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
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
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
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 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
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
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
Analysis of Core Leaders and Risks in the Domestic Chip Industry Chain Domestic chips are key to the semiconductor industry, covering design, manufacturing, packaging and testing, and equipment materials, and are central to achieving technological self-sufficiency. The following outlines the 10 core A-share leaders in the domestic chip industry chain, analyzing concepts and risks: 1. … Read more
![Chip Equipment - Domestic Substitution and Self-Control in Core Areas [Beneficial Targets]](https://boardor.com/wp-content/uploads/2025/11/f710e139-682b-4b70-a176-b80db35754f6.jpg)
Click the blue text above to follow us On August 21, DeepSeek’s official WeChat account stated that UE8M0 FP8 is designed for the upcoming next-generation domestic chip. On August 22, DeepSeek-V3.1 was officially released, adding support for FP8 precision and domestic chips. CITIC Construction Investment Research Report believes that the support of leading domestic open-source … Read more
Driven by the explosive growth of AI computing power and domestic substitution, the semiconductor equipment industry is facing unprecedented investment opportunities. As the technological competition between China and the U.S. intensifies, the proportion of domestic chip procurement continues to rise. Semiconductor equipment, as a “bottleneck” in the upstream of the industrial chain, has become a … Read more