investment logic

Analysis of Investment Logic in the Chip Industry: How Mainland China’s Three Major Foundries Benchmark TSMC

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Analysis of Investment Logic in the Chip Industry: How Mainland China's Three Major Foundries Benchmark TSMC

TSMC is the undisputed leader in the global foundry industry. Its industry position can be summarized as follows: it is not only the pioneer of the industry but also the absolute leader. With continuous massive investments in advanced processes and technological leadership, it has built extremely high technical and ecological barriers, maintaining over half of … Read more

The Concept of PCBs: The Fastest Growing Companies in the Industry

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The Concept of PCBs: The Fastest Growing Companies in the Industry

In the first half of 2025, PCBs (Printed Circuit Boards) have become the “invisible champion” in the tech circle—demand for server PCBs surged by 30% due to the explosion of AI servers, and the penetration rate of new energy vehicles exceeded 40%, driving a dramatic increase in automotive PCB orders. Even consumer electronics (foldable smartphones, … Read more