Hello everyone! I am the strategic logic deducer, Hongling Road. First, I would like to thank all my fans for their continued support. However, I have been very busy these days and haven’t had time to produce any public works. Recently, I have been deeply studying commercial aerospace, so I haven’t had time to write. … Read more
01 A “100% + 15%” bill has amused the global market. Last week, Washington quietly issued a new bill: 1. A 100% tariff on any non-American advanced chips sold in the U.S.; 2. Any American chip company exporting to China must pay a 15% “technology royalty” to the Department of Commerce. Upon hearing the news, … Read more
Against the backdrop of a surge in demand for AI servers and switches, the PCB (Printed Circuit Board) sector became the leading force in technology stocks on July 3. Companies such as Zhongjing Electronics, Bomin Electronics, and Industrial Fulian saw over ten stocks hit the daily limit, with the sector’s trading volume reaching a new … Read more
Click the blue text Follow us In November 2018, the Shanghai Stock Exchange established the Science and Technology Innovation Board (STAR Market); in July 2019, the STAR Market officially opened, with the first batch of 25 companies ringing the bell for listing. At the inception of the STAR Market, it coincided with a time of … Read more
As the “invisible champion” of chip manufacturing, the domestic substitution process of semiconductor photoresists is directly related to the security and competitiveness of China’s semiconductor industry chain. This report focuses on three core types of photoresists: KrF, ArF, and EUV, comprehensively analyzing technical difficulties, the current status of domestic substitution, and future breakthrough paths. It … Read more
Author: Pineapple Editor: North Shore Editor: Wang Yue High-end, self-developed, forward-looking, and accurate product definition are the keys for Xinch to win the “first half” of domestic substitution. “Small models respond quickly, medium models perform multimodal interactions, and large cloud models handle complex tasks.” At the recent Shanghai Auto Show product launch, Xinch Technology’s CTO … Read more
Introduction MIR DATABANK This article aims to provide a systematic review and analysis of the PLC market from 2021 to Q1 2025, along with professional forecasts for market trends from 2025 to 2027. The data is primarily sourced from publicly available industrial data from the National Bureau of Statistics, and the relevant analysis and forecasts … Read more
Click the “blue text” above to follow for more exciting content. This article has a total of 923 words, and it takes about 2 minutes to read. The FPGA market is almost monopolized by American companies, making the necessity for domestic substitution evident. Xilinx, Altera/Intel, Lattice, and Microchip are all American companies. In 2022, these … Read more
May Day Holiday News The Xiaomi Core team has released its first inference large model, MiMo, which may accelerate updates and iterations at the software, hardware, OS, and chip levels. The first HarmonyOS computer will be released in May, breaking free from dependence on the Windows system and building a self-controlled, all-scenario ecosystem. Elon Musk … Read more
With the rise of “Industry 4.0” and the wave of “domestic substitution”, the automation field in China is undergoing a profound transformation. As the “heart component” of industrial automation, PLCs play a crucial role in this process. The market, once dominated by European, American, and Japanese brands such as Siemens, Rockwell, and Mitsubishi, is now … Read more