On April 16, 2025, according to Bloomberg, the U.S. government announced restrictions on NVIDIA’s exports of the H20 chip to China, requiring an “indefinite” application for export licenses. This sudden policy change directly leads to NVIDIA facing losses of up to $5.5 billion, affecting inventory, procurement commitments, and related reserves. Previously, NVIDIA’s H20 chip was … Read more
On April 15, 2025, an announcement after the close of the US stock market triggered concerns in the global tech community—NVIDIA’s market value evaporated by $178.4 billion (approximately 1.3 trillion RMB) overnight, equivalent to losing the size of Alibaba. The catalyst for this crash was the sudden announcement by the US government on the same … Read more
Based on publicly disclosed data from Allwinner Technology (300458), Huasun Technology (600410), Broadcom (603068), Rockchip (603893), Espressif (688018), and Aowei Technology (688220), the following statistics on revenue, employee efficiency, and other data for the six companies are summarized (the employee compensation in this article includes benefits and the five social insurances and one housing fund): … Read more
Author: Sophia IoT Think Tank Original As generative artificial intelligence stirs a global technological wave, another, more “low-key” yet equally critical technological direction is quietly rising: Edge AI, or as it is popularly known this year, On-Device AI. If Edge AI focuses on the decentralization of computing resources, then On-Device AI primarily involves the direct … Read more
By | Zhang Jiahua Edited by | Cheng Manqi Half a month ago, Google announced that Android would fully support the RISC-V instruction set, which will encourage mobile phone and chip manufacturers to consider RISC-V chips more seriously. RISC-V has opened the door to a market worth hundreds of billions of dollars annually, adding billions … Read more
Company Name /Products Originating in the USA NVIDIA: Automotive Chips (Orin, with a small amount outsourced to GlobalFoundries’ New York factory) Intel: Core/ Xeon CPUs and Data Center GPUs (produced in Oregon and Arizona wafer fabs) Qualcomm: None (relies on TSMC/Samsung for outsourcing, with only design work in the USA) MPS: None (wafer fabs areTSMC, … Read more
Recently, the WeChat update has disrupted the release schedule, causing many readers to miss article updates. Please set “Investment Trends” as a star ⭐ so we can continue to move forward together, seeing each other every day! We are currently in the earnings report season, and the semiconductor industry is experiencing a recovery. Let’s explore … Read more
👆If you wish to meet often, feel free to star 🌟 and bookmark it! Source: Content from the Economic Daily, thank you. The market went wild yesterday (6th) with rumors that the Trump administration has initiated a “humanitarian corridor” for tariffs, releasing key provisions of the exemption clause “9903.01.34”. Products with over 20% U.S. value … Read more
(Source: Tomi Rantakari, CEO of ChipFlow, and Luca Testa, COO of Keysom)RISC-V has been a hot topic in the semiconductor industry for many years, and for good reason. As an open standard ISA alternative to traditional processor architectures like ARM and x86, it holds great promise, but its widespread adoption faces significant obstacles. Clearly, RISC-V … Read more
Unisplendour’s Tongfang Guoxin has proposed a private placement of 80 billion RMB for capital increase aimed at the Flash industry. This capital increase is nearly 60% of the scale of the National Integrated Circuit Industry Investment Fund, indicating a high concentration of capital in promoting the Flash industry. A report from TrendForce’s Tsinghua Unigroup will … Read more