive Analysis of Market Low-Position Strategies 1. The Semiconductor Battlefield Reignites: New Trends in the US-China Game In September, the tension in the US-China semiconductor sector intensified. Actions from the US: … Read more

Understanding PCB Materials: The Value of PCBs Has Increased Fivefold Amid the AI Boom!

by
Understanding PCB Materials: The Value of PCBs Has Increased Fivefold Amid the AI Boom!

An AI server surprisingly requires a PCB worth tens of thousands? This overlooked sector has seen material companies rush to position themselves. The value of a PCB (Printed Circuit Board) for an AI server is more than five times that of a traditional server, with a single unit priced as high as $10,000! If we … Read more

Seizing Opportunities in the Semiconductor Industry’s Rebound!

by
Seizing Opportunities in the Semiconductor Industry's Rebound!

60s Quick Read: 1. OpenAI plans to purchase $300 billion worth of computing power from Oracle within five years, leading to a single-day market value surge of approximately $250 billion for Oracle. The unfulfilled performance obligations (RPO) for the first fiscal quarter of 2026 reached $455 billion (a year-on-year increase of 359%), confirming strong demand … Read more

Behind the Semiconductor Surge: The Hard Battle for Domestic Substitution and Cold Reflections on Layout

by
Behind the Semiconductor Surge: The Hard Battle for Domestic Substitution and Cold Reflections on Layout

Recently, the semiconductor sector has become active again in the A-share market, with many related stocks showing strong performance, attracting considerable attention. Today’s surge is not coincidental; it is supported by the global trend of technological transformation and the reality of domestic industrial breakthroughs, intertwined with the urgency of geopolitical competition. Globally, AI is becoming … Read more

Breakthroughs in Domestic Chips: Key Advances in CPU, GPU, and SoC Fields

by
Breakthroughs in Domestic Chips: Key Advances in CPU, GPU, and SoC Fields

As technological self-sufficiency becomes a key development factor, the wave of domestic substitution is sweeping through the three core technology industries: CPU, GPU, and SoC. These fields have long relied on imports, but now domestic capabilities have achieved significant breakthroughs. In the CPU sector, among the six major domestic CPUs, Loongson and Haiguang have stood … Read more

Alumni Connection | Zhang Yingjun: The Journey of Becoming an ‘Invisible Champion’ in the Gas Sensor Field

by
Alumni Connection | Zhang Yingjun: The Journey of Becoming an 'Invisible Champion' in the Gas Sensor Field

Gas Sensor Field “Invisible Champion” Journey Zhang Yingjun PROFILE 01 Alumni Profile –Zhang Yingjun Alumni Profile Zhang Yingjun is an alumnus of our college, graduating in 2006 with a Bachelor’s degree in Materials Science and Engineering. He is the founder and CEO of Shenzhen Shenchen Technology, leading a national high-tech enterprise. With 15 years of … Read more

Alibaba’s Breakthrough in Self-Developed AI Chips: A Booming Opportunity for Domestic Industry

by
Alibaba's Breakthrough in Self-Developed AI Chips: A Booming Opportunity for Domestic Industry

Alibaba’s Breakthrough in Self-Developed AI Chips: A Booming Opportunity for Domestic Industry Alibaba’s self-developed next-generation AI chip has achieved a significant breakthrough, compatible with the NVIDIA ecosystem and entirely produced by domestic enterprises, resulting in a market value increase of 250 billion yuan overnight. Through its subsidiary, Pingtouge Semiconductor, Alibaba has developed and tested a … Read more

Analysis of Core Leading Stocks in Semiconductor Domestic Substitution: Advanced Packaging CPU, GPU, and Automotive Chips

by
Analysis of Core Leading Stocks in Semiconductor Domestic Substitution: Advanced Packaging CPU, GPU, and Automotive Chips

Domestic Substitution in Semiconductors The term refers to the domestic enterprises in the semiconductor industry chain (including equipment, materials, design, manufacturing, packaging, testing, etc.) gradually replacing foreign semiconductor products and services through technological breakthroughs and capacity enhancements, achieving self-control of the industry chain, reducing dependence on overseas semiconductor industries, and ensuring the safety of domestic … Read more

Domestic Substitution Gaining Momentum: Understanding China’s Power Semiconductor Industry

by
Domestic Substitution Gaining Momentum: Understanding China's Power Semiconductor Industry

Follow our official account, click the top right corner of the homepage to set a star mark, and stay updated on the latest news in the power semiconductor ecosystem. Source: Components and Software Domestic Substitution Introduction: Compared to logic chips, the technical difficulty of power semiconductors catching up to international standards is relatively lower, and … Read more