Significant Expansion in Semiconductor Production: Opportunities for Domestic Equipment

Significant Expansion in Semiconductor Production: Opportunities for Domestic Equipment

With the growth in demand and domestic substitution, the domestic semiconductor industry continues to expand production, benefiting wafer manufacturing plants, equipment, and consumables, but the degree of benefit varies, necessitating quantitative analysis. It is well known that many domestic data are not published, requiring cross-validation from various market data for reasonable inference. This article predicts … Read more

Steady Development of the PCB Industry in Gangbei District

Steady Development of the PCB Industry in Gangbei District

On November 13, in the electroplating workshop of Guangxi Mark Circuit Co., Ltd. at the Guigang Xijiang Industrial Park, machines roared, production lines operated at high speed, and intelligent electroplating equipment ran efficiently, with workers orderly performing their tasks. “In June this year, during trial production, our output was only 5,000 square meters. Now, with … Read more

Analysis of Company Concepts in PCB Drill Needles

A certain company has exceeded expectations in expanding its production of PCB drill needles, with tungsten concentrate being injected at an accelerated rate. The subsidiary, Jinzhou Precision, as a leader in AIPCB drill needles, has expanded production faster than anticipated. PCB drill needle production capacity: 70 million units by September this year, exceeding 80 million … Read more

Scarcity of High-End PCB Chemicals

Volume: The breakthrough of electroless copper plating and electroplating has been validated by NVIDIA. Price: No special highlights (stable), short capacity expansion cycle, difficult to increase prices. Foreign competitors like Amtech have low willingness to expand production but high willingness to raise prices. After exploring the upstream trio of CCL – copper foil, electronic cloth, … Read more

Huidian Co., Ltd.: AI Chip Supporting Project to Begin Trial Production Next Year

Huidian Co., Ltd.: AI Chip Supporting Project to Begin Trial Production Next Year

Jiwei Network · Love Jiwei APP, available for download in major mainstream app stores On September 17, Huidian Co., Ltd. stated during a specific audience survey that the company plans to invest approximately 4.3 billion yuan in a new high-end printed circuit board expansion project to support AI chips, which is expected to commence construction … Read more

Comprehensive Overview of PCB Stocks (20250911)

Comprehensive Overview of PCB Stocks (20250911)

1. There are indeed too many PCB printed circuit board stocks, totaling 32. Although the industry has begun to experience high prosperity, many companies still see a decline in net profits. This is because those not engaged in AI PCB are still facing intense competition, with gross margins only in the teens. After deducting expenses … Read more

Corporate Update: A PCB Company in Jiangxi is Operating at Full Capacity to Meet Orders

Corporate Update: A PCB Company in Jiangxi is Operating at Full Capacity to Meet Orders

PCB Network City News In Wanan County, Ji’an City, Jiangxi Province, PCB production lines are operating at high speed, connecting hundreds of enterprises. From materials and equipment to smart terminals, this area is breaking down industrial barriers with collective strength, becoming a new highland for the national electronic circuit industry. In the intelligent workshop of … Read more

The Rise of the Robotics Sector Amid Market Decline: What Happened?

The Rise of the Robotics Sector Amid Market Decline: What Happened?

On September 2, the Shanghai and Shenzhen stock markets saw a total of 1,063 stocks rise and 3,983 stocks fall, with an average market capitalization of stocks hitting the upper limit at 11.971 billion yuan. The market was characterized by a chaotic mix of hot sectors, with more stocks declining than rising, and over 4,000 … Read more

Domestic AI Chip Production in China to Triple by 2026

Domestic AI Chip Production in China to Triple by 2026

With the restrictions on purchasing high-end NVIDIA chips from the US, we are going to develop our own. Domestic AI chip production in China is set to triple by 2026. Huawei and SMIC are already leading the charge, with three new factories scheduled to start production from the end of this year to next year, … Read more

Feasibility Study Report on the Expansion Project of Embedded Storage Chips

Feasibility Study Report on the Expansion Project of Embedded Storage Chips

1. Project Overview This project is an expansion project for embedded storage chips.Chengbang Ecological Environment Co., Ltd. plans to introduce advanced packaging and testing automation equipment and supporting systems, focusing on expanding the production capacity ofLPDDR, EMMC, and SD NAND embedded memory. By optimizing the packaging and testing processes, the company aims to continuously improve … Read more