News & Events

The U.S. Commerce Department announced export control measures against ZTE, triggering nationwide attention to domestic chips.
According to statistics, China's integrated circuit product imports have exceeded $200 billion annually for many years. Once lacking "chips," one can imagine what production difficulties would be faced.

So why are "chips" so important? Where are the shortcomings in China's chip manufacturing industry? When can we achieve true "Chinese chips, made in China"? Today let's briefly talk about China's chip manufacturing industry.

According to reports from mainstream domestic media: In the 2018 government work report, the chip (integrated circuit/semiconductor) industry was ranked first in China's real economy by the national government. At the same time, local governments have also developed the chip industry as a local strategic pillar industry.
According to the plans and goals set by the state: By 2020, the gap between China's chip industry and international advanced levels should be further narrowed, with the annual growth rate of the industry's sales revenue striving to be above 20%. Then by 2030, domestic manufacturers in the main links of China's chip industry chain should reach international advanced levels and be able to...

U.S. media released news on Wednesday Beijing time that the United States is considering placing five Chinese companies, including Hangzhou Hikvision Digital Technology Co., Ltd. and Zhejiang Dahua Technology Co., Ltd., on a "blacklist" similar to Huawei's, preventing these companies from obtaining U.S. technology, components, and software, further expanding the scope of attacks on Chinese companies.


Lao Hu wants to point out: The United States is increasing pressure on China, trying to force China to make decisive concessions in trade negotiations. But I want to say, this is wishful thinking. If the United States really has determination, let's see whether China's IT, etc...

A major global semiconductor industry consolidation has just begun. Infineon acquires Cypress
On the afternoon of June 3 Beijing time, German semiconductor company Infineon...
A major global semiconductor industry consolidation has just begun.
Infineon acquires Cypress
On the afternoon of June 3 Beijing time, German semiconductor company Infineon (Infineon) announced that it would acquire Cypress Semiconductor for $23.85 per share in cash, with a transaction value of approximately 9 billion euros (approximately 69.5 billion RMB).
Informed sources revealed that Infineon...

Reference News reported on June 3: The CEO of the UK's largest independent microchip company said that if the technology trade war escalates, the electronics industry will have no choice but to side with China against the United States because "all components are manufactured in China and Asia."
According to the UK's Daily Telegraph website on June 1, Dialog Semiconductor CEO Jalal Bagherli told reporters: "For electronics and chip companies, I think we don't have many choices. China is the manufacturing location for all components."
Dialog...

Last week, the U.S. Commerce Department announced that it would include Huawei and its affiliates on the export control "Entity List" for national security reasons, causing the stocks of major related U.S. industry companies to collectively fall on the first trading day of this week. Analysts pointed out that export controls may bring significant risks to the U.S. semiconductor industry, such as market shrinkage and profit setbacks.
On the 20th, major U.S. stock indices measuring the semiconductor industry's performance fell. Among them, the Philadelphia Semiconductor Index fell 4.02%, and the S&P 500 Semiconductors and Semiconductor Equipment Industry Index fell over 3.8%. Looking at individual stocks, U.S...

Currently, many cutting-edge digital technologies we use rely on semiconductors to achieve. Due to the development of emerging technologies such as autonomous driving, artificial intelligence, 5G, and the Internet of Things, as well as continuous investment in technology R&D and fierce competition among major market players, the global semiconductor industry is expected to continue stable growth in the next decade. The semiconductor industry's merger and acquisition activities have peaked, and professional vertical integration is gradually becoming the industry focus. Japan and  Korea are trying to revitalize their domestic semiconductor industries through acquisitions, while at the same time, ongoing trade wars and intellectual property disputes will make China...

Under the dual influence of China's significant investments in the semiconductor field in recent years and China's vast market, China's semiconductors are playing an increasingly important role globally. Many observers in the international community view China as an opportunity while also worrying about the threats posed by the rise of China's semiconductors. But one thing is certain: in recent years, Chinese semiconductor players have frequently appeared at well-known international conferences, creating considerable global influence.
Since China announced the establishment of a trillion-yuan investment fund to challenge the global semiconductor hegemony, industry giants are contemplating and cautiously defending against China's semiconductor ambitions.
Considering...

The semiconductor industry differs from other industries. In addition to capital drive, the accumulation of technology and product cycles are also insurmountable. "Relying solely on throwing money will definitely lead to a mess, and the cost for both the government and investors will be high. Now some companies, after receiving support, do not earn money from the market but rely on subsidies and investments. This means their pricing is not according to market rules, which is harmful to the industry."
“Chip International Chess Game” Part Seven: The Backside of the Semiconductor Investment Boom
“Chip International Chess Game”...