The SPI bus is<span><span>a synchronous, bidirectional, full-duplex 4-wire serial interface bus</span></span>, originally proposed by Motorola. The SPI system consists of a “single master device + multiple slave devices.” It is important to note that as long as only one master device is active at any given time, multiple SPI master devices can exist in the … Read more
Core Subtopic 1: Computing Power Core Layer – The Fundamental Role of GPU and AI Servers Definition and Explanation GPU (Graphics Processing Unit): The core engine of AI computing power, processing massive amounts of data through a parallel computing architecture, serving as the “brain” for AI training and inference. AI Server: A hardware platform that … Read more
Click the blue text to follow us This year, technology is undoubtedly the hottest topic in the market, with terms like CPO, PCB, and liquid cooling dazzling everyone, and related stocks soaring. Data Source: Wind, data as of 2025-09-23 The hot sectors we often see, such as chips, liquid cooling, and optical communication, actually belong … Read more
An AI computing power revolution is imminent. Recently, at the 2025 Optical Expo, a brand new and disruptive CPC technology made a stunning debut. It is no exaggeration to say that the emergence of this technology will completely replace CPO and PCB, becoming the most sought-after investment target in the market. If you missed the … Read more
The US and China will hold talks in Madrid, Spain from September 14 to 17, where they will discuss US unilateral tariff measures, abuse of import controls, and economic and trade issues such as TikTok. Preliminary reports may emerge tomorrow morning. In Stockholm, the US and China reached a vague consensus to extend the provisional … Read more
Part 1: Tianfu Communication:AI Era To discuss Tianfu Communication, we must first address its industry position. In the past, many viewed it merely as a supplier of optical components, selling passive devices. However, that has changed; Tianfu has evolved into a platform enterprise capable of providing a “one-stop optical solution”, covering everything from high-speed optical … Read more
The only official account of Funniu Investment Research, all others are fake, please be cautious in identifying. According to a report by JPMorgan, industry experts predict that the CPO market will begin to grow significantly in 2027, with the market size exceeding $1 billion in 2028 and surpassing $5 billion by 2030. CPO, or Co-Packaged … Read more
The latest report from JPMorgan has ignited the market— the CPO (Co-Packaged Optics) market is expected to exceed $1 billion by 2028 and reach $5 billion by 2030! NVIDIA’s GB200 copper cable solution is being implemented, TSMC has made breakthroughs in optical communication technology, and global AI server shipments surged by 35% in Q2… The … Read more
Recently, the PCB (Printed Circuit Board) industry has been bustling with activity. Just recently, the PCB New Technology and Industry Innovation Forum held in Shenzhen sent out strong signals: driven by the AI wave, the Chinese PCB market is making significant strides towards a phase of technological dominance. Meanwhile, many PCB companies are expanding overseas, … Read more
