Storage Chips: Six Core Companies Entering a Golden Development Period

Storage Chips: Six Core Companies Entering a Golden Development Period

Recently, storage chip manufacturer SanDisk sent a price increase notice to customers, stating that due to changes in the supply and demand status of the storage industry, all channel and consumer products will increase by 10% starting April 1, 2025, with further price increases not ruled out. Subsequently, major overseas storage manufacturers such as Micron, … Read more

Has the Chip War Suddenly Stalled? The Collective Resistance Against 2nm Technology Hides a Major Turnaround? Huawei’s Choice is Wiser

Has the Chip War Suddenly Stalled? The Collective Resistance Against 2nm Technology Hides a Major Turnaround? Huawei's Choice is Wiser

Before reading this article, please click the blue text above“Mobile Daily”, then click“Follow”, so you can continue to receive the latest articles for free. Daily shares are available.It’s completely free to subscribe, please follow in time Recently, tech news has left many netizens confused—TSMC’s heavy investment in 2nm technology has suddenly been rejected by Apple … Read more

Infineon, Renesas, TI, and Rapidus Expand Automotive Chip Production: One Good News, Two Bad News

Infineon, Renesas, TI, and Rapidus Expand Automotive Chip Production: One Good News, Two Bad News

According to reports from Taiwanese media, Infineon, Renesas, Texas Instruments, and Rapidus have all initiated plans to build new wafer fabs for automotive chips, with industry estimates suggesting that the four companies’ investment in expansion could reach $25 billion.Reports indicate that the primary goal of IDM manufacturers intensively expanding production is to shorten the delivery … Read more

Is Texas Instruments Disbanding Its Shanghai Development Team? A Cycle of Failure

Is Texas Instruments Disbanding Its Shanghai Development Team? A Cycle of Failure

// Author | QingningIntroduction“If you allow people to come, you must allow them to leave.” The news of “Texas Instruments disbanding its MCU team” did not bring any turbulence to Qin Hua (a pseudonym). On May 7, industry rumors surfaced that Texas Instruments would disband its MCU R&D team in China and relocate its R&D … Read more

Why Advanced Packaging Has Become a Battleground for Smartphone Manufacturers

Why Advanced Packaging Has Become a Battleground for Smartphone Manufacturers

Recently, the “thick chip” featured in the teardown video of Huawei’s foldable flagship Pura X has sparked heated discussions. Although Apple’s M-series processors have long adopted similar packaging technologies, Huawei’s move has ignited a wave of industry discussions. This phenomenon reflects a silent “packaging revolution” in the smartphone chip sector—manufacturers are no longer just competing … Read more

How 14nm Chips Outperform 5nm: Disassembly of Huawei’s New Smartphone Reveals the Path for Domestic Chips

How 14nm Chips Outperform 5nm: Disassembly of Huawei's New Smartphone Reveals the Path for Domestic Chips

How 14nm Chips Outperform 5nm: Disassembly of Huawei’s New Smartphone Reveals the Path for Domestic Chips In recent years, the global chip industry has seen intense competition. Against the backdrop of the U.S. technology blockade on China, Huawei has achieved a turnaround from “14nm chips” to “high-end smartphone chips” through self-developed technology breakthroughs and integration … Read more

Overview of Domestic AI Chips: GPU/NPU Manufacturers Are All Here

Overview of Domestic AI Chips: GPU/NPU Manufacturers Are All Here

Changqing Cloud Overview of Domestic AI Chips: GPU/NPU Manufacturers Are All Here GPU NPU Introduction The explosive growth of artificial intelligence computing power is driving the global semiconductor industry landscape to be reshaped. According to IDC’s forecast, by 2025, the scale of China’s AI chip market will exceed 200 billion yuan, with training chips accounting … Read more

Comparison of Domestic and Foreign Storage Chips

Comparison of Domestic and Foreign Storage Chips

Source: ittbank Why Is Our Country Developing Storage Chips? The following content is sourced from:Everbright Securities Electronic Research Team The necessity of developing storage chips lies in their significance and scale. Their significance is reflected in the fact that storage chips are the granaries of electronic systems, carriers of data, and related to data security; … Read more

What Are Power Semiconductors?

What Are Power Semiconductors?

Today, let’s briefly discuss IGBTs in power semiconductors, which is currently a very popular track in the semiconductor industry chain. Power semiconductors are a core part of the entire industry, positioned after semiconductor materials and equipment. A term often mentioned here is “power devices”; some people think these two are the same, but they are … Read more

Understanding the Semiconductor Industry Chain

Understanding the Semiconductor Industry Chain

Overview of the Semiconductor Industry The semiconductor downstream applications are extensive and closely related to economic development. Semiconductors refer to materials whose conductivity is between that of conductors and insulators at room temperature. Their resistivity increases with rising temperature, making them suitable for the production of integrated circuits and semiconductor devices. The downstream applications of … Read more