Recently, Broadcom’s stock price has surged over 70% in two months, with its market capitalization briefly exceeding $1 trillion, ranking among the top in the U.S. stock market. This surge is primarily attributed to the rapid growth of Broadcom’s custom AI chip business for large tech companies. Faced with the hot and expensive NVIDIA AI … Read more
Remember to star this public account ⭐️ to receive notifications promptly. Source: ContentCompiled fromwccftech. At the end of last month, NVIDIA CEO Jensen Huang stated during a global media Q&A that regarding the competition between NVIDIA chips and Application-Specific Integrated Circuits (ASICs), he firmly believes that NVIDIA’s growth rate will continue to surpass that of … Read more
If you are a new friend, please click the blue text above to follow “High-Tech Enthusiasts,” and we guarantee you won’t be disappointed. The Sino-American Technological Competition: As the U.S. Holds Back on Chip Negotiations, Huawei Opens New Paths with ‘Mathematics’ On June 12, comprehensive news reported that U.S. Secretary of Commerce Gina Raimondo recently … Read more
China is accelerating the establishment of its artificial intelligence chip ecosystem as U.S. restrictions take effect. Here is the current status of its supply chain: Key Points U.S.-led export controls have excluded China from key segments of the AI chip supply chain. Many chip experts say this has had a dual effect: on one hand, … Read more
Major Development! The Birth of a 400 Billion Yuan ‘Chip Aircraft Carrier’ Changes the Landscape of Domestic Computing Power The first case of “subsidiary merging with parent” in A-shares! Haiguang Information merges with Zhongke Shuguang! On June 10, a highly anticipated merger, the first case of “subsidiary merging with parent” in A-shares, was born! The … Read more
This year’s government work report proposed to continue promoting the “Artificial Intelligence + ” initiative, better integrating digital technology with manufacturing advantages and market advantages to support large-scale and widespread applications. This is the second time that “Artificial Intelligence + ” has been included in the government work report. Unlike last year, which focused on … Read more
In the era of “AI (Artificial Intelligence) +”, global supply chains are being restructured, forcing traditional manufacturing industries to seek transformative breakthroughs. Industrial AI Agents, capable of perceiving the environment, autonomously understanding, making decisions, and executing actions, reveal new directions for future industrial manufacturing and are considered key to changing the “game rules”. Research institutions … Read more
China, leveraging its advantages in the entire electric vehicle industry chain and rapid technological iteration capabilities, has become a global leader in automotive semiconductor innovation. Automotive companies and chip manufacturers are deeply collaborating to reshape the supply chain landscape and accelerate the global industrial technology evolution. The latest white paper from Yole Group, titled “Driving … Read more
Infrared detection technology and autonomous driving vision systems are core areas of modern information perception, facing long-standing performance bottlenecks in fundamental devices. In the field of infrared detection, the challenge of balancing dark current suppression and room temperature operation limits the sensitivity and practical application of detectors. In the autonomous driving sector, issues such as … Read more
Review: Guzi Economy vs. Semiconductor Equipment! Who Will Take Over A-Share Sentiment Amid US Rate Cut Expectations and Middle East Conflicts? The Mysterious Forces Behind the Surge in Gold Stocks? 1. Daily Sentiment Driving Individual Stocks and Logic Guzi Economy Concept Stocks (New Cultural Consumption Format) Event Catalyst: The LABUBU series under Pop Mart is … Read more