AI drives high-end upgrades, domestic manufacturers seize development opportunities 1. Industry Overview: Strongly Optimistic about the PCB Entire Industry Chain, with AI as the Core Driving Force We are long-term optimistic about the development of the PCB (Printed Circuit Board) entire industry chain, covering the PCB manufacturing process and upstream copper-clad laminates (the original text … Read more
01 Overall Market First Decline in Q1 Since 2020 In the first quarter of 2023, industrial robot sales decreased by approximately 3.3% year-on-year. Specifically, the sales decline was significant in January and February, with a narrowing decline in March. It is currently unclear when the market will achieve positive growth. This marks the first decline … Read more
In today’s global wave of intelligence, safety production has transitioned from “scale first” to a new stage of “quality and safety as priorities.” In this context, industrial safety sensors, as the “nerve endings” of production safety, have become increasingly important. Unlike other sensors, industrial safety sensors must meet strict international safety standards, possess high reliability, … Read more
Continuing from Part 1, which was written in 2022, some information has become outdated or changed with the development of the semiconductor industry. Therefore, updates are necessary, including etching equipment, lithography equipment, PVD/CVD equipment, CMP equipment, implant equipment, and cleaning equipment. Testing and packaging equipment are not included. Etching Equipment: Referring to some industry research … Read more
Click the blue text to follow us Reprinted from Semiconductor Industry Observation With the IPO of Weijie Chuangxin falling below expectations, the final battle of domestic RF chips has arrived ahead of schedule.What was bound to happen has finally come; all parties in the industry have calmed down to think about the way out and … Read more
OCA optical adhesive is the “invisible link” in the electronic display industry, ensuring the thinness, high brightness, and reliability of modern screens through exceptional optical performance and stable adhesion.With the popularity of foldable screens and large in-car displays, the technology is upgrading towards flexibility and ultra-thinness. The domestic substitution process (such as Zhongjiu Guofeng and … Read more
Click the “blue text” above to follow for more exciting content. This article contains a total of 894 words, and reading the full text will take about 2 minutes. Favorable Condition 1: In recent years, domestic FPGA manufacturers have received substantial government subsidies, reflecting the country’s strong support for FPGA localization. According to disclosed data, … Read more