AI Computing

Analysis of Google TPU Power Supply, PCB, and M9 Material Supply Chain

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Analysis of Google TPU Power Supply, PCB, and M9 Material Supply Chain

Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to records and fundamentals daily. Google’s demand for TPU power supplies has surged, emphasizing core targets: 【Zhongfu Circuit】 & 【New Ray Energy】!# Google TPU power supply adopts a multi-level power conversion: TPU uses a “primary … Read more

Yuanjie Technology: The ‘Core’ of Optical Chips and the Growth Myth of A-Share

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Yuanjie Technology: The 'Core' of Optical Chips and the Growth Myth of A-Share

Yuanjie Technology: A 361% Increase in 2025, becoming the third highest-priced stock in A-shares (only behind Moutai and Cambrian). Recently, even as AI computing power adjusts, it remains unshaken! Let’s explore what makes it so special! 1. Core Concepts: “Core Optical Communication Chip + AI Computing Infrastructure + Domestic Replacement Pioneer” Trinity 1. Main Business … Read more

Once China Breaks Through in Chip Technology, Prices Will Plummet to “Cabbage” Levels? The Good Days for Western Giants Are Over!

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Once China Breaks Through in Chip Technology, Prices Will Plummet to "Cabbage" Levels? The Good Days for Western Giants Are Over!

Have you ever wondered why a chip the size of a fingernail can sell for more than gold or even diamonds? In the current technological environment, chips are the food of modern industry and the scepter of great power competition. NVIDIA’s graphics cards have skyrocketed in price, and the costs of high-end manufacturing processes are … Read more

Peite Technology | RK3588 All-in-One Screen: A High-Performance, Multi-Scenario Adaptable Smart Display Terminal!

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Peite Technology | RK3588 All-in-One Screen: A High-Performance, Multi-Scenario Adaptable Smart Display Terminal!

In the wave of digital transformation, smart display terminals have become core devices in fields such as industrial control, commercial display, and intelligent security. However, traditional display terminals often struggle to meet the demands of complex scenarios due to issues like insufficient performance, limited interfaces, and poor scalability.RK3588 All-in-One Screen, with itsocta-core high-performance processor, multi-screen … Read more

Arm Technology Launches ‘Zhouyi’ X3 NPU IP, Setting a New Benchmark for Edge AI Computing Efficiency

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Arm Technology Launches 'Zhouyi' X3 NPU IP, Setting a New Benchmark for Edge AI Computing Efficiency

On November 13, 2025, Arm Technology (China) Co., Ltd. (hereinafter referred to as “Arm Technology”) held a product launch conference in Shanghai, officially introducing the next-generation NPU IP – “Zhouyi” X3. This product features the latest DSP+DSA architecture specifically designed for large models, balancing CNN and Transformer architectures, and is complemented by the user-friendly “Zhouyi” … Read more

This Week’s Developments in the Semiconductor Industry

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This Week's Developments in the Semiconductor Industry

This week, what developments are there in the semiconductor industry? 1. Wei Shaojun from the China Semiconductor Industry Association: The chip design industry may reach a scale of one trillion yuan within five years. 2. Against the backdrop of the continuous explosion in AI computing power demand, a new trend in the semiconductor industry is … Read more

Exploring the X3588SCV4: Redefining Performance Standards for High-End Embedded Devices

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Exploring the X3588SCV4: Redefining Performance Standards for High-End Embedded Devices

Jiuding Chuangzhan Technology 01 Exploring the X3588SCV4 Jiuding Redefining Performance Standards for High-End Embedded Devices In the era of data deluge, the perfect combination of computing power and display is quietly transforming every aspect of our lives. In fields such as smart security, smart healthcare, industrial automation, and digital signage, devices are facing unprecedented demands … Read more

Classification of PCBs (Part 3)

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Classification of PCBs (Part 3)

Abstract As the mother of electronic devices, PCBs have a wide range of applications and a vast array of categories. They are used in consumer electronics such as smartphones, wearable devices, and laptops, as well as in computing infrastructure like servers, storage, switches, and optical modules. Therefore, it is essential to study the investment opportunities … Read more

Quick Overview of Financial Reports – Leaders in the PCB Manufacturing Industry

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Quick Overview of Financial Reports - Leaders in the PCB Manufacturing Industry

1. Let’s first discuss the background of the PCB manufacturing industry Since 2006, China has surpassed Japan to become the world’s largest PCB producer, with both production volume and value ranking first globally. In the medium to long term, the PCB industry continues to follow development trends of high frequency, high speed, high precision, and … Read more

Is ASIC Chip Development Really That Easy?

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Is ASIC Chip Development Really That Easy?

A professional community focused on sharing financial information. If you like it, please click the business card below to follow. A strange yet common misconception has spread in the market: as soon as a company announces it is developing ASICs, many people immediately believe it, as if ASICs are a technology that anyone can master, … Read more