The ‘Bottleneck’ Technology of Domestic PLCs: Challenges of Less than 30% Localization Rate in the High-End Market

The 'Bottleneck' Technology of Domestic PLCs: Challenges of Less than 30% Localization Rate in the High-End Market

In the field of industrial automation, Programmable Logic Controllers (PLCs) are hailed as the “industrial brain,” and the degree of autonomy of their core chips is directly related to national industrial security.However, it is concerning that the self-sufficiency rate of high-end domestic PLC chips is currently less than 30%, which means that over 70% of … Read more

In-Depth Analysis of Nexperia’s Current Situation and Market Impact

In-Depth Analysis of Nexperia's Current Situation and Market Impact

Hello everyone, I have been working in the chip service industry for over ten years. Recently, the developments regarding Nexperia have sparked widespread attention in the industry. Combining industry information with my professional perspective, I will provide a detailed overview of Nexperia’s current situation and its impact on the market. 01 The Core Issues Facing … Read more

NVIDIA H200 Set to Be Unrestricted in China? Easing of US Chip Regulations Could Transform the AI Industry Landscape

NVIDIA H200 Set to Be Unrestricted in China? Easing of US Chip Regulations Could Transform the AI Industry Landscape

Recently, a piece of news regarding the US chip regulation policy has stirred the global tech community—according to Reuters, the Trump administration is internally discussing the possibility of allowing NVIDIA to export its “game-changing” AI chip H200 to China. As a core controlled product under the US export ban on AI chips to China, if … Read more

Netherlands Returns Nexperia? Don’t Celebrate Too Soon, the Game is Just at a Critical Stage

Netherlands Returns Nexperia? Don't Celebrate Too Soon, the Game is Just at a Critical Stage

On November 19, the global sensation surrounding the “Netherlands’ seizure of Nexperia” finally reached a turning point. Dutch Minister of Economic Affairs, Karremans, publicly announced on the X platform that administrative intervention in Nexperia would be suspended. Upon hearing the news, many exclaimed, “China has won,” but peeling back the surface of this apparent easing … Read more

Price Surge of Storage Chips, GPUs, SoCs, and Passive Components! AI Server Demand Ignites Cost in the Electronics Industry

Price Surge of Storage Chips, GPUs, SoCs, and Passive Components! AI Server Demand Ignites Cost in the Electronics Industry

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

Analysis of Google TPU Power Supply, PCB, and M9 Material Supply Chain

Analysis of Google TPU Power Supply, PCB, and M9 Material Supply Chain

Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to records and fundamentals daily. Google’s demand for TPU power supplies has surged, emphasizing core targets: 【Zhongfu Circuit】 & 【New Ray Energy】!# Google TPU power supply adopts a multi-level power conversion: TPU uses a “primary … Read more

Innovations and Applications of Box Robot Order Fulfillment Solutions

Innovations and Applications of Box Robot Order Fulfillment Solutions

This article is from Logistics Technology and Application Media Innovations and Applications of Box Robot Order Fulfillment Solutions This article analyzes the origin of the concept of order fulfillment, the technological development path of order fulfillment solutions in box storage systems; and combines the rapid rise of box robots over the past decade, along with … Read more

Japan Turns Photoresist into ‘Little Steel Balls’: Is China’s Chip Industry Facing a Stranglehold or a Counterattack?

Japan Turns Photoresist into 'Little Steel Balls': Is China's Chip Industry Facing a Stranglehold or a Counterattack?

First, a fun fact: Making chips is like baking a cake, where the photolithography machine is the oven and the photoresist is the baking paper. Without the paper, the cake will burn at the bottom. Currently, 90% of the world’s high-end “baking paper” is printed in Japanese, and the finest types are measured in individual … Read more

The U.S. Hesitates to Confront China! Semiconductor Tariffs Delayed, China Has No Choice but to Play Its ‘Trump Card’, Not Rare Earths?

The U.S. Hesitates to Confront China! Semiconductor Tariffs Delayed, China Has No Choice but to Play Its 'Trump Card', Not Rare Earths?

Reuters has reported on significant news from private sources within the U.S. government, indicating that the Trump administration’s previously announced policy of imposing a 100% tariff on imported semiconductors may not be implemented quickly, as the U.S. stance is becoming more cautious. This news has caused a stir globally, especially considering that the Trump administration … Read more

Impact of iPhone 17 on the PCB Supply Chain and Response Strategies

Impact of iPhone 17 on the PCB Supply Chain and Response Strategies

Once upon a time, Apple was the technological leader in the mobile phone and consumer electronics industry. Every technological innovation from Apple would have a significant impact on the supply chain! However, with the rapid development of AI, the iteration of NVIDIA’s GB100, 200, 300… Rubin series AI servers, has Apple become a thing of … Read more