In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

In-Depth Analysis of Storage Chips, Optical Chips, Computing Power Chips, SOC Chips, and Analog Chips (Including Core Chip Concept Stocks)

The global semiconductor market is expected to reach $697.1 billion by 2025, with demand for AI-related chips becoming a core growth driver. The Chinese market accounts for nearly $30 billion, presenting structural opportunities in fields such as computing power chips and storage chips. The industry is showing polarization: demand for data centers and AI chips … Read more

The Three Musketeers of Domestic Chips: In-Depth Analysis of 9 Core Leaders in Storage, MCU, and Automotive Chips!

The Three Musketeers of Domestic Chips: In-Depth Analysis of 9 Core Leaders in Storage, MCU, and Automotive Chips!

In the market, no detail is too small; the subtle reveals the profound! With a fierce heart, one can delicately smell the roses! Written by Decoding Master August 23, 2025, Saturday In 2025, the global semiconductor industry is experiencing undercurrents, and Chinese chip companies are rapidly seizing the strategic heights of storage, MCU, and automotive … Read more

Key Developments and Representative Companies in Domestic Chip Industry

Key Developments and Representative Companies in Domestic Chip Industry

Key developments in the domestic chip industry and representative companies in major fields: Field Key Developments Representative Companies/Technologies Level/Status Advanced Manufacturing Processes 14nmmass production,7nmbreakthrough SMIC Leading in mainland China e-Flash technology mass production below28nm Lingkai Semiconductor Internationally competitive, filling domestic gaps AIChips FP8precision solutions, computing power optimization, ecosystem building Huawei Ascend910B, Moore ThreadsMUSA, Cambricon Ascend910B … Read more

A Closer Look at Storage Chips: The Case of DeMili

A Closer Look at Storage Chips: The Case of DeMili

Let’s briefly discuss one of the representatives of storage chips—DeMili. The company focuses on the design and development of storage control chips and the development and sales of storage module products. Here are the details: 1. Design and Development of Flash Memory Control Chips The company specializes in the design and development of flash memory … Read more

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

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

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

Epic Reversal! Storage Chips Initiate a New Super Cycle

Epic Reversal! Storage Chips Initiate a New Super Cycle

In the vast landscape of the semiconductor industry, storage chips have always played a key role as a barometer. Currently, an epic reversal that is shaking the industry is underway. Driven by the explosive growth of AI computing power, accelerated domestic substitution, and the restructuring of supply and demand patterns, the global storage market is … Read more

China’s Semiconductor Tariff Exemption List Released! Storage Chips Still Restricted, Industry Calls for Further Relaxation

China's Semiconductor Tariff Exemption List Released! Storage Chips Still Restricted, Industry Calls for Further Relaxation

According to exclusive reports from Caijing, China’s import tariff exemptions for 8 semiconductor/integrated circuit-related tariff codes have officially come into effect, involving key equipment and materials for chip design, packaging, and testing. This move will directly reduce costs for enterprises, but storage chips (such as DRAM and NAND) are still excluded from the list, sparking … Read more

Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

Strong Measures! Chip Origin Determined by Wafer Production! Overview of Storage Chip Segments and Core Beneficiary Stocks

Follow our official account and pin it to the top to receive daily updates. After reading the article, please click “Read” or “Like” to get the latest updates immediately. The China Semiconductor Industry Association has issued an urgent notice regarding the “origin” identification rules for semiconductor products. According to the relevant regulations of the General … Read more