PCB Industry Weekly Report | (11.18–11.22)

PCB Industry Weekly Report | (11.18–11.22)

While the entire industry is shouting, “AI PCB is the next golden decade,” we are more concerned about: Is the technical threshold underestimated? Is capacity expansion overheated? Do small and medium-sized manufacturers still have opportunities? In the past week, the PCB industry chain has entered a “high-energy state”: Shengyi Electronics’ 2.6 billion yuan private placement … Read more

Analysis of Core Opportunities in Thailand’s Humanoid Robot Industry: Policy and Cost Resonance Creating Overseas Clusters

Analysis of Core Opportunities in Thailand's Humanoid Robot Industry: Policy and Cost Resonance Creating Overseas Clusters

1. Core Policy Dividends: Dual Drivers of Tax and Trade Advantages1. Thailand’s investment incentives are robust, with the BOI launching the “New Investment Promotion Strategic Framework,” allowing key industries to enjoy up to 13 years of corporate income tax exemption, full exemption of import tariffs on machinery and raw materials for export products, and additional … Read more

Shimon Group: Breaking Through Traditional Logistics with Embedded Innovations to Reshape Multinational Manufacturing Supply Chains

Shimon Group: Breaking Through Traditional Logistics with Embedded Innovations to Reshape Multinational Manufacturing Supply Chains

In today’s vibrant private economy, companies like Shimon Group are injecting strong momentum into high-quality economic development through unique innovative models. With keen insights into market trends, Shimon Group has stepped out of the traditional logistics red ocean competition, precisely targeting the growing demand for intelligent and integrated supply chains from multinational manufacturing enterprises, thus … Read more

Foxconn Invests Billions in the U.S. AI Sector, Building a New Hardware Ecosystem Blueprint

Foxconn Invests Billions in the U.S. AI Sector, Building a New Hardware Ecosystem Blueprint

On November 21, 2025, global manufacturing giant Foxconn (Hon Hai Precision Industry Co., Ltd.) announced a significant plan: to initially invest between $1 billion and $5 billion to expand its manufacturing footprint in the United States, while also establishing a deep collaboration with AI industry leader OpenAI for the design and manufacturing of AI infrastructure … Read more

Observations on the Storage Chip Industry: How Long Can This Super Cycle Last?

Observations on the Storage Chip Industry: How Long Can This Super Cycle Last?

“Prices change several times a day,” and “the surge is faster than gold”—a price surge in storage chips ignited by AI is sweeping the globe. Over the past six months, global storage chip prices have continued to rise, with price increase news becoming more frequent in the last month. The core driving force behind this … Read more

Zhongjing Semiconductor Partners with Yongyou YonSuite to Achieve Integrated Production, Supply, Sales, Finance, and Taxation

Zhongjing Semiconductor Partners with Yongyou YonSuite to Achieve Integrated Production, Supply, Sales, Finance, and Taxation

Behind the core technological breakthroughs in fields such as new energy vehicles and light storage, the critical support of power chips is indispensable. They are an important force in promoting the independence of “Chinese chips” and breaking foreign monopolies. As a semiconductor company invested by top domestic wafer manufacturers and led by core teams from … Read more

Supply Tightness! NVIDIA Chips Reportedly Switching to Mobile-Style Memory, Analysis: This Move May Double Server Memory Prices by Next Year

Supply Tightness! NVIDIA Chips Reportedly Switching to Mobile-Style Memory, Analysis: This Move May Double Server Memory Prices by Next Year

NVIDIA’s decision to adopt smartphone-style memory chips in AI servers may lead to a doubling of server memory prices by the end of 2026 and exacerbate the global memory shortage in the electronics supply chain. On November 19, market research firm Counterpoint Research released a report stating that NVIDIA has recently decided to switch the … Read more

The Application of IoT in Supply Chain: Opening a New Era of Intelligent Management

The Application of IoT in Supply Chain: Opening a New Era of Intelligent Management

The Internet of Things (IoT) is transforming how businesses monitor products, control inventory, and optimize processes in supply chain management. By connecting physical assets with sensors, devices, and software, a new era of smarter supply chain strategies is emerging. The IoT is reshaping every link in the supply chain—from real-time data collection to predictive analytics—significantly … Read more

HBM Takes All Chip Production Capacity? Global Memory Supply Tightens, Smartphones May Be Impacted Next Year

HBM Takes All Chip Production Capacity? Global Memory Supply Tightens, Smartphones May Be Impacted Next Year

The explosive growth in demand for artificial intelligence is causing a global shortage of memory chips. Chip manufacturers and analysts warn that this shortage may impact the consumer electronics and automotive industries next year.Chip manufacturers are shifting their production focus to profitable AI application chips, resulting in limited supply of low-cost memory chips needed for … Read more

Chip Wars Tear Apart Nexperia, Global Automakers Rush for Chips

Chip Wars Tear Apart Nexperia, Global Automakers Rush for Chips

Waking up, the automotive industry is in an uproar again! In October, the Dutch government forcibly took over Nexperia, a subsidiary of our Chinese company Wingtech Technology, and unexpectedly, it has severely impacted global automakers. I find this situation quite interesting because Nexperia, while not a high-end chip company, produces basic chips that are indispensable … Read more