1. Sector Overview The PCB sector experienced a pullback on Friday, which is an emotional adjustment without any fundamental negative factors, and the core support logic remains intact: The industry continues to show upward momentum: Demand from downstream sectors such as AI servers and computing clusters is still in an explosive growth phase, and innovative … Read more
(This article is organized by AI for reference only, please delete if infringing) 1. Overview of NVIDIA’s Rubin CPX New Solution Positioning: A new solution positioned between the original Rubin and Rubin Ultra, officially named Rubin NV144 CPX. Configuration: Each cabinet integrates 36 CPUs + 144 GPUs, with an additional 144 CPX dedicated inference chips. … Read more
Today’s news: (1) The cowop process, which uses PCB to replace cowos, allows chips to be directly packaged onto the PCB, potentially increasing the requirements for PCB to mSAP technology; (2) Orthogonal backplanes may adopt mSAP technology. #mSAP technology benefits manufacturers: Shenghong Technology: One of the suppliers of orthogonal backplanes, with high-end HDI processing capabilities. … Read more