We can use a very vivid analogy to explain: imagine the inside of a chip as a city, and information (data) as vehicles traveling in this city. Old-fashioned “city” (outdated processes, such as 28 nanometers): Imagine a city with outdated planning: • Wide roads but occupy a lot of land: The “main roads” (connections between … Read more
Source: e Company Official WeChat With the concentrated release of third-quarter reports, the intensity of institutional research significantly increased last week (October 27-31). As of October 31, 18:00, a total of 418 listed companies disclosed records of institutional investor research. Among them, 35 companies received visits from over a hundred institutions, with Zhaoyi Innovation, Jinpan … Read more
In the recent turbulent market environment, Guanghua Technology (stock code: 002741) has successfully attracted widespread attention from investors due to its impressive performance and deep alignment with multiple market hotspots, resulting in active stock price performance. The underlying logic of this speculation is not driven by a single event, but rather constructed by a solid … Read more
The Battle of the Three Technologies: The Intersection of CPO, PCB, and HBM Technologies and Their Industrial Implementation Key Insight: What you see is the “dividend growth curve” behind three technologies, but the system sees three completely different technical matrices: Co-Packaged Optics (CPO) in the structural revolution of “optical-electrical co-packaging”, Printed Circuit Board (PCB) in … Read more
In recent years, the explosive growth of generative AI and industrial intelligence has swept across the globe. We are witnessing the beginning of what can be described as a golden age: AI has become the “new electricity” for all industries. However, beneath this surface prosperity lies a profound transformation characterized as a “structural rebalancing”—a wave … Read more
At the Ascend Artificial Intelligence Ecosystem Conference held at the Shenzhen Convention and Exhibition Center, Engineer Zhang paced back and forth at the registration desk with his reservation code—his automotive company has been waiting for three months to obtain a testing quota for the Ascend 910B chip. “It’s not that we don’t want to buy … Read more
Founder Technology (600601): The AI Computing Power Breakthrough and Valuation Game of a PCB Veteran Article first published on: October 26, 2025 1. Company Fundamentals: From “Traditional PCB Manufacturer” to “AI Computing Material Supplier” Breakthrough The business model of Founder Technology can be summarized as “Stable PCB Foundation, New Opportunities in AI Servers + Optical … Read more
1. AI Circle Places “Futures Orders”, TSMC Becomes the Largest “Order Taker” OpenAI recently made a significant move in the tech world: partnering with AMD on one hand and Broadcom on the other, it issued two “computing power futures” orders. According to the agreement, AMD will help it build 6 gigawatts of GPUs, while Broadcom … Read more
The company that has entered both the NVIDIA and AMD supply chains to provide high-speed connectors for humanoid robots is “Dingtong Technology” (688668.SH). Below are detailed explanations, along with another highly relevant alternative company for your reference: Dingtong Technology Core Logic Matching Points: 1. Entering the AMD/NVIDIA supply chain to provide high-speed connectors: This information … Read more
Yesterday, I organized the semiconductor industry chain, and some friends expressed a desire for more similar content. Today, I will summarize AIPCB. AIPCB is an upgraded printed circuit board designed specifically for high computing power and high transmission efficiency needs, driven by artificial intelligence technology. Its core lies in breakthroughs through high-layer boards (18+ layers), … Read more