NVIDIA and SK Group to Jointly Build AI Data Center

Song Shiqiang visited OPPO's factory in Wusha, Chang'an, in 2017

International Tech News:

1. Samsung Electronics and SK Group announced that over the next five years they will collaborate with global technology partners on artificial intelligence semiconductor and infrastructure projects totaling $950 billion.
2. A joint research team from Seoul National University and the University of Seoul has developed a programmable photonic integrated circuit.
3. SK Telecom will adopt NVIDIA’s Vera Rubin chips and SK Hynix’s HBM4 memory to build a 2-gigawatt (GW) AI data center, with the first facility scheduled to go online in 2027.
4. Delta Electronics and Infineon have signed a long-term supply agreement for silicon carbide (SiC) worth up to $2 billion.
5. AMD is partnering with the South Korean government to establish an AI research center in Korea and build an open AI infrastructure ecosystem.
6. Reports indicate that NVIDIA GPUs have recently seen another price increase of 20%–30%, marking the third price hike this year after those in January and May.

Domestic Tech News:

1. Shengyi Technology's AI high-performance computing and advanced semiconductor substrate R&D and manufacturing base project has landed in Suzhou, with a total investment of approximately ¥5 billion.
2. On July 27, Changxin Memory Technologies surged 530% at the opening bell, reaching a total market capitalization of about ¥3.66 trillion.
3. Mr. Song Shiqiang of Slkor (www.slkormicro.com) will soon publish A Study on Shanzhai Mobile Phones in Huaqiangbei (Part II). To objectively and accurately document the history of “Huaqiangbei shanzhai phones,” Mr. Song began collecting industry materials early on. In 2014, he visited the factory of OTOT Group in Xixiang’s Ninth Industrial Zone; in 2015, he inspected ZTE’s subsidiary Zhongxing Xingyida Company in Bao’an District’s Xinyongfeng Industrial Park, specifically inquiring about their mobile phone supply chain management; and in 2017, he toured OPPO’s factory in Wusha, Chang’an, Dongguan, where he observed their production lines.
4. Wang Xingxing, founder of Unitree Robotics, and the mass-production manned mecha GD01 appeared on the cover of TIME magazine, with the theme “The Age of Robots Is Here.”
5. Haichuan Intelligent released an acquisition plan to take a stake in Nanjing Jiyi Semiconductor Technology Co., Ltd., formally pivoting into the indium phosphide sector.
6. BOE's project “Empowering High-Value Scenarios in New Display AI Factories Based on the Blue Whale Display Large Model” was successfully selected for the WAIC Collection of High-Value AI Application Case Studies.

BAV70T is used in Bluetooth modules, smartwatches, and other miniaturized digital products

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