The PCB Industry Chain Erupts! Computing Power Demand Drives Market Reconstruction Worth Hundreds of Billions

The PCB Industry Chain Erupts! Computing Power Demand Drives Market Reconstruction Worth Hundreds of Billions

Against the backdrop of a surge in demand for AI servers and switches, the PCB (Printed Circuit Board) sector became the leading force in technology stocks on July 3. Companies such as Zhongjing Electronics, Bomin Electronics, and Industrial Fulian saw over ten stocks hit the daily limit, with the sector’s trading volume reaching a new … Read more

Market Update: PCB and Innovative Pharmaceuticals Surge

Market Update: PCB and Innovative Pharmaceuticals Surge

On Thursday, the market experienced a day of fluctuating rebounds, with the Shanghai Composite Index reaching a new high of 3463.62 during the session. The index closed up 0.18%, the Shenzhen Component rose 1.17%, and the ChiNext Index increased by 1.9%, leading the three major indices. The total trading volume of the two markets was … Read more

Latest Research on PCB Technology

Latest Research on PCB Technology

1. HDI Technology Upgrade: In NVIDIA’s AI servers, to meet the demand for massive data transmission, the number of PCB layers has increased from the traditional 8 layers to 20 – 30 layers, and the materials have been replaced with high-speed, low-loss specialty substrates. The upgrade of the 1.6T switch has driven the upgrade of … Read more

Last Year’s CPO, This Year’s PCB

Last Year's CPO, This Year's PCB

Every day is filled with the terror of rising prices. NVIDIA continues to rise today, surging past the $160 mark, just a step away from a $4 trillion market capitalization, ready to break through at any moment. In the A-share market, last year the beneficiaries of NVIDIA’s supply chain were CPOs like Yi Zhongtian, but … Read more

My Journey with PCBs

My Journey with PCBs

The recent surge in PCB stocks, led by Shenghong Technology, has marked the completion of its tenfold journey.In fact, I have been closely following PCBs since last year, around June. As I mentioned before, my focus was primarily on fundamental analysis, and I was confident in the direction of high-level AI boards. I chose companies … Read more

Exploring Subdivisions in PCB Market

Exploring Subdivisions in PCB Market

Today, the short-term sentiment has recovered as expected. Contrary to expectations, the fluctuations this morning were not significant, with only a few short-term stocks experiencing large declines. Yesterday, we focused on PCBs. To recap yesterday’s viewpoint: the iconic company in the sector, Shenghong Technology, is showing a strong trend, while Zhongjing Electronics has stopped falling … Read more

7 Key Points for Selecting Industrial Control Core Boards

7 Key Points for Selecting Industrial Control Core Boards

Video Recommendations In the field of industrial control, the core board is the “heart” of the system, and its selection is crucial. Today, we will discuss how to choose a suitable and reliable industrial control core board to make your product stand out in terms of performance and stability. 1. Processor The processor is key … Read more

AI Medical Robots: Ushering in a New Era of Healthcare

AI Medical Robots: Ushering in a New Era of Healthcare

In the current era of rapid technological advancement, the integration of artificial intelligence (AI) with the medical field is profoundly transforming traditional healthcare models. Among these, AI medical robots, as a typical representative of this integration trend, are gradually emerging, bringing unprecedented changes and opportunities to the healthcare industry. Application Areas of AI Medical Robots … Read more

Tsinghua PhD Collaborates with Peng Kaiping to Create AI Psychological Robot, Achieving Revenue of Tens of Millions in the First Year

Tsinghua PhD Collaborates with Peng Kaiping to Create AI Psychological Robot, Achieving Revenue of Tens of Millions in the First Year

Author: Yang JingxueEditor: Liu HengtangImage Source: Houde MingxinIn 2021, Ni Zijun was encouraged to abandon her foundation career and choose entrepreneurship, driven by two key events.The first was her initiation and operation of the Beijing Happiness Public Welfare Foundation, which aimed to participate in the Ministry of Civil Affairs rating. According to the rules, if … Read more