An inventory of the interim reports of 12 PCB companies: Who is the king of revenue or net profit, and who can turn the tide?
In the first half of this year, although the entire electronics manufacturing industry was affected to a certain extent by the COVID-19 epidemic, with the rapid development of 5G base station construction and the earlier trend of global PCB industry production capacity shifting from Japan and Taiwan to mainland China, under this pattern, my country's PCB market demand continued to expand, and the overall performance of A-share PCB manufacturers improved.
Jiwei comment: Before the top three companies in an industry occupy half of the market share, the competition is always fierce.
Finally! The list of Core Power finalists is out!
The final will be held in Xiamen on August 27. A jury consisting of 25 top domestic investors will be present on site to select the most creative semiconductor startup projects of the year together with the jury. At the same time, in order to ensure the quality of the meeting, this final will be held in a closed meeting format, and all audiences are senior industry professionals invited by Jiwei.com.
Jiwei Comment: From the beginning of the year to now, more than 100 manufacturers have participated in the Core Power Selection, and more than a dozen roadshows have been held. The final list has finally been released. Who will be the final winner? The answer will be given at the Jiwei Summit this Friday.
News of the week: China's first 12-inch automotive-grade wafer fab settled in Lingang, and HiSilicon's only 5G joint laboratory was established
This week, HiSilicon's only 5G joint laboratory was established, the 12-inch automotive-grade power semiconductor automated wafer manufacturing center project was settled in Lingang, BiRen Technology completed a new round of financing, and OPPO's wholly-owned technology company was established...
Jiwei Comment: Lingang has emerged as a dark horse in the field of integrated circuits this year. This is not only due to the attention of the local government, but also due to Shanghai's strong accumulation in the industry. Zhangjiang + Lingang will form a linkage effect, and Shanghai's position as the first important city for integrated circuits in China will be more prominent.
Nvidia's data center business revenue surpassed its gaming business for the first time in quarterly revenue
In Nvidia's business system, gaming-related businesses have always been their largest source of revenue, but this situation has changed in the most recent fiscal quarter, and the data center business has become their largest source of revenue. According to the financial report, revenue from the data center business reached US$1.752 billion, an increase of US$611 million from US$1.141 billion in the previous fiscal quarter, a month-on-month increase of 53.5%.
Jiwei comment: Intel is now under double pressure from AMD and Nvidia.
Apple's market value exceeds 2 trillion US dollars. Buffett's heavy investment in Apple has made a profit of "Baidu"
At the close of the U.S. stock market on August 22, Apple's stock price rose by 5.15% to $497.48. After breaking through the $2 trillion market value mark and becoming the first U.S. stock to break through the $2 trillion market value mark, Apple showed no sign of stopping. In the U.S. stock trading on Friday, it rose again and its market value continued to hit new highs.
Jiwei Comment: Apple’s record market value shows that the capital market is optimistic about the new iPhone, and it’s time for the iPhone to change.
[Patent Decryption] OPPO TWS earphones series connection and power balancing technology
[Guardian Comment] OPPO's TWS Bluetooth headsets adjust the working status of the headsets in real time and expand the connection range of the Bluetooth headsets by connecting the headsets to the mobile phone in series, and use the power balancing principle to maintain the power balance of the Bluetooth headsets.
Jiwei Comment: Although Apple is the leader of TWS headphones, with the help of several chip companies in mainland China, Chinese manufacturers have become the popularizers of this industry.
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