AI Hardware Development

Wei Zhe: If the Profit Margin of Chips Can’t Compete with Potato Chips, Then Don’t Pursue It

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Wei Zhe: If the Profit Margin of Chips Can't Compete with Potato Chips, Then Don't Pursue It

Copyright Statement Source: China Europe International Business School (CEIBS6688), Readshare (readsharecn) Guests: Wei Zhe, Founding Partner and Chairman of Jia Yu Capital Su Xijia, Professor of Finance and Accounting at China Europe International Business School Introduction Recently, during the CEIBS Alumni Homecoming Day and the 2025 “Vision Comes from Seeing” Annual Forum, Wei Zhe, Founding … Read more

What Happened with the Surge in AI Hardware?

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What Happened with the Surge in AI Hardware?

Last Friday’s significant drop left the entire market bewildered.A large volume drop contains excellent opportunities!In fact, there is no essential difference between a large rise and a large fall; the core issue is the short-term changes in market sentiment and risk appetite.In terms of short-term news, last night the NASDAQ surged, and the Federal Reserve … Read more

Essential Knowledge for Hardware Development: How to Choose Between Breadboards, Perfboards, and PCBs?

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Essential Knowledge for Hardware Development: How to Choose Between Breadboards, Perfboards, and PCBs?

Click the blue text to follow us When developing hardware designs, three types of boards are commonly used: breadboards, perfboards, and PCBs. What are these three types of boards, and which one should be used at different stages of hardware development? Today, let’s clarify these questions all at once. 1 Breadboard Breadboard A breadboard is … Read more

How Zhu Xiaohu’s AI Hardware Captivates Investors with the Philosophy of Subtraction

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How Zhu Xiaohu's AI Hardware Captivates Investors with the Philosophy of Subtraction

Zhu Xiaohu’s first AI hardware project has secured additional funding, Gyges Labs is creating the next generation of human-computer interaction interfaces using the “philosophy of subtraction”. Restraint is harder than accumulation, but the correct business logic often lies in restraint. As the chief planner of the Internet of Things, I encounter numerous AI hardware entrepreneurs … Read more

The Ultimate Design Logic of AI Hardware: Anchoring on Scenarios for Exponential Capability and Experience Leap

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The Ultimate Design Logic of AI Hardware: Anchoring on Scenarios for Exponential Capability and Experience Leap

Steve Jobs once accurately pointed out the essence of product design: products are created for people and scenarios, and the core value is to amplify human capabilities in specific scenarios or to greatly enhance the experience. In the realm of AI hardware, this logic becomes even more critical—AI empowerment that is detached from scenarios is … Read more

Tesla Accelerates AI Chip Development: AI5 Nears Tape-Out, AI6 Design Initiated, Samsung and TSMC Progressing Simultaneously

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Tesla Accelerates AI Chip Development: AI5 Nears Tape-Out, AI6 Design Initiated, Samsung and TSMC Progressing Simultaneously

Tesla’s development of artificial intelligence chips has entered a new critical phase. According to AIbase, Elon Musk confirmed that Tesla has signed a contract worth up to $16.4 billion with Samsung Electronics for AI chip foundry services. This substantial order will support the production of Tesla’s next-generation AI6 chip, which will be manufactured at Samsung’s … Read more

Musk Releases Chip Hero Poster

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Musk Releases Chip Hero Poster

Upon the release of Gemini 3, it has overwhelmingly crushed its competitors. This once again proves how crucial end-to-end design is for reducing costs and dimensions in AI. Musk certainly understands this principle, as evidenced by SpaceX’s success, which is a result of faithfully implementing this philosophy. Now, Musk is more determined than ever to … Read more

Opportunities in AI Hardware Transitioning to AI Applications

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Opportunities in AI Hardware Transitioning to AI Applications

This article is a summary of the blogger’s daily post-market news and personal trading records. The blogger also incurs losses; the stock market carries risks, so please do not follow blindly! 01Summary in One Sentence Pay attention toAIhardware transitioning toAIapplications opportunities; December interest rate cuts may increase; Changxin’s new products. 02News Summary (1) Google’s newly … Read more

AI Hardware’s ‘Long Cycle’ Logic from an Industrial Perspective: 2027 Peak, 2028 Turning Point, and the Dawn of the Efficiency Era

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AI Hardware's 'Long Cycle' Logic from an Industrial Perspective: 2027 Peak, 2028 Turning Point, and the Dawn of the Efficiency Era

Introduction: Not Infinite Prosperity, Written after Nvidia’s Q3 2025 financial report. AI Hardware’s ‘Long Cycle’ Strategic Research Report Insight: From Cyber’s guidance on Nvidia’s next quarter growth rate, the market’s enthusiasm for AI hardware masks a calm and objective rule: The future AI hardware is likely to be a truly ‘long cycle’ industry, but certainly … Read more

FPGA Download Failure After Replacing Crystal Oscillator: Lessons Learned

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FPGA Download Failure After Replacing Crystal Oscillator: Lessons Learned

San Pao’sHardware Development Learning Notes Sharing knowledge to enhance skills♥Exchanging experiences to strive for excellence Table of Contents 1. Description of Anomalies2. Investigation and Analysis Process3. Problem Identification4. Solutions5. Complaints about the validation of replacement materials ✍ Understanding the differences between crystal oscillators and crystals, design selection Recommended previous notes👆 The specific reason for replacing … Read more