1. Core Logic Overview Industry Trend: AI PCs are currently in a rapid penetration phase (currently <5%), with NPU computing power upgrading to 40TOPS+ becoming a key driving force, replacing traditional CPU/GPU solutions. Technical Barriers: NPU design capabilities (sparse computing/low-power architecture) and advanced processes (below 7nm) constitute core competitiveness. Market Space: It is expected that … Read more
Intel is facing tougher times as the sales of its newly promoted AI PC chips have not met expectations, leading to a shortage of older chip production capacity. Intel announced that it will lay off employees in the second quarter, and various negative news has caused its stock price to plummet. Intel stated that customers … Read more
According to reports from Electronic Enthusiasts (by Zhang Ying), since February 2025, DeepSeek has emerged, and the explosion of open-source models (such as DeepSeek and Mistral) has reduced the cost of AI inference at the edge for enterprises and accelerated iteration. Qiu Xiaoxin, Chairman of Aixin Yuan Zhi, stated that edge AI chips are a … Read more
For small and medium-sized enterprises, NVIDIA will launch the Jetson development kit, which will be sold in module form. Image source: NVIDIA Following Orin, Thor will also be released, with Jetson Thor set to launch in June 2025. Data source: Internet, compiled by Zosi Automotive Research Jetson Thor and Thor-X have similar performance, with a … Read more
Arrow Lake-S, which is the second generation desktop CPU (Core Ultra 200S series), has been released earlier this month, but has only recently hit the market with supporting 800 series chipset motherboards and OEM brand machines appearing one after another. For example, the machine below is said to cost six figures and is packed with … Read more
Recently, the “14th Five-Year Plan for the Development of the Petroleum and Chemical Industry” was released, emphasizing that while the petrochemical industry enhances its independent innovation capabilities, it must accelerate the development of the new chemical materials industry. Key breakthroughs include high-end polyolefins, engineering plastics, high-performance fluorosilicone materials, high-performance membrane materials, electronic chemicals, bio-based and … Read more