Is the Limitation of Embodied Intelligence Due to Computing Power and Chips?

Is the Limitation of Embodied Intelligence Due to Computing Power and Chips?

Currently, the most powerful robot has a brain computing power of about 2000 Tflops and a power consumption of 130 watts.In contrast, a rather ordinary human brain has a computing power of about 11000 Tflops and only requires 20 watts. Is the reason why robots are not smart enough due to chips and computing power?This … Read more

Will Liquid Cooling Be the Next PCB and Optical Module?

Will Liquid Cooling Be the Next PCB and Optical Module?

In the current era of booming AI computing power, optical modules and PCBs are crucial components of the AI computing power chain, having deeply integrated with the wave of infrastructure development, resulting in significant increases in both shipment volume and value. Now, liquid cooling technology is emerging as a potential strategic investment opportunity similar to … Read more

Huawei’s Xu Zhijun Discusses Chip Progress After Six Years

Huawei's Xu Zhijun Discusses Chip Progress After Six Years

2025.09.18 Word count: 1091, estimated reading time: about 2 minutes Author | Yicai Global Li Na At the 2025 Global Connectivity Conference, Huawei rarely announced the research and development progress of several self-developed chips. On September 18, Huawei’s Vice Chairman and Rotating Chairman Xu Zhijun stated in his speech that over the next three years, … Read more

Huawei Unveils Three-Year Chip Roadmap: Self-Developed HBM Makes a Strong Debut, Ascend 970 Aims at NVIDIA!

Huawei Unveils Three-Year Chip Roadmap: Self-Developed HBM Makes a Strong Debut, Ascend 970 Aims at NVIDIA!

Huawei announced its development roadmap for Ascend chips over the next three years, with the 950, 960, and 970 series set to launch, and for the first time, it disclosed its self-developed high-performance HBM memory technology, accelerating the process of AI computing power independence in China. “Huawei’s accumulation in connectivity technology, continuous investment to achieve … Read more

Huawei Reveals Latest Plans for Ascend Chips Over the Next Three Years

Huawei Reveals Latest Plans for Ascend Chips Over the Next Three Years

By | Nandu Reporter Cheng Yang On September 18 at the Huawei Connect Conference, Huawei’s Vice Chairman and Rotating Chairman Xu Zhijun revealed that over the next three years, Huawei has planned multiple Ascend chips, including the 950PR, 950DT, 960, and 970 chips. Among them, the Ascend 950PR will be launched in the first quarter … Read more

Betting on the Semiconductor Mainstream at the ‘Key Points’ of the Major Uptrend!

Betting on the Semiconductor Mainstream at the 'Key Points' of the Major Uptrend!

In trading, professional traders make calculated bets on the key points of the mainstream sectors, with a plan and psychological expectations, to achieve financial freedom (because the real major mainstream does not trap people). The new mainstream of the second height and four firsts is the heart and soul of the market, representing the consensus … Read more

Alibaba’s Self-Developed AI Chip Accidentally Exposed!

Alibaba's Self-Developed AI Chip Accidentally Exposed!

Parameter comparison shows that multiple indicators surprisingly surpass NVIDIA’s A800? Total word count: 1573 words, estimated reading time: 4 minutes Cover image: AI generated According to Weike Network Electronics on September 17, during the CCTV “News Broadcast” on the evening of September 16, a subtle shot captured a parameter comparison table of Alibaba’s self-developed AI … Read more

AI Applications: Humanoid Robots and Other Predictions Starting Mid-September

AI Applications: Humanoid Robots and Other Predictions Starting Mid-September

The best-performing direction today is AI+ humanoid robots in applications. I have repeatedly mentioned the 5+1 directions to focus on in robots during my recent articles, noon classes, and evening programs. The 5 refers to five hardware components (dexterous hands, ball screws, bearings, reducers, motors, and materials like electronic skin), while 1 refers to the … Read more

Robotics Market Trends and Insights

Robotics Market Trends and Insights

After a peak yesterday, the robotics sector continues its momentum today. The strength of Wolong is undeniable, and last night, analysts were optimistic about the main rise of robotics, with the robotics sector index reaching a new high, being the only sector willing to actively expand its heights. The core capacity is supported by Wolong, … Read more

Semiconductor and Computing Power Sector: Investment Logic of ‘New Infrastructure’ Under Accelerated Domestic Substitution

Semiconductor and Computing Power Sector: Investment Logic of 'New Infrastructure' Under Accelerated Domestic Substitution

1. Market Heat: Computing Power Sector Attracts 5.3 Billion in a Single Day, Cambricon Stock Price Returns to 1500 Yuan On September 16, the semiconductor and computing power sector continued its strong performance, with Cambricon and Haiguang Information rising by 18% and 12% respectively, and Chunzong Technology’s liquid cooling server concept achieving five trading limits … Read more