Understanding Semiconductors: The Engine of the Digital World

Understanding Semiconductors: The Engine of the Digital World

What is a semiconductor? A semiconductor is a material with electrical conductivity between that of a “conductor” and an “insulator.” It can be imagined as a smart faucet rather than a regular water pipe. Conductor → Like an open copper pipe, water (current) can flow freely at any time. For example, metals like copper and … Read more

Semiconductor Investment: Capturing Growth Waves in Cyclical Tides

Semiconductor Investment: Capturing Growth Waves in Cyclical Tides

Many people believe that the semiconductor industry is merely a growth sector; however, this is not the case. The semiconductor industry possesses both growth and cyclical attributes. Since 1978, the global semiconductor market size has been increasing year by year, with current global sales exceeding $600 billion. Even after more than forty years of development, … Read more

Cold Reflections and Hot Choices Amidst the Semiconductor Industry Recovery

Cold Reflections and Hot Choices Amidst the Semiconductor Industry Recovery

The cyclical fluctuations of the semiconductor industry resemble a pendulum that never stops, swinging back and forth between extreme pessimism and excessive optimism. Currently, the pendulum is resolutely swinging from the trough towards the recovery side, with outstanding financial reports from companies like North Huachuang and Cambricon ringing a strong note for the industry. However, … Read more

Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

Leading the Way: The Hidden Drivers Behind the Semiconductor Market Cycle (Part 1)

Many years ago, when I first entered the semiconductor industry, I embarked on a lifelong learning journey. This amazing industry evolves so rapidly that you only need to understand the developments of the past few years to keep up. When I entered the leadership ranks, although I still received directives from my superiors, I also … Read more

The Semiconductor Industry: No Different from Pig Farming

The Semiconductor Industry: No Different from Pig Farming

Source: Turen Guanchip, Author: Turen Guanchip This morning, I came across an article by Lin from Sanwu Micro, titled “The Wi-Fi FEM Track Has No Way Out”. Mr. Zhong’s humorous writing made me laugh out loud, reminiscent of the cries of pigs in shared suffering. In Mr. Zhong’s article, he wrote: “As more and more … Read more