Star Evening News | The second IPO application after the eight science and technology innovation board regulations was accepted. The total amount of orders in Shanghai Shengmei exceeded 6.7 billion yuan
①MIIT: The software industry's integrated circuit design revenue in the first 8 months was 239.3 billion yuan; ②Peking: Striving to achieve a low-altitude economic industry scale of 100 billion yuan within three years; ③Guangdong: Accelerating technological breakthroughs and industrialization in large-scale models, embodied intelligent robots, future intelligent terminals, intelligent unmanned systems, etc.
Large-scale integrated machines are becoming a trend! The importance of model fine-tuning is highlighted. inspur electronic information industry's latest entry into the industry dynamics.
①All-in-one computers have become a hot trend in the exploration of large-scale commercialization, with large-scale manufacturers, ICT service providers, and ISV service providers all joining the trend. ②Currently, in publicly tendered AI projects, hardware and services account for over 90% of the total amount, with inspur electronic information industry's all-in-one computer packaging hardware and solutions for large models as a whole. ③The industry is focusing on model fine-tuning and inference, highlighting the importance of fine-tuning.
Shenzhen Transsion Holdings Co., Ltd.: New products will be launched one after another in the second half of the year to continue to implement the shareholding plan | Direct hit at the earnings conference
①Shenzhen Transsion Holdings Co., Ltd. will launch new products in the second half of the year, building core capabilities in technologies such as imaging, gaming, AI, charging, and basic experience channels; ②Zhu Zhaojiang stated that the current shareholding plan of the company has not been fully implemented yet, and the shareholding entities will continue to carry out the relevant shareholding plan.
National silicon industry group: downstream customers of silicon wafers are still destocking | Earnings conference.
①In the first half of 2024, the global semiconductor market has seen some improvement overall, but the recovery is slower than expected, and the global silicon wafer shipments still show a year-on-year decline trend. ②Director and President Qiu Ciyun of the national silicon industry group stated that both customer-side and company's own inventory digestion are ongoing.
Teslink is sprinting to become the first stock of AIoT in china, with strategic investments from jd.com, SenseTime, iflytek co.,ltd., and others.
Tesla has submitted a prospectus to the Hong Kong Stock Exchange, with citic sec and haitong int'l acting as joint sponsors. Established for 9 years, Tesla has conducted a total of 9 rounds of financing, with the D round financing reaching as high as 2 billion RMB.
Consumer electronics are warming up, AI server demand is rising, and the MLCC industry is experiencing a moderate recovery.
According to media reports, after experiencing a prolonged two-year downturn, MLCC has begun to see a relatively mild recovery, with total shipments from related manufacturers increasing by 5.4% in the second quarter.