In the post-Moore's Law era, glass substrates may usher in a new round of 'material revolution.'

Western Securities stated that the peak of Moore's Law is approaching, and the demand for AI computing power is driving a generational leap in packaging materials. Glass-based substrates centered on Through-Glass Vias (TGV) are accelerating the replacement of traditional silicon and organic substrates due to advantages such as low signal loss, adjustable thermal expansion, and controllable costs. Intel, Samsung, and Taiwan Semiconductor are collectively investing in this technology. The global TGV market size is expected to reach nearly USD 8 billion by 2028, with penetration further increasing to 50% by 2030.

wallstreetcn15:06

Strong capital expenditure in the AI sector shows clear signs of a recovery in demand for machine tools.

Since 2026, there has been robust capital expenditure in areas driven by AI computing power, such as liquid cooling plates and AI server construction, as well as in the semiconductor and new energy vehicle components sectors. As the most fundamental capital input, industrial mother machines have shown clear signs of demand recovery.

cls.cn07:57

The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.

① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.

cls.cn07:07

The volume and price of PCB drill bits are on the rise, with industry insiders predicting a continued shortage for the next two years. A shortage of tungsten steel rods may constrain production expansion | Fax

① Demand and prices for drill bits—a critical consumable in PCB manufacturing—have both risen significantly, with high-end micro-drill bits featuring length-to-diameter ratios exceeding 30:1 in short supply and commanding even steeper price increases; ② Industry insiders expect the drill bit market to remain tight over the next year or two; ③ While the industry is currently ramping up high-end production capacity aggressively, this expansion could be constrained by shortages of tungsten carbide rods, a key raw material.

cls.cnMay 17 12:52

Spotlight on Hangzhou Humanoid Robot Exhibition: Tourism and Logistics Take the Lead, While Industrial Autonomy Still Faces a Long Road Ahead

As observed from the exhibition, the humanoid robotics industry in 2026 demonstrates a distinct 'temperature difference': upstream component manufacturers are accelerating capacity expansion; midstream module and solution providers remain indecisive about technical routes, awaiting the emergence of a 'killer application'; downstream customers are continuously weighing between 'high expectations' and 'practical capabilities,' with applicable scenarios still confined to structured, highly repetitive tasks such as logistics sorting and industrial handling.

cls.cnMay 15 23:27

[Data Insights] Speculative and Quantitative Investors Rush to Accumulate Multiple Robotics Concept Stocks; Over 5 Billion Yuan Flows into Popular Fluorine Chemical Stock

①The robotics sector demonstrated strong performance today against the market trend. Sanfeng Intelligent Equipment was purchased by two quantitative funds for 126 million yuan, while three speculative funds collectively bought 264 million yuan worth of shares; Zhengfang Electric Motor was acquired by two quantitative funds for 82 million yuan and one speculative fund for 47 million yuan; Julun Intelligent Technology was purchased by a speculative fund for 79 million yuan. ②Duofluoride received a purchase of 84 million yuan from an institutional investor, while Shenzhen-Hong Kong Stock Connect bought shares worth 381 million yuan and a speculative fund acquired shares worth 89 million yuan.

cls.cnMay 15 17:55