Regarding the restrictions imposed by the United States and other countries on China’s semiconductor industry, the recent statement by the China Semiconductor Industry Association has sparked heated public opinion. Among them, there is a view that has gained many people’s recognition: the world of the jungle does not need to rely on anyone’s mercy. The […]
In the context of the continuous downturn in the global application market, the utilization rate of wafer foundry capacity has generally declined. Since the third quarter of 2022, more and more IC design manufacturers have cut orders, and the order cutting effect in the fourth quarter is more obvious. In order to maintain the OEM […]
Recently, the Taiwan media reported that several chip foundries in Taiwan, China, such as Lianneng, Li Electromechanical and other global leading enterprises have reduced their prices to compete in the market. As long as customers are willing to place an order, they can negotiate a price reduction of up to 20%, indicating that China’s expansion […]
Introduction In the past few decades, automation has become increasingly important in the industrial sector. Automation is the use of machines, computers, or robots to replace or supplement human labor in the production of goods and services. Automation technologies can increase efficiency, reduce costs, and improve safety and quality. One particular area of automation […]
Last week, another important message came from the Chinese semiconductor equipment market. The local cleaning equipment manufacturer Shengmei Shanghai launched a new type of post-CMP cleaning equipment, which is the company’s first post-CMP cleaning equipment for cleaning after manufacturing high-quality substrate chemical mechanical polishing process. The 6-inch and 8-inch configurations of the cleaning equipment are […]
Last December, a ten-page public statement by Jiankun Group became Zhao Weiguo’s last desperate attempt. In the statement, Jiankun Group pointed directly at the administrator of the bankruptcy reorganization of Ziguang Group, saying that this reorganization plan will directly cause the loss of state-owned assets of 73.419 billion yuan in the current period, and most […]
After the “cool” ST and TI, another brand in the spot market recently attracted our attention frequently. At the bottom of the recent article, we were surprised to see the view that “TI can’t save, but ADI is scarce”. Some people directly shipped ADI at the market price in the message, and some readers want […]
The debate over the semiconductor market over the weekend was a storm. Big V believes that there are ten reasons to be negative about semiconductors in terms of technology and fundamentals. On the contrary, the semiconductors and even the electronics researchers of securities companies are excited. For example, China Merchants Electronics said that “localization logic […]
[Blue Technology Overview] In recent years, it is well known that investment in the semiconductor industry has become a hot topic, and both the primary and secondary markets continue to be promising. Especially in 2021, the chip price rose dramatically, which was reflected in the high investment enthusiasm of the primary market and the soaring […]
