In 2026, security chip demand grows but leading firms face margin pressure as certification moats weaken and security functions integrate into MCUs. Growth shifts to fragmented compliance scenarios like power banks, smart locks, and automotive chips. PQC and RISC-V raise technical barriers, favoring firms that can certify, customize, and enter new rules early.
October 8, 2026
From the bottom up, it has not followed the path paved by NVIDIA. Produced by | Zhangtongshe Today (September 11), Shanghai Enflame Technology Co., Ltd. (hereinafter referred to as "Enflame Technology") officially listed on the SSE STAR Market. The offering price for Enflame Technology this time was CNY 142.18 per share, the highest among the "Four Little Dragons of Domestic GPUs." As of today's close, the company's total market capitalization reached CNY 170.9 billion. In less than a year, Moor
September 14, 2026
As the Internet of Things (IoT) evolves toward tens of billions of connections, the deployment of devices such as water meters, electricity meters, asset trackers, and overseas Customer Premises Equipment (CPE) has consistently faced a critical pain point: how to achieve more flexible and cost-effective carrier switching and remote connection management without screens or human interaction. In the past, the market continuously explored options between traditional plug-and-pull cards and early re
July 14, 2026
On July 9, the "Compact Lens, Infinite Vision": 2026 Quectel XR Solutions and Ecosystem Strategy Launch Conference was held in Shenzhen. At the event, Quectel officially released the Hawk series of fully self-developed AI+AR glasses across the entire value chain, along with the supporting Dolphin series of computing units, marking the IoT (Internet of Things) leader's comprehensive entry into the XR market. Three Years of R&D: The Strategic Leap from "Smart Connectivity" to "Vision" At the e
July 10, 2026
