1. Nvidia released the CALMAI model: training virtual characters, which can simulate 5 billion human body movements.
2. Softbank is reported to be negotiating to acquire a 25% stake in Arm held by its Vision Fund.
3. Chinese Internet giants are throwing 5 billion US dollars to snap up GPUs? Nvidia responded.
4. Hon Hai won another big order from Nvidia, becoming the latter’s largest supplier of AI server chip substrates.
5. The market recovery is not as good as expected. It is reported that Qualcomm cut prices to clear inventory chips.
6. Audi executives: The shortage of chips in the German auto industry will last for several years.
7. SMIC: The future demand for new energy vehicles will basically be on 8-inch wafers.
8. Taiwan media: TSMC and World Advanced are unlikely to lower their quotations for 8-inch OEMs.
9. Domestic semiconductor equipment is emerging, and orders are expected to grow steadily throughout the year.