While the market is still debating the authenticity of the demand for humanoid robots, key turning signals have quietly emerged on the industrial side. After tracking this sector for three years, we have found that the bottoming out of the sector is often accompanied by three core characteristics: valuations no longer decline under negative impacts, … Read more
The interface functions of the chip To address the fundamental questions of where it comes from, where it goes, and how to get there. As for the earlier questions of where it comes from and where it goes, we will elaborate on that in future articles. Today, we will discuss the question of how to … Read more
The latest report from JPMorgan has ignited the market— the CPO (Co-Packaged Optics) market is expected to exceed $1 billion by 2028 and reach $5 billion by 2030! NVIDIA’s GB200 copper cable solution is being implemented, TSMC has made breakthroughs in optical communication technology, and global AI server shipments surged by 35% in Q2… The … Read more