With CNY 2.5 billion in revenue and a monthly capacity of 63,300 wafers, CanSemi Semiconductor has carved out a path in specialty processes within the gaps left by industry giants. Recently, CanSemi Semiconductor, known as "Guangzhou's First Chip," officially listed on the ChiNext board. With an issue price of CNY 12.01, its shares surged 274.69% on the first day of trading, pushing its market capitalization to CNY 129.5 billion. At the table of the global wafer foundry industry sit several gian
October 14, 2026
In October, Cimo Microelectronics announced the completion of its Series B+ financing. Two names on the investor list are worth a closer look: Shenzhen Jingzhida and Zhuzhou CRRC Times High-Tech Investment. This is not an ordinary round of financing for an ordinary chip company. Looking at who the investors are is far more important than looking at how much money was raised. Cimo Microelectronics focuses on high-performance signal chain chips, primarily targeting data converters. This term may s
October 9, 2026
Over the past two years, the most frequently heard terms in the analog chip industry have been "inventory digestion" and "price pressure." However, since last year, voices from original manufacturers regarding price adjustments have gradually increased. Entering this year, manufacturers such as TI and ADI have continuously sent signals of price hikes, prolonged lead times, and tightening supply. Meanwhile, AI data centers are driving more demand from GPUs and HBM all the way down to analog chip
September 17, 2026
Power delivery in AI data centers requires stepping down the voltage from the grid to the chip in four stages, with different power devices used at each stage. The high-voltage end is the battleground for SiC (Silicon Carbide), the intermediate bus is contested between GaN (Gallium Nitride) and silicon-based super-junction MOSFETs, and the board-level low-voltage end relies on silicon-based shielded gate MOSFETs and analog PMICs (Power Management ICs). The voltage ratings across these four stage
August 31, 2026
Author: Feng Ning As of May 2026, the leading players in the analog chip market have already announced two rounds of price hikes. 01 Two Major Analog Leaders Raise Prices Again! On May 8, a price increase notice from TI (Texas Instruments) circulated in the market. The notice stated: Texas Instruments is about to adjust its product prices. This price adjustment will affect multiple products in our portfolio, and the magnitude of the increase will depend on the specific materials and technologies
May 14, 2026
Author: Fang Yuan After enduring the pain of oversupply and fierce price competition from 2022 to 2024, the analog IC industry has finally welcomed a long-awaited recovery turning point in 2025. Data from WSTS shows that the analog IC market size experienced a mild recovery of 4% in the first half of 2025, with a projected year-on-year growth of 3.3% for the full year, and the growth rate is expected to further expand to 5.1% in 2026. Looking at the annual financial reports of leading domestic m
April 10, 2026
Author: Feng Ning the net loss attributable to owners of the company The semiconductor industry in 2026 is being continuously stirred by a price hike wave ignited by AI demand. Since the second half of 2025, memory chips have fired the first shot of price hikes. Spot prices for products such as DDR4 and NAND flash memory have more than tripled, soaring all the way. Following memory chips, the wave of price increases in the power semiconductor sector has rapidly spread. In March 2026, domestic le
March 16, 2026
From 2025 to 2026, the "chip frenzy" sparked by AI (Artificial Intelligence) has gradually spread from GPUs and computing chips to the analog chip sector. After nearly three years of the "darkest hour" of inventory digestion, the industry has finally reached a bottom and begun to rebound. 01Global Analog Chip Giants Send Strong Signals of Recovery The latest performance data released by major manufacturers such as Texas Instruments and STMicroelectronics confirms that the market's expectation of
February 5, 2026
