Global Industry News

1. Samsung Electronics and SK Group announced that over the next five years, they will cooperate with global technology partners to launch artificial intelligence semiconductor and infrastructure projects worth a total of USD 950 billion.
2. Research teams from Seoul National University and Seoul City University in South Korea have jointly developed a programmable photonic integrated circuit.
3. SK Telecom will deploy NVIDIA Vera Rubin chips and SK Hynix HBM4 memory to build a 2-gigawatt (GW) AI data center. The first facility is scheduled to go online in 2027.
4. Delta Electronics signed a long-term silicon carbide (SiC) supply agreement with Infineon worth up to USD 2 billion.
5. AMD is partnering with the South Korean government to set up an AI research center in South Korea and build an open AI infrastructure ecosystem.
6. Sources indicate that NVIDIA GPUs have recently seen another price hike of 20% to 30%, marking the third price increase following those in January and May this year.

Domestic Industry News

1. Shengyi Technology’s R&D and production base project for high-performance AI computing and advanced semiconductor substrates has settled in Suzhou, with a total investment of approximately RMB 5 billion.
2. On July 27, ChangXin Memory Technologies surged 530% at opening, with a total market value of roughly RMB 3.66 trillion.
3. The second part of Research on Huaqiangbei Counterfeit Mobile Phones by Mr. Song Shiqiang from Slkor is soon to be published. To objectively and comprehensively document the history of "Huaqiangbei counterfeit mobile phones", Song Shiqiang began collecting data on the mobile phone industry years ago. In 2014, he investigated the factory of OTOT Group located in Jiuwei, Xixiang. In 2015, he visited ZTE Xingyida, a subsidiary of ZTE Corporation in Xinyongfeng Industrial Zone, Bao’an District, and specifically inquired about its mobile phone supply chain management. In 2017, he toured the production lines at OPPO’s manufacturing plant in Wusha, Changan, Dongguan.
4. Wang Xingxing, founder of Unitree Robotics, and the mass-produced manned mecha GD01 appeared on the cover of Time Magazine, with the theme "The Robot Age Is Coming".
5. Haichuan Intelligent released an acquisition plan, proposing to take equity in Nanjing Jiyi Semiconductor Technology Co., Ltd., marking its official transformation into the indium phosphide industry track.
6. BOE’s project "Empowering High-Value Scenarios of AI Factories for New Displays Based on the Blue Whale Display Large Model" has been successfully selected into the Collection of High-Value AI Scenario Application Cases released at WAIC.