Recently, non-listed companies have also broken through the 12-inch barrier. Thin-film lithium niobate remains the best configuration for coherent optical modules, which are critical for OCS. In summary, the company making the fastest progress in 3.2T optical module CPO is Huagong Technology, while the top two companies for thin-film lithium niobate are Guangke Technology and … Read more
Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to fundamentals daily. Expert Interview: Google TPU v7/v8 PCB and optical module solutions, Rubin’s HDI board solutions and demand scenarios, copper-clad laminate supplyThis summary is sourced from the internet. If the organization to which the … Read more
KeXiang Co., Ltd.: Positioning in the Core AI Computing Track, PCB Business Welcomes High Growth1. Industry Overview: AI Drives the PCB Industry into a High Growth CycleAgainst the backdrop of the global explosion of artificial intelligence technology, PCB (Printed Circuit Board), known as the “mother of electronic products,” is a key foundational component of core … Read more
This round of the bull market has been quite twisted. Aside from technology, almost everything else has not risen, and some have even fallen. As of today, there are still 3,000 stocks that are down this month, making the experience of this bull market quite poor. The higher-ups have made it clear: a slow bull … Read more
In the current era of booming AI computing power, optical modules and PCBs are crucial components of the AI computing power chain, having deeply integrated with the wave of infrastructure development, resulting in significant increases in both shipment volume and value. Now, liquid cooling technology is emerging as a potential strategic investment opportunity similar to … Read more
On September 17, Dongshan Precision stated during an institutional survey that the core of the company’s AI strategic layout is to build competitiveness around the hardware infrastructure needs of the AI industry ecosystem. Currently, the optical chip market is experiencing a significant shortage due to the explosive demand for high-speed optical modules driven by AI, … Read more