Semiconductor Industry

2025 Q1 Analog Chip Review: ‘U-Shaped Bottom’ Rising, Gradual Improvement in Market Conditions

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2025 Q1 Analog Chip Review: 'U-Shaped Bottom' Rising, Gradual Improvement in Market Conditions

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

The Storage Chip Market is Heating Up! In-Depth Analysis of 11 Major Industry Players

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The Storage Chip Market is Heating Up! In-Depth Analysis of 11 Major Industry Players

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

Storage Chips: The Fastest Growing Companies

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Storage Chips: The Fastest Growing Companies

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

U.S. Chip Policy Draws Attention!

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U.S. Chip Policy Draws Attention!

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

Japanese Chip Agency: Chinese Chip Manufacturing Equipment Accounts for 40% of Global Market Share, Chinese Companies are ‘Killing’ Global Chip Firms

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Japanese Chip Agency: Chinese Chip Manufacturing Equipment Accounts for 40% of Global Market Share, Chinese Companies are 'Killing' Global Chip Firms

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

After NVIDIA’s Acquisition of ARM, China’s Semiconductor Industry Faces No Retreat

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After NVIDIA's Acquisition of ARM, China's Semiconductor Industry Faces No Retreat

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

Significant Revenue Growth! 45 Chip Companies Report Over 50% Revenue Increase in Q1, with the Top Company Surging by 4230.22%

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Significant Revenue Growth! 45 Chip Companies Report Over 50% Revenue Increase in Q1, with the Top Company Surging by 4230.22%

Previously, we compiled data on companies in the chip sector that reported significant revenue growth in their Q1 earnings. Many companies have shown high growth. So, how many chip companies have experienced rapid revenue growth in their Q1 reports? Today, I will summarize the chip companies listed on the Shanghai and Shenzhen stock exchanges that … Read more

Special Report on the Semiconductor Storage Industry: 3D DRAM for Near-Memory Computing and AI Applications

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Special Report on the Semiconductor Storage Industry: 3D DRAM for Near-Memory Computing and AI Applications

1. Industry Trends: From 2D to 3D DRAM, Establishing the Trend of Storage-Computing Integration The bottleneck of 2D DRAM processes is becoming apparent; 3D is the major trend. DRAM is a volatile memory that interacts directly with computing chips such as CPUs and GPUs, allowing for rapid storage of the information needed for billions of … Read more

Summary of Q1 2025 Financial Reports from 20 Display Chip Companies Including Weir Shares, Allwinner Technology, and Rockchip

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Summary of Q1 2025 Financial Reports from 20 Display Chip Companies Including Weir Shares, Allwinner Technology, and Rockchip

As of April 30, Allwinner Technology, Jinghe Integrated, Rockchip, Zhiwei Intelligent, Weir Shares, Qizhong Technology, China Resources Micro, Fuman Micro, Mingwei Electronics, Beijing Junzheng, Tiande Yu, New Xiangwei, Ge Kewei, Zhongying Electronics, Lixin Micro, Huicheng Shares, Longxun Shares, and Goodix Technology have successively released their Q1 2025 financial reports. Below is a summary of the … Read more

Surging by 4230%! Domestic ‘Alternative Chips’ Overtake, Nvidia in a Panic: Who Are We Selling To?

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Surging by 4230%! Domestic 'Alternative Chips' Overtake, Nvidia in a Panic: Who Are We Selling To?

“Without chips from Nvidia and other foreign companies, China’s artificial intelligence industry will directly lose its foundation.” A foreign media outlet once asserted. This incredibly arrogant conclusion has finally met its moment of reckoning. On April 18, according to the “Securities Times,” domestic AI chip design company Cambricon released a report. The report shows that … Read more