In-Depth Analysis of Hengshuo Co., Ltd.: The Dilemma of NOR Flash Giants and the Breakthrough Battle in AI Chips

The semiconductor industry is turbulent, and this small yet exquisite chip company demonstrates resilience amidst narrowing losses, with its AI layout quietly accelerating behind its main business. Hengshuo Semiconductor (Hefei) Co., Ltd. (stock code: 688416.SH) was listed on the STAR Market in August 2022, focusing on the research and design of NOR Flash memory chips … Read more

In-Depth Research Report on Domestic AI Chip Industry (2025)

In-Depth Research Report on Domestic AI Chip Industry (2025) Report Date: November 13, 2025 Abstract This report is based on the latest industry data as of November 2025 and provides a systematic study of the domestic AI chip industry in China. The research indicates that domestic AI chips have formed a complete product matrix covering … Read more

Chen Tianshi: From a Young Prodigy to a Leading Figure in China’s AI Chip Industry

At the age of 16, he entered the Young Scholars Program at the University of Science and Technology of China, graduated with a PhD at 25, and led Cambricon to the Science and Technology Innovation Board at 35. This scientist and entrepreneur from Nanchang, Jiangxi, is paving the way for China’s independent innovation in AI … Read more

The Battle for the ‘Brain’ of Humanoid Robots: Edge AI Models Ignite a New War for AI Chips, Who Will Win the Trillion-Dollar Entry?

Tesla’s Optimus is set for mass production next year, Xpeng’s IRON is already on the road, and Figure 02 is open for pre-orders… As robots transition from laboratories to factories and homes, the competition for computational power is becoming the key factor in determining success. 1. Introduction: The Year of Mass Production Has Arrived, and … Read more

Microchannel Liquid Cooling Plates for AI Chips (3)

Microchannel Liquid Cooling Plates for AI Chips (1) Microchannel Liquid Cooling Plates for AI Chips (2) A clear trend is that as the thermal flux density of chips increases, thermal management is evolving into a platform-wide, systemic challenge. I believe that in all advanced chip companies and server enterprises, the thermal management department will rapidly … Read more

Top 8 Core Leading Stocks in AI Computing Power Chips

Rockchip: A leading domestic SoC chip manufacturer, the RK3588 launched at the end of 2021 is currently the only high-end chip in China capable of replacing Qualcomm and HiSilicon products. Lanqi Technology: A leader in the memory interface chip sector. Hygon Information: The only company in China that produces x86 chips. Loongson Technology: The first … Read more

Chip Wars: China’s Strategic Maneuvering

The situation has reversed! American and South Korean chip giants are collectively fighting back. Foreign media reports: the ban may be lifted, and the U.S. export policy towards China may undergo significant changes. Shirt West Gate Meilan 2025-11-06 16:55 Fujian Focus on AI Guide #Hotspot Observer# Have you ever thought about how a carefully laid … Read more

Google’s Surprise Visit to China’s PCB Giants: Who Will Secure AI Chip Orders? A-Share Related Sectors Welcome New Opportunities!

Global tech giants have quietly visited leading Chinese PCB companies, signaling an undercurrent in the AI chip supply chain. A report from the Shanghai Securities Journal has ignited the market: Google has recently conducted visits to several major domestic PCB giants, including Shenghong Technology, to discuss the procurement of PCBs for artificial intelligence chips. This … Read more

PCB Technology: Overcoming High Technical Barriers

This article is for sharing logical ideas only; do not blindly copy! Save and follow for future success! ๐ŸŒน๐ŸŒน๐ŸŒน๐ŸŒน๐ŸŒน๐ŸŒน—————————— Google TPU V7 is accelerating its launch, with a strong recommendation for SH Technology. Hello leaders, CNBC reports that Google’s AI chip Ironwood (TPU V7) will be fully launched in the coming weeks, with a strong … Read more

Exploding! The Chinese AI Chip Market Set to Reach Trillions by 2025: Domestic Substitution Hits 40%, Liquid Cooling + Ecosystem Breaks Through “Bottleneck” Dilemma

As generative AI transitions from a “novelty” to a “productivity tool” across various industries, the importance of a “fundamental hardware” has reached unprecedented heights โ€” AI chips. As the “heart” of computing power, AI chips not only determine how fast and stable large models can run but also relate to the “lifeline” of China’s digital … Read more