Welcome to follow our public account【Venture Capital for Ten Years】, please add WeChat with a note of 【Name + Company + City + Purpose】,More valuable content can be subscribed to Knowledge Planet. Introduction: There remains a significant gap between technological promises and commercial realities. Despite the popularity of AI concepts, the average return rate for … Read more
Recently, the debate over whether “AI is a bubble” has heated up again. On one side, stock prices are correcting and market sentiment is cooling, while on the other side, NVIDIA has just delivered an astonishing earnings report—revenue for the third quarter of fiscal year 2026 reached $57.01 billion, a year-on-year increase of 62%, with … Read more
The attitude towards semiconductors has not changed. Last month, the market was relatively optimistic, especially regarding the Federal Reserve’s potential interest rate cuts in December, which the market has fully priced in. In other words, there is a bit of over-optimism. NVIDIA’s strong Q3 performance only ensures stability for now, and it is difficult to … Read more
Since September 2025, the entire electronic fiberglass industry chain has entered a price surge. The average price of ordinary electronic yarn has risen to 500-600 yuan/ton, with electronic fabric prices also climbing. For instance, the price of Linzhou Guangyuan 7628 ordinary electronic fabric has increased from 4.1-4.2 yuan/meter to 4.4-4.5 yuan/meter, and the average price … Read more
While the entire industry is shouting, “AI PCB is the next golden decade,” we are more concerned about: Is the technical threshold underestimated? Is capacity expansion overheated? Do small and medium-sized manufacturers still have opportunities? In the past week, the PCB industry chain has entered a “high-energy state”: Shengyi Electronics’ 2.6 billion yuan private placement … Read more
The first wave of bankruptcies in humanoid robotics has arrived, what signals does this release? Recently, a humanoid robotics startup called K-Scale Labs in Silicon Valley went bankrupt after burning through $50 million in funding. Over 100 pre-orders had to be refunded, and only a few of the 10 core employees remained. Meanwhile, a domestic … Read more
1 Industry Overview and Market Prospects AI toys, as products that integrate “AI + toys,” have achieved a qualitative leap from traditional toys by incorporating large models and various artificial intelligence technologies (such as voice recognition, image recognition, natural language processing, deep learning, etc.). These toys can perform multimodal interactions, emotional understanding and feedback, and … Read more
“Prices change several times a day,” and “the surge is faster than gold”—a price surge in storage chips ignited by AI is sweeping the globe. Over the past six months, global storage chip prices have continued to rise, with price increase news becoming more frequent in the last month. The core driving force behind this … Read more
Because these two sectors performed the best yesterday, standing out amidst the sharp decline, many have drawn this conclusion. The robotics sector, primarily composed of auto parts stocks, has been on a downward trend alongside the automotive industry, becoming one of the hardest-hit sectors along with semiconductors. Both semiconductors and robotics experienced a weak rebound … Read more
The battle to build humanoid robots will intensify Several rival firms believe they are the shape of things to come. November 12, 2025 03:31 AM | Moss, Norway Blind gymnast By Alex Hern, AI writer, The Economist One DRESSED IN SENSIBLE Nordic knitwear, Bernt Bornich’s robotic manservant is more stylish than practical. Ask it to … Read more