industry cycle

Five Core Reasons for Zhang Mengzhu’s Shift from Storage Chips to the Robotics Sector

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1. Precise Positioning in the Industry Cycle: Strategic Shift from “Maturity” to “Explosion” Phase1. Storage Chips: Concerns After a Short-Term FeastAfter Zhang Mengzhu’s significant investment in storage chips on November 10 (with investments of 149 million in Shengong Co. and 79.63 million in Demingli), he quickly shifted focus, reflecting a precise judgment on the turning … Read more

Discussing the Semiconductor Industry Cycle

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Discussing the Semiconductor Industry Cycle

Modern society is inseparable from semiconductors, from our daily-use smartphones, computers, and televisions to the spacecraft and aircraft carriers needed for national development; semiconductors are present in almost everything in our lives.Since the development of human civilization, we have experienced multiple rounds of leaps. Starting from the first industrial revolution, human civilization entered the steam … Read more