Driven by surging AI compute demand, the global semiconductor market is expected to surpass $700 billion. This article provides an in-depth analysis of growth opportunities and challenges across segments such as MCUs, analog chips, and power devices.
As NEV penetration continues to climb, demand for automotive-grade chips is growing rapidly. This article analyzes the latest changes in the global automotive chip supply chain and the opportunities for domestic substitution.
5G infrastructure buildout is accelerating, bringing new growth opportunities to segments such as base-station RF chips, optical modules, and baseband processors.
As large model scales continue to grow, the chip cost, power consumption, and compute efficiency of AI inference and training have become the industry’s focus.
Domestic semiconductor equipment has made breakthroughs in etching, cleaning, and inspection; localization rate on 28nm lines has exceeded 50%.
Silicon carbide (SiC) power devices are accelerating the replacement of IGBTs in new energy vehicles and PV inverters, with the 800V platform driving demand for 1200V SiC modules.
