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2026-07-05
Funds in the AI industry chain are flowing to core cloud providers, and there are signs that the storage chip market has peaked. - Bitget
0.85
news.google.com 2026-07-05 Bitget
2026-07-01
UBS China AI Industry Chain Research: Optical Interconnect and SiC Heating Up, Shenghong Bets on Rubin PCB - odaily.news
0.92
www.odaily.news 2026-07-01 odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
AI HardwareIndustry Chain AnalysisOptical InterconnectSilicon CarbidePCBLiquid CoolingAI InfrastructureSemiconductor Materials
2026-07-01
UBS China AI Industry Chain Research: Optical Interconnect and SiC Heating Up, Shenghong Bets on Rubin PCB - odaily.news
0.87
www.odaily.news 2026-07-01 odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
AI hardwaresupply chainsemiconductor materialsoptical interconnectSiCPCBliquid coolingAI infrastructure
2026-05-08
Sitan Semiconductor, Changelight Form Partnership, Deepening Micro-LED Industry Chain Collaboration - Gasgoo
0.95
autonews.gasgoo.com 2026-05-08 Gasgoo
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