I almost finished reading Chris Miller’s “Chip Wars” in one go; it is excellently written, clear and concise, giving a sense of seamless flow. After closing the book, I reflected on the past and present of the chip industry and gained a different understanding of the current geopolitical landscape and competitive dynamics.“Latecomer Advantage” or “Latecomer … Read more
Recently, the semiconductor industry in Taiwan has been buzzing with activity. Even the street vendors selling braised pork rice are saying, “It seems that TSMC might have to change its name to American Semiconductor!” This statement sounds exaggerated, but upon reflection, it is not without basis. Take a look at TSMC’s recent major moves. They … Read more
The semiconductor IP model possesses unique attributes that can leverage tens of times the chip products and hundreds to thousands of times the industrial ecosystem. Data shows that in the semiconductor industry, the global IP market size is approximately $5 billion annually, yet it supports a design industry worth $270 billion. When developing a CPU … Read more
“Series on Enterprises and Entrepreneurs” ExplanationSuccessful enterprises share common traits. By identifying common elements in the development paths of successful companies, one can clearly see the necessary conditions for success and reflect on personal gaps. Underdeveloped enterprises may have various issues, which can be illuminated through extensive field research. In summary, understanding more case studies … Read more
The China Semiconductor Industry Association announced on April 11 a notification regarding the rules for determining the origin of integrated circuits, clearly stating that the ‘wafer fabrication location’ will be considered as the origin. Coupled with China’s adjustment of import tariffs on American goods to 125%, there is a hidden strategy behind this move! 1. … Read more
In today’s increasingly complex international military landscape, the demand for advanced weaponry is growing day by day. As a “star fighter jet” imported from Russia, the Su-35 was once highly anticipated, but reality has not lived up to expectations. When we examine the actual application of this aircraft, known as the “ultimate guardian,” in China, … Read more
1. TSMC’s “Americanization”: From Technology Transfer to Mass Migration Recently, TSMC announced an additional investment of $100 billion in the United States, combined with a previous plan of $65 billion, bringing the total to $165 billion, setting a record for the largest foreign investment in U.S. history. This substantial amount will be used to build … Read more
Recently, the Yuan Nuo Technology Transfer Center successfully facilitated a collaboration between Dongtai Weilon Yicheng Intelligent Technology (Jiangsu) Co., Ltd. and Professor Zhang Bing’s team from the School of Electronics and Information at Xi’an Jiaotong University. The two parties will engage in deep cooperation in the field of optoelectronic sensors to further enhance elevator safety … Read more
In 1964, I graduated from Beijing No. 1 Girls’ High School. When filling out my college entrance examination preferences, I applied early for “Harbin Military Engineering Institute”. Growing up in a military compound, becoming a soldier had always been my dream. Attending Harbin Military Engineering Institute would allow me to serve my country while learning … Read more
On May 20, in the high-standard cleanroom of the LCD module production workshop at the Huade Electronics Company in the Southern Economic Development Zone of Tangshan, employees were busy at work. “The first order of 750,000 LCD modules in Tangshan has completed half of the total task volume in less than a month of production,” … Read more