题材研究室
Huawei’s “Tao Law”: A Comprehensive Overview of Core Companies
Huawei officially proposed the “Tao Law,” which replaces the traditional geometric scaling approach with signal latency compression—a milestone marking the first time China’s semiconductor industry has contributed an original development paradigm to the world.
MLCC Capacitor Price Increase: Comprehensive List of Benefiting Companies
According to a research report by China Securities Co., Ltd., as the power consumption of AI servers continues to rise, the quantity and quality requirements for chip inductors and chip capacitors serving GPUs and TPUs have significantly increased. Based on projected GPU and TPU shipment volumes for 2027 and 2028, the chip inductor and chip capacitor industry is expected to experience explosive growth.
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