equipment investment Articles

Is Google Tightening Its Grip on China? An In-Depth Analysis of Google’s Adjustments to Android’s Open Source Strategy and Its Impact on Future Mobile Dynamics

2025-10-06 by boardor

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

The Global Chip Industry Faces an ‘ID Revolution’: New Rules for Wafer Origin Certification Reshape the Industry Landscape

2025-10-05 by boardor

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

Why Invest in Semiconductors?

2025-10-02 by boardor

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

Six Semiconductor ‘Hidden Champions’ Worth Investing In, Poised to Become the Next Cambrian Explosion

2025-10-02 by boardor

Attention all investors In the process of domestic substitution in the semiconductor industry, besides the well-known leading companies, some companies focusing on niche areas with unique technological paths are quietly rising as “hidden champions”. China’s goal for semiconductor equipment localization rate has been raised to 50%. This article selects six unique and niche core players … Read more

Artificial Intelligence and Robotics: The New Business of Silicon Valley

2025-10-02 by boardor

Silicon Valley is entering a new era centered around artificial intelligence and robotics. Judging by the behavior of financiers and entrepreneurs, the current revival of artificial intelligence is likely to continue thriving. Today’s recommended article, “John Markoff: Silicon Valley Embraces AI, Enters a New Era,” comes from Toutiao Machine Heart. For over a decade, tech … Read more

Humanoid Robots Stuck in Series A Funding

2025-09-30 by boardor

The “yesterday” of ZhiHuiJun seems to be the “today” of humanoid robot entrepreneurs. While ZhiYuan Robotics has gone through six rounds of Series A funding and recently advanced to Series B, more humanoid robot startups are still stuck in Series A funding. At the forefront is Songyan Power, which was recently thrust into the spotlight … Read more

The Rise of RISC-V Under Policy Winds: Can Allwinner, Guoxin, and Other Manufacturers Seize the Opportunity?

2025-09-23 by boardor

I. Core Progress of Damo Academy’s XuanTie “High Performance + AI” RISC-V Full-Chain Layout 1. **Breakthrough Performance of the First Server-Class CPU C930** The XuanTie C930 will begin delivery in March 2025, achieving a general computing performance of 15/GHz on the SPECint2006 benchmark, supporting flexible configurations from 16 to 64 cores, suitable for scenarios such … Read more

The Struggles of Running a PCB Factory…

2025-09-19 by boardor

【PCB Information Network】 The owners of PCB factories may appear glamorous on the surface, but the hardships and struggles behind starting a business are enough to bring tears… 1. “Betting Everything” on Equipment The PCB manufacturing process is complex and intricate. To start a PCB factory, one must purchase a range of equipment including exposure … Read more