[Image][Image]The chip market is never short of trending topics, but the list for the first half of 2025 is worth a closer look. Last year, I detailed 20 models that made it to the chip trending list in the first half of 2024 in my article titled “These Chips Were Sold Out.” Now, with the … Read more
Report Overview: The “2025-2031 Analysis of Supply and Demand in the Chinese Industrial Control System Market and Investment Prospects” report is meticulously prepared by the authoritative industry research organization, Bosi Data. It comprehensively analyzes various dimensions of the current state of the Chinese industrial control system market, including industry status, competitive landscape, market trends, and … Read more
MCU chips, short for Microcontroller Units, are highly integrated electronic components. The rise of emerging fields such as artificial intelligence, robotics, and edge computing has opened up new growth opportunities for the MCU market. Definition of MCU MCU stands for Microcontroller Unit, which is a highly integrated chip that combines a microprocessor core, memory, input/output … Read more
1. Overview of the Market Summarizing the news from the weekend: ① The United States has imposed a 30% tariff on the EU and Mexico, first discussing the impact on us (mainly automotive parts). Exports of U.S. parts from Canada and Mexico that comply with USMCA standards will have zero tariffs, while those that do … Read more
01. Company Overview Recently, I have been busy traveling for due diligence on chip design companies, and I would like to briefly discuss Allwinner Technology, one of the leading SoC chip manufacturers. The core founding team of Allwinner Technology originated from Zhuhai Jieli, and in September 2007, Zhang Jianhui and others jointly established Allwinner Technology … Read more
The recent surge in PCB stocks, led by Shenghong Technology, has marked the completion of its tenfold journey.In fact, I have been closely following PCBs since last year, around June. As I mentioned before, my focus was primarily on fundamental analysis, and I was confident in the direction of high-level AI boards. I chose companies … Read more
In the vast world of PLC (Programmable Logic Controller), three major schools stand tall, each showcasing its distinct characteristics, technical advantages, and application expertise, collectively driving technological progress and development in the field of industrial automation. These three schools—the American school, the European school, and the Japanese school—each have their unique features and strengths. American … Read more
The expert’s list of public companies, evaluated solely from the perspective of company operations and development, clearly indicates that a company’s fundamentals are unrelated to its stock price. It is entirely inadvisable to buy or sell stocks based solely on the perceived quality of a company. The expert wrote on September 10, 2024, “Fourth Paradigm, … Read more
The following is a research report framework and core content on smart sensors, covering industry overview, technology trends, market analysis, industrial chain, application scenarios, and key enterprises for reference: Industry Overview Definition and ClassificationSmart Sensors: Miniaturized systems that integrate sensing, computing, and communication functions, capable of data acquisition, processing, self-calibration, and wireless transmission.Core Components: Sensing … Read more
Power semiconductors are the core of energy conversion and circuit control in electronic devices, primarily used for changing voltage and frequency, as well as DC to AC conversion. Power semiconductors can be divided into two main categories: Power ICs (Power Integrated Circuits) and Power Discrete Devices (including power modules). Power devices refer to the discrete … Read more