Weekly Highlights: Latest Rankings of NAND Flash Manufacturers; New Integrated Circuit Companies Established; TSMC’s Two Factories Make Progress

Weekly Highlights: Latest Rankings of NAND Flash Manufacturers; New Integrated Circuit Companies Established; TSMC's Two Factories Make Progress

“Chip” News Summary Ranking of NAND Flash Manufacturers by Revenue Market Share A Batch of New Integrated Circuit Companies Established Nearly 10 Chip Companies Engage in Intensive Mergers and Acquisitions TSMC’s Two Factories Make Progress Semiconductor Giants Receive Billions in Investments 1 Ranking of NAND Flash Manufacturers by Revenue Market Share According to the latest … Read more

Global Chip Industry Restructuring: In-Depth Analysis of Semiconductor Mergers and Acquisitions Trends in 2025

Global Chip Industry Restructuring: In-Depth Analysis of Semiconductor Mergers and Acquisitions Trends in 2025

Industry concentration is accelerating: Survival rules under the competition of giants The global semiconductor industry in 2025 is undergoing an unprecedented wave of consolidation, with industry concentration rising at an astonishing rate. This trend is driven by multiple factors: intensified geopolitical competition, soaring costs of technological research and development, and structural changes in market demand. … Read more

M&A Insights: Semiconductor Merger Data, Characteristics, and Challenges Under Global Regulatory Tightening

M&A Insights: Semiconductor Merger Data, Characteristics, and Challenges Under Global Regulatory Tightening

In the context of an increasingly intense global economic landscape and technological competition, the semiconductor industry, as the cornerstone of modern information technology, has reached an unprecedented strategic position. In recent years, the wave of artificial intelligence, the restructuring of global supply chains, and the deep strategic games of industrial policies among various countries have … Read more

A 530 Million Gamble on Semiconductors! Is Greenway Technology’s Acquisition of Damo Semiconductor a Lifeline Amidst Slowing Core Business?

A 530 Million Gamble on Semiconductors! Is Greenway Technology's Acquisition of Damo Semiconductor a Lifeline Amidst Slowing Core Business?

▎With high premium acquisitions, shrinking performance commitments, and the lingering shadow of a previous failed “merger”, what are the odds of Greenway Technology’s gamble into the semiconductor industry? Author|Zhou Jian Editor|Cao Shengyuan This article was first published on the Titanium Media APP After two months, Greenway Technology (301322.SZ) has finally released its acquisition plan for … Read more

Semiconductor Giants Experience Broad Gains as Domestic M&A Wave Reshapes Landscape

Semiconductor Giants Experience Broad Gains as Domestic M&A Wave Reshapes Landscape

On June 30, the A-share semiconductor sector continued its strong performance, with the semiconductor index (886063.WI) rising 1.81%. According to Wind data, on that day, semiconductor companies with a market capitalization exceeding 100 billion yuan generally saw their stock prices rise. This includes companies like SMIC, Haiguang Information, Cambricon Technologies-U, Northern Huachuang, and Zhongwei Company. … Read more

How Are Our Partners in the MCU Field?

How Are Our Partners in the MCU Field?

Please give a thumbs up and follow us to reach our goal of 100 followers. Who will be the lucky 100th viewer? When discussing the development of domestic MCUs, it basically started from the home appliance sub-market. The pioneers include:‌Zhongying Electronics(300327.SZ)the invisible champion in white goods; Neusoft Carrier (300183.SZ)the original Haier semiconductor division, merging small … Read more

Major Development! The Birth of a 400 Billion Yuan ‘Chip Aircraft Carrier’ Changes the Landscape of Domestic Computing Power

Major Development! The Birth of a 400 Billion Yuan 'Chip Aircraft Carrier' Changes the Landscape of Domestic Computing Power

Major Development! The Birth of a 400 Billion Yuan ‘Chip Aircraft Carrier’ Changes the Landscape of Domestic Computing Power The first case of “subsidiary merging with parent” in A-shares! Haiguang Information merges with Zhongke Shuguang! On June 10, a highly anticipated merger, the first case of “subsidiary merging with parent” in A-shares, was born! The … Read more

The Battle for Automotive Chips: Recent Mergers and Innovations

The Battle for Automotive Chips: Recent Mergers and Innovations

With the development trends of automotive intelligence and electrification, automotive chips have become an important battleground in the global semiconductor industry. Recently, two domestic mergers have attracted widespread attention—Zhongying Electronics’ controlling shareholder is set to change to Zhinen Industrial Electronics, and Xinbang Intelligent has acquired the equity of Yindi Semiconductor; internationally, Arm has launched the … Read more

Renesas Electronics: Japan’s Semiconductor ‘Last Hope’ Relies on This Company?

Renesas Electronics: Japan's Semiconductor 'Last Hope' Relies on This Company?

(Photo Credit: Renesas Electronics) In the global semiconductor industry landscape, Japanese semiconductors once held a significant position. From the 1970s to the 1980s, Japanese semiconductor companies achieved great success in the DRAM (Dynamic Random Access Memory) market, capturing over 80% of the global market share at one point. However, over time, the Japanese semiconductor industry … Read more

Analysis of Semiconductor Industry Mergers and Acquisitions in Q1 2025

Analysis of Semiconductor Industry Mergers and Acquisitions in Q1 2025

In the first quarter of 2025, the semiconductor industry saw a surge in merger and acquisition (M&A) activities driven by accelerated technological iterations and a restructuring of the international competitive landscape. Companies are increasingly using M&A to break through technological barriers and improve their industrial chain layout. This article aims to provide strategic references for … Read more