5G triggers a revolution in the electronics industry

2021 Distribution Thinking: Looking at "China Opportunities" from a "Global Perspective"

Looking back at the two decades from 2001 to 2020, global semiconductors have experienced four major shocks: the first is the Internet bubble in 2001, which caused global semiconductor sales to drop by 32% year-on-year; the second is the financial subprime crisis in 2009, global semiconductors Sales fell by 9%; the third is the double impact of the "cyclical adjustment of the semiconductor industry and the deterioration of the memory market" in 2019, and semiconductor sales fell by 12%-15%; and the fourth is the new crown epidemic in 2020.

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Semiconductor industry capital expenditure grows against the epidemic, SMIC and TSMC rank the top two

 Time of issue: : 2021-07--15

The shift of IC technology towards the 7nm and 5nm nodes, as well as the successive mass production of Chinese memory manufacturers, are the main thrust of semiconductor capital expenditures in 2020; the capital expenditures of foundry industry accounted for the overall semiconductor infrastructure in the past 12 months 34% of investment.

The White House convenes large companies to open a chip summit to restore industry dominance

 Time of issue: : 2021-07--15

A number of American car companies suffering from chip shortages and companies involved in the semiconductor supply chain will send their executives to the White House on April 11 to attend the "Semiconductor and Supply Chain Resilience CEO Summit." Reuters said on the 11th that the U.S. Auto Industry Organization Once urged the government to help, White House officials emphasized that the chip has been involved in the US economy and national security.

5G triggers a revolution in the electronics industry

5G triggers a revolution in the electronics industry

2021 Distribution Thinking: Looking at "China Opportunities" from a "Global Perspective"

Semiconductor industry capital expenditure grows against the epidemic, SMIC and TSMC rank the top two

The White House convenes large companies to open a chip summit to restore industry dominance

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