Apple begins testing CXMT DRAM for devices sold in China.
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Citrini Analyst: China's CXMT tests pilot production line for bonding DRAM; South Korean media claims its technology and development speed may be ahead of its South Korean rivals.
According to a Odaily by Citrini analyst Jukan on the X platform, South Korean media reports that China's CXMT is currently testing a bonded DRAM pilot production line in Hefei, aiming to achieve high-performance DRAM without using EUV lithography. Bonded DRAM is a technology that manufactures the memory cell array and peripheral circuitry on separate wafers and then bonds them together. This method can produce ultra-high-density DRAM using only multi-patterned deep ultraviolet (DUV) lithography, without requiring EUV equipment. Samsung Electronics is developing its own bonded DRAM under Project B1b, and SK hynix is also advancing similar technology. South Korean media warns that assessments suggest CXMT may currently be ahead of its South Korean competitors in terms of both the technology itself and the speed of its development.
Apple Turns to Alibaba to Help Build AI Model for China
Apple is pairing its in-house model with Alibaba’s Qwen as it prepares to bring Apple Intelligence to Chinese iPhones.
Meta is testing a super-sensing AI glasses, raising privacy concerns.
According to Mars Finance, Meta is reportedly testing a prototype of an artificial intelligence (AI) glasses device with "super-sensory" capabilities, aiming to enter the market for omniscient and omni-sounding devices. However, this technology has also sparked controversy regarding privacy protection, and Meta is likely to face new legal and regulatory challenges. (Cailian Press)
Vana acquired the Memory team; an upgraded version of its application is now available for beta testing.
According to Foresight News , decentralized data network Vana has announced the acquisition of the Memory Protocol team, an open data protocol within the Base ecosystem. Jack Spallone, the head of Memory, has joined Vana to lead the integration of related technologies. The specific acquisition price was not disclosed. Simultaneously, an upgraded version of the Vana app has been launched for beta testing. This upgrade provides users with a personal data server deployed locally on their devices, controlled by the users themselves. It can connect to Spotify listening history, Ora sleep data, calendars, and cross-platform conversations, among other information. Data is stored locally, not on platform servers, and users can independently grant or revoke access permissions to third-party applications.
China Merchants Securities: Focus on the dual themes of technology recovery and interim results after short-term shocks.
Mars Finance reports that China Merchants Securities released a research report stating that after the short-term shock, attention should be paid to both technology recovery and interim results. The market correction caused by Meta's sale of computing power is not a signal of computing power oversupply, but rather a necessary choice to improve asset returns during a period of high capital expenditure. The industry is currently moving from simple Capex expansion to ROIC verification, rather than entering a stage of computing power oversupply. The current market correction is mainly due to the significant short-term gains in the general computing power sector, coupled with leveraged funds amplifying volatility. Pessimistic narratives easily trigger short-term negative feedback from market funds, similar to the previous AI bubble theory and Apple's price increase. However, after the liquidity shock, the bank believes that the AI industry trend has not been disproven, the supply and demand gap for memory chips remains unchanged, the price increase of MLCCs remains unchanged, and the indium phosphide shortage remains unchanged, suggesting a potential recovery in the technology sector. Besides the technology sector, attention should also be paid to sectors where interim results are misaligned with stock prices. (Cailian Press)
Apple's price hikes have swept the secondhand market, with some MacBook products seeing price increases of 1,000 yuan in just 10 days.
According to Beating's monitoring, with price increases across Apple's Mac, iPad, and other product lines, some Apple devices on secondhand trading platforms have also seen significant price hikes. On the secondhand trading platform Zhuanzhuan, the starting price for the 2021 MacBook Pro has increased by 400 yuan in the past 7 days compared to June 28th, and by nearly 1000 yuan compared to June 21st. The starting price for the more economical MacBook Pro using the M1 chip has also increased by about 300 yuan in the past 7 days. Data from Xianyu shows that the average price of Apple laptops is currently around 2560 yuan, with recent price increases of 6% week-on-week. The average price is significantly affected by a large number of low-priced accessories (such as disassembled speakers and hard drives) and the difference between new and old models; the actual price of the complete machine will be considerably higher. --------------------------------- Click the original link below to join Beating's AI news channel on Feishu, and receive 24/7 monitoring of global AI hot topics and news.