[Sales of New Energy Vehicles] 2023H1 Global New Energy Vehicle sales of 5.462 million units, an annual increase of 33.6%(TrendForce) (TrendForce) (TrendForce)

[Export control] Export control of the four departments of my country (the General Administration of Customs)

[Semiconductor Sales] Q2 Global Semiconductor Sales 124.5 billion U.S. dollars,+4.7%month-on-month, -17.3%(SIA) year-on-year

[Car export] The export of Chinese automobiles in the first 7 months was 2.533 million, the first super Japan, an increase of 118.5%(the General Administration of Customs)

[AI server] AI server market size will reach $ 135 billion (Aletheia) in 2025 (Aletheia)

[Investment ban] The U.S. government officially signed an administrative order to restrict US companies investment in China High -tech Industrial (Reuters)

[PC recovery] PC demand recovers, CPU shipments Q2 increased by 17%year -on -year (JPR)

[China Chip Market] It is expected that Chinese chips will shrink 18%to $ 135 billion in 2023 (Techinsights) (Techinsights)

[Smartphone market] It is expected that global smartphone shipments in 2023 are 1.15 billion units, a year -on -year decrease of 4.7 % (IDC)

[AI chip ban] The U.S. government exports to restrict Nvidia's cutting -edge AI chip to some Middle East countries

[AI chip market] In 2026, the AI ​​chip market size reached 119.4 billion US dollars, an average annual growth of more than 20%(Gartner)

[AI chip market] Britain plans to spend 100 million pounds to buy thousands of AI chips (Daily Telegraph)

[PC Import Control] India will implement import control (Bloomberg Society) on laptop tablet and personal computer (PC)

Benchmarking corporate trend

[Bosch] Qualcomm, NXP, Yingfeeling and other new companies promoting the RISC-V architecture

[Volkswagen] 10 manufacturers including Volkswagen and NXP reached a chip procurement agreement

[BYD] BYD built new energy vehicle parts industrial parks in Xi'an, with a total investment of 15 billion yuan

[Longxin Zhongke] Longxin 3A6000 domestic desktop processor has been successfully developed, and the 10th generation Cores of the Bidding Tel 10

[TSMC] TSMC approves the plan to plan in the DEC semiconductor factory, with a total investment of over 10 billion euros

[Huawei] Huawei plans to spend 10 billion yuan in the next three years to Hongmeng Ecology to accelerate globalization

[Intel] Intel abandoned the acquisition of Gaota Semiconductor and will pay $ 353 million to terminate fees

[Evergrande Automobile] Evergrande Automobile received about 500 million US dollars in Newton Group

[Guangzhou Energy Storage] Guangzhou Energy Storage Group is registered and established in Nansha, Guangzhou, with a registered capital of 2 billion yuan

[Weiyou Technology] Weiyou Technology increases 1.2 billion yuan in China, accelerating SIC and other products to mass production

[Xiaomi] Xiaomi is approved by the production of electric vehicles, and the battery supplier is finalized and the Ningde Times

[ARM] ARM application of Japanese SoftBank's chip design company ARM application is listed on Nasdaq

[Time Core Story] The 12 -inch wafer Factory Times Core Story officially enters the bankruptcy liquidation procedure

[Tesla] Tesla starts 10,000 Nvidia H100 GPUs to train FSD autonomous driving

[Shangtang Technology] AI chip manufacturer Shang Tang Technology's multi -departmental departments launched layoffs

[Ziguang Group] Ziguang Group confirmed that the sale of French chip manufacturer Linxens