Feedback and Current Status of PCB Drill Needle Roadshow

Feedback and Current Status of PCB Drill Needle Roadshow

Recently, the public account has changed its rules, and the push notifications are no longer in chronological order. If you don’t want to miss articles from the “Thinking Summary Account“, please set it as a “star” and frequently click “See”. Thank you for your support! This public account is a backup account for the “Thinking … Read more

World’s First Thermodynamic Chip Successfully Taped Out

World's First Thermodynamic Chip Successfully Taped Out

Click the blue text above to follow for more exciting content The story of the chip is turning a new page. Recently, the American startup Normal Computing announced that their CN101 chip has officially been taped out. This is not just an ordinary chip; it is the world’s first “thermodynamic computing chip,” designed specifically for … Read more

The Concept of Printed Circuit Boards (PCBs) and 6 Companies That Are Still Severely Underrated!

The Concept of Printed Circuit Boards (PCBs) and 6 Companies That Are Still Severely Underrated!

The infrastructure related to AI computing power continues to maintain a high level of prosperity, becoming the core driver of the sector’s growth. With strong demand for AI servers and accelerator cards represented by NVIDIA, there has been a rapid increase in the production of key materials such as high-layer high-speed boards, high-end HDI, and … Read more

Future Directions for AI in PCB Process Technology Iteration

Future Directions for AI in PCB Process Technology Iteration

FutureAI is expected to continuously iterate the technology path of PCB processes direction With the continuous iteration of new processes, what potential technological innovations lie ahead? As AI computing hardware evolves towards high density and high bandwidth, reducing the dielectric constant (dk) and dielectric loss (df) becomes key to breaking transmission bottlenecks. The future of … Read more

The Six Core Companies of NVIDIA AIPCB Worth Noting!

The Six Core Companies of NVIDIA AIPCB Worth Noting!

The NVIDIA AIPCB refers to the Artificial Intelligence Printed Circuit Board, which is a key component in servers, primarily used to connect and transmit various electronic components and chips within the server, enabling high-speed and stable data transmission and processing, forming the basis for the normal operation of servers. Huadian Co., Ltd. Concept:NVIDIA AIPCB + … Read more

Overview of PCB-Related Materials, Logic, and Relevant Stocks

Overview of PCB-Related Materials, Logic, and Relevant Stocks

1. Core Industry Logic 1. High-End Upgrade Drive AI computing power demand: The value of the PCB in a single cabinet of the NVIDIA GB200 server reaches $171,000, with a surge in demand for multilayer boards with more than 24 layers, and processing fees at a premium of 30%. The value of high-end HDI boards … Read more

Introduction to Silicon Photonic Chips and Industry Applications

Introduction to Silicon Photonic Chips and Industry Applications

The following is a comprehensive analysis of the technology, industry applications, and supply chain enterprises related to silicon photonic chips, combined with the latest industry dynamics and layout: 1. Technical Principles and Core Advantages Silicon photonic chips (Silicon Photonics) integrate optical devices (lasers, modulators, detectors, etc.) with electronic circuits on the same silicon substrate, utilizing … Read more

Resonance of Domestic Semiconductor Substitution and Rare Earth Permanent Magnet Demand

Resonance of Domestic Semiconductor Substitution and Rare Earth Permanent Magnet Demand

The semiconductor industry chain is strengthening across the board, with companies such as Dongxin Co., Fuman Micro, and Yingfang Micro hitting their upper price limits, and significant capital inflow into the semiconductor sector. The driving force behind the industry comes from dual factors: the release of all nine technical documents for the national integrated computing … Read more

Developing Super Nodes: Advancing Towards AI Accessibility

Developing Super Nodes: Advancing Towards AI Accessibility

Today, as AI penetrates various industries, the demand for computing power has become “extraordinarily diverse”; however, improving computing efficiency is currently challenging, and the market is fragmented with inconsistent demands. A single foundational model requires secondary development of intelligent agents tailored to specific scenarios, and the complexity and diversity of computing power deployment and scaling … Read more

AMD Plans to Launch NPU Acceleration Card

AMD Plans to Launch NPU Acceleration Card

On July 31, according to foreign media reports from CRN, AMD Vice President and General Manager of Client Business Group Rahul Tikoo recently stated that AMD is researching the launch of a standalone NPU acceleration card to help achieve the goal of “AI computing accessible to everyone.” Currently, AI PCs mainly rely on SoCs with … Read more