TZTEK(SH:688003)2026-01-23 02:20Company and Industry Summary Company: Tianzhun Technology (天准科技) Semiconductor Industry - The company is accelerating customer adoption of its bright field nano-defect detection equipment, with a typical requirement of 1.5-2 units for every 10,000 wafers processed [1] - The TB1500 bright field detection equipment, targeting the 40nm process node, has completed wafer sample validation with multiple clients and is expected to secure orders from several logic and memory manufacturers this year [1] Robotics - Tianzhun Technology is a partner of NVIDIA for the Jetson Thor platform, engaging in a binding collaboration that integrates chips, complete machines, and application scenarios [1] - The company is focusing on the sales of its third-generation controller product, Star Intelligence 007, which boasts an AI computing power increase of nearly 7.5 times, positioning it as a critical component in the inflationary segment [1] Unmanned Logistics - The company entered a rapid growth phase in the unmanned logistics vehicle controller business, having started preparations in 2018 [2] - Early clients included major players like Cainiao Logistics, JD.com, and Meituan, with new clients such as Jiushi and New Stone added in 2025 [2] - A conservative estimate predicts over 10,000 orders this year, with a market share exceeding 50% [2] Consumer Electronics - Tianzhun Technology is a leader in machine vision dimension measurement, coinciding with Apple's entry into an innovation cycle [3] - The introduction of foldable screens has created new demand modules for displays, hinges, and VC cooling systems, with a projected order growth rate exceeding 40% in 2025, indicating an impending performance inflection point [3]