The Logic of the AI Chip Industry

The logic of the AI chip industry is driven by two core forces: the explosive demand for computing power and the push for domestic substitution. It relies on the synergy of the “design – manufacturing – packaging” industrial chain, achieving technological breakthroughs and commercialization under the dual drivers of policy and market. The demand side … Read more

Is Achieving Independence in China’s Semiconductor Equipment Harder than Building an Atomic Bomb?

Is Achieving Independence in China's Semiconductor Equipment Harder than Building an Atomic Bomb?

This is the worst of times, yet also the most hopeful of times. Source | Yuan Chuan Technology Review (ID: kechuangych)Author | Liu Rui, Deng YuImage Source | IC PhotoThe lithography machines are monopolized by the Dutch, polishing machines and ion implantation equipment are dominated by the Americans, and even in the semiconductor testing and … Read more