Click the above “Mechanical and Electronic Engineering Technology” to follow usWhen it comes to AI servers, many people may find them mysterious, but in fact, they are composed of various components just like the electronic devices we use in our daily lives, including PCBs—printed circuit boards. PCBs are as crucial in electronic devices as the … Read more
With the explosive growth in AI computing power demand and the full onset of the storage industry’s “super cycle,” the prices of storage chips continue to soar, impacting the global electronics supply chain at an unprecedented rate, affecting everything from GPUs and SoCs to passive components. A source from a storage chip manufacturer revealed to … Read more
In today’s rapidly advancing AI server landscape and the impending launch of 800G/1.6T switches, there is a critical material undergoing a technological revolution alongside GPU chips. This material is the top-tier substrate for PCBs – M9 grade material. 1. What is M9 Material? In the PCB (Printed Circuit Board) industry, the “M” series typically refers … Read more
Institutional Insights· Research Reference Join the Community· WeChat: Buddha_Research Summary of Content What is the overall report content today? What are the main driving forces behind the downstream value of PCBs? Today’s report provides a detailed logical overview of the drilling segment, while also summarizing some aspects of PCB logic. Currently, the core trend in … Read more
At the SC25 exhibition, Broadcom showcased its PCIe Gen6 switch chip aimed at servers for 2026. The exhibit featured not only the PEX90144, a large PCIe Gen6 chip with 144 lanes or 72 ports, but it will also be integrated into the Dell PowerEdge XE7745 PCIe motherboard. The platform is based on the Dell PowerEdge … Read more
Since September 2025, the entire electronic fiberglass industry chain has entered a price surge. The average price of ordinary electronic yarn has risen to 500-600 yuan/ton, with electronic fabric prices also climbing. For instance, the price of Linzhou Guangyuan 7628 ordinary electronic fabric has increased from 4.1-4.2 yuan/meter to 4.4-4.5 yuan/meter, and the average price … Read more
“Prices change several times a day,” and “the surge is faster than gold”—a price surge in storage chips ignited by AI is sweeping the globe. Over the past six months, global storage chip prices have continued to rise, with price increase news becoming more frequent in the last month. The core driving force behind this … Read more
With the emergence of large models like ChatGPT, DeepSeek, and Gemini, the global demand for computing power has exploded exponentially. While everyone is discussing the shortage of GPU chips, hardware engineers are facing another severe underlying challenge: how to support such an astonishing density of computing power? The answer lies in those unassuming green circuit … Read more
Institutional Insights· Research Reference Join the Community· WeChat: Buddha_Research Summary of Content What is the main theme of today’s report? What are the core trends in the PCB industry? Today’s report focuses on the drilling aspect, providing a detailed logical analysis and briefly reviewing the basic situation of the PCB industry, especially the development trends … Read more
From smartphones to AI servers, from new energy vehicles to satellite communications, the efficient operation of every electronic device relies on an “invisible cornerstone”—the PCB (Printed Circuit Board). As the “nerve center” of electronic components, it carries the core functions of signal transmission and power distribution, spanning the entire electronics industry chain. Its technological iteration … Read more