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Entreprise's news
Tencent announces launch of "Qingyun Project"
On September 24, Tencent launched the Tencent Qingyun Plan. Recruit a group of top technical students from around the world and cultivate China's Internet technology talents through Tencent's platform. It is reported that Qingyun plans to provide comprehensive customized training and highly competitive salary, and deeply participate in the most forward-looking technical topics in Tencent's core business.
Taiwan media: Nvidia pursues orders for AI chips, TSMC purchases additional equipment to expand CoWoS production capacity
On September 25, Taiwan's "Economic Daily" reported that TSMC's CoWoS advanced packaging production capacity was overflowing and it was actively expanding production. It was reported that major customer Nvidia was expanding its AI chip orders, and major manufacturers such as AMD and Amazon were rushing to place urgent orders. , TSMC is urgently looking for equipment suppliers to purchase additional CoWoS machines. In addition to the existing production increase target, the equipment order volume will be increased by another 30%. This time, TSMC is seeking assistance from equipment manufacturers such as Xinyun, Wanrun, Hongsu, Titanium, and Qunyi, requesting the expansion of reinforcements for CoWoS machines. It is expected to complete delivery and installation in the first half of next year.
Wang Xiaochuan's team released the Baichuan2-53B large model and officially launched commercialization
On September 25, Baichuan Intelligent, founded by Wang Xiaochuan, released the Baichuan2-53B closed-source large model, and the various capabilities of Baichuan1-53B have been upgraded. Baichuan2-53B not only significantly improves its mathematical and logical reasoning capabilities, but also greatly reduces model illusion through high-quality data system and search enhancement. It is known as the large model with the lowest hallucination problem in China. As one of the first large model companies to pass the registration process, Baichuan Intelligent also opened the Baichuan2-53B API interface this time, officially entering the To B field and starting the commercialization process.
SPIC Smart Energy and Tencent Cloud officially signed a strategic cooperation agreement
According to news on September 25, at the SPIC "Tianshu-1" series product launch conference, SPIC Integrated Smart Energy Technology Co., Ltd. and Tencent Cloud officially signed a strategic cooperation agreement. The two parties will focus on data value mining, business Payment, information security, user services, ecological construction and other fields are carried out to further promote the integration of digital and real in the energy industry.
UMC and ASE’s CoWoS advanced packaging interposer orders may double, or prices may increase
On September 25, according to Taiwan Economic Daily, TSMC has actively expanded its advanced packaging production capacity and recently placed an additional 30% of equipment orders for equipment factories, driving the subsequent order volume of UMC, ASE and other manufacturers in the CoWoS advanced packaging interposer supply chain to simultaneously increase. times, UMC and ASE may increase prices. Among them, UMC has raised prices for intermediary orders for super hot runs and launched a capacity doubling plan; ASE's advanced packaging quotations are also planning to increase.
Hongmeng native applications are fully launched
According to news on September 25, Yu Chengdong said that Hongmeng native applications have been fully launched. Huawei has trained millions of Hongmeng talents and will invest tens of billions of funds to support the development of partners, comprehensively covering 18 fields of applications, and bringing smoother and smarter services to consumers. , a safer Hongmeng native application experience.
CITIC Securities: Tesla’s end-to-end plan is emerging and is expected to replicate FSD’s successful path
According to news on September 25, CITIC Securities research report pointed out that Tesla showed the latest progress of the Optimus robot on the Twitter (X) platform. The video showed the capabilities of visual self-calibration, color sorting tasks, and balancing on one foot. From a technical perspective, Tesla demonstrated the possibility of the robot's End-to-end technical route, relying on visual self-calibration to generate real-world data, training the end-to-end network through Dojo, and directly generating robot control instructions from images. And executed and realized the color sorting task. A CITIC Securities research report pointed out that this solution is similar to its FSD operating mode. The successful experience of FSD and Dojo is expected to accelerate the iteration speed of robots and expand from single tasks to multi-tasks.
Baidu Intelligent Cloud Qianfan Large Model Platform Application Development Challenge Launched
According to news on September 24, Baidu Intelligent Cloud Qianfan Large Model Platform Application Development Challenge was launched in Beijing. The challenge aims to provide developers with multiple benefits such as expert consultation, computing power support, career opportunities, project incubation and brand support. Duan Yonghua, general manager of Baidu Intelligent Cloud Industry Development Department, pointed out three consensuses in his opening speech: large models are a major change in future technology, MaaS (Model as a Service) is a new development paradigm, and application is the key to generating value from large models.
Former Huawei Vice President Shi Yaohong has resigned to start a business
It was reported on September 25 that Shi Yaohong, former Huawei Vice President and President of Huawei Cloud and Computing China, has resigned to start a business and established Jiangsu Aurora Cloud Energy Technology Co., Ltd., focusing on the industrial and commercial energy storage business. According to public reports from multiple media, Aurora Cloud Energy has signed a long-term strategic cooperation agreement in the energy storage field with China Power Construction Group Jiangxi Electric Power Construction Co., Ltd., and also signed a "300MWh Energy Storage Project Framework Agreement" with Nanjing Jiangbei New District. As the founder and CEO, Shi Yaohong attended the signing ceremony. This is also Shi Yaohong’s first appearance in the public media after two years. Public information shows that while working at Huawei, Shi Yaohong served as President of Cloud and Computing China, Executive Vice President of Government and Enterprise China (including Digital Energy Business), President of the Software Product Line, and President of the Middle East Region. According to public media reports, his most recent public appearance on behalf of Huawei was at the Changsha Cyber Security Intelligent Manufacturing Conference on November 28, 2020.
Zhipu AI launches mathematical model MathGLM, saying that some of its performance exceeds GPT-4 and ChatGPT
According to news on September 24, Zhipu AI launched the mathematical model MathGLM to improve the mathematical reasoning capabilities of large language models. It can perform complex arithmetic operations and answer Chinese math problems without using calculator tools. Some of its performance exceeds that of GPT4 and ChatGPT. It has now been launched on the ModelScope community for the first time in the world.
Sources say Meta is planning to launch a “personalized” chatbot
According to news on September 24, according to people familiar with the situation, Zuckerberg’s Meta is planning to launch a “distinctive personality” AI chatbot in its social media app as soon as next week to attract young users. According to reports, the chatbot to be launched by Meta is now in the internal testing stage with employees and is expected to be officially announced for the first time at the Meta Connect conference starting next Wednesday. They will drive users to participate in the use of Meta's various social media apps, but some robots are expected to have productivity-related skills, such as writing programs or completing other tasks.
Huawei releases its first air-to-air touch TV
According to news on September 25, Huawei officially released the Huawei Smart Screen V5 Pro flagship giant screen new product at the autumn full-scenario new product launch conference. The new product is equipped with Huawei's Lingxi pointing remote control technology, becoming the world's first air-touch TV product, realizing the experience of "playing TV like playing on a mobile phone", and creating a new era of "giant screen mobile phones" through cross-generational interaction.
Huawei launches new ultra-high-end brand "Extraordinary Master", with Andy Lau serving as brand ambassador
According to news on September 25, at today’s Huawei autumn all-scenario new product launch conference, Huawei released a new ultra-high-end brand ULTIMATE DESIGN. Yu Chengdong, Huawei's Managing Director, CEO of Terminal BG, and Chairman of Smart Car Solutions BU, said that after years of accumulation, Huawei has launched a master of ultimate aesthetics, ultimate craftsmanship, and extreme innovation. From PORSCHE DESIGN to ULTIMATE DESIGN, the brand has achieved a comprehensive upgrade. Andy Lau attended the press conference and served as the brand ambassador of Huawei Mate 60 RS.
Alibaba Cloud Open Source Tongyi Qianwen 14B Model
According to news on September 25, Alibaba Cloud open sourced Tongyi Qianwen’s 14 billion parameter model Qwen-14B and its conversation model Qwen-14B-Chat, which are free for commercial use. Qwen-14B surpasses models of the same size in multiple authoritative evaluations, and some indicators are even close to Llama2-70B. Alibaba Cloud has previously open sourced the 7 billion parameter model Qwen-7B and so on.
IPO
The final offering price of Tuhu Automobile's Hong Kong IPO is set at HK$28 per share
On September 25, Tuhu Automobile announced on the Hong Kong Stock Exchange that the final offer price of the Hong Kong IPO has been determined at HK$28 per offering share, and the net proceeds to be received from the global offering are estimated to be approximately HK$1.081 billion. Trading of Class A shares is expected to begin on the Stock Exchange at 9 a.m. on September 26, with the stock code 9690.
Policies/Reports
IDC: AR/VR headset shipments decline for four consecutive quarters
On September 24, according to the latest data from IDC’s global augmented reality and virtual reality (AR/VR) headset quarterly tracking report, global AR/VR headset shipments declined for the fourth consecutive quarter in the second quarter of 2023, with shipments A year-on-year decrease of 44.6%. Downward pressure on the global economy has suppressed demand, as well as the negative impact of rising Quest 2 prices, coupled with untimely hardware version updates from multiple vendors , further hampering the growth of this market.
IDC: Apple accounts for 67% of India’s high-end smartphone market
According to news on September 25, with the increase in demand for high-end mobile phones and the mass production of Apple iPhone in India, the market share of high-end smartphones in India has increased significantly. Apple is expected to gain more share in the Indian smartphone market, with shipments of the high-end iPhone 15 Pro and iPhone 15 Pro Max models being the most critical.
Ministry of Industry and Information Technology: Actively cooperate with relevant departments to carry out legislative work related to large-scale digital economic platforms
According to news on September 25, the Information Technology Development Department of the Ministry of Industry and Information Technology issued a letter of reply to Proposal No. 00278 (Economic Development Category No. 032) of the First Session of the 14th National Committee of the Chinese People’s Political Consultative Conference. The Ministry of Industry and Information Technology stated in its reply that it actively cooperates with relevant departments in carrying out legislative work related to large-scale digital economic platforms. Combined with the development practice and industrial promotion needs in the field of industry and information technology, according to the progress arrangements of the relevant leading units, we will actively cooperate with relevant research and feedback work at various stages such as drafting, review, and deliberation to promote the early introduction of relevant legislation.
Canalys: 60% of PCs will be AI-compatible by 2027
According to news on September 25, Canalys predicts that AI-compatible personal computers will show a steady upward trend. As of the second quarter of 2023, the AI-compatible PC market has achieved shipments of more than 5 million units; by 2027, shipments are expected to exceed 175 million units, accounting for more than 60% of total PC shipments . Between now and then, the sector will grow at a compound annual growth rate of 94%.
Investment and Financing
Yimeixinchuang received 100 million yuan in D1 round of financing
On September 25, Beijing Yimei Xinchuang Technology Co., Ltd. (hereinafter referred to as "Yimei Xinchuang") announced the completion of the 100 million yuan D1 round of financing. This round of financing was funded by Yiwu Industrial Investment Equity Investment Fund and Xiuning County Ningxin Equity Investment The fund is jointly invested by two government industry guidance funds. According to reports, this round of financing will be mainly used for technology research and development, increasing mass production scale, and innovative business expansion.
Yimei Xinchuang is a national high-tech enterprise focusing on the field of optoelectronics, with full capabilities from technology research and development, process design, to large-scale mass production in the third-generation semiconductor, new-generation display technology Mini/Micro LED and other subdivisions. . Its core business covers optoelectronic device packaging, backlight modules, and new display systems in the middle and downstream of the LED industry chain.
Qianchen Auto received over 100 million yuan in financing in half a year
Recently, Qianchen Automobile completed a new round of financing with a scale of over 100 million yuan, and the investor was Hengju Capital. In February this year, this intelligent network-connected new energy commercial vehicle company just received over 100 million yuan in Series B+ financing from NIO Capital. It is said that the funds raised in this round will be used for the marketing of the new generation of commercial pure electric light truck iC1, battery replacement business layout, domestic marketing channel construction and overseas business expansion. In addition, it will also carry out the research and development and mass production of the new generation VAN model.
Qianchen Automobile was established in September 2020. It is a new energy commercial vehicle brand founded by Huang Chendong, the former senior vice president of NIO. It has currently released two products, EC1 and iC1.
Zijingang Capital completed its Series A lead investment in Gubang Semiconductor
According to news on September 24, Gubang Semiconductor completed tens of millions of Series A financing. Zijingang Capital led this round of investment, and Industrial Capital participated in the investment. As a technology-driven semiconductor and wearable smart device company, Gubon Semiconductor integrates terminal equipment and information platforms to provide smart city management solutions. After the completion of this round of financing, Gubon Semiconductor will continue to delve into the field of power semiconductors and provide the industry with more efficient, more reliable, and more complete power semiconductor solutions.
Amazon invests $4 billion in AI startup Anthropic
On September 25, Amazon and artificial intelligence startup Anthropic announced a strategic cooperation to jointly promote the development of generative AI.
Anthropic has selected Amazon Web Services (AWS) as its primary cloud provider and will leverage AWS's high-performance, low-cost machine learning accelerators to train and deploy its future base models on AWS Trainium and Inferentia chips. Amazon will invest up to $4 billion in Anthropic and take a minority stake in the company.
other
Soochow University launches OpenBA, a large open source model with 15 billion parameters
On September 25, according to the Arxiv page, a research and development team from Suzhou University recently launched an open source seq2seq model called OpenBA.
It is reported that OpenBA is a bilingual asymmetric seq2seq model with 15 billion parameters. It is also the first large language model variant to join the Chinese open source model community. The paper shows that the researchers used efficient technology and a three-stage training strategy to train the OpenBA model from scratch.
Ministry of Industry and Information Technology: The opening ceremony of the Hangzhou Asian Games pioneered the first 5G ultra-dense networking solution
On September 24, "Industry and Information Technology V News" announced that the Ministry of Industry and Information Technology has successfully completed various support tasks for the opening ceremony of the Hangzhou Asian Games through careful coordination and careful deployment, using the power of the entire system. According to reports, the command and dispatch, security, communication network, timing and scoring, television broadcast and other systems of the Asian Games are running smoothly, which poses a major test to radio security, information communication services and network security. The opening ceremony of the Asian Games pioneered a 5G ultra-dense networking solution, promoted the application of 5G-A ultra-broadband technology, and achieved seamless 5G network coverage in the opening ceremony venues.
AI identifies 290 new protein families
According to news on September 25, the official website of the University of Basel in Switzerland reported that scientists from the university and the Swiss Institute of Bioinformatics (SIB) used machine learning technology to identify 290 new protein families and a new protein fold similar to a flower shape. . A related paper was recently published in the journal Nature.
The 2023 World Intelligent and Connected Vehicle Conference concluded with more than 60 important results released
According to news on September 24, the 2023 World Intelligent and Connected Vehicles Conference and Exhibition, co-sponsored by the Ministry of Industry and Information Technology, the Ministry of Public Security, the Ministry of Transport, the China Association for Science and Technology, and the Beijing Municipal Government, closed in Beijing on September 24. The 2023 World Intelligent and Connected Vehicles Conference has the theme of "Gathering Intelligence to Create Momentum and Collaborating for Innovation—Towards a New Journey to Commercial Applications", creating a "1+2+4+5+N" framework and holding an opening ceremony and plenary session. , 2 symposiums, 4 summit forums, 5 special sessions and N special events, held more than 30 series of activities, shared more than 150 wonderful reports, and released more than 60 important results, continuing to highlight the sharing of global wisdom and the creation of The innovative features of China’s plans and dissemination of Beijing’s experience. During the conference, the "Intelligent Connected Vehicle Commercial Application Development Report" prepared by the Equipment Industry Development Center of the Ministry of Industry and Information Technology was officially released.
Hefei releases multiple quantum industry innovation results
According to news on September 25, the 2023 Quantum Industry Conference was recently held in Hefei, Anhui. At the meeting, a number of quantum industry innovations were released to the public for the first time. China Telecom Quantum Group and the Key Laboratory of Life Sciences and Information Technology of the Ministry of Justice (in preparation) jointly released a smart legal quantum video platform based on 5G and quantum encryption technology. It is understood that the platform will further maintain the security of data transmission and communication, and the connection of video terminals will be more flexible, and can be used in scenarios such as lawyers meeting criminal suspects and remote interrogations by the procuratorate. This conference also released for the first time quantum industry innovations such as the MiqroRNA drug design capability platform driven by artificial intelligence and quantum computing, and the power system current measurement solution based on quantum precision measurement.
