high-end technology

The Concept of PCB Printed Circuit Boards Explodes! Which 6 Core Leaders Will Dominate the Rise of the Industry Chain?

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The Concept of PCB Printed Circuit Boards Explodes! Which 6 Core Leaders Will Dominate the Rise of the Industry Chain?

Driven by AI computing power and supportive policies, the PCB sector is entering a golden turning point. Investing without research is like playing poker without looking at your cards; you are bound to fail! (This is for knowledge sharing only and does not constitute investment advice) Recently, the PCB industry has welcomed multiple favorable policies. … Read more

Tsinghua Student Breaks Chip Monopoly, Domestic Sensors Make a Global Comeback, Steady Progress on the High-End Path!

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Tsinghua Student Breaks Chip Monopoly, Domestic Sensors Make a Global Comeback, Steady Progress on the High-End Path!

From starting a business in a makeshift shed to becoming the second largest global supplier, this Tsinghua University graduate has spent 20 years carving out a path for domestic alternatives in the chip industry dominated by foreign giants. Author|Jian Yan Editor|Chun Yu Starting from a Makeshift Shed In 2003, during the nascent stage of China’s … Read more

Which Company Produces the Most Advanced Ultra-Low Loss Fiberglass Used in AI PCBs, and Which Listed Company Benefits the Most?

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Which Company Produces the Most Advanced Ultra-Low Loss Fiberglass Used in AI PCBs, and Which Listed Company Benefits the Most?

This is a very professional and pertinent question. AI PCBs (printed circuit boards for artificial intelligence servers, high-speed switches, and other devices) have extremely stringent requirements for upstream materials, with the core focus on “ultra-low loss.” 1. The main manufacturers producing ultra-low loss fiberglass used in AI PCBs are concentrated among major companies with deep … Read more

Analysis of the Invisible Champion in the High-End PCB Sector: Shenghong Technology

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Analysis of the Invisible Champion in the High-End PCB Sector: Shenghong Technology

——The path of the gentleman is to strive for self-improvement; the gentleman carries the weight of virtue—— Today’s Analysis: Shenghong Technology (300476) As an “invisible champion” in the high-end PCB sector in China, Shenghong Technology is deeply intertwined with the AI computing power revolution, the popularization of smart vehicles, and the upgrading of data centers. … Read more

The ‘Hard Currency’ in the Computing Power Surge! High-End PCB Prices and Volumes Rise, Leading Companies Enter Explosive Growth Phase

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The 'Hard Currency' in the Computing Power Surge! High-End PCB Prices and Volumes Rise, Leading Companies Enter Explosive Growth Phase

The global AI PCB market is expected to reach $5.6 billion by 2025, with technological barriers and capacity shortages reshaping the industry landscape, as Chinese manufacturers ride the wave to the top. “GPU orders are booked until next year, and server manufacturers are scrambling for capacity,” said a production supervisor at a PCB company in … Read more

What Does the New Semiconductor Policy ‘Place of Wafer Fabrication Equals Place of Origin’ Mean? What Are Its Impacts?

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What Does the New Semiconductor Policy 'Place of Wafer Fabrication Equals Place of Origin' Mean? What Are Its Impacts?

The latest semiconductor policy in China, “Place of Wafer Fabrication Equals Place of Origin,” directly changes the rules for determining the “nationality” of chips. Previously, the “nationality” of a chip could be influenced by its packaging location or the location of the design company; now it only considers the country where it is manufactured in … Read more