This article studies the time window: September 1, 2024 — November 25, 2025 In the seemingly homogeneous PCB industry, the past 14 months have played out a tale of “ice and fire.” From September 1, 2024, to November 25, 2025, Dongshan Precision (002384.SZ) saw its stock price rise by 171.16%, while Huadian Shares (002463.SZ), also … Read more
1. Market Background Berkshire Hathaway, under Warren Buffett, made a significant investment in Google’s parent company Alphabet in the third quarter of 2025, which the market interpreted as a strong endorsement of Google’s AI ecosystem. Google’s recent advancements in the AI field, particularly the deployment of its self-developed TPU chips and Gemini large models, have … Read more
【Scan the QR code in the image or click the mini program below to join the community and access all materials】 In mid-November, the communication industry continues to maintain a high level of prosperity, with active rotations in sub-sectors such as AI, 5.5G, and satellite communications. Last week, the Shenwan Communication Index corrected by 4.77%, … Read more
NVIDIA will release its financial report after the US stock market closes (5 AM Beijing time), which will determine whether AI computing hardware stocks can experience a strong rebound. If it does not exceed expectations, further adjustments are likely. Referring to previous articles Below are the leading stocks in NVIDIA’s segmented fields: 1. AI Server … Read more
In July and August, AI hardware has been in the spotlight. Companies like Industrial Fulian, Cambricon, Zhongji Xuchuang, and Cambridge Technology have made headlines. However, the AI hardware sector is showing signs of fragmentation, with an overall adjustment as prices have risen significantly. Looking ahead, the world has indeed entered the AI era, and the … Read more
Founder Technology (600601): The AI Computing Power Breakthrough and Valuation Game of a PCB Veteran Article first published on: October 26, 2025 1. Company Fundamentals: From “Traditional PCB Manufacturer” to “AI Computing Material Supplier” Breakthrough The business model of Founder Technology can be summarized as “Stable PCB Foundation, New Opportunities in AI Servers + Optical … Read more
Trends in non-ferrous metals, energy storage, edge computing, chips, optical modules, and robotics with AI power are all directions that have the potential for profitability. The non-ferrous sector is the strongest, and there is likely still room for growth; we will see if Baogang can create space, and tomorrow we will check if it can … Read more
According to recent market information, especially in the context of AMD’s significant strategic cooperation with OpenAI, the A-share market stocks related to Advanced Micro Devices (AMD) mainly cover several key links in the industry chain, from chip packaging and testing to server components. Information on AMD-Related Stocks and Core Companies in the Industry Chain: 🔩 … Read more
CPC (Co-Packaged Copper Interconnect) is a high-speed interconnect technology widely used in AI computing power and data center scenarios, supporting high-speed data transmission from 224Gbps to 448Gbps. With the explosive growth in demand for AI servers, CPC technology has become key to enhancing data transmission efficiency, with the market size expected to reach $2 billion … Read more
Challenges and Future Evolution of Optical Module Technology on PCBs As the core interconnection unit of computing infrastructure such as data centers and 5G communications, optical modules have undergone a technological evolution from 100G to 400G, 800G, and even 1.6T, which has imposed comprehensive technical reconstruction requirements on the PCBs (Printed Circuit Boards) that carry … Read more