pcb

花旗上调中国AI-PCB市场预期：谷歌TPU采购或在2028年超越英伟达

花旗表示，AI服务器和高速网络升级正在重塑中国PCB行业增长前景。花旗将2026-2028年AI-PCB总可寻址市场预测上调至1520亿元、3070亿元和5620亿元。报告称，谷歌TPU相关PCB采购额到2028年可能达到160亿美元，超过英伟达GPU相关需求。2027年AI-PCB需求将由ASIC主导，占比约34%。

为什么重要：AI基础设施需求从GPU向PCB、光模块等上游供应链传导，谷歌TPU的崛起可能打破英伟达在AI硬件领域的主导地位。

#AI #PCB #英伟达 #算力

📌 午后A股暴力拉升，沪指3887点→3967点！原因找到了

🍖 乔巴说：
今天下午A股突然拉起来，沪指从3887点左右一口气冲到3967点附近，我手里拿的科技股也跟着回了一口血。主要是亚太市场集体反弹，韩国那边出手救市，情绪上带了一把。

这条新闻跟钱包直接相关：如果手里有$PCB相关的票，比如沪电股份这类，今天应该涨得不错。高盛说中国股票有修复信号，短期资金面确实在往科技板块涌。但风险点在于，这波拉升更多是超跌反弹，基本面还没实质变化，别一看涨就急着加仓。

对比下同类板块：同样是科技股，$AI 芯片相关的寒武纪今天反弹力度就没PCB板块猛，说明资金更倾向确定性强的细分方向。想跟的话，盯住成交量能不能持续放大，别光看单日涨幅上头。

#PCB #AI #美股

$BTC : Principal Mineral ຂະຫຍາຍສາຍສະໜອງ PCB ດ້ວຍການຊື້ Isola 🔥

Principal Mineral ກຳລັງເລັ່ງກຳລັງເພື່ອສະຫຼັບກຳລັງສາຍສະໜອງ PCB ທີ່ຢູ່ໃນທ້ອງຖິ່ນ ໂດຍການຊື້ Isola Group, ຜູ້ຜະລິດວັດຖຸຫຼັກທີ່ນຳໄປໃຊ້ທົ່ວລົດຍົນ, ການບິນ-อวกาศ, ແລະ server ສຳລັບ AI. ບໍລິສັດຍັງໄດ້ຮັບທຶນໃໝ່ປະມານ 280 ລ້ານໂດລາ, ຊຶ່ງສະແດງການຂັບເຄື່ອນທີ່ຊັດເຈນໃຫ້ຂະຫຍາຍການດຳເນີນງານ ແລະ ເລິກລົງໃນຂີດຄວາມສາມາດພາກອຸດສາຫະກຳ.

ນີ້ແມ່ນການລົງທຶນແບບເສດຖະກິດຈິງ ທີ່ອາດສຳຄັນຕໍ່ວົງຈອນດ້ານໂຄງລ່າງເຕັກໂນໂລຊີ ແລະ AI ໂດຍລວມ. ມັນຊ່ວຍຮອງຮັບຝ່າຍວັດຖຸພາກຕົ້ນຕໍຂອງຄວາມຕ້ອງການດ້ານ hardware, ບ່ອນທີ່ຄວາມໝັ້ນໃຈຂອງການສະໜອງມັກຈະກາຍເປັນຂໍ້ໄດ້ປຽບທາງຍຸດທະສາດ.

ບໍ່ແມ່ນຄຳແນະນຳທາງການເງິນ. ຈັດການຄວາມສ່ຽງຂອງທ່ານ.

#BTC #AIInfrastructure #SupplyChain #PCB #IndustrialTech

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#PCB #pizzacoinbtc #pcb #PIZZACOINBTC

🟢 HANG SENG SINKS 0.6% BUT $SMIC RALLIES 5% — TECH ROTATION IS LOUD AND CLEAR 📈

📊 The Hang Seng closed 0.6% lower while the Technology Index crept up 0.21% — a classic divergence that tells you exactly where institutional capital is rotating today. 📈 Optical communication and PCB names are owning the tape, with SmartSpectrum surging 7%+ and $SMIC adding roughly 5%.

💡 This isn't random beta chasing — it's a structural rotation into semiconductor and connectivity infrastructure plays. The market is pricing in demand that hasn't even hit mainstream headlines yet. 🔍 When lagging indices bleed but select sectors print green, smart money is quietly repositioning.

💬 Are you reading this rotation as a signal for broader tech strength, or is this a crowded short-term trade? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #SMIC #HongKongStocks #TechSector #Semiconductor #PCB

📈 💡

#asianpcbstocksslideonnvidiaaiserverdelay
Nvidia chỉ mới hoãn lịch giao siêu máy chủ AI Kyber NVL144 do khó sản xuất bảng mạch (PCB), mà cổ phiếu ngành này khắp châu Á đã thi nhau "hạ cánh nơi anh"! Ibiden Nhật Bản bốc hơi 10%, Kingboard Hong Kong lùi sâu 18%.
Sao kỳ vậy ta? Thời đại tên lửa có khác, thị trường phản ứng nhạy cảm quá mức, tâm linh không đùa được đâu!
Trader làm gì lúc này? Thay vì hoảng loạn, lo gom lúa soi kỹ các vùng hỗ trợ để săn hàng sale off thôi!
Đăng ký Binance nhập mã VINHTOCDO ngay. Đây không phải lời khuyên tài chính đâu nhé!
#PCB #NVDIA #chip #VINHTOCDO
$NVDAB
$SPCXB
$TSLAB

#AsianPCBStocksSlideOnNvidiaAIServerDelay Asian PCB stocks sliding on Nvidia AI slowdown fears.
If Nvidia sneezes, the whole supply chain catches a cold.
Watching $NVDA for direction.
#Nvidia #PCB #Stocks #BinanceSquareTalks

#asianpcbstocksslideonnvidiaaiserverdelay 🚨 NVIDIA Supplier Stocks Slide After AI Server Delay Report 📉
Reports that NVIDIA has postponed shipments of its Kyber NVL144 AI server due to printed circuit board (PCB) production challenges have weighed on semiconductor supply-chain stocks across Asia.
🔍 Market Reaction:
📉 Japan's Ibiden fell sharply.
📉 Hong Kong-listed Kingboard also came under significant selling pressure.$NVDAB
⚠️ The news sparked a broad selloff across parts of the AI hardware supply chain as investors reassessed near-term expectations.
💡 What Does It Mean?
While supply-chain delays can affect short-term sentiment, they do not necessarily change the long-term demand outlook for AI infrastructure. Markets sometimes react strongly to production news, creating both risks and opportunities.$SPCXB
📊 Trading Perspective:
Rather than reacting emotionally, monitor key technical support levels, company updates, and broader AI demand trends. High volatility can create opportunities, but patience and disciplined risk management remain essential.$TSLAB
💬 **Do you see this as a temporary pullback or the start of a deeper correction in AI hardware stocks? Share your thoughts below! 👇
#NVIDIA #AI #Semiconductors #PCB

🚨 $DAEDUCK ກຳໄລເພີ່ມ +3,599% — ວັດຖຸດິບຊອງເກົາຫຼີກາຍເປັນຄໍຂວດຂອງ AI ແທ້ໆ 💥

📊 ຊຸດ PCB/substrate ຂອງເກົາຫຼີໃຕ້ ກຳລັງກາຍເປັນກະດານໝາກຮຸກທີ່ສຳຄັນທີ່ສຸດໃນສົງຄາມ AI. Daeduck Electronics ເພີ່ມກຳໄລດຳເນີນງານ Q2 ຂຶ້ນ 3,599% ທຽບປີຕໍ່ປີ — ບໍ່ແມ່ນ “ເກີນຄາດ” ແຕ່ເປັນການສະເດັດຊະໄຊ. Simmtech ແລະ TLB ຕາມມາດ້ວຍ 1,035% ແລະ 86% ພຸ້ງຂຶ້ນ, ໂດດຂຶ້ນຄື້ນລົມຂອງ AI data center.

💡 ເລື່ອງຈິງຢູ່ຂ້າງເທິງ. ເມື່ອ Taiwan's Unimicron ຫັນເລິກເຂົ້າໄປໃນ ABF substrates ມູນຄ່າສູງ, ຄຳສັ່ງ BT substrate ກຳລັງປ່ຽນໄປຫາຜູ້ຜະລິດເກົາຫຼີ — ທາງລາຍຮັບໃໝ່ສຳລັບ Daeduck ແລະ Simmtech.

🔥 ຕອນນີ້ພໍເພີ່ມ NVIDIA ເຂົ້າສູ່ໄລຍະກຳລັງຈັດສົ່ງ Vera Rubin, ແລະ ຄວາມຕ້ອງການ PCB ຂອງ SOCAMM ກາຍເປັນຄໍຂວດຕໍ່ໄປໃນສາຍສະໜອງ AI, ດ້ວຍ Simmtech ແລະ TLB ຢູ່ຕຳແໜ່ງໃນສາຍນັ້ນໂດຍກົງ. 💬 ຊັ້ນຂອງ AI stack ໃດທີ່ຈະເຮັດໃຫ້ຂະຫຍາຍແຮງສຸດ — compute, packaging, ຫຼື memory? 👇

⚠️ ບໍ່ແມ່ນຄຳແນະນຳດ້ານການເງິນ. ຈົ່ງຈັດການຄວາມສ່ຽງຂອງທ່ານສະເໝີ. 🛡️

🏷️ #Daeduck #AI #PCB #SupplyChain #Earnings

🚀 ⚡