Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.

① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.

cls.cnDec 3 10:45 ET

"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.

① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.

cls.cnNov 26 21:56 ET

Will the chip factory brought in by Biden be 'sabotaged' by Trump? The US manufacturing industry is very worried.

①Whether it's Biden, Harris, or Trump, they are all keen to see the reshoring of the manufacturing industry in the USA; ②But under the same goal, the two parties, Democrats and Republicans, seem to be taking completely different paths; ③And behind this significant difference, many American industry professionals are worried that the factory construction boom that Biden struggled to start with subsidies during his tenure may come to a sudden halt after Trump takes office...

cls.cnNov 4 02:51 ET

Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.

Track the entire lifecycle of the main sector.

cls.cnOct 20 21:25 ET

Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.

①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.

cls.cnSep 26 19:39 ET

European semiconductor industry calls for open trade: economic security should not be based on restrictive measures.

①The members of the European semiconductor industry association include asml holding, Infineon, and other well-known European industry manufacturers; ②The European Union once launched the first chip law in April 2023, but many first batch subsidy projects are already delayed or in doubt; ③The European industry association has called for the urgent introduction of a "Chip Law 2.0" support policy.

cls.cnSep 2 21:32 ET