Learn why to invest in chips: from semiconductor industry growth, domestic substitution, technical barriers, policy support to long-term market demand, and analyze chip investment logic and industry prospects.
With the explosive demand for AI computing power and diminishing economic returns from traditional transistor scaling, Chiplet advanced pack
In Aug 2026, RISC-V penetration in server HPC chips historically surpassed 5%, marking the open ISA's assault on the x86/Arm-dominated cloud
In Q3 2026, the edge AI chip market reaches a structural turning point. The scaled shipment of AI phones, AI PCs, and smart IoT terminals is
In Q2 2026, global edge AI chip shipments surpassed cloud inference chips for the first time, marking a structural shift in the semiconducto
As generative AI's computing demands push electronic interconnects to their physical limits, silicon photonics is reaching a historic mass p
Global hyperscale data center operators' chip capex is expected to exceed $400 billion in 2026, with AI inference demand surpassing training
Singapore's government recently released the Semiconductor Industry 2030 Blueprint, doubling down on its local chip manufacturing and design
On August 1, 2026, the National Integrated Circuit Industry Investment Fund Phase III (National Fund Phase III) was officially fully launche
By the end of July 2026, global chip inventory adjustment is nearing completion, with many institutions predicting demand recovery in the se
Global semiconductor capex is forecast to hit a record $250 billion in 2026, driven by AI, autonomous driving, and 5G/6G demands. This artic
