Image source: Shared on the social media platform of Song Shiqiang, General Manager of Kinghelm and SLKOR

International News

1. Advanced Integrated Circuit Process LLC has initiated a patent infringement lawsuit against TSMC, accusing the latter of infringing upon seven integrated circuit-related patents.

2. Samsung Electronics' financial report for the second quarter of 2024 reveals a net profit of 96.4 trillion Korean won, marking a six-fold year-on-year increase. Revenue grew by 23.4% to 74.06 trillion Korean won.

3. The Biden administration plans to announce new export control regulations next month aimed at preventing certain countries from exporting semiconductor manufacturing equipment to Chinese chip makers.

4. Goldman Sachs forecasts that the global HBM market will grow at a compound annual growth rate of approximately 100% from 2023 to 2026, reaching $30 billion in 2026.

5. On August 3rd, Kinghelm's badminton team and SLKOR's basketball team conducted a weekend training session.

6. Samsung is set to increase prices of Dynamic Random Access Memory (DRAM) and NAND by 15-20% in the third quarter. Improved performance is expected for Samsung Electronics in the second half of the year.

China News

1. The central government has set the tone for the second half of the year, emphasizing industry self-discipline to prevent "burnout" and proposing a series of policy measures to stabilize growth, adjust structure, and mitigate risks.

2. The Shenzhen municipal government has issued the "Action Plan to Accelerate the Development of Shenzhen as a Pioneer City in Artificial Intelligence," aimed at promoting innovation in intelligent products and enhancing the leading role of major scientific and technological projects in research.

3. Recently, the main structure of Section B/C of BOE's 8.6th-generation AMOLED production line project, undertaken by China Construction First Building Corporation, was completed. The total investment in this project is 63 billion yuan.

4. Huawei's new building project has been approved! Huawei's Baicaoyuan campus may become its tallest office building and new headquarters.

5. ThisChip Technology has launched the P1 chip, which is likely the first domestically produced SoC processor designed for AI PCs.

6. Lianqi Technology has announced its performance forecast for the first half of 2024, expecting revenue of 1.665 billion yuan, a year-on-year increase of 79.49%; net profit is expected to range from 583 million yuan to 623 million yuan, a year-on-year increase of 612.73% to 661.59%.

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