Hello, everyone. Today, we will discuss the domestic PCB industry.Printed Circuit Boards (PCBs) are the providers of electrical connections for electronic components. The term PCB typically refers to bare boards—circuit boards without components. The circuit board serves to support and fix objects while also providing connections between various lines to transmit electrical signals. The true … Read more
(This article is organized by AI for reference only, please delete if infringing) 1. Overview of NVIDIA’s Rubin CPX New Solution Positioning: A new solution positioned between the original Rubin and Rubin Ultra, officially named Rubin NV144 CPX. Configuration: Each cabinet integrates 36 CPUs + 144 GPUs, with an additional 144 CPX dedicated inference chips. … Read more
1. There are indeed too many PCB printed circuit board stocks, totaling 32. Although the industry has begun to experience high prosperity, many companies still see a decline in net profits. This is because those not engaged in AI PCB are still facing intense competition, with gross margins only in the teens. After deducting expenses … Read more
An AI computing power revolution is imminent. Recently, at the 2025 Optical Expo, a brand new and disruptive CPC technology made a stunning debut. It is no exaggeration to say that the emergence of this technology will completely replace CPO and PCB, becoming the most sought-after investment target in the market. If you missed the … Read more
The Shanghai Composite Index fell by 0.26%, while the ChiNext Index rose by 1.52%. 【1. In the afternoon, the index retreated, with the Shanghai Composite weekly analysis showing support at 3836 points. The ChiNext had a long shadow, and the rapid rise above 3100 points is certainly too fast (not in line with the requirements … Read more
The rapid development of artificial intelligence is driving a sharp increase in the demand for the entire printed circuit board (PCB) material chain, with significant rises in both price and output. According to the “Electronic Times Asia,” supply pressures are no longer limited to low thermal expansion coefficient (CTE) glass fiber fabrics used for CoWoS … Read more
Founder Technology (600601) is a publicly listed company under the Peking University Founder Group. It was formerly known as Shanghai Yanzhong Industrial Co., Ltd., which was restructured and renamed Founder Technology, and it was listed on the Shanghai Stock Exchange in 1990. The company is registered in Shanghai, with the controlling shareholder being Zhuhai Huashi … Read more
In 2024, a company shocked investors in the A-share market with a “90.55% surge in net profit“—it is not a hot new AI player, nor a star in the new energy sector, but Founder Technology (600601.SH), which has been deeply engaged in printed circuit boards (PCB). Looking back three years, this company was still trapped … Read more
AI-Driven Electronic Innovation Cycle and Growth in Computing Power DemandAI is the core driving force behind this round of electronic innovation cycle. As large models penetrate applications from training to inference, the optimization of various large models has led to an explosive growth in AI application scenarios. According to the content from NVIDIA’s 2025 GTC … Read more
In 2025, the AI server market is experiencing rapid growth, and behind this technological feast, a key “unsung hero” is emerging—the AI server PCB (Printed Circuit Board). As the “nerve center” connecting core components like GPUs and CPUs, the technical level of PCBs directly determines the performance ceiling of computing systems. Recently, we engaged in … Read more