Industrial Automation
Smart Home & IoT
Automotive & Transportation
Medical & Healthcare
Robotics & Drones
Consumer Electronics
Abstract: As one of the important forms of chronicles, the overview is regarded as a “window” and “guide map” of a chronicle, an indispensable part of a complete chronicle. The overview of the “Zhejiang Provincial Chronicle: Land and Resources” has been very successful, achieving the goal of “comprehensive overview, integration of various aspects, highlighting characteristics, … Read more
Today’s Potential Guosheng Jin控: The main theme is brokerage firms, and the sector has strengthened for two consecutive days. The timing is excellent, coinciding with a market turnaround. The proactive strength in the financial sector without any news is noteworthy. This stock has outperformed the sector, opening high yesterday and quickly hitting the limit up. … Read more
(Opinion sharing, please refer to cautiously, not for investment decision advice) The Rockchip Developer Conference is scheduled for July 17-18, and it is expected to release multiple high-end new chips, with Q2 performance likely to remain impressive. After several months of consolidation since the tariff impact in early April, the upcoming performance and developer conference … Read more
The only official account of Funniu Investment Research, all others are fake, please be cautious in identifying. According to a report by JPMorgan, industry experts predict that the CPO market will begin to grow significantly in 2027, with the market size exceeding $1 billion in 2028 and surpassing $5 billion by 2030. CPO, or Co-Packaged … Read more
02 Factors Affecting PCB Prices Every procurement personnel in electronics factories has experienced headaches due to fluctuating PCB prices. Even seasoned buyers may not fully understand the reasons behind these price changes. To assist buyers in calculating PCB costs and confirming quotations, the following factors affecting PCB prices have been summarized. 1. Materials Taking ordinary … Read more
The latest report from JPMorgan has ignited the market— the CPO (Co-Packaged Optics) market is expected to exceed $1 billion by 2028 and reach $5 billion by 2030! NVIDIA’s GB200 copper cable solution is being implemented, TSMC has made breakthroughs in optical communication technology, and global AI server shipments surged by 35% in Q2… The … Read more
PCB Network City News When it comes to printed circuit boards (PCBs), many people may not be familiar with them, but in the modern electronic industry system, PCBs serve as core components of electronic products, occupying an indispensable position. They are known as one of the three major components of the electronic information industry, alongside … Read more
Recently, the PCB (Printed Circuit Board) industry has been bustling with activity. Just recently, the PCB New Technology and Industry Innovation Forum held in Shenzhen sent out strong signals: driven by the AI wave, the Chinese PCB market is making significant strides towards a phase of technological dominance. Meanwhile, many PCB companies are expanding overseas, … Read more
#New Opportunities in the Computing Hardware Sector: Analyzing the Potential of Subfields like CPO, Copper Cables, and PCBs Currently, with the rapid development of artificial intelligence technology, the demand for computing power is experiencing explosive growth. Against this backdrop, the hardware industry related to computing power is also welcoming unprecedented development opportunities. This article will … Read more
A few days ago, I wrote an article summarizing the performance window for mid-year reports in the PCB sector. Here, I will supplement some additional stocks. 1. High-end Substrates and Copper Foil 1. Jin’an Guoji: Domestic replacement of high-frequency and high-speed copper-clad laminates, certified by NVIDIA AI servers. 2. Shengyi Technology: Among the top five … Read more