đăGHDXăXiaopeng Technology Day Humanoid PART: Launch of the new generation Iron, aiming for mass production by 2026. #Event Xiaopeng Technology Day releases the new generation Iron humanoid robot, designed to be the most human-like humanoid robot, with a goal of achieving large-scale production of advanced humanoid robots by the end of 2026. Full-body hardware and … Read more
Title: ST Communication’s Q3 Report Exposes “Mysterious Custom Hardware” Earning 127 Million, Is There an Underlying AI Computing Power Battle? Investors are in an uproar! In the tumultuous battlefield of the A-share market, there is a stock that once soared from over 1 yuan to nearly 9 yuan, creating a myth of the “Old Monster … Read more
1 Overview of Shanghai’s Integrated Circuit Industry Shanghai, as the core area of China’s integrated circuit industry, has formed a complete industrial chain layout. As of 2024, the scale of Shanghai’s integrated circuit industry reached 390 billion yuan, accounting for more than 25% of the national total, and it is expected to exceed 500 billion … Read more
Let’s start with the first article, focusing on NVIDIA, the highest-valued company in the world. Starting at the end of 2024, NVIDIA’s latest GB200 chip will cost over $70,000 per unit. This is just the price of the chip itselfâif you want to buy a complete GB200 system with eight chips and interconnect devices, the … Read more
Click the blue text above to follow međ On October 24, 2025, Friday, around ten o’clock in the evening. You might have just finished a day of work, scrolling through your phone, when you see a piece of news: Intel turned a profit in the third quarter, and its stock surged 7.7% in after-hours trading. … Read more
Please clickthe blue bold textabove to follow! The recent Fourth Plenary Session emphasized that high-level technological self-reliance is a strategic support for high-quality development, and that the advantages of a new type of national system should be leveraged to break through key core technologies. This news is a comprehensive boon for the chip and semiconductor-related … Read more
Hello, I am a market explorer. Have you noticed that the global semiconductor industry landscape is quietly changing? The strategies of three industry giants, ASML, Micron, and NVIDIA, in China have undergone significant changes. These seemingly independent events are actually the result of a combination of geopolitical games and the rise of China’s local industrial … Read more
In the context of the US-China tariff trade war, the domestic chip industry has lagged in development, making chips a trump card for the US to impose restrictions on us. Below, we will outline the manufacturers in various segments of the chip industry: 1. Classification by Industry Chain Links (This is the most classic classification … Read more
Artificial intelligence is currently the hottest technology investment project, especially in the United States, where the amount of investment is unimaginable to outsiders. An AI cluster integrating over 100,000 top GPUs has become the norm, and figures like Elon Musk have even proposed an artificial intelligence system integrating 1 million or even millions of top … Read more
As AI large models ignite a computing power arms race, and automotive electronics and the Internet of Things generate a trillion-level demand for chips, China’s chip industry is shifting from “filling gaps” to “building strengths.” By the first half of 2025, the domestic self-sufficiency rate of high-end AI chips is expected to rise to 40%, … Read more