The Chinese PCB (Printed Circuit Board) market is the largest producer globally, accounting for over 60% of global capacity. By 2024, the total output value of the global PCB industry is expected to reach $73.565 billion, with mainland China accounting for more than 55%. 1. Industry Status 1. Market Size In 2024, the global PCB … Read more
PCB, known in Chinese as 印制电路板 (printed circuit board), is commonly referred to as a circuit board. If chips (such as CPU, GPU, etc.) are the “brain” of electronic products, responsible for thinking and computation, then the PCB serves as the “skeleton” and “nervous system” of electronic products. It supports all components (organs) and establishes … Read more
According to a report by Electronic Enthusiasts Network (Author: Huang Jingjing)Analyst Ben Reitzes from Wall Street research firm Melius Research predicts that Nvidia’s market value could reach $9 trillion by 2030. In July of this year, Nvidia’s valuation reached $4 trillion, based on this calculation the company’s market value will more than double in the … Read more
The PCB (Printed Circuit Board) industry is experiencing explosive growth not seen in a decade, driven by the global AI computing power revolution.The traditional server PCB is valued at approximately 2000 yuan, while AI servers, due to their powerful GPU/ASIC chips, require higher layer counts (20-40 layers) and more complex technologies, causing the value of … Read more
Loongson revealed at the Innovation Forum that the Loongson 3C6000, Loongson 3D6000, and Loongson 3E6000 have all completed tape-out and are set to be released in the fourth quarter of 2024. The Loongson 3C6000 processor will introduce the LoongChain 1.0 for the first time, similar to NVIDIA NVLink, supporting interconnects between 2 to 8 chips—potentially … Read more
Hello, I am Tan Ke. The Assistant Secretary for Export Control at the U.S. Department of Commerce, Thea Kendler, made the following statement at a closed-door briefing in Silicon Valley. “The so-called breakthroughs of China in semiconductor technology, such as 7 nm and even 5 nm, are merely ‘samples for leaders in the laboratory’, and … Read more
Click the blue text to follow us Warm reminder: The following content is for personal research and entertainment purposes only and does not constitute any investment advice! Even the best stories require their own stock selection and timing systems; chasing high prices carries risks, be cautious of standing guard at high positions. 1. Demand Pull … Read more
Smartphones, computers, communication base stations, and artificial intelligence servers all rely on a key component—the printed circuit board, commonly known as PCB. The performance of a PCB largely depends on the quality of its upstream materials. This article systematically analyzes the industrial chain structure of PCB materials, core technical indicators, characteristics and applications of various … Read more
Click the blue text above to follow us The full text is approximately 5800 words, with a reading time of about 7-8 minutes. It is recommended that stock enthusiasts bookmark it first and read it in sections. This article focuses on the following issues:What is PCB, types of PCB, current development status of PCB, “bottleneck” … Read more
1. Global Computing Power Competition: The New Infrastructure Wave of the Digital Economy Driven by technologies such as AI, 5G, and the Metaverse, global demand for computing power is growing at an annual rate of 30%. According to IDC, the global computing power scale is expected to reach 3300 EFlops by 2025, a tenfold increase … Read more