Chip Trend Barometer

Chip Trend Barometer delivers the latest chip industry updates, technology trends, and market analysis, offering a trusted guide to semiconductor trends and helping you track the pulse of chip development.

articles

3rd-Generation Semiconductor Breakthrough: GaN Substrate Localization

Global competition in third-generation semiconductors intensifies, with GaN as a key material long monopolized by foreign firms. Relying on Shandong University's Crystal Materials Laboratory, Shandong Jingjia has achieved R&D and mass production of large-size GaN single-crystal substrates, advancing domestic semiconductor industry chain self-sufficiency and supporting strategic industries like 5G communications and new energy vehicles.

2026-07-20 152 0

Chip Trend Barometer

Semiconductor Blackout: From Euphoria to Bear Market Alarm

The global semiconductor industry has experienced a roller-coaster ride, with the Philadelphia Semiconductor Index (SOX) retracing over 20% from its all-time high, entering a technical bear market. South Korea's KOSPI also tumbled 24%. This article analyzes the drastic shift from euphoria to panic in the semiconductor sector, exploring fundamentals and leverage factors.

2026-07-20 173 0

Chip Trend Barometer

Electronics sector accelerates correction, good opportunity to position after risk release

On July 19, 2026, the electronics sector accelerated its pullback, with market sentiment pessimistic. However, a China Galaxy research report indicated that risks have been largely released, the fundamental logic remains unchanged, and a good opportunity to position emerges. This article deeply analyzes the investment value of the electronics industry, pointing out that semiconductors and other areas are expected to rebound first.

2026-07-20 161 0