OpenAI’s new AWS deal and open models sharpen US edge in global AI race

OpenAI has released open-weight models and partnered with Amazon Web Services (AWS) as a new cloud channel. This strategic move underscores US companies’ determination to maintain a competitive edge in the open-source AI market against Chinese rivals. Meanwhile, OpenAI’s collaboration with AWS could intensify competition for Microsoft Corp., which is working to keep pace with AWS.

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SMIC flags limited visibility for 4Q25 amid high demand, expects limited tariff impact thanks to clients’ preparedness

SMIC warned of weaker chip shipment momentum in the fourth quarter of 2025 due to seasonal effects and customer inventory buildup, noting limited visibility ahead. However, the company believes potential US tariffs would have only a minor impact, with most clients already mitigating risks through stockpiling or alternative sourcing.

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京东方A:三季度LCD TV面板价格有望全面企稳或再次上涨

8月8日,京东方A(000725)发布了投资者关系活动。在机构调研时,京东方表示,进入三季度,厂商去库存趋势延续,LCD TV部分尺寸价格经历小幅下降后,8月份随着旺季面板备货需求的逐步恢复,部分LCD TV面板价格开始企稳;展望三季度,预计行业稼动率有所恢复,LCD TV面板价格有望全面企稳或再次上涨。

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深天马:严正声明

近期,网络上出现一批有组织、大量内容一致、主题雷同的恶意抹黑、诋毁攻击天马的言论。这些言论严重背离事实,极损害了天马的名誉,扰乱市场秩序,违反国家有关法律法规。对此,天马结合中央网信办“清朗”系列专项行动精神,严正声明如下:

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