International News

1. AI large models are thriving, and semiconductors and optical modules are benefiting in the long run. GPUs are the core of AI servers, accounting for nearly 90% of the AI chip market share.

2. The United States announced further increases in tariffs on products imported from China, with tariffs on semiconductors increasing from the original 25% to 50%.

3. Hesai Technology sued the U.S. after being included in the so-called "Chinese military-related enterprise" list by the United States.

4. In 2023, the top three rankings in the Asia-Pacific cloud computing IaaS market are Alibaba Cloud, Amazon AWS, and Microsoft Azure.

5. Microsoft will invest 4 billion euros to establish a data center in the northeastern French city of Milous, with a focus on artificial intelligence.

6. Samsung Electronics has established a high-bandwidth storage chip supply team, with the primary goal of improving the yield and quality of 8-layer and 12-layer HBM3E through Nvidia's testing.

7. SoftBank's subsidiary Arm will establish an artificial intelligence chip department, aiming to create a prototype product by spring 2025.

8. On May 16th, Kinghelm (www.kinghelm.net) and the general manager of SLKOR Song Shiqiang visited Kinghelm's production base in Luzhai, Guangxi for guidance! At the same time, the original work "Memories of May Day Basketball Practice Matches with My Father, Song Shiqiang" by Song Yuanming, the sales manager of Kinghelm's foreign trade department, received enthusiastic response and high praise!

China News

1. The first 2Tb/s 3D integrated silicon photonics chip has successfully sampled domestically, with giants such as Huawei and Nvidia actively deploying it.

2. A core component of China's third-generation self-developed superconducting quantum computer "Source Wukong" - the high-density microwave interconnect module has achieved complete localization.

3. The 2024 Munich Shanghai Electronics Exhibition (electronica China) will be held at the Shanghai New International Expo Center from July 8th to 10th.

4. Guangse Motor has released the ZG05HV series of high-voltage, board-to-line connectors, and the TF70 series of board-to-FPC/FFC connectors for automotive use.

5. It is estimated that by 2026, mainland China will surpass South Korea and Taiwan, China, becoming the world's largest source of integrated circuit wafer capacity.

6. There was an explosion at TSMC's factory in Arizona, USA, resulting in severe injury to one male worker.

7. With the development of information technology and intelligence, the management requirements for the supply chain have become more refined. Kinghelm's electronic component supply chain going global strategy has been remarkably effective.