Semiconductor Bootcamp
英特尔在前沿技术领域的探索和布局具有行业标杆意义,其发布的技术路线图和成果为半导体行业提供了重要参考方向。 在IEDM 2024大会上,英特尔发布了7篇技术论文,展示了多个关键领域的创新进展。这些技术涵盖了从FinFET到2.5D和3D封装(EMIB、Foveros、Foveros Direct),即将在Intel 18A节点应用的PowerVia背面供电技
Chip Trend Indicator
The semiconductor industry is in a cyclical recovery phase, with global market size growing steadily and a clear demand rebound trend. Domestic substitution policies continue to drive progress, and new quality productivity unlocks growth potential. The A-share semiconductor sector sees performance recovery, bringing new opportunities across the industry chain. This article analyzes industry recovery signals, listed company performance, and future outlook.
Why Invest in Chips
At the IEEE conference, Huawei officially unveiled the Tau (τ) Law, replacing 'geometric miniaturization' with 'time miniaturization' as a new principle for semiconductor evolution, offering a third path for the global semiconductor industry and marking China's shift from follower to leader.
Why Invest in Chips
Explores structural changes in the global semiconductor industry, from tech co-opetition, geopolitics to macro factors like US rate hikes, analyzing deep chip ecosystem restructuring and strategic significance of advanced processes and self-sufficiency.
Why Invest in Chips
Explore the physics, industry chain, market status, and future trends of semiconductors. They are the core of smartphones, cloud computing, AI, and EVs, driving global digital transformation and energy efficiency. Learn how semiconductors become the key force driving the digital age.
Chip Trend Indicator
Qualcomm announced at Investor Day its full entry into AI data centers and automotive, targeting $40B non-mobile revenue by 2029, shedding reliance on mobile chips for a three-pillar strategy: data center, automotive, mobile.
Chip Trend Indicator
International oil prices have fallen from highs, heightening risk aversion, and funds are moving heavily into Singapore REITs. REITs have regained favor as market darlings due to stable yields and inflation-hedging characteristics, especially as falling oil prices ease inflation pressure and rate cut expectations rise, attracting investors seeking long-term stable returns.
Chip Trend Indicator
Micron Technology's Q3 FY revenue beat expectations, revealing a structural shift in the storage supply chain during AI infrastructure buildout. 16 long-term agreements, a $100 billion guaranteed revenue floor, and a new demand cycle from humanoid robots offer investors a chance to reassess the AI industry.
Semiconductor Market
Gold market sees dramatic shift: spot gold plunges 2.7%, breaking $4,000 psychological level to a 7-month low. Strong dollar index, rising Fed rate hike expectations, and easing geopolitical tensions dim safe-haven demand. Bulls caught off guard after early-year record highs, prompting market reassessment of long-term precious metals trends.
Semiconductor Market
U.S. President Trump abruptly canceled the signing of the 21st Century Housing Road Act two hours before the event, sparking political shock. This move intensified internal GOP Senate battles and targeted Fed rate policy, straining White House-central bank relations. The bill, once bipartisan, now faces uncertainty.
Semiconductor Market
Jensen Huang refuses to attend US Congress hearing; NVIDIA stock rises instead of falling. Deconstructing the truth behind this AI chip rebound, Phase 2 market logic, NVIDIA's three major risks, and retail investor strategies: Understand whether the current AI mainline is a recovery or a trap.
Semiconductor Market
Semiconductor chip stocks plunge evaporating trillions in market cap; AI industry enters Phase 2 competition! Analyze the logic behind the deep NVIDIA & SK Hynix partnership, understand HBM high-bandwidth memory trends, competitive landscape of SK Hynix, Micron, Samsung, and review AI infrastructure investment opportunities and core risks.
Semiconductor Market
On June 10, 2026, US stocks closed broadly lower. The Dow and Nasdaq fell nearly 2%, while the S&P 500 and Nasdaq hit new multi-week lows. Escalating Middle East geopolitical tensions and a higher-than-expected US CPI boosted Fed rate hike expectations, triggering a massive sell-off in the chip sector.
Semiconductor Market
South Korea's stock market surged led by tech stocks, with Samsung Electronics reportedly announcing a 90 trillion won buyback; Japan's stock market fluctuated due to central bank rate hike uncertainty. Analyzing the structural rivalry behind the divergence of the two capital markets.
Semiconductor Market
MAS launches S$5B EQDP to boost stock market by simplifying IPOs; adjusts GIP requiring single family offices to invest at least S$50M of S$200M AUM in SGX-listed stocks, tightening scope to direct long-term capital to SGX.
