The full text is 3200 words, estimated reading time 5 minutes. In the wave of artificial intelligence, AI intelligent hardware has emerged as a dazzling new star, rapidly rising and unveiling the grand curtain of a trillion-dollar market! According to authoritative market research firm Lottu Technology, the scale of China’s AI hardware market is expected … Read more
Hello, this is “Yikong Classmate” Today’s topic: 1. Small volume bullish 2. News: NVIDIA earnings report, countermeasures in semiconductor materials Disclaimer: This article discusses all subjects solely for research or review purposes and does not constitute investment advice! …….. Small volume bullish ends three consecutive bearish days, still within a volatile platform. Oil and gas, … Read more
In the context of the continuous growth in demand for AI hardware innovation, how can companies break through the technical bottlenecks of high-end printed circuit boards? On October 28, 2025, at the Shenzhen International Convention and Exhibition Center, Jia Li Chuang Group publicly released two high-end PCB technology achievements: ultra-high-layer PCBs with 34 to 64 … Read more
When the iPhone sparked the smartphone revolution in 2007, no one could have predicted that it would bring “human connectivity” from the PC to our pockets, giving rise to a trillion-dollar mobile internet ecosystem. Today, AI hardware is replaying this “epoch-making transformation”—but this time, it is not about “migration of endpoints” but rather about “reconstruction … Read more
Hello, good evening, and welcome to my new channel—How to Play with AI Hardware. Regarding the section on AI toys for adults, it can be divided into two directions. The first direction is product creation, and the other direction is creating interactive companion agents. These two directions are not self-selected by adults; all adults want … Read more
Espressif Technology It is said that the shareholders of 688018 are paying attention. At the recently concluded 2025 Wenxin Open Source Innovation Competition – Shenzhen Station, Baidu, in collaboration with hardware partner Espressif Technology, held a technical workshop integrating software and hardware, promoting the application of large models on edge hardware. This event focused on … Read more
A professional community focused on sharing financial information. If you like it, please click the business card below to follow. A strange yet common misconception has spread in the market: as soon as a company announces it is developing ASICs, many people immediately believe it, as if ASICs are a technology that anyone can master, … Read more
In many AI hardware devices (such as AI assistants, robots, AI headphones, etc.), voice conversations are typically divided into three consecutive stages: ① Perception Stage (Listen), in layman’s terms: the hardware first “understands what you are saying”. Key technologies: ASR (Automatic Speech Recognition), wake word detection. Action: the microphone captures your voice → converts it … Read more
In July and August, AI hardware has been in the spotlight. Companies like Industrial Fulian, Cambricon, Zhongji Xuchuang, and Cambridge Technology have made headlines. However, the AI hardware sector is showing signs of fragmentation, with an overall adjustment as prices have risen significantly. Looking ahead, the world has indeed entered the AI era, and the … Read more
In November 2025, SoftBank Group’s decision to liquidate all its Nvidia shares for $5.83 billion sent shockwaves through the global technology capital market. As a seasoned investor who has entered and exited Nvidia twice and witnessed its market capitalization soar from hundreds of billions to trillions, SoftBank’s high-level cash-out was no coincidence but a precise … Read more