2025 Beginning of Winter Arrives!
On November 7, 2025, China welcomed the Beginning of Winter, one of the twenty-four solar terms. On this occasion, all living things start to rest and recharge, and people follow traditional food customs to store energy in preparation for the cold season. On the global semiconductor front, recent developments hint at new waves of competition and cooperation brewing just before winter.
On Beginning of Winter (Lidong), the first solar term of winter, all life enters a state of rest and conservation. On this day, the old saying goes: “Replenish in winter, fill the mouth's emptiness,” which captures the essence of seasonal food traditions. On this occasion, people reward themselves for a year of hard work and replenish their bodies with energy through food. On tables, steaming dumplings symbolize winter's arrival due to their homophonic meaning; on plates, soft glutinous rice balls (tangyuan) represent family reunion and completeness; on some regions, brewing yellow wine has also become a unique way to celebrate Lidong. On nourishing the body, one should follow their constitution: those with colder physiques are suited for warming foods like mutton or sesame oil chicken, while those prone to heat should opt for cooling foods such as white radish or pears to balance their body.
On the eve of Lidong, the global semiconductor industry felt a different kind of heat. On November 4, the U.S. semiconductor sector faced a heavy blow, with the Philadelphia Semiconductor Index dropping 4%. On that day, TSMC ADR fell 3.6%, Intel dropped 6.3%, while Broadcom and Qualcomm declined 3% and 4.4% respectively. On the same day, AMD reported earnings that exceeded expectations, with $1.2 per share and revenue reaching $9.25 billion. On the other hand, its outlook for gross margins only met market expectations, causing its stock to fall another 3.5% in after-hours trading. On Wall Street, analysts noted that Goldman Sachs and Morgan Stanley recently warned that U.S. stocks could enter a correction period, with potential declines of 10%-20% in the next year or two.
On this Lidong season, nature's energy begins to retreat, storing strength for the vitality of the coming year. On the semiconductor front, the technological breakthroughs and supply chain maneuvers emerging in early winter signal that this highly globalized industry is quietly reshaping its future through new competition and collaboration.
About SMYG LIMITED
SMYG LIMITED is an original stock, order electronic components procurement platform, 28 years of component distributors, the company is based on the electronic components industry, based on "honesty and trustworthiness, mutual benefit and win-win" business Philosophy, with the "Internet +" operation mode of integrating advantageous resources, focus-ing on one-stop electronic component procurement, component BOM distribution and other services for electronic components. All components are sourced directly from the original manufacturers and agent channels, ensuring guaranteed quality.
