technology cycle

The Semiconductor Industry: A Key Player in the Technology Cycle and Collective Breakthrough of Domestic Substitution

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As global technological competition enters a critical phase, the semiconductor industry is defining the underlying logic of a new technology cycle with unprecedented significance. This industrial cluster, covering integrated circuits, display panels, photovoltaics, LEDs, sensors, and other trillion-dollar markets, serves as the “grain” of the digital economy and the “skeleton” of high-end manufacturing. As Moore’s … Read more

Semiconductor Review 32: Summary of Semiconductor Investments Over the Past Three Years

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Semiconductor Review 32: Summary of Semiconductor Investments Over the Past Three Years

1. Introduction First, let’s take a look at the past five semiconductor cycles since 2010. From a time perspective, the current fifth upward cycle has lasted 35 months, while the longest in the past 15 years was 36 months. Of course, AI is still booming, and I cannot say that the sector cannot continue to … Read more