Recently, the U.S. Economic and Security Review Commission released a report assessing China’s semiconductor capabilities. The report points out that semiconductors, also known as integrated circuits or computer chips, are used for processing and storing digital information and are widely applied in various electronic products ranging from smartphones to fighter jets. Since the release of … Read more
According to whether data can continue to be stored in the device after power loss, storage chips can be divided into volatile and non-volatile types.Volatile storage chips mainly include Static Random Access Memory (SRAM) and Dynamic Random Access Memory (DRAM).Non-volatile memory mainly includes Programmable Read-Only Memory (PROM), Flash Memory (Flash), and Erasable Programmable Read-Only Memory … Read more
In fact, ARM started from a very low point. When it was first established, Apple was its major shareholder. At that time, it managed to secure a deal with the leading chip manufacturer, Texas Instruments (TI), which gradually allowed it to enter the chip design field.. Although it seems that its chip shipment volume is … Read more
PLC concept stocks refer to the stocks of listed companies that have certain business layouts or technological advantages in the field of Programmable Logic Controllers (PLC). Here are some common PLC concept stocks: 1. Inovance Technology (30Z0124): Their general automation business covers core products and solutions in industrial automation, including inverters, servo systems, and control … Read more
Core Stocks and Representative Companies in Semiconductor Equipment As global semiconductor capital expenditure enters a new era of $148 billion, China maintains its position as the largest equipment market with a 34.4% market share. From the mass delivery of 14nm process equipment to the entry of 5nm etching machines into the international supply chain, domestic … Read more
01 Overall Market First Decline in Q1 Since 2020 In the first quarter of 2023, industrial robot sales decreased by approximately 3.3% year-on-year. Specifically, the sales decline was significant in January and February, with a narrowing decline in March. It is currently unclear when the market will achieve positive growth. This marks the first decline … Read more
Innosilicon Founder Luo WeiweiAuthor | Qiu XinhaoSource | Qiu Chujian In the summer of 2025, a list from NVIDIA’s supply chain caused a stir in the semiconductor industry. Among the well-established manufacturers from Europe, America, and Japan, a little-known Chinese name appeared: Innosilicon. From the Chief Scientist at NASA to the entrepreneur leading the global … Read more
According to semiconductor industry forecasts, by 2025, the scale of China’s chip industry is expected to exceed 1.2 trillion yuan, with a localization rate expected to reach 40%. Driven by the dual engines of the digital economy and new infrastructure, chips, as the “grain” of modern industry, are ushering in historic development opportunities. It is … Read more
Global technology giant Samsung Electronics is facing severe challenges. In the second quarter of 2025, Samsung Electronics delivered a concerning report card. The company’s sales increased slightly by 0.67% year-on-year, but operating profit plummeted by 55.23% year-on-year, to approximately 24.35 billion RMB (4.6761 trillion KRW), marking a six-quarter low. The operating profit from the semiconductor … Read more
On September 12, the latest news indicates that the competition between AMD and Intel is intensifying, but they have shown a united front in the face of ARM’s encroachment. Recent statements claim that x86 efficiency surpasses that of ARM. However, this does not alleviate the competitive pressure on both companies. ARM processors are not only … Read more