We can use a very vivid analogy to explain: imagine the inside of a chip as a city, and information (data) as vehicles traveling in this city. Old-fashioned “city” (outdated processes, such as 28 nanometers): Imagine a city with outdated planning: • Wide roads but occupy a lot of land: The “main roads” (connections between … Read more
Introduction: From Silicon Wafers to Strategic Weapons Chips, tiny devices made from sand, have become the core battlefield of national competition in the 21st century. When Trump defined semiconductors as “national security assets” in 2017, few anticipated that eight years later, this game would evolve from a nanotechnology race into a global confrontation over rare … Read more
Silicon carbide concept stocks refer to the stocks of listed companies that have relevant business or technological advantages in the research, production, and application of silicon carbide materials across various industry chain segments. Here are some common silicon carbide concept stocks: Tianyue Xjin (688234): The third-largest globally and the largest in China, a supplier of … Read more
(2025 Revised Edition) Before starting the article, I would like to clarify that this represents my personal views, and the sources are from the internet. Please do not criticize if you disagree. Chapter 1: The Art of Sculpting in the Microscopic World In a late-night laboratory in Santa Clara, Silicon Valley, the blue plasma light … Read more
Clearly informing everyone. The most frenzied speculation in tech stocks has begun. But the core focus ahead is neither humanoid robots nor large models. It is storage chips. Because it serves as the cornerstone of the digital age. Not only is it a crucial support for national technological advancement, but it is also an indispensable … Read more
According to news from the semiconductor industry, on September 15, Loongson Technology announced on its investor interaction platform that the development of its first GPGPU chip, the 9A1000, has been basically completed, and tape-out will be delivered within the third quarter, with success dependent on the test results after the tape-out returns. The 9A1000 is … Read more
According to reports from Electronic Enthusiasts (by Huang Jingjing), at the 2025 elexcon Shenzhen International Electronics Show, Dongxin Semiconductor showcased a full range of storage products, including SPI NAND Flash, PPI NAND Flash, DRAM, MCP, and SPI NOR Flash, which are widely used in fields such as the Internet of Things, automotive electronics, wearables, and … Read more
First Company: Jucheng Co., Ltd. Jucheng Co., Ltd. focuses on the AI glasses and storage chip sector, relying on a threefold strategy of “technological positioning + product adaptation + ecological extension” to deeply bind to the core demands of miniaturization and long battery life in AI glasses, establishing competitive barriers in the small-capacity storage market. … Read more
Prices have surged over 50%, with a dramatic increase in HBM demand, presenting a new wave of development opportunities for domestic storage chip companies. The global storage chip market is experiencing a strong uptrend. According to the latest data, storage chip prices have increased by as much as 50%, with Micron Technology reporting a 46% … Read more
According to the financial reports of companies in the first half of the year, by 2025, analog chips are emerging from a cyclical low and accelerating their recovery. Facing a series of emerging scenarios such as artificial intelligence, automotive electrification, communication technology evolution, and photovoltaic technology upgrades, domestic manufacturers are innovating from multiple dimensions including … Read more