A complete review of the chip industry (never so detailed)
Last year, U.S. President Biden signed the "Chip Act", which planned to provide up to $52.7 billion in government subsidies for the U.S. semiconductor industry. Subsequently, the U.S. Department of Commerce issued a ban on advanced semiconductor and gas turbine engine production technologies. These operations are all aimed at China's chip industry.
This Chinese chip breakout battle will be the most tragic long march in the history of science and technology. From ZTE being punished and Huawei being banned, to today's comprehensive containment by the West, the pain of core shortage has touched every Chinese. It has to be said that getting out of the chip dilemma requires both courage and rationality. This is a protracted battle without smoke.
Semiconductors and chip technologies are the basis of almost all modern technologies and are important industries that improve people's lives and ensure national economic growth; semiconductor chips are used in communications, health care, transportation, commerce and national security. Therefore, semiconductor chip technology is a key technology that shapes China's economy, creates more job opportunities, technological leadership and national security.
The chip industry includes three key links: integrated circuit design, chip manufacturing, and packaging and testing. From the perspective of the industry chain, the upstream of chips is semiconductor materials and equipment; the midstream is the three key links of design, manufacturing, and packaging and testing; the downstream application areas include consumer electronics, automobiles, communications, etc.
The chip industry has strategic and long-term investment value. It is at this time when Western countries, led by the United States, are fully encircling the development of China's chip industry that it is increasingly able to stimulate the non-stop reverse growth of enterprises. At present, almost everyone across the country is concerned about this, and the chip sector has also become the most concerned area in the capital market and the leading track of the new economy. So what is the current development status of various subdivisions of my country's chip industry? What is the logic behind the strength of the chip sector? Are there any opportunities for the chip sector next? What are the investment strategies for chip companies?
In order to allow capital market participants/researchers/relevant business managers to quickly understand the current status of the industry and investment opportunities, senior experts are invited to offer a special course on "Chip Industry Research and Investment Logic " , combined with the teacher's own years of tracking research experience, and Market changes, systematically explaining the chip industry analysis framework, its development trends and investment strategies. (The best investment research course in the chip industry, bar none)
(Only part of the gift information is listed above)
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