The surge in AIGC and new technologies such IoT, AI, 5G, AR/VR are driving a huge demand for computational power of high-end chips. This has been even outpacing the performance increase offered by the long-standing Moore's Law, ushering in a "post-Moore" era where revolutions in advanced chip design...

Under the grand banner of China's domestic substitution policy, the wave of locally produced chips is swiftly spreading to the realm of Power Management ICs (PMICs). Over the past three years, the number of fundraisings for Chinese PMIC manufacturers has shot up. We've seen an increase from 18 ro...

The risks associated with the United States' suppression of China's semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude or gradual...

Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...

From the Entity List in 2020 to the Chips and Science Act of 2022, the US government has been tightening its grip on China's semiconductor industry by blocking the export of advanced semiconductor manufacturing equipment. The pressing question on everyone's mind is: Will China's semiconductor indust...