Insights
In the post-Moore's Law era, chiplet design has been burgeoning as the mainstream architecture. With the widespread adoption of EUV technology by foundries on process nodes of 5nm and below, the cost of semiconductor fabrication has skyrocketed. The cost of the 5nm process has grown by almost 1x ...
Insights
Sodium-ion batteries are burgeoning as a popular alternative to lithium-ion batteries, thanks to the efforts of Chinese automakers who are pushing for its mainstream adoption. Leading Chinese companies like CATL and BYD are ramping up the production of sodium-ion batteries. In mid-April, CATL and...
In-Depth Analyses
OpenAI's ChapGPT, Microsoft's Copilot, Google's Bard, and latest Elon Musk's TruthGPT - what will be the next buzzword for AI? In just under six months, the AI competition has heated up, stirring up ripples in the once-calm AI server market, as AI-generated content (AIGC) models take center stage. ...
In-Depth Analyses
From the Entity List in 2020 to the Chips and Science Act of 2022, the US government has been tightening its grip on China's semiconductor industry by blocking the export of advanced semiconductor manufacturing equipment. The pressing question on everyone's mind is: Will China's semiconductor indust...
In-Depth Analyses
The compound semiconductor market has been flourishing in recent years thanks to the strong demand from markets such as electric vehicles and renewable energy. This has led to an increase in M&A as companies race to establish their position in the industry. The market has seen a significant s...