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This article traces the rapid evolution of the semiconductor industry over the past half-century. It covers key concepts like semiconductors, integrated circuits, and transistors, highlighting their role in technological advancements. The article discusses the historical development of the industry, from the Traitorous Eight leaving Shockley to form Fairchild Semiconductor, to the founding of Intel by Noyce and Moore, and AMD by Jerry Sanders. It also touches on China's semiconductor manufacturing efforts and mentions key companies in the field. Overall, the article emphasizes the industry's growth and the challenges faced by China in pursuing independent semiconductor development. Read More

Abstract: This article discusses significant developments in the silicon carbide semiconductor industry, focusing on two major investments made by leading companies. Coherent, a prominent player in materials, network, and laser sectors, has successfully secured a total investment of $1 billion from DENSO CORPORATION and Mitsubishi Electric for its silicon carbide semiconductor business. The terms of this investment agreement, as well as Coherent's strategic plans, are outlined. Additionally, the article highlights Wolfspeed's transformation as the sole pure-play silicon carbide semiconductor manufacturer following the completion of the sale of its RF business to MACOM Technology Solutions Holdings, Inc. Wolfspeed's commitment to capacity expansion and the construction of a cutting-edge silicon carbide factory are also detailed. Read More

Abstract: Impact of Declining Lithium Carbonate Futures Prices Lithium carbonate futures have fallen below 100,000 yuan, causing about one-third of the production capacity to face losses, mainly in the lepidolite sector. The industry is struggling with sluggish consumption, leading to a potential overcorrection in prices. The spot price of battery-grade lithium carbonate has dropped significantly, nearly 80% in the past year. Supply issues and high costs are leading to production reductions. Downstream cathode manufacturers are also facing overcapacity and competition. The future price trend remains uncertain, but is expected to stabilize between 80,000-150,000 yuan/ton. Read More

The upstream of the printed circuit board (PCB) manufacturing industry is mainly raw material manufacturers such as copper foil, wood pulp, fiberglass yarn, and resin; the midstream is mainly PCB manufacturers, of which copper-clad laminate is the core raw material for PCB manufacturing; the downstr Read More