Cold Reflections on the Recovery of the Semiconductor Industry

Cold Reflections on the Recovery of the Semiconductor Industry

The recovery signals of the semiconductor industry seem to be unmistakably clear: Northern Huachuang has delivered an impressive financial report with a net profit of 1.6 billion, Cambrian has successfully turned a profit, and Yuanjie Technology has recorded an astonishing 147-fold growth. These dazzling figures undoubtedly announce to the market: the spring of the industry … Read more

Cold Reflections and Hot Choices Amidst the Semiconductor Industry Recovery

Cold Reflections and Hot Choices Amidst the Semiconductor Industry Recovery

The cyclical fluctuations of the semiconductor industry resemble a pendulum that never stops, swinging back and forth between extreme pessimism and excessive optimism. Currently, the pendulum is resolutely swinging from the trough towards the recovery side, with outstanding financial reports from companies like North Huachuang and Cambricon ringing a strong note for the industry. However, … Read more