A professional community focused on sharing financial information. If you like it, please click the business card below to follow. A strange yet common misconception has spread in the market: as soon as a company announces it is developing ASICs, many people immediately believe it, as if ASICs are a technology that anyone can master, … Read more
By | Zhou Luyao Perhaps, we will soon be able to plug a Loongson GPU into a Windows PC! On November 17, 2025, Loongson Technology (688047.SH) stated in its latest investor relations activity record that the first GPGPU chip, the 9A1000, has been taped out at the end of September, and they are currently working … Read more
Part One: The Resurgence of the Stealth Hero: Why NOR Flash is “Sexy Again” 1.1 Introduction: Reassessing the “King of Code” For a long time, under the dazzling halo of high-capacity NAND Flash, NOR Flash has seemed to play a low-key supporting role. However, this perception is rapidly changing. The core advantage of NOR Flash—its … Read more
I visited Shannon Semiconductor today and took a look at it. It is a major distributor in the storage chip market, deeply engaged in the enterprise-level storage sector. They operate through a dual model of distribution and self-research, and they hold exclusive agency rights and technical barriers for HBM. The products of Shannon are mainly … Read more
100G/200G EML and CW Lasers and other high-end optical chips are in short supply, becoming a focal point of market attention. Overseas giants Lumentum, Broadcom, and II-VI monopolize over 80% of the capacity and are cautious about expanding production, leading to a shortage that is expected to last until the end of 2026. Against this … Read more
1. Introduction: Strategic Positioning and Development Background of RISC-V in the Field of AI Computing1.1 Overview and Technical Characteristics of RISC-V ArchitectureRISC-V (Reduced Instruction Set Computer – Fifth Generation) is an open-source and free instruction set architecture that is becoming an important choice for native computing architectures in the AI era. This architecture was developed … Read more
A performance tsunami triggered by AI computing power is making the PCB industry a star in the capital market.When you are scrolling through your phone, using AI chatbots, or watching high-definition videos online, you might not realize that it all relies on green PCB circuit boards. These seemingly ordinary basic components staged a remarkable performance … Read more
1. What is NPU? NPU (Neural Processing Unit) is a dedicated hardware accelerator specifically designed for neural network computations, with the primary goal of efficiently executing inference and training tasks for deep learning models. Unlike CPUs and GPUs, NPUs optimize matrix multiply-accumulate operations (MAC), activation functions, and quantization calculations through a customized architecture, significantly enhancing … Read more
In the study of the technical architecture of the Ascend 910C chip, it was found that the technical architecture of the Ascend 910C may have originally stemmed from the accumulation of Kunpeng ARM chips. It is a product that has gradually evolved from traditional multi-core CPU architecture to a dedicated inference chip, and early materials … Read more
Advanced Packaging Technology Upgrade for HarmonyOS Device Drivers: Technical Breakthroughs and Market Opportunities from Changjiang Electronics Technology and Tongfu Microelectronics 1. Detailed Technical Breakthroughs: Chiplet Packaging Leading Domestic Substitution 1. Changjiang Electronics Technology: XDFOI Chiplet Technology Achieves 3D Stacking and High Yield – Technical Parameters and Process Advantages: The XDFOI Chiplet series process from Changjiang … Read more
