Do you all remember that at the Bosch Internet Conference in March 2024, Elon Musk said something like this: “The chip shortage is over, and transformers will become the next hot commodity, with China being the biggest beneficiary.” At that time, many people thought he was just speaking casually and didn’t take it seriously, but … Read more
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A research and investment information platform tailored for financial professionalsCrafted with care Expectation gaps are productivity. —— Jingbei Moonlight 📢 Reports indicate that Google may begin selling Tensor Processing Units (TPUs) to external data centers. Currently, NVIDIA sells approximately 8 million chips annually; can TPUs achieve sales of 500,000 to 1 million units per year? … Read more
1.Basic Information of the Research 1. Participating Units:East Money, Ruida Fund, Rongsheng Fund, Shanghai Hosheng Asset, Tianfeng Securities, Shanghai Miyuan Investment, Shanghai Shunyi Investment, Shanghai Fuming Asset, Bank of China Securities Asset Management, Shanghai Yichang Asset, Xiaofeng Investment, Chenyan Asset, Invesco Great Wall Investment, Ningbo Baojun Asset, Junyi Asset, Jianshun Investment, Guotou Securities, Jianxin Pension, … Read more
In the previous article of this packaging series, I introduced the chip-on-board process. Here, I will provide a brief overview of another “unassuming” process in semiconductor packaging—Underfill.In the semiconductor packaging system, Underfill is a very inconspicuous yet crucial process (in fact, every process is important…). Whether it is Flip-Chip, 2.5D CoWoS, or the latest 3D … Read more
Blue Whale News, November 26 (Reporter Xu Xiaochun) After failing to go public through a backdoor listing eight months ago, Ola Semiconductor encountered Si Rui Pu. On the evening of November 25, Si Rui Pu announced plans to acquire shares of Ningbo Ola Semiconductor Co., Ltd. (hereinafter referred to as “Ola Semiconductor”) through the issuance … Read more
1. Advanced Manufacturing Industry (1) Core Electronic Industry (2) High-end Equipment Manufacturing (3) New Energy Equipment (4) New Materials Industry 2. Digital Economy Industry (1) Artificial Intelligence Industry (2) Information Technology Hardware 3. Modern Service Industry (1) Healthcare (2) Financial Technology (3) Low Altitude Economy and Smart Logistics 4. Cutting-edge Technology Industry Disclaimer: This article … Read more
When we talk about AI, robots, and productivity, public opinion often falls into two extremes: “AI will cause everyone to lose their jobs” “AI will usher in a second industrial revolution for humanity” But what does academic research say? At the end of 2023, the journal Research Policy published a recent paper from the Lyon … Read more
Embodied intelligence is integrated into the cultivation of future industries, and the commercialization of intelligent robots is accelerating. AI large models and robots are forming a deep bond—AI large models provide robots with an “intelligent brain” for environmental perception and task decision-making, while robots become the core carriers for implementing large models in the physical … Read more
Editor: Duo Hang Source: Cody Mello-Klein, Northeastern University According to Northeastern University, if you have ever interacted with ChatGPT or other AI chatbots, you may have noticed that they behave unusually enthusiastically, even excessively. They apologize, flatter, and constantly change their “opinions” to cater to you. This behavior is quite common, and there is even … Read more