A silent war over materials is quietly reshaping the global technology landscape. Recently, the U.S. Department of Defense has unusually invested directly in rare earth companies, and Apple has also been bolstering the domestic rare earth supply chain, drawing widespread attention from the industry. Almost simultaneously, the Chinese Ministry of Commerce implemented export controls on … Read more
Introduction: From Silicon Wafers to Strategic Weapons Chips, tiny devices made from sand, have become the core battlefield of national competition in the 21st century. When Trump defined semiconductors as “national security assets” in 2017, few anticipated that eight years later, this game would evolve from a nanotechnology race into a global confrontation over rare … Read more
The “Choke Point” Struggle Between Rare Earths and Semiconductors: Insights from Over a Decade of Diverging Paths Between China and Japan After the Diaoyu Islands dispute in 2010, Japan regarded “reducing dependence on Chinese rare earths” as a national task. More than a decade later, the statistical proportion of “raw materials from China” has indeed … Read more
Overnight, the dynamics of the chip war have shifted. No one expected that a game concerning chips would completely change direction in just a few days. Washington has just revoked TSMC’s “free pass” for its Nanjing factory, requiring that any U.S.-controlled semiconductor tools shipped to Nanjing must apply for separate licenses. TSMC had to issue … Read more
Introduction: The ‘Time Code’ of the Military Parade and Chip Ban On September 3, 2025, the military parade celebrating the 80th anniversary of China’s victory in the War of Resistance Against Japan was held as scheduled. However, on the eve of the parade, the U.S. Department of Commerce suddenly announced an expansion of export restrictions … Read more
The U.S. semiconductor containment strategy escalates: a game of technology, negotiation, and strategic resources. Recently, the U.S. has once again upgraded its layout in the semiconductor field. On August 29, the Department of Commerce’s Bureau of Industry and Security announced a policy adjustment with far-reaching implications: the removal of Samsung, SK Hynix, and Intel from … Read more
1. Semiconductor: Short-term Pressure Does Not Change Long-term Computing Power Wave, Focus on Hardware Leaders Logical Analysis Performance Expectation Divergence: Cambricon’s full-year revenue guidance is 5-7 billion, lower than the previous optimistic forecast of 7.5-8.5 billion by brokerages, raising market concerns about the short-term profitability of domestic AI chips. However, it is worth noting that … Read more
Hello, I am Tan Ke. The Assistant Secretary for Export Control at the U.S. Department of Commerce, Thea Kendler, made the following statement at a closed-door briefing in Silicon Valley. “The so-called breakthroughs of China in semiconductor technology, such as 7 nm and even 5 nm, are merely ‘samples for leaders in the laboratory’, and … Read more
The US President is Anxious! Rare Earth Chip Design Software is Out, How Important are These Three Cards? Hello everyone, I am Lao Chen. Recently, I came across a thought-provoking piece of news: US media revealed that the President is willing to offer three treasures to ease tensions: rare earths, the lifting of restrictions on … Read more
Today, the three major indices rose in the green. Market sentiment indicators show that the All A Index increased by 1.26%, with an 80% rate of positive performance; short-term sentiment indicators show a 28% continuation rate and a 37% breakout rate. Although the overall market sentiment indicators performed strongly today, the short-term sentiment indicators were … Read more