AI PCB Boom: Equipment and Material Prices Rise Together — PCB Equipment & Material Discussion 20251101 1. Expansion Plans of Leading PCB Companies Driven by the demand for AI servers, leading PCB companies are focusing their expansion on high-end fields, while mid-to-low-end companies face weak orders. Shenghong and Founder are aggressively expanding production due to … Read more
1. Expansion Plans of Leading PCB CompaniesDriven by the demand for AI servers, leading PCB companies are focusing their expansion on high-end sectors, while mid-to-low-end companies are experiencing weak orders. Shenghong and Founder are aggressively expanding due to orders from NVIDIA’s GB200 AI servers, with equipment procurement reaching billions. Companies like Huadian, Jingwang, Dongshan Precision, … Read more
Full Text 1. AI-Driven PCB Equipment Industry Trend Background · AI Industry Chain Transmission Logic：The application scenarios of AI terminals drive the transmission of the industry chain. In November 2022, the emergence of ChatGPT increased the demand for computing power. In mid-July 2023, NVIDIA’s performance showed a turning point, leading to improved profits and equipment … Read more
Wild self-media is struggling like a mouse in a bellows. My cousin has had many articles deleted in the past, and I felt emo about it. What taboo did I break? I initially wanted to write about the incident where Sister Dong from Gree called the police, but after writing over 600 words, I deleted … Read more
Back to 303,000 It is all due to heavy investment and leverage leading to huge losses, which is worth reflecting on. This month has been devastating, with not many opportunities in the first half. Staying in cash, taking a break, traveling, or delivering food are all good choices. Using a simulation account to avoid risks … Read more
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Click to follow👆Investing as a lifelong practiceRecently, Google has made significant adjustments to its Android open-source strategy, causing quite a stir. Previously, Google maintained both a public-facing AOSP branch and an internal proprietary branch, leading to version misalignment, code conflicts, and increased development and maintenance costs. Now, Google has centralized all development work internally, and … Read more
Rule Rewrite: The Battle for a Chip’s ‘Birth Certificate’ The new origin rules released by the China Semiconductor Industry Association on April 11 are like a deep-water bomb dropped into a calm lake—integrated circuit origin certification is shifting from ‘label tracing’ to ‘wafer origin certification’. This seemingly technical adjustment is triggering an ‘ID revolution’ in … Read more
According to a report by Reference News on March 30, South Korean media states that China is investing heavily to develop its semiconductor industry. China’s state-owned semiconductor company Wuhan Xinxin Semiconductor Manufacturing Corporation announced a joint investment of $24 billion with American semiconductor design firm Cypress to establish a memory production base in Wuhan, Hubei … Read more
On September 14, 2021, during a heavy rain, the office on the 23rd floor of the Dinghe Building in Futian, Shenzhen, was very quiet. The workspace consisted of rows of five-person long desks without partitions, accommodating hundreds of people, most of whom were likely in closed-door meetings in various conference rooms. “If you come over … Read more