Supply chain players navigate cautious optimism amid AI server boom

Despite progress in inventory clearance and the boost from artificial intelligence (AI) applications, supply chain players remain cautious about the peak season benefits for consumer electronics in the second half of 2024. The AI market, however, continues to show robust demand, particularly for AI servers. Even with reports of potential delays in the next-generation Blackwell chip, the demand for AI servers remains a crucial growth driver for supply chain companies.

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Huawei’s Ascend 910C: a potential threat to Nvidia’s dominance in China’s AI chip market

Huawei’s new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat to Nvidia due to limited upgrades and supply capacity, industry observers believe that if the 910C can be successfully mass-produced, it could significantly impact Nvidia’s performance in the Chinese market.

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八亿时空上半年净利润4971.50万元 液晶材料研发获突破性进展

8月16日,八亿时空(688181)发布了2024年半年度报告。上半年度,面板行业景气度企稳,带动公司上半年业绩逐季回升,公司于期内努力克服外部不利因素,实现营业收入37,546.69万元,归母净利润4971.50万元。从二季度经营数据看,公司营业收入、净利润环比一季度均有一定上升,其中净利润环比上升约58.99%,实现稳步增长。

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