Recently, Broadcom’s stock price has surged over 70% in two months, with its market capitalization briefly exceeding $1 trillion, ranking among the top in the U.S. stock market. This surge is primarily attributed to the rapid growth of Broadcom’s custom AI chip business for large tech companies. Faced with the hot and expensive NVIDIA AI … Read more
According to Nikkei Asia, Japanese semiconductor giant Renesas Electronics has officially abandoned its mass production plan for silicon carbide (SiC) power semiconductors. The construction of the production line, which was scheduled to start in early 2025 at the Takasaki plant in Gunma Prefecture, has been completely terminated, and the related production team was disbanded earlier … Read more
1. Development History: Breaking Technological Barriers, Eight Years to Evolve into a Global Leader in Visual Perception 1. Entrepreneurial Gene: A Second Venture by the Huazhong University of Science and Technology Alumni Founders Zhou Wei and Guo Gaihua are both alumni of Huazhong University of Science and Technology. They co-founded the balance bike company “Le … Read more
Recently, Wuhan Guangju Microelectronics Co., Ltd., a filter IDM company that just completed a 189 million yuan B+ round of financing, published a letter to all employees. The letter pointed out that under the complex and changing global economic landscape, the company faces multiple challenges including intense industry competition, difficulty in maintaining orders, low-price competition … Read more
Friends know that I have a habit when it comes to stock trading – I love to “dig up old accounts.” Back in 2018, during the reshuffle of the industrial robot industry, many domestic companies were beaten badly by foreign capital due to technological shortcomings, with stock prices halving repeatedly. At that time, I pondered … Read more
Recently, I was asked a question: why has the tape-out success rate (hit rate) of chip design companies been declining year by year from 2020 to 2024? Here, the success rate is defined as the ability to achieve a certain volume of mass production within a period after tape-out. After all, the purpose of tape-out … Read more
Having navigated the stock market for many years, I have seen various companies, some fleeting like meteors, while others steadily progress through the river of time. Today, I want to discuss Yidun Electronics, a company that has been deeply rooted in the circuit board industry for many years. I will share my views in the … Read more
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