On the one hand, the recent stock price increase is too large, and the reduction of large funds has moderately cooled the market. The main responsibility of large funds is to help the initial development of the industry, as long as these enterprises develop and get market recognition.

Big foundations consider benign exit. The withdrawal of large funds just shows that these chip companies have begun to make profits, and the market recognizes the growth logic of chips. At this time, big funds will choose to quit.

Zhuo Shengwei's interim report was not as good as expected. Personally, I feel that the expectations of the market are too high. This wave has been adjusted by more than 20%, and the general shareholding performance has been adjusted by 20%. After all, the growth logic is still there, and the industry barriers are also high. These days, the callback of foreign capital is crazy to bargain-hunting, which also illustrates this problem.

After new energy vehicles, the next outlet is likely to appear in the Internet of Things, and the most direct benefit of the Internet of Things is the chip. In the Internet of Things era, every terminal device needs to use chips, and these chips only need to use mature technologies and technologies. It won't get stuck. What these chips need is stability, materials are very important, and semiconductors should be developed vigorously.

Semiconductors are materials whose conductivity is between conductor and insulator at room temperature.

Semiconductors have applications in integrated circuits, consumer electronics, communication systems, photovoltaic power generation, lighting, high-power power conversion and other fields. For example, diodes are devices made of semiconductors.

No matter from the perspective of science and technology or economic development, the importance of semiconductors is enormous. Most electronic products, such as computers, mobile phones or digital recorders, are closely related to semiconductors.

Common semiconductor materials are silicon, germanium, gallium arsenide and so on. Silicon is one of the most influential semiconductor materials.

Matter exists in various forms, such as solid, liquid, gas, plasma, etc. We usually call materials with poor conductivity, such as coal, artificial crystal, amber and ceramics, as insulators. Metals with good conductivity, such as gold, silver, copper, iron, tin and aluminum, are called conductors. The material between conductor and insulator can be simply called semiconductor.

Compared with conductors and insulators, the discovery of semiconductor materials is the latest. It was not until the 1930s, when the purification technology of materials was improved, that the existence of semiconductors was truly recognized by academic circles.