Core Concept Stocks Related to AMD’s IP/Design Services and Other Collaborations

In the A-share market, there are concept stocks related to AMD‘s IP/design services and other collaboration aspects. These companies typically have deeper or more specialized partnerships with AMD, involving cutting-edge areas of chip design and ecosystem development. 1. IP Licensing and Design Services This segment is at the very top of the semiconductor industry chain, … Read more

Chip Design in the Semiconductor Subsector

Chip Design in the Semiconductor Subsector

Today, let’s talk about chip design. The production of chips involves three core steps: design, manufacturing, and packaging/testing.In simple terms, chip design is about drawing circuit diagrams on silicon wafers, but it is not done directly on the wafers. The software used for this is EDA (Electronic Design Automation) software, which is mainly monopolized by … Read more

Xinyuan Co., Ltd. Half-Year Report Review: A Leader in AI ASIC/SOC with Equal Focus on Cloud and Edge

Xinyuan Co., Ltd. Half-Year Report Review: A Leader in AI ASIC/SOC with Equal Focus on Cloud and Edge

Xinyuan Co., Ltd. 25 Half-Year Report Review: A Leader in AI ASIC/SOC with Equal Focus on Cloud and Edge Event: The company released its 2025 half-year report, in which the company achieved a revenue of 974 million yuan in 1H2025, a year-on-year increase of 4.49%; the net profit attributable to the parent company was -320 … Read more

RISC-V Innovation Center Partners with Huaxin Micro for IP Licensing

RISC-V Innovation Center Partners with Huaxin Micro for IP Licensing

Click the blue text above to follow us! Strong collaboration Recently, the RISC-V Open Chip Industry Innovation Center and Suzhou Huaxin Microelectronics Co., Ltd. officially signed a business agreement to initiate technical research and development cooperation. In this collaboration, the Innovation Center has licensed the RISC-V CRV0 IP, which was independently developed and designed by … Read more

Arm Invests in Self-Developed Chips: Strategic Shift Raises Market Concerns

Arm Invests in Self-Developed Chips: Strategic Shift Raises Market Concerns

Click the blue text above 【AnTuTu】 to follow meSharing technology hotspots every day! Arm recently announced its financial report for the first quarter ending June 30, 2025, which showed that ARM’s revenue and profit slightly fell short of Wall Street expectations. However, the most noteworthy aspect is that Arm plans to invest part of its … Read more

Five Major Challenges for Arm Server Chips

Five Major Challenges for Arm Server Chips

Remember to star the public account ⭐️ to receive notifications promptly. Source: Content from servethehome, thank you. Arm has faced a challenging period in the enterprise sector. NVIDIA is heavily promoting Arm CPUs in the AI application space as part of its overall strategy to build full-stack systems akin to IBM mainframes. In the Internet … Read more

Industry Information Dispatch: Arm Server Chips and Five Major Challenges

(Source: servethehome)Arm has faced a challenging period in the enterprise sector. NVIDIA is vigorously promoting Arm CPUs in the AI application field as part of its overall strategy to build full-stack systems similar to IBM mainframes. In the Internet of Things (IoT) sector, Arm has performed exceptionally well. However, in the mainstream server market, the … Read more

ARM’s Open Licensing Strategy: A Necessary Shift Amidst Client Departures

ARM's Open Licensing Strategy: A Necessary Shift Amidst Client Departures

This morning, ARM’s announcement was tightly guarded, but everyone has guessed the gist of it, knowing that it aims to provide a new direction for the industry. To put it bluntly, ARM is currently facing tough times, encountering setbacks in the market, much like experiencing failures in both career and relationships. Last year, NVIDIA attempted … Read more

The Development History of Chip Giant ARM

The Development History of Chip Giant ARM

During the China-US trade war, Chinese companies were concentrated in a chokehold in the chip field. This time, Tangxun Information Academy has launched a series of articles analyzing companies in the chip industry for discussion and learning. The British company ARM is a global leader in semiconductor intellectual property (IP) provision. More than 95% of … Read more