[Core Information] DRAM price outlook next year will fall, Nvidia’s new chips face delivery delays1. Institutions: DRAM prices will fall across the board in 2025DDR4/LPDDR4X due toSufficient supply, weak demandAlready th...

[Core Information] Domestic semiconductor mergers and acquisitions are on the rise: EDA integration, automotive simulation enhancements, storage price increases and AI chips are in syncDomestic semiconductor industry foc...

Automotive SerDes chips: Smart cars are high-speed arteries, and domestic substitution is making a full breakthroughSerDes are smart carsCamera, radar, large screen, domain controlThe high-speed data artery between them...

Wingtech’s broken arm, Vail’s name change, and the rise of domestic AI chips: six major strategic shifts in the semiconductor industry (2025.5.20)This week’s core highlights:Wingtech completely divested ODM, Vail shares...

Interface chips are becoming popular again: American brands fluctuate violently, and domestic interface chips are strongly on the riseRecentlyRS-485/RS-422, digital isolation, serial communicationThe demand for interface...

2025 年 7 月初半导体核心资讯：DDR4 涨价见顶、GaN 格局生变、国产存储与车规芯片突破这轮资讯清晰勾勒出 2025 年中半导体市场三大主线：DDR4 内存涨价周期即将见顶、氮化镓 (GaN) 代工格局重塑、国产芯片在存储、车规、无线通信领域密集突破，同时反映出行业从 “价格战” 转向 “安全与性能竞争” 的深层逻辑。一、存储市场：DDR4 涨价难持续，Q4 或将触顶回落1. DDR4 价格走势：Q3 疯狂、Q4 拐点当前现状...

【芯资讯】恩智浦深化中国本土化，长鑫存储启动 IPO，存储与 AI 芯片双轮驱动（2025.7.9）本期核心看点：恩智浦推进全链条中国造、长鑫存储正式启动上市辅导、HBM 短缺将持续至 2027 年、瑞萨发布顶级 AI MCU、格罗方德收购 MIPS、政策力推 SiC 与主控芯片国产化。全球半导体市场在 AI 与汽车电子驱动下持续高增，中国成为战略重心。一、恩智浦：中国战略全面升级，打造 全中国产线作为中国市场占比最高（36%）的欧洲半...

NVIDIA H20 returns to China: The industrial chain disruption and symbiosis under the AI chip special supply gameOn July 15, 2025, Nvidia H20 AI chip was approved by the United States to resume exports to China, ending a...

Consumer-grade chips are on the road: the new competition point of smart cockpit, the moat of car specifications is torn openXiaomi YU7 equipped withQualcomm Snapdragon 8 Gen3 (mobile phone chip)Getting into the car is t...

September 3 Military Parade Tiananmen Square8K+HDR VividPerfectly presented on a giant screen, the core is1.3 million domestic display driver chipsprecise control.ChiChuang NorthICND2055S+ICND2018APTwo-chip solution to76...