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What is the mass production progress of NVIDIA's Vera Rubin liquid-cooled AI computing platform
Follow up on the mass production schedule, cloud service provider procurement and implementation, performance, and changes in the promotion rhythm of industry standards for the world's first 100% liquid-cooled AI computing platform.
Development Trends of China's Integrated Circuit Industry
Follow the industry information disclosed at the China (Shenzhen) Integrated Circuit Summit, and focus on chip design, manufacturing capacity, and the progress of domestic substitution in the supply chain.
Follow-up implementation dynamics of major scientific and technological achievements from the 2026 Zhongguancun Forum
Follow up on the follow-up industrialization and implementation progress of 21 major scientific and technological achievements released at the 2026 Zhongguancun Forum, including AI chips, brain-computer interfaces, semiconductors, etc.
Development Trends of Modular AI Smartphone Technology Roadmap
Following the unveiling of M6 Mile's Project M concept phone, this article tracks the industry's feedback on modular AI terminals and observes whether mainstream manufacturers will follow up on related technology routes.
Competition Dynamics of Semiconductor Technology Roadmaps in the Post-Moore Era
Observing the commercialization progress of IBM's vertical stacking technology and other advanced process routes, and comparing the advantages/disadvantages of different technology routes and changes in industrial acceptance.
Progress Dynamics of IBM's Sub-nanometer Process Chip Industrialization
Follow up on the disclosure of technical details of IBM's 0.7nm process chip, and observe the progress of yield improvement, cost control and changes in the industrialization timetable.
Implementation of Samsung's DRAM price increase in the third quarter
Follow Samsung's internal notification on the third-quarter DRAM price hike plan, track the actual implementation range, market reaction and price trend changes.
Sales and replenishment dynamics of Chinese air conditioners in the European market
Follow up on the shipment volume, channel replenishment, market demand changes and manufacturer capacity arrangement dynamics of Chinese portable air conditioners under the extreme high temperature in Europe.
Global MLCC spot price trend
Follow the price increase rhythm of MLCC spot from Murata and other manufacturers, observe the price increase, supply tightness and market trend changes of different models.
Global optical fiber supply, demand and price dynamics
Observe the global shortage of optical fiber supply and demand, follow up on price hikes by overseas manufacturers, the price trend of G652.D optical fiber and changes in production capacity.
Progress of advanced packaging technology routes for glass substrates
Follow up on the glass substrate project planning of TSMC and Samsung Electro-Mechanics, and observe the technical route choices and mass production changes of different manufacturers.
Mass production and shipment schedule of Micron's HBM project at Hiroshima plant
Track the progress of Micron's $9.3 billion expansion project for Hiroshima plant, and monitor changes in HBM capacity construction, mass production preparation and the shipment schedule in the second half of 2028.