At the SC25 exhibition, Broadcom showcased its PCIe Gen6 switch chip aimed at servers for 2026. The exhibit featured not only the PEX90144, a large PCIe Gen6 chip with 144 lanes or 72 ports, but it will also be integrated into the Dell PowerEdge XE7745 PCIe motherboard. The platform is based on the Dell PowerEdge … Read more
The demand for AI computing power remains high, with technology giants increasing their investments. The 2025 Yunqi Conference is being held today in Hangzhou, where Alibaba is actively promoting the construction of AI infrastructure worth 380 billion yuan and plans to make even larger investments. The supply of PCBs is tightening, driven by the upgrade … Read more
2025 Edge Computing Frontier Station High-Performance Edge Computing with X86 Architecture Working Together for a Connected World · Greetings from Ark · Dear family of Ark Academy, hello! I am your Ark partner, Xiao Zhou. Today, we will discuss the high-performance edge computing capabilities of X86 architecture. 01 High Performance of X86 Architecture In today’s … Read more
A few days ago, I wrote an article summarizing the performance window for mid-year reports in the PCB sector. Here, I will supplement some additional stocks. 1. High-end Substrates and Copper Foil 1. Jin’an Guoji: Domestic replacement of high-frequency and high-speed copper-clad laminates, certified by NVIDIA AI servers. 2. Shengyi Technology: Among the top five … Read more
The conference emphasized the strategic position of AI, highlighting the urgent need for domestic computing power alternatives. Giants like ByteDance and Alibaba are increasing their investments in computing power, with a projected year-on-year growth of 22%-28% in computing power investments by 2025 for mobile, telecom, and Unicom sectors. Domestic GPUs such as Huawei Ascend and … Read more