AI servers

Summary of Expert Discussions on PCB Drilling Equipment

by
Summary of Expert Discussions on PCB Drilling Equipment

[For more macro/strategy/industry/individual stock research summaries, expert discussions, whitelist conference calls, commentary essays, etc., please join the “Senior Buyer Research” knowledge community, updated daily with over 200 entries.] 1. Drivers of HDI Demand Growth •Core Driver of Industry Cycle Upturn: The HDI industry exhibits significant cyclical order fluctuations. Before the fourth quarter of 2024, orders … Read more

Key Expectations in the PCB Industry

by
Key Expectations in the PCB Industry

The recent news about the active expansion in the PCB industry has caught everyone’s attention. Whether it is Shenghong or Pengding, the expansion is in full swing. Additionally, companies in the equipment sector have shifted their overall logic from simple orders and downstream expansions to equipment orders, evolving towards high-end and domestic production. The drilling … Read more

Shenghong Technology: A Circuit Board’s Journey into NVIDIA’s Supply Chain

by
Shenghong Technology: A Circuit Board's Journey into NVIDIA's Supply Chain

Click the blue text above to follow me👆 Recently, the A-share market has witnessed a dramatic comeback story. The protagonist is a company called Shenghong Technology based in Huizhou, whose main business sounds quite ordinary: Manufacturing printed circuit boards (PCBs), those small components hidden inside electronic devices that ordinary people cannot see. However, this company … Read more

Optical Communication Surges 20% in a Day! PCB Leader’s Net Profit Soars 339%, Millimeter-Wave Radar Penetration Exceeds 25%

by
Optical Communication Surges 20% in a Day! PCB Leader's Net Profit Soars 339%, Millimeter-Wave Radar Penetration Exceeds 25%

On August 13, 2025, an overview of the leading stocks and core stocks in the three sectors of optical communication, PCB concepts, and millimeter-wave radar, integrating technical barriers, order progress, and market performance: 🔌 1. Optical Communication Sector: Focus on 800G/1.6T Optical Modules and Material Innovations 1. Leading Optical Module Companies Zhongji Xuchuang (300308): Technical … Read more

Shenghong Technology’s Market Value Soars by 130 Billion in Four Months, Becoming an Invisible Champion in NVIDIA’s Supply Chain

by
Shenghong Technology's Market Value Soars by 130 Billion in Four Months, Becoming an Invisible Champion in NVIDIA's Supply Chain

In the factory in Huizhou, precision circuit boards flow quietly in a dust-free workshop, while hot money from the capital market is pouring into this once-obscure electronic component manufacturer at an unprecedented speed. On August 11, 2025, at 3 PM, as the closing bell rang on the A-shares, Shenghong Technology’s stock price settled at202.45 yuan, … Read more

0728 AI PCB Concept Stock Overview

by
0728 AI PCB Concept Stock Overview

1. PCB output value and AI server dual-line high growth computing hardware sector continues to rise in popularity According to the Prismark report, in the first quarter of 2025, the global PCB market size is expected to grow by 6.8%, with high-end HDI boards (High-Density Interconnect boards) and multilayer boards with more than 18 layers … Read more

The Era of PCBs: A Review of PCB and Optical Module Companies

by
The Era of PCBs: A Review of PCB and Optical Module Companies

Follow the “Southern Financial View” public account to like and share for good luck, and enjoy daily limit increases!! With the mass production of NVIDIA’s GB300, PCB and optical module manufacturers are now in the performance realization period. Which companies in the market are benefiting from this? The editor has compiled the list, please see … Read more

Installation, Configuration, and Maintenance of Linux DNS Server

by
Installation, Configuration, and Maintenance of Linux DNS Server

(Click the public account above to quickly follow) English: dzone, Translator: Open Source China https://www.oschina.net/translate/linux-dns-server-installation-amp-configuration-am?print If you have good articles to submit, please click → here for details Each IP address can have a hostname, which consists of one or more strings separated by dots. With a hostname, there is no need to memorize the … Read more

Five Major Challenges for Arm Server Chips

by
Five Major Challenges for Arm Server Chips

Remember to star the public account ⭐️ to receive notifications promptly. Source: Content from servethehome, thank you. Arm has faced a challenging period in the enterprise sector. NVIDIA is heavily promoting Arm CPUs in the AI application space as part of its overall strategy to build full-stack systems akin to IBM mainframes. In the Internet … Read more

Analysis and Comparison of the PCB Industry and Five Leading Companies

by
Analysis and Comparison of the PCB Industry and Five Leading Companies

1. Basic Situation of the PCB Industry PCB (Printed Circuit Board) refers to circuit boards designed with copper circuit patterns on copper-clad laminates, primarily responsible for the circuit connections of various electronic components, known as the “Mother of Electronic Products“. It is widely used in communication electronics, consumer electronics, computers, automotive electronics, industrial control, medical … Read more