Domestic Semiconductors equipment manufacturers discuss how to break through in the Industry: The prosperity of end terminals like AI is being transmitted to the equipment sector, and tariff policies do not change the opportunities for growth overseas.

① Many semiconductor equipment manufacturers have stated that their product demand in this year's market is driven by growth in AI, 5G, Internet of Things, New energy Fund vehicles, and other emerging applications, leading to a continued rebound in the overall industry situation; ② Despite the intense changes in international trade policies, domestic semiconductor equipment manufacturers remain bullish on growth opportunities in overseas markets, and strengthen cooperation with domestic and foreign peers, customers, suppliers, etc. to jointly mitigate risks.

cls.cnApr 28 23:17 ET

Frequent bullish policies emerge, a wave of investment in hard technology sweeps across. Experts suggest that the localization of Semiconductors and AI is expected to accelerate.

1. The "China Investment Development Report" mentions that by 2025, hard technology fields represented by Semiconductors and new production power industries will become important investment directions for various Institutions, with the investment amount expected to account for over 80%. 2. Zhang Zhiqian, director of the China Construction Investment Research Institute, believes that the A-share market will stabilize and rebound in 2025, with an increase of over 10%, potentially reaching 4,000 points.

cls.cnApr 26 08:41 ET

The trade war urges a breakthrough in chip and AI innovation. This event in Zhangjiang Science City gathers various sectors to explore collaborative development paths.

① In the special event on in-depth insights into AI and chips held in Zhangjiang Science City, guests stated during the speech segment that the tariff war has impacted the chip and AI industries, but there are also positive factors for industry development; ② Edge AI and AI Agent are developing rapidly, and companies should grasp the technology development trends, utilize the characteristics of domestic computing power, seek breakthroughs in difficulties, and promote the sustainable development of the chip and AI industries.

cls.cnApr 22 09:33 ET

Will the USA's chip restrictions on China have the opposite effect? Experts: Chinese manufacturers such as Huawei will benefit!

① Experts point out that the USA's suppression policy against China's chip industry may backfire, providing development opportunities for domestic Chinese chip manufacturers. ② It is reported that Huawei's latest Ascend 920 AI Chip is expected to go into mass production in the second half of 2025, and experts indicate it is already capable of replacing NVIDIA's H20 chip.

cls.cnApr 21 04:11 ET

The "Origin Certification" accelerates the localization of Semiconductors, with Analog Chips leading the breakthrough; the leading stocks have surged nearly 30% this week.

①HTSC pointed out that as demand from clients in the Autos, Industry and other sectors gradually recovers, the Analog Chip Industry is entering a stage of mergers and acquisitions; ②Tianfeng believes that the Analog Chip, due to its characteristics of 'narrowing technology gap + low domestic production rate', has become a core breakthrough direction.

cls.cnApr 17 03:18 ET

$500B Commitment: Why Can't NVIDIA Secure H20 Export License?

Moomoo News GlobalApr 16 02:56 ET