The “New Normal” of the Chip War: The Rise of Google’s TPU and NVIDIA’s “Anxiety” Introduction: A Trillion-Dollar Market Shock Triggered by “Rumors” Recently, a report surfaced that tech giant Meta is in talks with Google to deploy Google’s self-developed Tensor Processing Units (TPUs) in its data centers starting in 2027. This news struck the … Read more
SOXX Quantitative Analysis Report (Based on Wyckoff Method) Product Code and Date Range • Product Code: SOXX (iShares Semiconductor ETF) • Analysis Date Range: 2025-10-27 to 2025-11-25 • Report Generation Date: 2025-11-26 1. Trend Analysis and Market Phase Identification As of November 25, 2025, the opening price of SOXX was 278.96, the closing price was … Read more
Hello everyone, I have been working in the chip service industry for over ten years. Recently, the developments regarding Nexperia have sparked widespread attention in the industry. Combining industry information with my professional perspective, I will provide a detailed overview of Nexperia’s current situation and its impact on the market. 01 The Core Issues Facing … Read more
Hello everyone, I am Xiao C. Looking at today’s market, if you only focus on the indices, it seems like a festive and harmonious scene; however, for those engaged in short-term trading, today might feel quite bland, even a bit “chilling”. In summary, today’s market can be described as:the indices are setting the stage, but … Read more
In the consumer market of 2025, AI toys are the “top trend among trends”! Supermarket shelves are emptied, parents are queuing to pay with their children, young people are treating them as trendy accessories, and even the square dance aunties are talking about AI toys. Sales on JD.com skyrocketed sixfold in the first half of … Read more
Zhongfu Circuit1. Business OverviewThe company is engaged in the PCB business in niche areas, with its main products being high-power power supply PCBs. In terms of application fields, data center servers account for 50%, industrial photovoltaic energy storage for 20%, automotive for 20%, and consumer electronics for 10%.The company’s direct clients include leading power supply … Read more
Market Overview: Dominance of Two Giants and a Diverse Competitive Landscape The AI chatbot market in China is currently at a critical stage of rapid growth and structural transformation as of March 2025. According to QuestMobile data, the number of monthly active users for domestic AI-native apps has surpassed 287 million, showing a robust growth … Read more
This article is a summary of the blogger’s daily post-market news and personal trading records. The blogger also incurs losses; the stock market carries risks, so please do not follow blindly! 01Summary in One Sentence Pay attention toAIhardware transitioning toAIapplications opportunities; December interest rate cuts may increase; Changxin’s new products. 02News Summary (1) Google’s newly … Read more
“2025 Smart Home Device Experience Design Research Report” is published by Jian Lifang.The report points out that the smart home industry is entering an explosive growth phase driven by the Internet of Things, artificial intelligence, and 5G technology. However, users face pain points such as poor device compatibility, complex installation, limited interaction, and privacy security. … Read more
Click the blue text to follow us 1. Why Have Storage Chips Suddenly Become a Hot Commodity? Recently, many investors should have noticed when opening stock software: the K-line of the storage chip sector suddenly surged in November, with several stocks seeing weekly gains of over 20%. What has caused this previously “lukewarm” sector to … Read more