semiconductor market

The Trillion-Dollar Market is About to Explode: Dai Weimin Discusses the Edge AI Potential of AI Glasses and Toys

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The Trillion-Dollar Market is About to Explode: Dai Weimin Discusses the Edge AI Potential of AI Glasses and Toys

Lightweight, low-cost, and high-endurance edge AI products—AI glasses and toys are approaching a tipping point for large-scale deployment.“Reading thousands of books is not as good as traveling thousands of miles, and traveling thousands of miles is not as good as meeting countless people.”At the recent “2025 Integrated Circuit Development Forum (Chengdu-Chongqing) and the 31st Integrated … Read more

Price Surge of Storage Chips, GPUs, SoCs, and Passive Components! AI Server Demand Ignites Cost in the Electronics Industry

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Price Surge of Storage Chips, GPUs, SoCs, and Passive Components! AI Server Demand Ignites Cost in the Electronics Industry

With the explosive growth in AI computing power demand and the full onset of the storage industry’s “super cycle,” the prices of storage chips continue to soar, impacting the global electronics supply chain at an unprecedented rate, affecting everything from GPUs and SoCs to passive components. A source from a storage chip manufacturer revealed to … Read more

Understanding the Surge in Storage Chip Prices

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Understanding the Surge in Storage Chip Prices

Recently, friends planning to upgrade their computers were likely shocked by the prices of memory modules: Acer Predator DDR5 kits were around 6200 yuan at the end of September, skyrocketing to 8000 yuan by late November; even more astonishing is the Samsung 32GB DDR5 server memory, which saw a contract price increase from $149 in … Read more

The Next Semiconductor Battle Begins

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The Next Semiconductor Battle Begins

South Korea is vigorously promoting the power semiconductor industry as one of the “15 major projects for a super innovative economy.” SK Group is participating as the leading enterprise. Previously, semiconductor companies hesitated, believing that semiconductors were “not a core business,” but with the government proposing a public-private partnership model covering the entire supply chain, … Read more

Mitsubishi Gas Chemical’s PCB Factory in Thailand Set to Open in December

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Mitsubishi Gas Chemical's PCB Factory in Thailand Set to Open in December

PCB Network City News In November, Mitsubishi Gas Chemical announced that its factory in Thailand has completed its capacity expansion project.The factory primarily produces BT laminate materials (BT materials) and is scheduled to commence commercial operations in December 2025.This expansion will double the production capacity. Given the continuous rise in demand for 5G/6G (fifth and … Read more

TSMC Suddenly Exits, GlobalFoundries Takes Over! The Landscape of Third-Generation Semiconductors Changes

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A multi-billion dollar transfer of technological power is occurring between two chip manufacturing giants. The global semiconductor foundry market is experiencing a strategic turning point. On November 10, TSMC and GlobalFoundries announced that they have reached a technology licensing agreement, whereby TSMC will license its 650V and 80V Gallium Nitride (GaN) technology to GlobalFoundries. This … Read more

Texas Instruments’ Data Center Business Expected to Surge by 50%

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Texas Instruments' Data Center Business Expected to Surge by 50%

1. Texas Instruments: Data Center Business Becomes the “Engine” for Analog Chip Recovery Recently, Haviv Ilan, President and CEO of Texas Instruments (TXN.US), revealed that the company’s data center business is driving the overall demand for analog chip products towards recovery. This year, many popular chip stocks globally have reached new highs, especially those closely … Read more

The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

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The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

Introduction The Ascend roadmap and domestic HBM are likely to boost the market share of domestic computing chips. To expand chip production, equipment must be prioritized; among front-end, packaging, and advanced packaging, the first to realize returns and the most stable cash flow remains PCB equipment. Overview of Semiconductor Equipment Front-end: Etching and thin film … Read more

The Resurgence of Chip Frenzy! Behind the Low Opening and High Climb of Three Major Indices: Is it a Rebound Starting Point or a Trap for Investors?

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The Resurgence of Chip Frenzy! Behind the Low Opening and High Climb of Three Major Indices: Is it a Rebound Starting Point or a Trap for Investors?

[Market Analysis] The Federal Reserve lowered interest rates by 25 basis points as expected, but there were significant contradictions between its statement, economic forecasts, and Chairman Powell’s remarks, leading to sharp market fluctuations. The US stock market plummeted after the announcement, although it later rebounded, indicating that the market was “not satisfied” with the outcome. … Read more

Price Surge: Popular Chip Models from TI, ST, NXP, and Microchip

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Price Surge: Popular Chip Models from TI, ST, NXP, and Microchip

The chip market prices have been widely reported by major media outlets, reflecting a dramatic decline this year after last year’s significant increases. In times of limited resources and power shortages, companies are adjusting their inventories for panels, laptops, and other products. While some business owners are “busy shooting short videos,” others are quietly waiting … Read more