The domestic production of semiconductors is actually a response to external pressures. After the US-China trade war in 2018, with the US cutting off supplies (such as halting chip supplies to Huawei), we realized how dependent we are on imported high-end chips. The government quickly invested heavily to achieve self-sufficiency, with the National Integrated Circuit … Read more
The semiconductor industry, as the core of the information technology sector, directly reflects the pulse of global technological development. According to the latest data from the Semiconductor Industry Association of America, global semiconductor sales are expected to reach $179.7 billion in the second quarter of 2025, representing a year-on-year increase of nearly 20% and a … Read more
Investment Value Analysis of the Xinchuang and Operating System Sector in A-shares: Focusing on Domestic Substitution in Government, Finance, Telecommunications, and Energy Investment Highlights The Xinchuang industry has become an important part of the national strategic emerging industries. With the acceleration of domestic substitution, leading enterprises in various segments of the industry chain are ushering … Read more
In the market, this week saw a fluctuating upward trend across various indices. In terms of index structure, there was a divergence this week, with the ChiNext and STAR Market indices continuing to reach new highs, but starting to pull back from Thursday, while other indices continued to adjust throughout the week. In terms of … Read more
The automotive-grade MCU (Microcontroller Unit) serves as the core control chip in automotive electronic systems. Its development has a higher technical threshold, stricter quality requirements, and a longer lifecycle management compared to general consumer electronics MCUs. The following is a brief analysis from two aspects: development characteristics and industry prospects. 1. Characteristics of Automotive-grade MCU … Read more
Recently, the chip sector has reached a climax, with calls for domestic substitution growing louder. Have you ever thought about the complete localization of chips? There is enormous market potential and strategic significance behind this. There is a joke that in the past, Chinese electronics companies would go abroad to purchase chips as if they … Read more
Strengthening the Logic of Domestic Chip Substitution! At today’s Huawei Connect Conference, the company directly released the future three-year plan for Ascend: In 2026-2028, products such as 950PR, 950DT, 960, and 970 will be launched. What does this mean? Huawei has compressed the replacement cycle of Ascend chips from the original 2-3 years to one … Read more
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
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
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