From Song Shiqiang's circle of friends

International News

1.Simona Jankowski, Vice President of NVIDIA, will become the Chief Financial Officer of the chip startup Lightmatter Inc. The company aims to be part of the surge in artificial intelligence computing.

2.According to a report by CII, domestic demand for electronic components and modules in India is expected to increase fivefold by 2030, reaching $240 billion to support the production of electronics valued at $500 billion.

3.In Q2 2024, global smartphone shipments grew by 6.5% year-over-year to 285.4 million units, marking the fourth consecutive quarter of shipment growth in the global smartphone market.

4.Reuters reported that the Biden administration has revoked eight licenses allowing U.S. companies to export to Huawei this year, in an effort to suppress the resurgence of the company.

5.On the morning of July 17th, Sun Gaofei, Sales Director of SlkorMicro (www.slkoric.com), conducted a training session on "Process Systems and Management", which received enthusiastic participation and positive feedback.

6.AMD is set to acquire Silo AI, the largest private AI lab in Europe, for $665 million in all-cash transaction, aiming to narrow the AI gap with NVIDIA.

China News

1.According to data released by the National Bureau of Statistics, China's GDP for the first half of 2024 totaled 61.6836 trillion yuan, growing by 5.0% year-on-year at constant prices.

2.The JEDEC Solid State Technology Association recently announced that the HBM4 standard is nearing finalization, aiming to enhance data processing speeds alongside higher bandwidth and lower power consumption.

3.BYD has signed an agreement with the Turkish government to invest approximately $1 billion in establishing a factory, with production estimated to commence by the end of 2026.

4.TSMC is preparing to commence production of NVIDIA's latest Blackwell platform architecture GPUs, increasing production by 25% to meet strong customer demand.

5.According to Taiwanese media reports, the global passive component industry is experiencing a significant price hike, with increases ranging from 10% to 20%, surpassing previous rounds of hikes in recent years.

6.Reports indicate that OPPO has been laying off a large number of Huawei-affiliated employees from its regional agencies and factories nationwide since last year.

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