QUALCOMM Incorporated (QCOM): Snapdragon 8 Elite Chipset to Power Samsung Galaxy S25 Series
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Weihai De (301318.SZ): Currently, the chips used by the company mainly come from brands like rockchip electronics, Horizon, qualcomm, and ambarella.
Gelonghui December 2nd | Weihai De (301318.SZ) stated in recent investor relations activities that the main chips currently used by the company are from Rockchip Electronics, Horizon, Qualcomm, Ambarella and other brands; the main lens suppliers are Sunny Optical, Zhongrun Optical, etc.
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The "bad news" for technology giants: Is Trump also anti-monopoly?
Reports indicate that Trump is considering appointing Slater as the head of the Justice Department's Antitrust Division, with analysts suggesting that this nomination means Trump will continue the tough enforcement stance advocated by the Biden administration.
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foryou corporation (002906.SZ): The cockpit domain control product chip solutions are rich, covering qualcomm, Renesas, Xilinx, etc., all of which have been mass-produced.
On November 27, Gelonghui reported that foryou corporation (002906.SZ) stated in its investor relations that the company has a rich range of chip solutions for cabin domain control, covering qualcomm, Renesas, and Chipscreen, all of which have achieved mass production. The shipment volume in the first three quarters of 2024 increased significantly, and the proportion of sales revenue also saw a substantial rise. Mass production projects include Great Wall, Chery, BAIC, Changan Deep Blue, and Changan Qiyuan, among others. Since the beginning of this year, the company's cabin domain control product order expansion has made significant progress, with many new projects from clients such as Chery, Changan, Changan Deep Blue, Changan Qiyuan, Changan Ford, and BAIC. The number of platform-based mass production projects is gradually increasing, which will support the company's cabin domain control products.
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Goldman Sachs: It is expected that the tariff increase proposed by Trump will raise inflation by nearly 1%.
Goldman Sachs stated that the latest tariff proposal from USA President-elect Trump could put upward pressure on inflation in the usa. On Monday, Trump announced he would impose an additional 10% tariff on commodities from major asian countries and a 25% tariff on Canada and Mexico. Goldman Sachs chief economist Jan Hatzius stated in a report that the proposed tariffs would lead to a significant increase in consumer prices in the usa. Hatzius remarked, "Based on our rule of thumb, for every 1 percentage point increase in the effective tariff rate, core PCE rises by 0.1%. We estimate that if the proposed tariffs are implemented...