Finance · 06/10/2025
SMIC's sale of its stake in SMIC Ningbo aims to focus on advanced manufacturing processes below 14nm, enhancing its high-end chip manufacturing capabilities. The acquisition by Goke Micro expands its RF front-end manufacturing capabilities. This reflects a trend of industry integration in China's semiconductor sector. By specializing and integrating resources, the industry seeks to overcome bottlenecks in advanced chip manufacturing and achieve industrial upgrading. This strategic move underscores the ongoing efforts to bolster China's semiconductor independence and competitiveness in the global market.
Finance · 03/04/2025
TSMC Increases US Investment to 165B Amid Taiwan Tensions
Former US President Trump warned of a disaster if China invades Taiwan. In response to potential risks, TSMC announced an additional $100 billion investment in the US to expand its chip manufacturing operations, bringing the total investment to $165 billion. This move aims to boost domestic chip production in the US and reduce reliance on Asian supply chains. However, geopolitical risks remain a crucial factor influencing the semiconductor industry. The increased investment reflects a strategic shift amid growing concerns about regional stability and the vulnerability of the global chip supply.
Finance · 08/14/2025
AI Transforms Material Science and Chip Design
AI is revolutionizing materials science, chip design, healthcare, supercomputing, and sensing technologies. While facing ethical challenges, companies like DeepSeek and Adobe are leading the way in shaping future developments. AI's impact spans across diverse sectors, promising advancements in efficiency, performance, and innovation. Its potential to accelerate scientific discovery and optimize complex systems is immense, but responsible development and ethical considerations are crucial to ensure its beneficial application across all fields.
Education · 08/21/2025
Chinas Chip Industry Faces Innovation Hurdles Talent Shortage
This article focuses on the cutting-edge advancements in the semiconductor industry, analyzing technological innovations such as multiple exposure and TGV. It reveals market trends in magnetic sensors and LiDAR, highlighting the severity of the chip talent shortage and the path towards self-reliance under technological blockade. With accelerated domestic substitution, the Chinese semiconductor industry is ushering in new development opportunities. The paper emphasizes the importance of overcoming these challenges to achieve sustainable growth and global competitiveness in the semiconductor sector.
Finance · 07/22/2025
How To Identify And Invest In Blue Chip Stocks
Blue-chip stocks refer to the stocks of companies with strong performance and stable finances, providing reliable returns during economic fluctuations. When investing in blue-chip stocks, it is essential to focus on indicators such as earnings per share and return on equity to select trustworthy investment options.
Culture · 05/09/2025
Traditional Chip Packaging Process Thinning to Final Testing Explained
This article provides a detailed analysis of the various stages of traditional chip packaging processes, including thinning, cutting, placement, wire bonding, cleaning, and molding. It highlights the technical significance of these processes and their applications in the semiconductor industry, helping readers gain a comprehensive understanding of the details and impacts of each step.
Finance · 08/06/2025
US Eases Chip Software Ethane Export Curbs to China
The United States has lifted restrictions on exports of chip design software and ethane to China, paving the way for technological and energy collaboration between the two countries. This move could revitalize the economic ties between the nations and promote the development of China's high-tech sector.
Finance · 02/17/2025
TSMC Partners with Intel to Boost US Chip Production
The US is pushing for cooperation between TSMC and Intel to strengthen its domestic semiconductor industry. Potential collaboration models include equity investment, joint ventures, or business divisions, but face challenges in technology integration, market competition, and geopolitical factors. TSMC needs to carefully weigh its options and develop a comprehensive strategy to maintain a favorable position in the global chip war. This collaboration could reshape the semiconductor landscape, but its success hinges on navigating complex technological and political hurdles.
Finance · 05/22/2025
Cowos Chip Stocks Thrive in Taiwan Despite Market Volatility
This article analyzes the signals indicating the end of the Taiwan stock market's short squeeze rally and the counter-trend rise of CoWoS concept stocks. Analyst Chen Chih-Lin provides investment strategies for investors to achieve stable gains in a volatile market by interpreting shareholding changes and market trends. He emphasizes the importance of carefully selecting individual stocks, monitoring shareholding dynamics, controlling position sizes, and strategically buying on dips. The analysis aims to provide a framework for navigating market fluctuations and identifying potential investment opportunities within the CoWoS sector.
Job Search · 08/06/2025
US Manufacturing Industry Sees Expanding Career Opportunities
This article explores the career development opportunities and growth paths within the U.S. manufacturing sector. It covers the job responsibilities and skill requirements for various positions and emphasizes the importance of education and training. The goal is to help job seekers understand how to achieve success in this industry.
Culture · 05/09/2025
Inside the Semiconductor Chip Packaging Process From Wafer to Product
This article provides an in-depth analysis of the key steps in traditional chip packaging processes, including wafer thinning, dicing, die bonding, wire bonding, and molding. It emphasizes the critical importance of each stage in enhancing chip performance and reliability.
Finance · 08/06/2025
Usvietnam Trade Deal Chip Act Boost TSMC Shares to NT1100
The trade agreement between the US and Vietnam and the passage of the Inflation Reduction Act have resulted in a nearly 4% surge in TSMC's ADRs, leading the Taiwanese stock market to return to the 1,100-point mark, with the overall market increasing by over a hundred points, reflecting a positive economic outlook. Other electronic stocks also performed strongly, with several industries benefiting significantly.
Finance · 08/06/2025
US Eases Chip Design Software Export Curbs Lifting Chinese Stocks
The U.S. lifted export restrictions on Chinese chip design software, leading to a rally in China's three major stock indices. This policy not only boosted market confidence but also brought about positive changes in trade relations between China and the U.S. in certain industries.
Finance · 08/05/2025
US Launches Semiconductor Tech Center to Boost Domestic Chip Production
In 2024, the United States established the National Semiconductor Technology Center (NSTC) to enhance semiconductor production capacity and ensure economic and national security. The center aims to revitalize the U.S. semiconductor industry through public-private partnerships, fostering innovation and boosting competitiveness.
Finance · 04/02/2025
Tsmcs 100 Billion Bet Tests US Ties and Chip Dominance
TSMC has committed to investing tens of billions of US dollars in expanding production in the United States, aiming to alleviate pressure from the US government. However, investors have reacted tepidly to this strategy. While this move will increase US-based production capacity, it represents only a small portion of the company's total revenue and may impact profitability. TSMC faces numerous challenges in its US expansion, including equipment, labor shortages, and geopolitical risks. In the long run, overseas expansion is a necessary choice for TSMC to overcome domestic resource constraints.