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Hold more chips! SK chairman claims that its HBM development speed has exceeded NVIDIA's requirements.
①SK Group Chairman Chey Tae-won stated that SK Hynix's HBM chip development speed has surpassed NVIDIA's requirements, implying that it has more leverage in negotiations with NVIDIA; ② Chey Tae-won also mentioned that SK Hynix and NVIDIA are accelerating the research and development of HBM, with the supply volume for this year already confirmed; ③ In addition, SK Group plans to make AI Datacenters a major growth driver for the future.
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CES Dialogue | Yu Tree Technology's Chen Li: Has the order volume "exploded" this year?
Article | Sina Technology At the ongoing CES 2025, Siasun Robot&Automation showcased its entire line of robotic products. Among them, the G1 humanoid robot and the Go2 robotic dog performed dynamic demonstrations on-site, attracting many attendees. Sina Technology had a conversation with Chen Li, co-founder partner of Siasun Robot&Automation, and it is evident from his Share that the overseas journey of China's robotics industry is currently accelerating. It is reported that before this year's CES exhibition, Siasun Robot&Automation announced a partnership with Looking Glass XR. VR/AR services have become the official credential for Siasun Robot&Automation's robotic products.
F Stars --- significantly continued to decline, related to quantum Computer being sold off due to comments from the NVIDIA CEO.
Significant decline continues. Recently surging as a quantum Computer-related stock, today it is experiencing a sharp drop alongside other related stocks such as NFHD, Japan Lad, Ubiquitous AI, and SEC. The CEO of USA NVIDIA has stated that the practical application of quantum Computers is still a long way off, leading to a decline in expectations for early contributions to earnings. In the previous day's USA market, there was also a sharp decline among some related stocks.
SK Group discusses cooperation in the field of physical AI with NVIDIA (CEO.US) CEO.
The CEO of SK Group discussed physical AI with the CEO of NVIDIA at CES.
CES Preview | "Observing" Yuzhu Technology: The robotic dog performs a handstand walk, priced at 1,600 dollars.
Sina Technology reported on January 9 that at CES 2025, Yushu Technology showcased its entire line of robot products. Among them, the G1 humanoid robot and Go2 robotic dog were demonstrated dynamically on site. It is reported that prior to CES 2025, Yushu Technology announced a partnership with Looking Glass XR. VR/AR services have become the official Dealers of Yushu Technology's robot products. Looking Glass stated that Yushu Technology's quadruped robots possess intelligent visual recognition capabilities. They can be used as inspection management systems.
VOBILE GROUP (03738) showcased its rights verification products deployed on the NVIDIA architecture at CES, and the new products release growth potential.
On January 8, 2025, at CES 2025, VOBILE GROUP (03738) showcased its watermark software capabilities seamlessly used in real-time video content created by generative AI, running on cloud-based NVIDIA GPU architecture.
Options Market Statistics: IonQ Stock Plunges After Nvidia CEO Sees 'Useful' Quantum Is Decades Away; Options Pop
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.