The frenzy of ETC concept stocks in 2019 is still fresh in memory, with leading stocks like Jinyi Technology and Wanjie Technology soaring several times within a year, driven by the explosive market brought about by mandatory policy installations. A similar scenario is now unfolding in the Tire Pressure Monitoring System (TPMS) industry. Since 2020, … Read more
In the rapid development of the modern electronics industry, electronic specialty gases serve as critical supporting materials, acting like unsung heroes that quietly drive technological innovations in fields such as semiconductors, display panels, and photovoltaics. Today, let us delve into the world of electronic specialty gases and explore the renowned domestic and international companies shining … Read more
Allwinner Technology (300458), as a leading domestic designer of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips, has recently attracted attention from China Postal Securities, which has given it a “buy” rating. The company demonstrates strong development potential due to the implementation of edge AI applications and the increasing demand for high-performance … Read more
1. Corporate Culture: Pragmatism and Innovation as Dual Drivers Allwinner Technology’s corporate culture can be summarized in three words: “down-to-earth.” This company does not have the aggressive wolf culture of some firms, nor does it emphasize the warmth of “family culture” like certain large enterprises. Instead, it genuinely engraves the principle of “customer-centric and creator-oriented” … Read more
Having navigated the stock market for many years, I have encountered a variety of companies and founders. Today, I would like to discuss Nanya Technology, a company that holds significant influence in the field of electronic circuit substrates. First, let’s talk about the company’s CEO, who is a typical serial entrepreneur. He received systematic professional … Read more
Join the professional industry group for intelligent vehicles (autonomous driving, connected cockpit, commercial vehicles) by adding WeChat:17157613659, show your business card, limited to intelligent connected software and hardware suppliers and OEMs. The upgrade of the vehicle electronic architecture (from distributed to centralized) is imperative. However, there are still significant challenges behind it, such as development … Read more
It is well known that in recent years, most mainstream smartphone manufacturers have taken system updates much more seriously than in the past. This is partly due to market competition; as soon as one or two companies take the lead in promoting “long system maintenance cycles” as a selling point, other competitors naturally cannot afford … Read more
Impact of U.S. Chip Supply Cuts: Domestic Companies Step Up Amidst Crisis Recently, the global technology industry has been shaken by significant events—following the U.S. announcement of a “supply cut,” TSMC halted shipments, causing the global chip supply chain to come to a standstill. For companies reliant on high-performance chips, it felt as if they … Read more