Chinese Semiconductor Market Trend
I am back AGAIN Thanks to GFW, I have not been updated my blog for years. Now I can access my blogspot account. Recently, the semiconductors market has changed a lot. After Huawei has been blacklisted, more and more chips are not allowed to sell to China anymore. Since the supply chain has been blocked for over two years, a lot of Chinese semiconductors companies stared their IPO and more products are released to the market as well as other areas, there chips include the following sectors: Memory: NOR/NAND flash, SSD, DRAM, SRAM, MRAM, EEPROM CPU: CPU for desktop, server, thin-server, gateway SoC: SoC for mobile, camera, TV and consumer video/audio, router and etc MCU: MIPS/ARM/RISC-V/8051 based MCU FPGA: entry level FPGA and CPLD NPU: standard alone APU or embedded NPU IP Logic: standard logic Discrete: power, IGBT and RF IP: EDA, IP vendors Market Trend I had worked for Philips/NXP semiconductors for 15 years. I know if the margin of a chip is lower than 30%, most of the semiconduct