In 2025, the global robotics industry will reach a breakthrough point from zero to one. Previously, several articles on robotics have been shared, and today we will explore the main control chips used in applications to see if there are promising opportunities in this area. Disclaimer: This article references official media and online news materials. … Read more
In recent days, I have published quite a few articles, ten the day before yesterday and eight yesterday. The reason for this is that I want to store a lot of the information I need for easy access at any time. In the past, I mostly wrote original articles, which means I wrote them independently … Read more
First, congratulations to China’s Xiaobotong: Chip Origin has reached a new high, with some sellers seeing over 200 billion. For those unfamiliar, you can refer to the following article: China Xiaobotong. The new news here is that Byte’s ASIC has increased its shipment volume by 50%. Today’s main update is on robotics:Robotics was actually a … Read more
The robotics sector is currently in a period of intense catalysis, with key highlights including: In October, Yushu submitted listing materials. On October 24, Xpeng launched a new generation of humanoid robots. On November 6, Tesla’s shareholder meeting. In November-December, Tesla will release the Optimis 3rd generation. In November, NVIDIA showcased a humanoid robot developed … Read more
The commentary has become increasingly brutal. In ancient times, the commentary: Company A’s sample testing was excellent, with a yield rate that crushed Company B, supplying for XX. Qing Dynasty commentary: Breaking: Authority to Consider QE, said a person familiar with the matter. Last year’s commentary: Company A added lithography machine business, process breakthrough at … Read more
The content is approximately 3,500 words long, with a reading time of 10-15 minutes. Please like, share, and bookmark for reference, thank you!NVIDIA CEO Jensen Huang believes that after AI, robotics technology is another market with growth potential for NVIDIA. The robotics industry is transitioning from “concept hype” to “mass production implementation,” with the global … Read more
Is the AI (Artificial Intelligence) craze cooling down? According to a biweekly business survey conducted by the U.S. Census Bureau involving tens of thousands of companies, the application of AI in American businesses appears to have experienced a temporary decline. In large enterprises with more than 250 employees, the application rate of AI in production … Read more
Chip giants unite! Intel has surged by over 22% in a single day, leaving senior investors stunned: Is this still the “toothpaste factory” I know? Old friends, something big has happened! The US stock market hit a historic high last night, with Intel being the standout performer. This veteran chip company unexpectedly skyrocketed by over … Read more
As the core operator of “China’s Silicon Valley,” Zhangjiang Hi-Tech (600895) has seen its value surge, reflecting the market’s urgent expectations for the domestic substitution of China’s semiconductor industry. The company will enjoy long-term dividends driven by the robust development of the semiconductor industry under the strong impetus of national strategy. Diving deeper into Zhangjiang … Read more
Upon waking up, the circuit boards are in a battle.It is rumored that the company ranked second in market value within the PCB sector, which we will refer to as PCB副goat, criticized the company ranked first during a research meeting.副goatEssentially, it means that I am technically advanced, and the previous goat had sought my advice … Read more