Chip Startups: Which is More Important, Open Source or Cost Reduction?

Chip Startups: Which is More Important, Open Source or Cost Reduction?

Domestic chip startups are entering the final life-and-death test phase. In the “Chip Product Manager Alliance” group in China, a member raised a question: “Why are there still so many chip startups when half of the chip investment institutions have disappeared?” How should we view this question? First, we need to confirm whether the statement … Read more

Choking on Competition! Analysis of the Performance of A-Share Listed RF Front-End Chip Companies in 2024 and Q1 2025

Choking on Competition! Analysis of the Performance of A-Share Listed RF Front-End Chip Companies in 2024 and Q1 2025

Recently, Wuhan Guangju Microelectronics Co., Ltd., a filter IDM company that just completed a 189 million yuan B+ round of financing, published a letter to all employees. The letter pointed out that under the complex and changing global economic landscape, the company faces multiple challenges including intense industry competition, difficulty in maintaining orders, low-price competition … Read more

2025 Q1 Analog Chip Review: ‘U-Shaped Bottom’ Rising, Gradual Improvement in Market Conditions

2025 Q1 Analog Chip Review: 'U-Shaped Bottom' Rising, Gradual Improvement in Market Conditions

Core Insights ◾ ‘U-shaped bottom’ is rising, and market conditions are gradually improving Leading global analog companies TI and ADI reported a year-on-year revenue increase in Q1 2025, emerging from a U-shaped bottom, primarily driven by high-growth sectors such as automotive, industrial, and communication equipment, offsetting the seasonal weakness in the personal electronics market. Companies’ … Read more