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Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
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South Korea plans to invest 4 trillion won to build a national ai computing center.
South Korean government officials announced on Wednesday that South Korea will invest 4 trillion won (approximately 2.86 billion USD) to establish a national ai computing center, aiming to enhance the country's competitiveness in this rapidly growing technological field. According to officials from the South Korean Ministry of Science, Technology, Information and Communication, this decision was made during a high-level meeting related to the economy to improve the global competitiveness of local industries. This initiative aims to secure advanced graphics processing units (GPUs) that play a key role in ai, to assist local businesses and researchers. By the end of 2023, South Korea will have about 2,000 AI chip-enabled units.
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Reports indicate that OpenAI allows employees to sell $1.5 billion worth of shares to SoftBank, with the possibility of more secondary market sales in the future.
According to informed sources, OpenAI will allow employees to sell approximately 1.5 billion dollars worth of stocks to Japan's SoftBank Group in a new tender offer. Two informed sources stated that the new financing will enable SoftBank Group to acquire a larger share of this ai startup and allow current and former OpenAI employees to cash out their shares. One of the sources said that OpenAI employees will decide whether to participate in the new tender offer by December 24. Another source indicated that this trade is being pursued under the initiative of SoftBank founder and CEO Masayoshi Son.
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
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