Domestic Substitution

Six Semiconductor ‘Hidden Champions’ Worth Investing In, Poised to Become the Next Cambrian Explosion

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Six Semiconductor 'Hidden Champions' Worth Investing In, Poised to Become the Next Cambrian Explosion

Attention all investors In the process of domestic substitution in the semiconductor industry, besides the well-known leading companies, some companies focusing on niche areas with unique technological paths are quietly rising as “hidden champions”. China’s goal for semiconductor equipment localization rate has been raised to 50%. This article selects six unique and niche core players … Read more

Domestic MCUs Embrace New Opportunities, Manufacturers Generally State ‘No Price Increase’!

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Domestic MCUs Embrace New Opportunities, Manufacturers Generally State 'No Price Increase'!

The report from Electronic Enthusiasts Network (by Li Wanwan) states that since the outbreak of the pandemic, the demand for medical devices such as infrared thermometers and pulse oximeters has surged. Electronic Enthusiasts has learned that MCU manufacturers are actively launching MCUs for medical devices and are supplying them to ensure the production of medical … Read more

Guomin Technology: Chip Layout and MCU Performance in Domestic Substitution

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Guomin Technology: Chip Layout and MCU Performance in Domestic Substitution

Recently, an investor asked Guomin Technology on the Shenzhen Stock Exchange Interactive Easy platform: What is the latest progress of the company in the field of chip domestic substitution, and what are the main products of the company? Which overseas companies’ products are they benchmarking against? What are the advantages of these products? Guomin Technology: … Read more

Impact of Chip Origin Certification on Automotive Chip Substitution

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Impact of Chip Origin Certification on Automotive Chip Substitution

1. Interpretation of Import Tariff Policy Changes in certification standards: Following the latest customs tariff changes, the certification of chip origin has shifted from being primarily based on the production location of the complete chip package to being certified according to the wafer fabrication location. This change is strictly enforced, leaving little room for ambiguous … Read more

Analysis of the Impact of Import Tariffs on Automotive Chips

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Analysis of the Impact of Import Tariffs on Automotive Chips

Analysis of the Impact of Import Tariffs on Automotive Chips 1. Interpretation of Import Tariff Policies Impact of Origin Certification Adjustments: The adjustment of origin certification for import tariffs has attracted attention regarding its impact on automotive chips. Historically, during chip shortages, investment opportunities existed in the automotive supply chain and domestic alternatives. This time, … Read more

Semiconductor Industry Insights for 2025

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Semiconductor Industry Insights for 2025

Electronics Industry (Semiconductors/Consumer Electronics) 2019 Annual Growth Logic: Domestic Substitution (Semiconductors) + Consumption Upgrade (TWS Earphones) Representative Stocks: Weir Shares (CIS Chips): +389.56% (Increased penetration of multi-camera in smartphones + demand for automotive cameras) Saintbond Shares (Analog Chips): +380% (Accelerated domestic substitution + merger expectations) Beijing Junzheng (IoT Chips): +378.05% (Smart video chip volume increase) … Read more

The Impact of Trade Wars on Analog Chip Stocks: A Double Boost

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The Impact of Trade Wars on Analog Chip Stocks: A Double Boost

Why will analog chips experience a double boost?1. Tariff policies catalyze accelerated domestic substitutionThe US-China tariff confrontation: In April 2025, the US will impose a 34% tariff on semiconductor products from China (combined with previous rates, the total reaches 54%), and China will retaliate with a 145% tariff on US chip imports. This move directly … Read more

Reflections on the Semiconductor Industry: Shenzhen’s Path to Breakthroughs

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Reflections on the Semiconductor Industry: Shenzhen's Path to Breakthroughs

Many years ago, I wrote an article suggesting that in the semiconductor field, facing Western blockades, it is Shenzhen that must carve out a path forward. At that time, many believed that Shanghai had a long history of accumulation in semiconductor equipment, along with considerable experience and talent. Companies like SMIC are based in Shanghai. … Read more

Core Technology is the National Treasure: The Development of the Cybersecurity Industry Relies on Self-Control

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Core Technology is the National Treasure: The Development of the Cybersecurity Industry Relies on Self-Control

Global Technology Map Innovation | Frontier | Science Popularization | Information In recent years, the Central Committee of the Party and President Xi have placed great importance on the construction and development of self-controlled cybersecurity. The ZTE incident has also shown that self-control is the path for the development of China’s cybersecurity industry, and core … Read more

Industry Dynamics | Partnering with Advantech, Can SwanLinkOS Achieve “Domestic Substitution” in the Industrial Sector?

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Industry Dynamics | Partnering with Advantech, Can SwanLinkOS Achieve "Domestic Substitution" in the Industrial Sector?

How did Honghu Wanlian, a subsidiary of Softcom Power, make SwanLinkOS stand out among many open-source embedded operating systems and gain the favor of Advantech? What pain points in industrial application scenarios will SwanLinkOS address? Can the collaboration between the two parties yield a “1+1 greater than 2” effect? With the national “14th Five-Year Plan” … Read more