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Real-time News
U.S. memory chip stocks fell across the board in after-hours trading. SanDisk (SNDK.O) is down 3.5%, Micron Technology (MU.O) is down 2.3%, Seagate Technology (STX.O) is down 2%, and Western Digital (WDC.O) is down 2.8%.Artificial Intelligence: 1. Tencents Hunyuan releases the Hy3 model. 2. xAI renames its X account to SpaceXAI. 3. Meituan open-sources LongCat-2.0, simultaneously releasing inference code for domestically produced cards. 4. Qianwens large-scale model upgrades to the real-time speech recognition model Fun-ASR-Realtime. 5. The Cyberspace Administration of China launches the first phase of its "Clean Up and Rectify the Chaos in AI Applications" special campaign. 6. The US cybersecurity agency CISA is using Anthropics AI tools to audit government code and has discovered multiple vulnerabilities. Integrated Circuits (Chips): 1. Samsung Electronics releases its Q2 earnings forecast, with total revenue of 171 trillion won (up 129.3% year-on-year) and operating profit of 89.4 trillion won (up 1810.2% year-on-year). 2. Nvidia denies Kyber delay rumors: product roadmap unaffected. 3. South Korean telecom giant KT plans to invest 18 trillion won in AI. 4. Broadcom and Apple extend their technology collaboration to 2031 through a new multi-year agreement. 5. Reports indicate that Samsungs foundry business is expected to achieve its first monthly profit in three years in June. 6. Reports suggest that Huaweis Mate 90 series phones may be equipped with a new Kirin chip based on the "Tao Law" (a technological advancement in semiconductor technology). 7. Samsung Electronics: Semiconductor business employees will receive performance bonuses of up to 100% of their base salary in the first half of this year. 8. Intel confirms CPU price increase: It will conduct regular monitoring of the supply chain and related costs based on constantly changing market dynamics. Other: 1. Microsoft lays off 4,800 employees, with the Xbox division being the most affected. 2. Reports indicate that Samsung Heavy Industries aims to commercialize its first floating data center by the second half of 2028. 3. Scientists have discovered two new types of superconductors using AI and quantum physics, aiming to find room-temperature superconductors by 2033. 4. Microsoft plans to lay off approximately 4,800 employees, affecting sales and Xbox gaming divisions. July 7th - Data released by the Japanese government on Tuesday showed that real wages in Japan rose 1.4% year-on-year in May, marking the fifth consecutive month of growth, although the pace slowed due to renewed acceleration in consumer inflation. Average nominal wages (cash income) rose 3.2% year-on-year in May to 311,165 yen (approximately US$1,917.69), lower than the revised 3.6% increase in April. As the impact of the Iran war began to be reflected in consumer prices, consumer inflation accelerated, leading to a slower year-on-year increase in real wages in May at 1.4%, lower than the revised 2.0% in April. Basic wages rose 3.0% year-on-year in May, compared to a revised 3.3% increase in April. Overtime pay rose 2.9% year-on-year, lower than the revised 4.8% in April. Although Japanese companies have achieved an average annual wage increase of over 5% for the third consecutive year, the cost of living is likely to continue to rise in the coming months as the weak yen pushes up import costs, and the impact of previous energy price increases will gradually be transmitted to the prices of various consumer goods. The Bank of Japan raised interest rates to their highest level in 31 years last month, stating that continued wage and price increases are a prerequisite for further rate hikes.On July 7th, a conference titled "Qianjiyuan: Nuclear Energy Innovation"—a comprehensive technology achievement release conference for the entire chain of independently controllable carbon-14 nuclear batteries—was held in Lanzhou on the 6th. The conference was hosted by Northwest Normal University and organized by Gansu Zhulong Technology Co., Ltd. At the conference, two core research achievements were officially released: the new independently branded "Qianjiyuan Tianshu Carbon-14 Nuclear Battery" and the "Qianjiyuan Energy Hub Silicon Carbide Transducer." It is understood that compared to the "Zhulong-1" micro nuclear battery engineering prototype released in November 2024, the "Qianjiyuan" series of achievements has achieved five major breakthroughs, covering a new radioactive source adaptation system, high-efficiency energy conversion technology, a three-dimensional stacked packaging structure, an intelligent energy storage power management system, and a high-precision sensing and wireless transmission system. This has constructed a domestically produced, independently controllable technology system and intellectual property system. These breakthroughs have completely broken through the limitations of traditional technologies, such as low efficiency, high material usage, large size, and low power density, achieving a systematic upgrade in miniaturization, high power, low cost, and high integration, possessing extremely high industrial value.Samsung Electronics shares fell 4.5% in pre-market trading on Nextrade.
