AI-PCB With the GB200 and GB300 ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth by 2026. Due to a sudden surge in demand, the industry capacity was fully loaded by Q1 2025, and new capacity will require 18-24 months to build, resulting … Read more
Recently, the public account has changed its rules, and articles are no longer pushed in chronological order. If you do not want to miss articles from the “Thinking Summary Account“, please set it as a “star” and frequently click “See”, thank you for your support! This public account is a backup account for the “Thinking … Read more
In previous articles, we focused on PCBs and the upstream and midstream industries related to PCBs (such as copper-clad laminates, electronic resins, copper foil, electronic fiberglass, etc.), and we have also introduced key targets in this area. Recently, a friend asked me: with so many technology targets and industrial chains, which has a higher investment … Read more
AI-Driven Electronic Innovation Cycle and Growth in Computing Power DemandAI is the core driving force behind this round of electronic innovation cycle. As large models penetrate applications from training to inference, the optimization of various large models has led to an explosive growth in AI application scenarios. According to the content from NVIDIA’s 2025 GTC … Read more
Generally, based on the different reinforcing materials of the board, it can be divided into five categories: paper-based, glass fiber cloth-based, composite base (CEM series), laminated multilayer board base, and special material base (ceramic, metal core, etc.).If classified according to the different resin adhesives used in the board, common paper-based CCLs include: phenolic resin (XPc, … Read more
Generally, PCBs can be categorized based on the reinforcement materials into five major types: paper-based, glass fiber cloth-based, composite substrates (CEM series), laminated multilayer boards, and special material substrates (ceramic, metal core, etc.).When classified according to the resin adhesives used, common paper-based CCIs include: phenolic resin (XPc, XxxPC, FR-1, FR-2, etc.), epoxy resin (FE-3), polyester … Read more
Citi Bank has published a research report on AI-PCB, indicating that with the GB200 and GB300 combined with ASICs experiencing explosive growth, and the upgrade of switches from 800G to 1.6T, AI-PCB is expected to see over 50% growth in 2026. Due to the sudden surge in demand, the industry capacity was fully loaded by … Read more
△Advertisement Not related to the main text The decoupling of technology between the US and China has intensified, and Thailand has rapidly emerged as a global PCB (Printed Circuit Board) and CCL (Copper Clad Laminate) industry “Out of China” second base. Despite the high level of investment enthusiasm, industry observers point out that Thailand’s current … Read more
Acute-on-chronic liver failure (ACLF) refers to a clinical syndrome characterized by acute decompensation of liver function in a short period on the basis of chronic liver disease. The pathogenesis of ACLF is complex, the condition is perilous, progresses rapidly, and is accompanied by multiple organ failure, with a high short-term mortality rate and no specific … Read more