AI supply chain Articles

China Instructs Alibaba and Others to Halt Purchases of NVIDIA Chips? Foreign Ministry Responds

2026-06-03 by boardor

Chinese Foreign Ministry spokesperson Lin Jian hosted a regular press conference on September 18.Reporters asked: Some media reported that the Chinese side instructed companies like Alibaba to terminate their purchase orders for NVIDIA chips. NVIDIA CEO Jensen Huang expressed disappointment regarding the reports. What is the Chinese side’s response? Can you confirm the related reports?Lin … Read more

How IoT Addresses Urban Consumers’ Demand for Organic Poultry and Vegetables

2026-06-01 by boardor

1. Core Value Proposition (Why Users Choose You) Clearly address the core pain points of users, such as: Providing a one-stop service for community residents and nearby office workers, offering “fresh ingredients (such as farm-raised chicken and organic vegetables) to ready-to-eat meals,” solving the problems of “spending time buying ingredients, the hassle of cooking, and … Read more

The Sensors of Li Auto L9: A Supplier is Undergoing Bankruptcy Liquidation

2026-05-31 by boardor

Everyone is talking about how impressive the intelligent driving of the Li Auto L9 is, but who has noticed the recent supply chain liquidation announcement? Yes, it’s that small factory supplying the Li Auto L9 with the Aurora radar module, which entered bankruptcy proceedings two weeks ago. 😂 1. This Overlooked Detail In the official … Read more

A-shares: Will Storage Chips Surge? Who Are the Six Major Players?

2026-05-29 by boardor

Concept of Storage Chips: Storage chips are semiconductor hardware used for storing data and programs, serving as the “memory warehouse” of electronic devices. They can retain information for a long time after power is lost (such as USB drives and solid-state drives) or temporarily store data for quick access by the CPU (such as memory … Read more

The Weight Loss Behind Robot Materials: A Silent Revolution Reshaping a Trillion-Dollar Supply Chain

2026-05-29 by boardor

1 Why are robots collectively “losing weight” from “steel giants” to “lightweight experts”? Tesla Optimus 2nd Generation: Weight reduced from 73kg to 63kg, with a 30% increase in endurance, performing backflips without gasping for breath. Boston Dynamics Atlas: Carbon fiber + titanium alloy frame, jump height increased by 18%, knee lifespan extended by 4 times. … Read more

Supplier List for Tesla Model 3

2026-05-29 by boardor

Recently, the delivery ceremony for the Tesla Model 3 in the Chinese market was officially held at the Tesla Beijing Jinguang Experience Center. As Tesla’s first economical new energy vehicle, the delivery of the Model 3 is of milestone significance in promoting the replacement of traditional cars with new energy vehicles in China. This article … Read more

3D Printing Reshapes Automotive Aftermarket Supply Chains

2026-05-28 by boardor

Thank you all for reading, and I hope this article provides some value. It is recommended to set a star mark, so you can receive the latest articles immediately. On January 3, 2025, 3D Systems partnered with Daimler Bus to achieve distributed 3D printing of spare parts. Digitally protected files are sent to local service … Read more

Nomura: AI PCB & Copper Clad Laminate – Accelerated Upgrades by 2026

2026-05-26 by boardor

Preliminary observations on Nvidia’s Vera Rubini PCB/HDI and CCL upgrades We believe that the design discussions for Nvidia’s Vera Rubini (US version, non-rated) Vera Rubini (VR) system are nearing their final stages. We summarize some observations regarding its PCB and Copper Clad Laminate (CCL) supply chain, as shown in Figure 1. 1. For the compute … Read more

Cooling Solutions for Packaging Substrates: The Surge in PCB Demand!

2026-05-23 by boardor

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

Research on AI Server PCBs: The Backbone of High-Performance Computing

2026-05-23 by boardor

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