Article archiving：20250725

In 2021, global electric vehicle sales increased by 108% from 3.24 million in 2020 to 6.75 million, and market share increased from 4.2% in 2020 to 8.3%. Electric vehicles alone contributed about US$1.1 billion in IGBT sales, and the global IGBT market size is expected to reach U

In-depth report of the electronics industry: There are structural differences in supply and demand, and domesticization is still the long-term main line (Part 1)

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ASPEED is currently the world's number one BMC chip supplier and was selected as one of the "Forbes Asia's 200 Best Billion Companies" in 2014, 2015 and 2018.

Xinhua Technology is attracted by Xinhua Technology and uses it on its own Cupola360 System-on-Chip (SoC)

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Overall, the development of the 5G industry is currently slightly lower than expected. We believe there are two reasons: First, compared with 2/3/4G, 5G is a transformation from the "19" to "91" model. The main application scenarios are on the B end, and the mature application of

Communications Industry Research: Investment Opportunities in the Communications Industry in the New Generation ICT Industry Chain

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2022 is the third year of China's large-scale 5G network construction. As of April 2022, the proportion of 5G mobile phone users has reached about 20%, which has theoretically reached a sweet area of accelerated penetration.

Communications industry strategy for the second half of the year: Focus on new infrastructure and high growth

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Hu Yang and Zhao Hengzhen of Huaan Securities Co., Ltd. recently conducted research on Lanqi Technology and released a research report "DDR5 penetration rate has steadily increased, and net profit attributable to shareholders has reached a new high after deducting non-operating i

Huaan Securities: Give Lanqi Technology a buy rating

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Ma Tianyi and Ma Jiawei, Minsheng Securities Co., Ltd., recently conducted research on Tianfu Communications and released a research report "Comment on the 2022 Semi-annual Performance Express: Performance meets expectations, and demand in the digital communication field builds g

Minsheng Securities: Give Tianfu Communications a buy rating

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Recently, the U.S. House of Representatives officially passed the Chip Act. According to the outline of the U.S. Chip Act published on the official website of the Senate, a total of US$52.7 billion will be provided for subsidies from 2022 to 2026, of which US$39 billion will be u

Two waves of semiconductors are about to break out! This low-level leader is expected to explode

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The company adjusted its product structure, focusing on switches, servers and automotive PCBs, and its revenue and profits entered the stage of accumulation. In addition, the price of raw material copper clad plates turned down and its operating performance improved. In Q1 2022,

Focusing on high-end, Shanghai Electric Power Co., Ltd.: Continue to break through high-end products, and Shutong Automobile PCB has great potential

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But we believe that the glory of the industry in the past decade is not the end: although the demand for Internet cloud manufacturers has slowed down in the short term, the long-term hardware expansion trend remains unchanged, the construction of private clouds on the government

CICC | China X86 Server: Ten Years of Glory Not the End, Five Questions and Five Answers to the Future

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After acquiring Xilinx, AMD's product line has become more complete, especially in the data center capabilities, and we continue to be optimistic about AMD's one-stop chip provision capabilities in the era of Internet of Things, and data center chips are still the pillar of the c

From Nvidia/AMD to Maywell Technology, data center chips have become the winner?

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Kuomintang Taipei City Councilman Xu Qiaoxin posted several photos on the 6th, questioning the Democratic Progressive Party Taipei Mayor Candidate Chen Shizhong held hands and hugged his wife, and released a 47-second video on the evening of the 7th, triggering discussions from a

Chen Shizhong "hugged his wife" does not admit his mistake, but the street interview polls are furious: they are "taking advantage"

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On November 8, the "County Development Monitoring Report of Western China 2022" was released (hereinafter referred to as the "Report"). The "Report" also revealed the list of "Top 100 Counties and Cities in Western China 2022" and "Top 100 Counties and Cities in Western China 202

Wuqi County is on the list of the top 100 counties and cities in western China in 2022, ranking 66th on the list

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As of November 25, 2021, the Yangtze River Telecom business index was basically flat, ranking 18th among the 32 Yangtze River first-level industries. As of November 26, 2021, the price-to-earnings ratio of the first-level industry classified telecommunications business in the Yan

5G Communications Industry In-depth Research Report: The Starting Point of the Golden Decade of 5G Application

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Overview of this week's market: This week's Shenwan Semiconductor Industry Index fell 4.07%, the ChiNext Index rose 1.61%, the Shanghai Composite Index fell 0.57%, the Shenzhen Composite Index fell 0.49%, the SME Index fell 1.20%, and the Wande All A fell 0.28%.

"Semiconductor Weekly Report 0814/0821" New energy drives third-generation semiconductors to exceed expectations

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As of June 2, 2022, the telecommunications business segment PE-TTM was 38.03x, lower than the historical valuation median 43.65x, and at the 29.61% historical quantile.

The medium-term strategy for the communications industry in 2022: Grasp the prosperity cycle of Beidou, optical modules, and the Internet of Things

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