Corporate Innovation Landscape: The Ecological Competition Among Alibaba, SiFive, and Sifang Technology

Corporate Innovation Landscape: The Ecological Competition Among Alibaba, SiFive, and Sifang Technology

A wave of chip innovation based on open instruction sets is spreading globally, from Silicon Valley to Shenzhen, as tech companies compete for control over the future of the RISC-V architecture. In February 2025, Alibaba’s Damo Academy’s XuanTie team showcased its server-grade processor C930 at the Ecological Conference, achieving a high performance level of 15 … Read more

Accelerating Automotive Chip Deployment: Arm’s Bold Moves

Accelerating Automotive Chip Deployment: Arm's Bold Moves

👆If you wish to meet often, feel free to star 🌟 and bookmark it~ When it comes to Arm, we are most familiar with their influence in mobile device SoCs, including smartphones. In recent years, with the rise of Apple’s M-series chips and artificial intelligence, we have also seen an increasing number of Arm architecture … Read more

Vendor Analysis in the Semiconductor Industry: Focus on Etching Equipment

Vendor Analysis in the Semiconductor Industry: Focus on Etching Equipment

Continuing from Part 1, which was written in 2022, some information has become outdated or changed with the development of the semiconductor industry. Therefore, updates are necessary, including etching equipment, lithography equipment, PVD/CVD equipment, CMP equipment, implant equipment, and cleaning equipment. Testing and packaging equipment are not included. Etching Equipment: Referring to some industry research … Read more

DeepSeek’s Statement Sparks Surge in Domestic Chip Stocks

DeepSeek's Statement Sparks Surge in Domestic Chip Stocks

During the release of the DeepSeek-V3.1 model, the official statement from DeepSeek mentioned that the UE8M0 FP8 precision format is “designed for the upcoming next-generation domestic chips.” This statement was interpreted by the market as a significant breakthrough in the underlying technology of domestic AI chips, leading to an optimistic sentiment in the capital market … Read more

Will the Cancellation of Chip Export Controls by the US Lower Smartphone Prices After China’s Response?

Will the Cancellation of Chip Export Controls by the US Lower Smartphone Prices After China's Response?

The United States has suddenly lifted restrictions on chip exports to China, and the Chinese side has responded positively, welcoming cooperation. This article reveals the economic game behind this decision, analyzing opportunities for businesses and benefits for consumers, helping you understand the new dynamics of Sino-US trade. 01 Incident Erupts: US Lifting Chip Controls Draws … Read more

Wolfspeed’s Bankruptcy Filing and Renesas Disbands Silicon Carbide Team

Wolfspeed's Bankruptcy Filing and Renesas Disbands Silicon Carbide Team

According to a recent report by Nikkei News, the slowdown in the electric vehicle market and the continuous increase in production by Chinese silicon carbide (SiC) manufacturers have led to an oversupply in the silicon carbide market and a decline in prices. This has prompted the Japanese semiconductor giant Renesas Electronics to potentially abandon the … Read more

SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025

SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025

SK Hynix CEO Warns: Semiconductor Market May Face Severe Turbulence in the Second Half of 2025 At the recent quarterly executive communication meeting held at the Icheon campus in South Korea, SK Hynix CEO Lee Seok-hee issued a warning to all employees. This internal meeting, named “THE Communication Event,” was live-streamed to all of the … Read more

Wolfspeed Plans Bankruptcy as Renesas Disbands Silicon Carbide Team!

Wolfspeed Plans Bankruptcy as Renesas Disbands Silicon Carbide Team!

On June 2, news from Nikkei reported that with the slowdown in the electric vehicle market and the continuous increase in production by Chinese silicon carbide (SiC) manufacturers, the silicon carbide market is facing oversupply and price declines. This has led the Japanese semiconductor giant Renesas Electronics to potentially abandon the production of silicon carbide … Read more

Chip Market Grows 18.8% Year-on-Year

Chip Market Grows 18.8% Year-on-Year

👆If you wish to meet regularly, feel free to star 🌟 and bookmark it~Source: This article is translated from eenews, thank you. According to statistics from the Semiconductor Industry Association, the global chip market’s three-month average scale in March was $55.9 billion, a month-on-month increase of 1.8% and a year-on-year increase of 18.8%. The three-month … Read more