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1. Institution estimate: Deploying Sora requires 720000 Nvidia acceleration cards, valued at 21.6 billion US dollars. 2. Japanese companies will mass produce cutting-edge products for Rapidus

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2024-03-28 13:08:07
1 Institution estimate: Deploying Sora requires 720000 Nvidia acceleration cards, valued at 21.6 billion US dollars2 Japanese companies will mass produce cutting-edge photomasks for Rapidus, targeting the 2nm process3 Alibaba Cloud collaborates with MediaTek to adapt a large model for mobile phone chips4 Xinqing Technology has completed a Series B financing of hundreds of millions of yuan, with chip shipments reaching one million pieces within the year5 SK Hynix: This year, the proportion of HBM chips in the company's DRAM chip sales is expected to reach double digits6 Yutai Micro: We will continue to focus on copper cable ultra high speed connection chips7 TSMC 3nm has received frequent orders from Apple, Intel, and AMD8 Intel CEO invites Musk to visit their semiconductor production line or to compete for Tesla chip orders9 Zero Run Zhu Jiangming: We will engage in deeper cooperation with Qualcomm in the field of single chip multi domain fusion10 SK Hynix responded that it has not yet decided to invest $4 billion to build a chip packaging plant in the United States11.12 Zero Run Zhu Jiangming: We will engage in deeper cooperation with Qualcomm in the field of single chip multi domain fusion