Remember to star the public account ⭐️ to receive notifications promptly. Recently, SEMI pointed out in its latest “Global Semiconductor Equipment Market Report” that the global semiconductor equipment shipment value in the first quarter of 2025 is expected to grow by 21% year-on-year, reaching $32.05 billion. According to typical seasonal patterns, the shipment value in … Read more
Review: Guzi Economy vs. Semiconductor Equipment! Who Will Take Over A-Share Sentiment Amid US Rate Cut Expectations and Middle East Conflicts? The Mysterious Forces Behind the Surge in Gold Stocks? 1. Daily Sentiment Driving Individual Stocks and Logic Guzi Economy Concept Stocks (New Cultural Consumption Format) Event Catalyst: The LABUBU series under Pop Mart is … Read more
Originally published in the “Bulletin of the Chinese Academy of Sciences” 2025, Issue 5, Special Issue “Building a World-Class Science and Technology Power” – Special Topic “Current Status and Future Considerations of High-End Manufacturing”. Ye Tianchun1* Zhu Yu2 Zhang Guoming3 Du Xiaoli4 Lei Zhenlin5 Yuan Pengpeng1 1 Institute of Microelectronics, Chinese Academy of Sciences 2 … Read more
The performance growth pressure for North Huachuang under a high base is also coming, and how the terminal demand in various fields unfolds may be an important factor in the increase of domestic semiconductor equipment penetration. With the recently disclosed 2024 annual report and 2025 Q1 report achieving historical best levels, North Huachuang plans to … Read more
It must be reminded to everyone. The era of the U.S. dominating the technology sector has become a thing of the past. This news has spread throughout all institutional circles; if you are still unaware, you may miss the next stock price surge of tenfold for Northern Huachuang. Many may still be unclear that in … Read more
In 2025, intelligent computing is expected to experience explosive growth. IDC predicts that by 2027, the scale of intelligent computing in China will reach 1117.4 EFLOPS (CAGR 33.9%), far exceeding general computing. Yizhu Technology’s integrated storage and computing architecture improves energy efficiency by 50%, breaking through traditional computing bottlenecks. On the policy side, Shenzhen’s “Training … Read more