Click the blue text above to follow us The full text is approximately 5800 words, with a reading time of about 7-8 minutes. It is recommended that stock enthusiasts bookmark it first and read it in sections. This article focuses on the following issues:What is PCB, types of PCB, current development status of PCB, “bottleneck” … Read more
Click↑↑↑「Blue Text」 to follow our official accountEditor An An’s private account: dianduquan (This image is unrelated to the promotion and article) (Source: Advanced Manufacturing New Perspective) Investment Rating: Buy (Maintain) 1 Rising demand for computing power drives capital expenditure in the PCB industry According to IDC data, global server sales are expected to reach $95.2 … Read more
The content is sourced from the internet. If there are any issues with publication, please contact us for removal. The article is for research reference only and does not constitute any investment advice. Investment carries risks; please proceed with caution. Weekend Update – New Materials in PCB Upstream: 1) Tongguan’s performance exceeds expectations, 2) Rubin’s … Read more
[For more macro/strategy/industry/individual stock research summaries, expert discussions, whitelist conference calls, commentary essays, etc., please join the “Senior Buyer Research” knowledge community, updated daily with over 200 entries.] 1. Drivers of HDI Demand Growth •Core Driver of Industry Cycle Upturn: The HDI industry exhibits significant cyclical order fluctuations. Before the fourth quarter of 2024, orders … Read more
The recent news about the active expansion in the PCB industry has caught everyone’s attention. Whether it is Shenghong or Pengding, the expansion is in full swing. Additionally, companies in the equipment sector have shifted their overall logic from simple orders and downstream expansions to equipment orders, evolving towards high-end and domestic production. The drilling … Read more
Recently, the prices of various chemical products, industrial goods, and raw materials have surged, attracting widespread attention in the market. Behind the fluctuating price curves lie three critical questions that the market is most concerned about: What is driving this round of price increases? How long can this upward trend last? Can the performance of … Read more
The “14th Five-Year Plan” for the development of the robotics industry proposes that by 2025, China aims to become a global source of innovation in robot technology, a hub for high-end manufacturing, and a new high ground for integrated applications. To explore a number of cutting-edge, demonstrative, and practical core application scenarios and solutions for … Read more
Frontiers of Technology: Analysis of Recent Major Advances in AI and Robotics The development of technology is advancing rapidly, and the fields of AI and robotics are continuously producing remarkable results. Recently, several significant events in this field have attracted widespread attention, driving technological progress and indicating directions for future development. Let us delve into … Read more
Recently, Lukas, head of the “Automation and Robotics” research department at a German research institution, joined a delegation from the Baden-Württemberg government to visit a robotics company’s testing workshop in Beijing. The scene before him made him stop in his tracks—dozens of humanoid robots were running side by side on treadmills: Some had expressionless faces, … Read more
Abstract:AI-driven robots are breaking the boundaries of the manufacturing industry, accelerating applications in fields such as services and healthcare. This article analyzes their technical advantages and disadvantages, global market trends, and innovation directions, helping to seize opportunities in humanoid robots and business innovation. AI-Driven Robots: In-Depth Analysis of Business Innovation and Technical Advantages and Disadvantages … Read more