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Advanced packaging capacity expansion accelerates, AI chip demand drives new semiconductor cycle
July 2026: Samsung, SK Hynix Q2 earnings beat estimates on robust AI memory demand; TSMC to double C
Investment Value of Automotive-grade Chips Highlights Amid Intelligent Vehicle Wave
As vehicle E/E architecture evolves towards domain-centralized, demand for automotive-grade chips su
Vietnam Semiconductor Bootcamp Launches in Ho Chi Minh City: A New Hub for IC Design and Packaging & Testing Talent
July 28, 2026: Vietnam's first major semiconductor bootcamp opened in HCMC, focusing on IC design &
Vietnam's new chipmaking breakthrough: 28nm process enters mass production, accelerating semiconductor self-reliance
In July 2026, Vietnamese semiconductor firm FPT Semiconductor announced mass production of 28nm chip
Global Chip Investment Boom Continues: AI and Domestic Substitution Dual-Driven, Long-Term Value of Semiconductor Track Highlighted
In July 2026, global chip investment remains hot, with AI computing demand explosion and accelerated
Global semiconductor market up 12.3% YoY in Q2 2026, AI chips and automotive electronics as dual engines
Global semiconductor market up 12.3% YoY in Q2 2026, driven by strong demand for AI chips and automo
英特尔押注18A工艺：2027年AI加速芯片能否扭转颓势？
英特尔宣布将于2027年推出基于18A工艺的AI加速芯片，旨在夺回制程领先地位。本文分析该战略对芯片行业格局的影响，以及英特尔面临的挑战与机遇。
2026年Q2全球芯片市场分析：AI驱动需求激增，投资窗口已至
2026年第二季度全球芯片市场报告显示，受AI和自动驾驶需求推动，半导体销售额同比增长18.3%，达1680亿美元。本文深度剖析市场趋势、区域格局及投资逻辑，为投资者提供芯片赛道关键洞察。
Global Semiconductor Market Recovers in July 2026: Memory Chips Lead, Foundry Capacity Utilization Rises
On July 27, 2026, latest data shows global semiconductor market recovery in Q2, with DRAM and NAND F
A-share V-shaped reversal, tech stocks surge
On July 21, A-shares staged a deep-V reversal; tech stocks led gains with STAR 50 surging nearly 8%
Semiconductor Equipment Sector Under Pressure, Short-Term Adjustment Does Not Change Long-Term Logic
On July 16, 2026, A-share semiconductor equipment concept stocks saw significant adjustments, with J
Semiconductor Equipment Sector Under Short-Term Pressure, Long-Term Logic Unchanged
The semiconductor equipment sector has recently pulled back, with stocks like Jiangfeng Electronics
Semiconductor High-End Materials: Key to Solving Chip Bottleneck
Semiconductor high-end materials are core to chip manufacturing, long monopolized by the US, Japan,
Semiconductor Industry Enters Trillion-Dollar Era
In 2025, the global semiconductor market reached $791.7 billion, a year-on-year increase of 25.6%, a
ASML Price Hike Sparks TSMC Opposition, Lithography Market Game Intensifies
Global chip lithography giant ASML plans to raise DUV system prices by 10%, with TSMC explicitly opp
