International News:

1. The rise of AI large models benefits semiconductors and optical modules in the long term. GPUs are the core of AI servers, holding about 90% of the AI chip market share.

2. The U.S. has announced further increases in import tariffs on Chinese products, with tariffs on semiconductors rising from 25% to 50%.

3. HeSi Technology has sued the U.S. Department of Defense after being included in the so-called "Chinese [敏感词]-Linked Companies" list by the U.S.

4. In 2023, the top three rankings in the Asia-Pacific cloud computing IaaS market were Alibaba Cloud, Amazon AWS, and Microsoft Azure.

5. Microsoft will invest 4 billion euros to establish a data center in the northeastern French city of Meuse, with a focus on artificial intelligence.

6. Samsung Electronics has formed a high-bandwidth memory chip supply team, with the primary goal of improving the yield and quality of 8-layer and 12-layer HBM3E through testing by Nvidia.

7. Arm, a subsidiary of SoftBank, will establish an artificial intelligence chip department with the goal of creating a prototype product by spring 2025.

8. On May 16th, Kinghelm (www.kinghelm.net) and Slkor General Manager Song Shiqiang visited Kinghelm's production base in Luzhai, Guangxi for guidance. At the same time, Sales Manager Song Yuanming's original work "Memories of Basketball Practice with My Dad, Song Shiqiang, During the May Day Holiday" received enthusiastic feedback and praise!

China News:

1. The first China-made 2Tb/s 3D integrated silicon photonic chip has been successfully developed and giants such as Huawei and Nvidia are rushing to lay out their strategies.

2. A core component of China's third-generation independently-developed superconducting quantum computer, "Origin Monkey," the high-density microwave interconnect module, has achieved full domestic production.

3. The 2024 Munich Shanghai Electronics Exhibition (electronica China) will be held from July 8th to 10th at the Shanghai New International Expo Center.

4. MinebeaMitsumi Inc. has released the ZG05HV series of high-voltage, board-to-wire connectors and the TF70 series of board-to-FPC/FFC connectors for use in vehicles.

5. It is expected that by 2026, mainland China will surpass South Korea and Taiwan, China to become the world's largest source of integrated circuit wafer production capacity.

6. There was an explosion at TSMC's factory in Arizona, USA, which resulted in one male worker being seriously injured.

7. With the development of information technology and intelligence, supply chain management requires more precise management. Kinghelm's electronic component supply chain's "going abroad" strategy has been effective.