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
A specialty battery is designed and manufactured for specific devices or purposes. Compared to regular batteries, specialty batteries typically have higher energy density, longer lifespan, and more stable performance. They usually have specific voltage, capacity, and size requirements to meet the needs of particular devices. Specialty batteries are widely used in various fields, such as … Read more
01 Smart Logistics: From Information Technology Catch-Up to Intelligent Leadership With the accelerated global digital transformation, the smart logistics industry is facing unprecedented development opportunities. According to relevant data, the global smart logistics market is expected to grow from $143 billion in 2024 to $330 billion by 2030. As a key link connecting production, circulation, … Read more
Article No.464;Investment Practicalists, investing in 1% high-quality companiesUnderstanding the world from a computer screen is dangerous. Investment requires continuous in-depth research at the industrial end.From September 9 to 12, we conducted research on robotics, automotive parts, and energy storage companies in Ningbo. Special thanks to Mr. Ye from Ningbo for his hospitality and assistance. Ningbo … Read more
Today, we share Goldman Sachs’ breakdown of China’s semiconductor ecosystem supply chain for your reference. Company data may be incomplete, and we welcome everyone to contribute in the comments:There is more exciting data on the planet, and we welcome everyone to join and learn~ China Semiconductor Ecosystem: 1. Software: (1) IP: Verisilicon, Actt, Akrostar, IPGoal, … Read more
This article is from the WeChat public account:Shenzhen Micro Time (ID: szdays), Author, Images: Huang Xiaoxie, Cover image from: Author’s photography “The market for imported chips over the past nine months has been like passing the buck, seeing who is the last one to take the fall,” said Li Zheng, who has been in the … Read more
Source: China Semiconductor Forum Editor: Liu WeiImage/Creative from TuchongThe electronics industry is experiencing a shift, last year manufacturers were chasing delivery, but this year they are pushing products onto customers!The role reversal within a year has left many in the electronics industry feeling deeply affected; the fluctuations in market conditions are as drastic as flipping … Read more
Recently, the semiconductor sector has become active again in the A-share market, with many related stocks showing strong performance, attracting considerable attention. Today’s surge is not coincidental; it is supported by the global trend of technological transformation and the reality of domestic industrial breakthroughs, intertwined with the urgency of geopolitical competition. Globally, AI is becoming … Read more
Registration: European Humanoid Robot Summit 2025 Abstract:This article provides an in-depth analysis of the challenges in mass production of humanoid robots in the U.S., covering cases such as the delay of Tesla’s Optimus and the high costs faced by Agility Robotics. It examines core pain points such as supply chain dependencies and mismatched demand, offering … Read more
Shenzhen PCB Prototyping: The Cornerstone of Efficiently Driven Electronics Manufacturing In the thriving electronics industry of Shenzhen, PCB prototyping is the lifeblood of corporate innovation. A PCB (Printed Circuit Board) is the core support and electrical connection carrier for electronic components. Its production involves precision materials such as FR-4 substrates, copper foil conductive layers, and … Read more