Zhang Zhaozhong Was Right! Chinese Companies Abandon American Chips, Accelerating Domestic Automotive Chip Production

Zhang Zhaozhong Was Right! Chinese Companies Abandon American Chips, Accelerating Domestic Automotive Chip Production

The Shanghai Auto Show in April was bustling, with many eyes focused on the cool concept cars and autonomous driving technologies. However, what attracted the most attention this year were the small automotive chips. In 2019, when Trump cut off chip supplies to Huawei, military expert Zhang Zhaozhong predicted: “If the supply cuts continue, in … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

May. Click the blue text to follow us 2025.05 About a month ago, we shared an article discussing the sharp decline in the success rate of chip tape-outs. For more details, refer to the article titled “Chips, Historical Low Points”. In response to this issue, Brian Bailey, editor of Semiconductor Engineering, stated that this is … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

About a month ago, the Semiconductor Industry Observer WeChat account shared an article discussing the sharp decline in the success rate of first-time chip tape-outs. For more details, refer to the article titled “Chips at a Historical Low”. In response to this issue, Brian Bailey, editor of Semiconductor Engineering, stated that this is just the … Read more

STMicroelectronics Acquires Deeplite: A New Paradigm of “Soft-Hard Integration” in the Edge AI Revolution

STMicroelectronics Acquires Deeplite: A New Paradigm of "Soft-Hard Integration" in the Edge AI Revolution

On April 27, 2025, the global semiconductor industry received significant news: European chip giant STMicroelectronics (ST) officially announced the acquisition of Canadian AI startup Deeplite. This seemingly low-key transaction actually contains the key logic of the semiconductor industry’s transformation towards edge intelligence— as computing power shifts from the cloud to the edge, ST is reconstructing … Read more

Analysis of Semiconductor Industry Mergers and Acquisitions in Q1 2025

Analysis of Semiconductor Industry Mergers and Acquisitions in Q1 2025

In the first quarter of 2025, the semiconductor industry saw a surge in merger and acquisition (M&A) activities driven by accelerated technological iterations and a restructuring of the international competitive landscape. Companies are increasingly using M&A to break through technological barriers and improve their industrial chain layout. This article aims to provide strategic references for … Read more

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

Dramatic Drop in Chip Tape-Out Success Rates Sparks Reflection

👆If you wish to meet regularly, feel free to star🌟 and bookmark it~Source: Content from Brian Bailey, thank you. About a month ago, we shared an article about the dramatic decline in the success rate of first-time chip tape-outs, which can be referenced in the article “Chips, at a Historical Low”. Regarding this issue, Brian … Read more

Global ASIC Design Services Market Share, Size, and Technology Research Report 2025

Global ASIC Design Services Market Share, Size, and Technology Research Report 2025

ASIC design services refer to the services for designing and optimizing Application-Specific Integrated Circuits (ASICs) for specific applications. ASIC chips are characterized by high performance, low power consumption, and high integration, and are typically used in fields with high functional requirements, such as communications, consumer electronics, automotive electronics, and industrial control. ASIC design services cover … Read more

Major Developments in the Chip Industry: US Chip Giants Collaborate with China, AMD Shows Interest – What Signals Are Being Sent?

Major Developments in the Chip Industry: US Chip Giants Collaborate with China, AMD Shows Interest - What Signals Are Being Sent?

Significant news continues to emerge in the chip sector. First, the latest actions by US chip giant Intel have drawn attention. On August 2, according to a report by the South China Morning Post cited by Reference News, Intel is collaborating with Shenzhen to establish a new chip innovation center to deepen relations. On the … Read more

Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

Texas Instruments Layoffs: Strategic Adjustments Amid Capacity Expansion and Market Weakness

On March 28, 2025, global semiconductor giant Texas Instruments (TI) announced layoffs at its Lehi, Utah facility, involving adjustments to certain positions. This announcement comes as the company receives $1.61 billion in funding support from the U.S. CHIPS and Science Act, accelerating the expansion of its second 300mm wafer fab (LFAB2) in Utah, sparking widespread … Read more

Texas Instruments’ Layoffs: Capacity Optimization and Strategic Transformation Amid Industry Challenges

Texas Instruments' Layoffs: Capacity Optimization and Strategic Transformation Amid Industry Challenges

1. Layoff Incident: Dual Signals of Capacity Optimization and Strategic Contraction 1.1 Scale of Layoffs and Details Disclosed In March 2025, a statement released by Texas Instruments (TI) sent ripples through the semiconductor industry, announcing a layoff plan at its Lehi, Utah plant. This decision was not without warning; looking back, TI has been gradually … Read more