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In this article, we will provide an overview of the auto semiconductor industry and explore the opportunity arising from the electric vehicle (EV) and automation trends. Auto semiconductor is estimated… By Edward Chan
Learn the light-emitting diode (LED) industry and its competitive landscape. By Edward Chan
This article will discuss a key trend emerging in China’s online entertainment vertical, which is the increasing popularity of short-form videos. By Celia Qiu
We believe innovation is the key growth driver for the industry as new technologies such as quantum dot. By Edward Chan
Q1: What are some of the key drivers for the laser industry? We believe that laser will consistently displace and outgrow conventional material processing technologies and become a critical tool… By Wei Wei Chua, CPA
This article will provide a brief introduction of the original equipment manufacturer and discuss the current competitive landscape. History of hardware OEM Original Equipment Manufacturer (OEM) in the context of… By Edward Chan
The US sanction on Huawei has revealed the rapid development of China’s semiconductor chip design business. We will discuss the latest status of China’s semiconductor chip industry in a series… By Edward Chan
What happened? Intel said in its 2Q20 results presentation the 7nm node launch date was further delayed by another six months from the originally planned launch at the end of… By Edward Chan
In the Right Place at the Right Time Chip1 design (fabless) business is relatively easy to localize, thanks to the mature ecosystem support around the fabless, which has evolved over… By Edward Chan
China’s semiconductor market is the largest in the world. In 2018, China imported US$312.06 billion worth of integrated circuit (I.C.) products, representing 34% of global semiconductor consumption. However, domestic Chinese… By Edward Chan
Q1: What are some of the key drivers for the laser industry? We believe that laser will consistently displace and outgrow conventional material processing technologies and become a critical tool in factory automation. Fiber laser is the most important industrial laser type and should continue to take share from legacy types such as gas and solid-state lasers. By industry, the ...
Q: What is a foundry? A: In the Semiconductor industry, a semiconductor fabrication plant is commonly called a fab or a foundry. It is basically a factory where integrated circuits are manufactured. There are two business models in the industry. An integrated device manufacturer (IDM) is a company with its own foundry and produces its own IC design in-house. ...
Q1: Why does China want to develop its own semiconductor industry? China is the largest purchaser of semiconductor globally but has small presence in the supply side. China accounted for 34% of global semiconductor end-demand in 2018, the largest region globally. In 2019, China imported US$305.6Bn worth of integrated circuit (IC) products, which is one of our largest ...
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