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越南半导体战略正式落地：芯片投资迎来黄金窗口期
2026年7月30日，越南政府正式批准《越南半导体产业发展战略（2026-2035）》，计划吸引超500亿美元投资，建设完整芯片产业链。本文深度解读越南在成本、地缘、政策上的多重优势，分析芯片投资长期
碳化硅功率半导体行情飙升，8英寸产线加速普及，越南供应链迎来新机遇
2026年Q2全球碳化硅功率器件市场规模同比增长22%，价格同比下降15%。随着8英寸产线加速渗透，SiC成本持续下探，新能源汽车、光伏需求爆发。越南凭借制造成本优势和封测产能扩张，正成为SiC供应链
Why invest in chips? Technical barriers and long-term growth build investment moat
This article deeply analyzes the core logic of chip investment from four dimensions: technical barri
NVIDIA Launches Blackwell B200 Chip, AI Chip Demand Triggers HBM4 Memory Price Surge
On July 30, 2026, NVIDIA officially launched the next-gen AI chip Blackwell B200 with 3nm process an
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
