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Tesla humanoid robot debut, AI becomes the brain of the distribution cabinet, fast charging technology attracts attention......|Direct hit on Chain Expo
① The internationalization level of this Chain Expo is higher, with more than 620 enterprises, institutions, and international organizations participating, an increase of 20% compared to the first edition. ② This Chain Expo has set up six major chains: Advanced Manufacturing Chain, Clean Energy Chain, Smart Automobile Chain, Digital Technology Chain, Healthy Living Chain, Green Agriculture Chain, and one Supply Chain Service Zone.
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Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
Michael Saylor's MicroStrategy Plunges 23% In 5 Sessions While Bitcoin Slips Under 6%: Gary Black Quips 'Don't Say I Didn't Warn You'