At the CES Technology Spring Festival Gala, there is an explosion of AI companionship products, which are expected to become the fastest-growing AI terminals.

According to media reports, several AI companion products were showcased at this year's CES exhibition. Xinyie Securities' Zhang Lin stated that AI toys, thanks to the significantly enhanced interactive experience, fewer hardware limitations due to non-serious usage scenarios, and lower costs for AI integration, have a solid foundation for application promotion and are expected to become one of the fastest-growing AI terminals.

cls.cn19:02 ET

AI drives the increase in demand for HBM, SRAM, and DDR5, and the Industry Chain of storage chips is expected to recover.

According to media reports, as AI boosts demand for advanced storage chips, Micron Technology will invest 7 billion dollars in the next few years to expand its manufacturing operations in Singapore. The securities firm Yongxing stated that benefiting from supply-side price increases, inventory gradually returning to normal, and AI driving the demand for HBM, SRAM, and DDR5, the Industry Chain is expected to reach a bottom and rebound.

cls.cn19:02 ET

AI takes center stage! The CES Autos exhibition booths have transformed as many automakers strengthen their application of Asia Vets in smart cabins.

① BMW globally debuted its next-generation super sensory intelligent cockpit at the 2025 CES exhibition - featuring the innovative panoramic iDrive and BMW's new generation operating system X. ② ZEEKR also regards the 'intelligent cockpit' as one of the key highlights of its exhibition, announcing a partnership with Qualcomm to jointly develop future-oriented intelligent cockpits.

cls.cnJan 8 19:09 ET

Technology giants are competing to build Datacenters as the PCB Industry continues to thrive.

① Amazon's Cloud Computing division, Amazon Web Services (AWS), plans to invest at least 11 billion dollars in Georgia to expand its infrastructure and support various Cloud Computing and AI technologies. ② The investment team pointed out that driven by AI technologies and applications, Servers will be the fastest-growing application area in PCBs, with an expected CAGR of 11.6% to 14.2 billion dollars from 2023 to 2028.

cls.cnJan 8 19:02 ET

Star Evening News | Yongxi Electronics expects to turn profitable in 2024, Suzhou Shihua New Material Technology Co., Ltd. shareholder's concerted action plans to increase shareholding.

① The central bank: Further optimize the re-lending process and expand the scale of equipment upgrading loans; ② Two departments: New purchase subsidies for digital products such as mobile phones, tablets, and smartwatches will be given at 15% of the selling price; ③ The State-owned Assets Supervision and Administration Commission: Accelerate the establishment of a system and mechanism adapted to AI development.

cls.cnJan 8 08:01 ET

The A-shares collectively fell, with the Northern Stock Exchange 50 dropping nearly 1%, Hong Kong stocks tumbled, Semiconductor Manufacturing International Corporation and Xiaomi both fell over 1%, and the yuan's central parity rate continues to hold firm

The central exchange rate of the RMB against the US dollar is reported at 7.1887, down 8 points; the previous trading day's central rate was 7.1879, and the official closing price on the previous trading day was 7.3275, while the overnight market reported a close of 7.3284. Treasury Futures declined.

wallstreetcnJan 7 20:39 ET