Xinqi Micro Equipment: Robust Delivery of High-End PCB Equipment Orders; Phase II Capacity Expected to Ramp Up in H2 | Earnings Call Highlights

① Director Cheng Zhuo stated that, looking ahead to the second half of the year, the company's orders for advanced PCB equipment remain robust, and its advanced packaging equipment has also entered

cls.cnSep 14 14:21

"In the Spotlight" at CIOE: 1.6T Optical Modules Still in Ramp-Up Phase, While 6.4T NPO Technology Approaches

① At this year's Optical Expo, several leading manufacturers have completed customer validation of their 1.6T optical modules and achieved mass‑production readiness, while NPO samples made a high‑

cls.cnSep 12 16:07

Rockchip Earnings Call Insights: The RK3566 Chip Powers a $399 Robotic Duck | Live from the Earnings Call

① Rockchip stated that a single RK3566 chip can support model inference, motion control, sensor processing, and audio‑video processing on the robotic duck. ② Management noted that the company's SoC

cls.cnSep 11 15:28

Optoelectronics Expo Opens Today; New Developments in CPO/NPO May Serve as Major Catalyst for the Sector

1. The 2026 China International Optoelectronic Exposition (CIOE) will be held at the Shenzhen World Exhibition & Convention Center from September 9 to 11. 2. According to research by Guolian Minsheng Securities, progress in the industrialization of new architectures such as NPO, CPO, and XPO is expected to be a key highlight of this year's exhibition.

cls.cnSep 9 07:57

Boge Technology Completes Nearly RMB 200 Million in Series B Financing, Led by Guoqi Yuanhe

① Suzhou Boge Technology has completed a Series B financing round of nearly RMB 200 million, led by Guoqi Yuanhe. The company focuses on microfabrication and inspection, with products covering precision optical instruments such as direct-write lithography machines. ② In the same sector, Sanhai Optics secured angel financing; Xinji Microequipment's PLP2000 equipment received orders from customers in the advanced packaging field, supporting panel-level processing for 600×600mm substrates.

cls.cnSep 8 00:32

Robotic duck ignites domestic supply chain; AI toys urgently need "embodied intelligence" to break through

① An AI toy named Microduck has gone viral, with pre-orders exceeding 10,000 units within four days. The exposure of its domestic suppliers in China has drawn significant market attention; ② Industry experts believe that the popularity of Microduck helps the market recognize that the "embodied AI" architecture represents the future direction for AI toys and consumer-grade robots.

cls.cnSep 4 16:27