芯耀计划

• 国产分立器件出海样本：MDD辰达半导体十八年进阶之路

  日本富士经济发布报告显示，2025年全球功率半导体市场规模将达到37550亿日元，预计至2035年增至73495亿日元，十年间接近翻倍。第三代功率半导体（碳化硅、氮化镓）增速迅猛，预计从2025年的5368亿日元增长至2035年的25077亿日元，年均复合增长率超过16%。国内市场方面，尽管基础品类价格战激烈，但士兰微、比亚迪半导体等中国企业逐渐进入全球功率器件Top10榜单，显示出国产厂商在高端领域的崛起。

  夏珍

  1356

  06/03 10:12

  与非观察 第三代半导体

  
• Xiaomi Earnings: Profit Halved

  Xiaomi Group released its financial report for the first quarter of 2026. The company recorded total revenue of 99.142 billion yuan, a year-on-year decrease of 10.9%. Net profit stood at 4.735 billion

  史德志

  2500

  05/27 11:32

  芯耀计划

  
• NVIDIA Q1 Revenue Surges Over 85%

  On May 20, 2026, Eastern Time, NVIDIA released its financial results for the first quarter of fiscal year 2027 (the quarter ended April 26, 2026, calendar year) after the market close. First-quarter r

  史德志

  1576

  05/21 13:52

  芯耀计划

  
• Lightelligence surges 380% on listing debut

  April 28, "Global First AI Optical Computing Stock" Lightelligence Surged Over 380% on HKEX Debut! Two Major Product Lines: Photonic Computing and Photonic Networking As a world-leading provider of hy

  史德志

  1602

  04/28 14:37

  芯耀计划

  
• Teardown: Inovance H2U-0008ERN Expansion Module

  In industrial control systems, the PLC is often referred to as the industrial brain. As a leading enterprise in the domestic industrial automation field, Inovance Technology’s H2U series PLC is widely

  曹顺程

  1178

  04/24 16:49

  FPGA 拆解

  
• 134% Crash: Are Rising Memory Costs Crushing Lens?

  Shocking Earnings Collapse! On April 16, Lens Technology’s Q1 2026 financial report was officially released, delivering a "disastrous" performance that shattered market expectations. Earnings Meltdown

  史德志

  3463

  04/16 11:23

  芯耀计划

  
• Jadard Q1 2026 Net Profit Plummets 34.76%

  On April 9, Jadard released its 2025 Annual Report alongside its Q1 2026 Performance Report. Data reveals a sharp contraction in first-quarter earnings, sparking market concern. While the company main

  史德志

  5570

  04/09 11:24

  芯耀计划 DDIC

  
• Audi headlight driver board teardown

  In the automotive industry, Audi is renowned as the "lamp manufacturer." This reputation comes not only from the futuristic and avant-garde design of its headlights but also from the extreme complexit

  曹顺程

  661

  04/03 15:22

  拆解 MCU

  
• BMW Headlight Driver Board Teardown

  From traditional halogen lamps and xenon lamps to today's LED matrix headlights, lighting technology is not only crucial for nighttime driving safety but has also become an important perception and ex

  曹顺程

  637

  03/20 09:09

  拆解 MCU

  
• Meta’s Computing "Blitz"

  On March 11, 2026, Meta officially announced the upcoming release of four new self-developed AI chips in its MTIA (Meta Training and Inference Accelerator) series over the next two years. This roadmap

  史德志

  1313

  03/12 11:15

  芯耀计划

  
• Xiaomi YU7 LED Driver Module Teardown

  In today's increasingly fierce "involution" of the new energy vehicle market, car lights have long transcended their mere lighting function to become a core carrier showcasing a brand's technological

  曹顺程

  763

  03/12 11:07

  拆解 MOSFET

  
• Xiaomi YU7 onboard fast-charging module teardown

  As Xiaomi Auto's first SUV model, the Xiaomi YU7 has garnered significant attention for its outstanding intelligent configurations and rich in-vehicle ecosystem experience. We wonder how many of our r

  曹顺程

  971

  02/28 11:36

  拆解 MOSFET

  
• 日本电视，集体交棒中国

  松下与创维签订全面合作协议，将北美和欧洲市场的电视销售、营销及物流业务移交给创维，标志着日本电视产业集体退潮，选择与中国企业合作。松下退出电视业务的主要原因在于技术路线、产业链转移和运营效率落后。对于创维而言，这是一次借船出海的机会，能够快速进入高端市场并利用松下的品牌认知。

  夏珍

  2625

  02/27 10:55

  与非观察 芯耀计划

  
• NVIDIA’s Epic Earnings vs. Stock Plunge

  On February 25, 2026 (EST), NVIDIA released what can only be described as an "epic" earnings report for the fourth quarter and full fiscal year of 2026. However, despite both revenue and profit crushi

  史德志

  1382

  02/27 10:51

  芯耀计划

  
• OpenAI指控DeepSeek是“搭便车的小偷”

  摘要： 2026年2月，OpenAI与DeepSeek之间的矛盾公开化，源于DeepSeek在2025年初发布的R1模型以其低成本和卓越性能引发的关注。DeepSeek创始人梁文锋曾称赞OpenAI并非全能，其策略转向开源模型权重并提供兼容API，形成对OpenAI的挑战。面对DeepSeek的步步紧逼，OpenAI态度转变，将其视为窃取成果的竞争者，并在国会备忘录中提出指控。DeepSeek则选择低调回应，通过技术文档展示自身原创性。这场竞赛凸显了人工智能领域的知识产权与国家竞争的重要性。

  夏珍

  2209

  02/14 11:34

  AI 与非观察

  
• 联发科斥资百亿，自建AI数据中心

  联发科投入百亿新台币建设AI-EDA数据中心，推动算力成为研发生产力的新载体，重塑芯片设计范式，构建长期竞争优势。

  夏珍

  2985

  02/13 10:11

  与非观察 数据中心

  
• ByteDance’s Bold Move: Self-Developed AI Chips

  Recently, ByteDance's AI video generation model, Seedance 2.0, achieved sudden global viral success, with overseas users flocking to experience it. Simultaneously, reports from Reuters and other media

  史德志

  1219

  02/12 10:43

  AI 芯耀计划

  
• 本土存储厂商的“备胎时刻”

  全球存储产能紧张下，头部厂商转向数据中心用料，导致通用型DRAM与NAND产能受挤。多家国际PC厂商开始评估并引入中国存储，如长鑫存储和长江存储加快扩产步伐。中国存储厂商正从低价竞争转向高质量交付承诺，面对美国实体清单禁锢，需平衡产能规模与合规性。未来三年内，量产能力和交付承诺将成为衡量中国存储是否能成为“潜在第四极”的关键因素。

  王晓丹

  3585

  02/09 17:58

  与非观察 存储

  
• 《2026 美国半导体政策战略》最新发布

  SEMI发布的《2026年美国政策战略》提出，通过减少重复征税、优化出口管制、强化税收与投资激励、提高供应链韧性和重视人才培养等六项具体措施，旨在为美国半导体产业提供清晰的发展路径和支持。该策略强调了在国际贸易中的平衡、政策的实用性、供应链的安全与灵活性、人才的培养机制以及持续的研发投入对于保持美国半导体行业的长期竞争力至关重要。

  王晓丹

  3625

  02/09 17:55

  AI 与非观察

  
• Xiaomi Air Pump 2 PRO Teardown

  I remember when I first disassembled the first-generation Xiaomi Air Pump, Xiaomi hadn't started making cars yet. Now, Xiaomi has launched two new energy vehicles, the SU7 and the YU7. Coincidentally,

  曹顺程

  7827

  01/29 08:52

  拆解 MOSFET

  

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