Healthy Divergence Following Chip Surge on September 25

Healthy Divergence Following Chip Surge on September 25

[Introduction] In the past year, my trading strategy has shifted: from purely focusing on leading stocks to gradually identifying emotional cycles as starting points for trading. Although my understanding of emotional cycles has deepened, my account balance has unfortunately decreased instead of increased. 😔 I often watch live streams on Douyin and follow various influential … Read more

Mainstream SoC Chips for Home Surveillance Cameras in 2025

Mainstream SoC Chips for Home Surveillance Cameras in 2025

Related Topics: HiSilicon’s Latest Security Chip for 2025 SmartSens’ Latest Image Sensor (CIS) for Security Surveillance Cameras in 2025 SigmaStar Security Chips Commonly Used SoC Chips for Security Video Surveillance Cameras in 2025 Common Image Sensors for Security Video Surveillance Cameras in 2025 Guokaiwei’s Latest Security Chip for 2025 Novatek’s Latest Security Chip for 2025 … Read more

Breakthrough! Alibaba Releases Self-Developed AI Chip, Directly Competing with NVIDIA!

Breakthrough! Alibaba Releases Self-Developed AI Chip, Directly Competing with NVIDIA!

The Chinese technology company Alibaba Group has officially released its first self-developed artificial intelligence chip, marking a significant breakthrough for domestic enterprises in the high-end AI computing power sector. This chip adopts an advanced architectural design, primarily targeting cloud-based AI inference scenarios, achieving industry-leading levels in key metrics such as energy efficiency and computing density. … Read more

Three Key Issues Facing Domestic AI Chips After Huawei’s New Chip Release

Three Key Issues Facing Domestic AI Chips After Huawei's New Chip Release

Author|Yao Jinxin, Xiao Jing China’s computing chip sector is quietly undergoing changes. At the 2025 Huawei All-Connect Conference, Huawei released several heavyweight new chips, including the Ascend 950 series, 960, and 970 AI chips, and announced the product roadmap for Ascend AI chips for the next three years. Among them, the 950 series has two … Read more

The Battle of Giants in the PCB Industry: Who Will Prevail Among Shenghong, Huadian, Shennan, Pengding, and Dongshan?

The Battle of Giants in the PCB Industry: Who Will Prevail Among Shenghong, Huadian, Shennan, Pengding, and Dongshan?

When discussing the hottest topics in the tech industry this year, AI computing power undoubtedly ranks at the top. However, many people focus solely on NVIDIA’s GPUs and Huawei’s Ascend chips, overlooking the foundational cornerstone that supports this computing power—high-end PCBs. Without them, even the strongest chips are just isolated islands. Today’s domestic PCB market … Read more

Computing Power – AI – Robotics

Computing Power - AI - Robotics

Computing power, semiconductors, and devices dominate the landscape. After all, we are still in the early stages of artificial intelligence.However, in the long run, these are all foundational infrastructures. Ultimately, at the pinnacle of the pyramid will be the entry points. Application entry points. Terminal entry points. As for software applications, our agents are likely … Read more

Liquid Cooling, CPO, PCB: What is the Market Buzzing About?

Liquid Cooling, CPO, PCB: What is the Market Buzzing About?

Click the blue text to follow us This year, technology is undoubtedly the hottest topic in the market, with terms like CPO, PCB, and liquid cooling dazzling everyone, and related stocks soaring. Data Source: Wind, data as of 2025-09-23 The hot sectors we often see, such as chips, liquid cooling, and optical communication, actually belong … Read more

Comprehensive Overview of Core PCB Materials: Specialty Electronic Fabrics (with List)

Comprehensive Overview of Core PCB Materials: Specialty Electronic Fabrics (with List)

Specialty electronic fabrics have been introduced before, but recently new friends have shown interest and hope to see a comprehensive overview. Specialty electronic fabrics refer to core reinforcement materials used for high-frequency and high-speed PCBs, primarily woven from electronic-grade glass fiber yarn. Compared to traditional electronic fabrics, they possess superior dielectric properties (low dielectric constant … Read more

Zhao Lidong: The Tsinghua Power on the Road to AI Chip Innovation in China

Zhao Lidong: The Tsinghua Power on the Road to AI Chip Innovation in China

Zhao Lidong Founder, Chairman, and CEO of Suiruan Technology. Bachelor of Electronic Engineering from Tsinghua University, Master of Electronics and Computer from Utah State University, USA. Before founding Suiruan Technology in March 2018, he served as Vice President of Tsinghua Unigroup Co., Ltd. Zhao Lidong has worked in Silicon Valley for over 20 years, deeply … Read more