It is important to clarify that there are almost no publicly listed companies that fully and simultaneously meet all five conditions. This is because “humanoid robots” is an extremely niche and cutting-edge field, while “liquid-cooled servers” belong to data center infrastructure, which represents a significant business gap between the two. Therefore, our screening strategy is … Read more
As humanoid robots gradually move towards industrialization, computing power chips have become the core foundation supporting their “intelligent brain.” Among them, edge AI chips are becoming a key driving force for robot intelligence due to their characteristics of low latency, low power consumption, and local computation. 01 What are Edge AI Chips? Unlike chips primarily … Read more
This is a research report written by Researcher Zhao for a new paying client in August (which later was not charged). It clearly explains the strategies related to robotics, which everyone can refer to. It is important to note that this report is dated August, and some strategies are already outdated, such as the AI … Read more
1. Humanoid Robot Industry Chain (Driven by Tesla Optimus)Core Logic Event CatalystTesla proposed a $1.2 trillion compensation plan, contingent on delivering 1 million Optimus units; the trial production of Optimus 2.5 and the upcoming release of V3 are driving the industry chain’s recovery. Accelerated Domestic SubstitutionThe localization rate of core components (dexterous hands, reducers, lead … Read more
Recently, the presence of the PCB industry has become increasingly prominent. The rumors of Tesla’s Robotaxi, the explosive sales of Xiaomi’s YU7, the Huawei Mate X7 foldable screen, and the spectacular moments of robots playing football all tell us one thing: The more advanced electronic devices become, the greater the demand for PCBs. Domestic manufacturers … Read more
According to news from the semiconductor industry, on September 3, Xiangdi Xian revealed on its investor interaction platform that the new generation “Fuxi” architecture chip developed by Xiangdi Xian has completed tape-out verification. This chip exhibits excellent performance in graphics rendering capabilities and parallel computing performance, with its performance and technical specifications comparable to the … Read more
Table of Contents Introduction: The Debate on the “Cornerstone of Computing Power” in the AI Wave Part One: In-Depth Analysis of Technical Architectures and Application Scenarios: The “Genetic” Differences Between GPU, NPU, and TPU 1. GPU (Graphics Processing Unit): The King of General Parallel Computing 2. TPU (Tensor Processing Unit): The “Specialist” Born for Deep … Read more
In July and August, the computing power CPO sector saw a significant surge. After a recent adjustment, today Shenghong Technology is leading the rebound in computing power. Currently, the supply and demand relationship in the PCB sector is very tight, and PCBs are the cheapest assets in this sector, with foreign capital continuing to buy … Read more
When the U.S. Department of Commerce announced restrictions on the maintenance of 7nm equipment, Chen Tian Shi was standing in the corridor of the Shanghai wafer fabrication plant. The monitoring screen displayed: the 92nd batch of Siyuan 590 chips passed the final inspection, with a yield rate fixed at 78.3%. The fist of this scientist … Read more
On August 26, Beijing time, NVIDIA released its robotic computing platform Jetson Thor. Just 12 hours later, the robot Psi V1 personally opened its ‘new brain’ at the Lingchu Intelligent office in Haidian, Beijing. This is one of the first batches of Jetson Thor to arrive globally. Currently, this chip has officially been released in … Read more