大摩拆解英伟达下一代Rubin机架发现,其售价将达到约780万美元,较GB300几乎翻倍,而价值增长并非主要来自GPU。PCB(+233%)、MLCC(+182%)、ABF基板(+82%)成为最大受益环节,内存价值更暴增435%,占机架BOM比重升至约26%,反而压缩GPU占比。与此同时,市场原本担忧的ODM附加值下滑并未出现,大摩预计其美元增值反增35%-40%,AI产业链价值正从GPU向更广泛 ...
《科创板日报》3月13日讯今日,知名分析师郭明錤发表最新供应链调查。文章显示,英伟达与沪电股份已开始测试次世代CCL材料M10,将带动未来AI伺服器的PCB材料新一轮升级周期。 据悉,本季度沪电股份已开始送样与打样,预计将在第二季度取得初步测试结果。
KLA has launched Frontline Cloud Services to accelerate PCB design for manufacturing (DFM) analysis by as much as 90%. The company is transitioning its CAM and engineering technologies to the cloud, ...
Rigid-Flex PCBs have been used in many modern electronic devices (such as mobile phones, laptops, and wearables, among others), due to their form factor, light weight, and cost-effectiveness.
The design of a board and its ‘home’ are heavily interdependent. They require careful consideration to ensure everything will be in working order when your product is ultimately brought to market.
A number of methods are available to quantify concentrations of PCBs in sediments and tissues. Each technique has advantages and disadvantages. The resources and equipment required vary greatly among ...
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