Click the “blue text” above to follow for more exciting content. This article has a total of 923 words, and it takes about 2 minutes to read. The FPGA market is almost monopolized by American companies, making the necessity for domestic substitution evident. Xilinx, Altera/Intel, Lattice, and Microchip are all American companies. In 2022, these … Read more
According to reports from Electronic Enthusiasts (by Zhang Ying), in the first quarter of 2025, the open-source of large model technology represented by Deepseek has brought disruptive changes to the development of edge and endpoint AI applications. With the significant reduction in the development threshold for AI at the endpoint, and thanks to advantages such … Read more
In a middle school eighth-grade Chinese textbook, there is an article about Wang Shuyuan, a craftsman from Jiangnan during the Ming Dynasty, who carved a painting of Su Dongpo’s night tour of Chibi on a jujube pit. The eight carved windows can be opened and closed, with inscriptions on the window frames reading “The mountain … Read more
On May 5, 2025, the “Chip Security Act” submitted by US Congressman Bill Foster sent shockwaves through the global semiconductor industry. The act mandates companies like Nvidia to implement chip tracking technology, enabling real-time location tracking and remote lockdown of AI computing devices flowing into the Chinese market. This “technological shackle” policy marks a shift … Read more
Core Insights ◾ ‘U-shaped bottom’ is rising, and market conditions are gradually improving Leading global analog companies TI and ADI reported a year-on-year revenue increase in Q1 2025, emerging from a U-shaped bottom, primarily driven by high-growth sectors such as automotive, industrial, and communication equipment, offsetting the seasonal weakness in the personal electronics market. Companies’ … Read more
Recently, the storage chip market has experienced significant price adjustments SanDisk was the first to announce that starting from April 1, all of its storage products will see a price increase of over 10% Additionally, SK Hynix’s DDR5 and eMMC storage chips are also showing a general upward trend in prices in the spot market … Read more
The global semiconductor industry is recovering, coupled with a surge in demand for artificial intelligence computing power, leading to historic development opportunities in the storage chip sector.Leading international companies such as Micron, Samsung Electronics, and SK Hynix have raised product prices since April this year, with the industry’s recovery speed far exceeding market predictions. Behind … Read more
Source: Content from the Business Times, thank you. U.S. President Trump is expected to announce tariffs on imported chips as early as this week, with market estimates suggesting rates could range from 25% to 100%. Industry insiders point out that these chip tariffs could have profound impacts on Taiwan Semiconductor Manufacturing Company (TSMC) and Taiwanese … Read more
Click the blue text above to follow Serious Listening Awards, and let’s explore the world together. Seeing this title, many people might be shocked. Indeed, it is that stimulating! A recent report from a reputable semiconductor research institution in Japan shows that Chinese chip manufacturing equipment has quietly captured 40% of the global market share, … Read more
Source: Jiang Dongwen ChannelID: zscy006Author: Jiang Dongwen272.8 billion yuan, the largest semiconductor acquisition in history. On September 14, NVIDIA and SoftBank announced a final agreement for NVIDIA to acquire ARM from SoftBank for $40 billion. The most combative man in Silicon Valley, Jensen Huang, has bought the British chip design giant from Japan’s richest man, … Read more