Current Market SituationAutomotive Parts + Robotics: Daye Co., Ltd.Lightweight PEEK + Robotics: Zhongxin Fluorine MaterialsComputing Power + Performance: Hongbo Co., Ltd.These are guiding the market direction, observing sustainability and arbitrage opportunities.1. The market is expanding, and this position is supporting the pre-holiday low rebound of robotics and computing power, continuing the trend. The positive news … Read more
May Day Holiday News The Xiaomi Core team has released its first inference large model, MiMo, which may accelerate updates and iterations at the software, hardware, OS, and chip levels. The first HarmonyOS computer will be released in May, breaking free from dependence on the Windows system and building a self-controlled, all-scenario ecosystem. Elon Musk … Read more
The performance ranking of cabin SoC chips is weighted by CPU computing power, GPU computing power, manufacturing process, memory bandwidth, and AI computing power. CPU computing power determines the smoothness of the cabin system; GPU computing power determines the number of screens, resolution, and 3D graphics performance; the more advanced the manufacturing process, the more … Read more
Recently, domestic tech giants have invested 2 billion to procure NVIDIA’s H20 computing power, accelerating the large-scale implementation of AI applications. The policy has classified computing power as a new type of productive force, with the State Council aiming for a computing power scale exceeding 300 EFLOPS by 2025. Shenzhen is promoting “training vouchers” to … Read more
Introduction: In the era of edge-cloud collaboration, how does NPU rewrite the computing power landscape? The explosive growth of artificial intelligence is reshaping the semiconductor industry, with computing power demand rapidly penetrating from the cloud to the edge. According to IDC’s forecast, by 2028, global shipments of GenAI smartphones equipped with NPUs will reach 910 … Read more
The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more
1. From “Wolf Culture” to “Family Culture”: The Genetic Code of This Company I was staring at the annual report of Hongxin Electronics on my computer screen when a description caught my attention — “Sales Director Xu Xiaolan, who has been with the company for 19 years, choked up at the 20th anniversary celebration, saying … Read more
Introduction The explosive growth of artificial intelligence is profoundly reshaping the semiconductor industry landscape, and the wave of democratization of edge AI has created an urgent demand for dedicated computing architectures. As an accelerator specifically optimized for neural networks, the NPU is becoming the core computing power for terminals such as smartphones, AI PCs, and … Read more
The Ascend DeepSeek integrated machine is an AI solution based on self-developed Ascend AI chips (such as Ascend 910B and 910C) deeply integrated with the DeepSeek large model, aimed at providing a high-performance, low-cost, domestically produced AI computing power platform. This article provides a detailed analysis from various dimensions including the technology, products, architecture, specifications, … Read more
Recently, I have noticed that there are more and more AI development boards available. It can even be said that if future development boards do not have AI capabilities, one might reconsider whether to purchase them; it’s that exaggerated.The development of AI has also been quite rapid. Previously, I thought of it as a form … Read more