AI Hardware Development

Monday Insights: Index Shows Oversold Rebound, AI Hardware Suitable for Position Reduction; Focus on Software Continuity and Quantum Themes

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As anticipated on Friday, hardware stocks experienced a concentrated sell-off, and subsequent sectors began to dull in response to positive news, making it difficult to stimulate further unexpected messages. Core stocks saw a significant decline, and by the end of the year, a resistance-style adjustment is expected, with a downward trend prevailing, making it suitable … Read more

AI Hardware Correction: How to Operate Next Week?

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In the past week, many significant events occurred: the Federal Reserve’s second interest rate cut, the market repeatedly surpassing 4000 points, and the meeting between the leaders of China and the United States, which made substantial progress in trade disputes. However, it was also a week with extremely high operational difficulty! Most people made profits … Read more

AI Hardware Fails to Deliver? Short Battery Life and Lack of Killer Applications Are Major Drawbacks

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Recently, I’ve noticed a stir in the tech community! The AI Pin from Humane has finally launched in the United States, priced at $699 plus a monthly subscription fee of $24. To be honest, this product caused quite a sensation when it was released last year, with investments from OpenAI’s Sam Altman, designed by a … Read more

Thursday Insights: The Final Phase of AI Hardware Technology, Focus on the 14th Five-Year Plan Topics in November, Continued Left-Side Positioning in Robotics

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On Wednesday, the index surged with increased volume, stabilizing above 4000 points, and the expectation is for continued upward movement. Analyzing the upward structure, institutional trend styles dominate, with non-ferrous metals and new energy as the main forces. Technology opened high but has seen some profit-taking, with only a few branches returning. Subjectively, I believe … Read more

What Are the Components of AI Hardware? Current Major Trends

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1 Composition of AI’s Body From ChatGPT to autonomous driving, from AI painting to intelligent customer service, behind every intelligent system, there is a complete set of AI hardware systems silently supporting it. Today, let’s break down what exactly constitutes the “body” of AI. 2 The “Skeleton” of AI Hardware: PCB If we compare an … Read more

Analyzing the Rhythm of NVIDIA’s Supply Chain: The Evolution of Logic in the AI Hardware Boom

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(The following is for past case studies only / Investment involves risks / Caution is advised when entering the market) The most certain main line in the A-share market this week is not storage chips, but the full-scale expansion around NVIDIA’s supply chain. Covering everything from CPO to PCB, from liquid cooling to AI power … Read more

DIY Process for Hardware Circuit Boards: “First This, Then That, Finally…”

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“The Process of Single Board DIY” 1. Concept Stage 2. Schematic Design 3. PCB Design 4. Board Debugging — To Conclude — “The Process of Single Board DIY” 1. Concept Stage When starting with hardware DIY, it is advisable to find some interesting mature cases to imitate. During the replication process, strive to understand the … Read more

FPGA Schematic and PCB Design: Is a Quotation of 80,000 RMB Reasonable?

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Customer Requirements：FPGA+SOC solution, using the previous FPGA, with the SOC adopting the RK3588 solution, design schematic and PCB project There is a significant difference based on the engineer’s experience level and the region. In the Chinese market, the monthly cost of a qualified FPGA engineer (including company management fees, profits, etc.) typically ranges from 150,000 … Read more

Rare Continuous Surge in Robotics | Thursday Afternoon Market

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Rare Continuous Surge in Robotics | Thursday Afternoon Market

Overview of the midday surge: Announcement: Xingye Technology (signed a strategic cooperation agreement) Real Estate: Xiangjiang Holdings, Robotics: Jingxing Paper, Shanzi Gaoke, Junsheng Electronics (secured global automotive intelligence project orders), Shoukai Co., Yapu Co., Shanzi Gaoke, Far East Co., Hongrun Construction, Quanzhu Co., Kesen Technology, Ruqi Co., Yunnan Tourism, Hongdou Co., Bojie Co., Gongyuan Co., … Read more

9.16 Robot Counterattack Peak

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9.16 Robot Counterattack Peak

Today, I exposed some of my shortcomings.My mental inertia, lack of clarity in thinking, and insufficient detail in reviewing led to an embarrassing situation of “knowing only one side and not the other,” where I acted too smart for my own good.Last week, knowing that low-priced stocks were relatively strong, I chose to ambush with … Read more