The Arrival of Robots

The Arrival of Robots

It is unexpected that robots have arrived in this way. AI applications have already integrated into our lives; let’s continue to observe more. Semi-conductors are a necessary path for domestic substitution, including materials, wafer fabs, etc. Domestic computing power is also a necessary path relying on the aforementioned semiconductor substitution. Controlled nuclear fusion has also … Read more

The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

The Rise of Domestic Computing Power: PCB Equipment as the Fastest Cash Cow

Introduction The Ascend roadmap and domestic HBM are likely to boost the market share of domestic computing chips. To expand chip production, equipment must be prioritized; among front-end, packaging, and advanced packaging, the first to realize returns and the most stable cash flow remains PCB equipment. Overview of Semiconductor Equipment Front-end: Etching and thin film … Read more