Against the backdrop of a surge in demand for AI servers and switches, the PCB (Printed Circuit Board) sector became the leading force in technology stocks on July 3. Companies such as Zhongjing Electronics, Bomin Electronics, and Industrial Fulian saw over ten stocks hit the daily limit, with the sector’s trading volume reaching a new … Read more
On Thursday, the market experienced a day of fluctuating rebounds, with the Shanghai Composite Index reaching a new high of 3463.62 during the session. The index closed up 0.18%, the Shenzhen Component rose 1.17%, and the ChiNext Index increased by 1.9%, leading the three major indices. The total trading volume of the two markets was … Read more
1. HDI Technology Upgrade: In NVIDIA’s AI servers, to meet the demand for massive data transmission, the number of PCB layers has increased from the traditional 8 layers to 20 – 30 layers, and the materials have been replaced with high-speed, low-loss specialty substrates. The upgrade of the 1.6T switch has driven the upgrade of … Read more
Every day is filled with the terror of rising prices. NVIDIA continues to rise today, surging past the $160 mark, just a step away from a $4 trillion market capitalization, ready to break through at any moment. In the A-share market, last year the beneficiaries of NVIDIA’s supply chain were CPOs like Yi Zhongtian, but … Read more
The recent surge in PCB stocks, led by Shenghong Technology, has marked the completion of its tenfold journey.In fact, I have been closely following PCBs since last year, around June. As I mentioned before, my focus was primarily on fundamental analysis, and I was confident in the direction of high-level AI boards. I chose companies … Read more
Today, the short-term sentiment has recovered as expected. Contrary to expectations, the fluctuations this morning were not significant, with only a few short-term stocks experiencing large declines. Yesterday, we focused on PCBs. To recap yesterday’s viewpoint: the iconic company in the sector, Shenghong Technology, is showing a strong trend, while Zhongjing Electronics has stopped falling … Read more
Demand for 40-layer circuit boards surges! A trillion-dollar track overshadowed by chips ASIC chip showdown, PCB profits quietly soaring: The harsh truth behind the tech giants’ covert battles Broadcom dropped a bombshell at its May earnings call: AI chip revenue for the quarter is expected to exceed $5.1 billion, a 60% year-on-year increase. This set … 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
1. Company Overview: Zhongjing Electronics, an invisible champion in the high-end PCB field, was established in 2000 and focuses on the research and production of high-density interconnect (HDI) and multilayer PCBs. Core application areas include: · AI Servers/Data Centers: GPU accelerator card PCBs (supplied to NVIDIA A100/H100) · Automotive Electronics: Onboard radar, smart cockpit PCBs … Read more
Author | Danner Dan During the process of performing signal integrity (SI) and power integrity (PI) simulations in CST PCB Studio, it may be necessary to modify the imported PCB. Modifications to signal traces, nets, stackups, vias, and padstacks can be made using the CST PCB Studio’s Edit ribbon, as shown in the figure below. … Read more