The Alphabet-owned company, Google, is reportedly exploring plans to build a large data center in Vietnam.

The second-quarter financial reports of tech giants have been gradually released, with Nvidia delivering results that exceeded expectations, maintaining year-over-year growth, quarter-over-quarter growth, and increased gross margins. However, questions remain about whether the AI momentum will continue in the second half of the year and whether the supply of Blackwell GPUs will remain on schedule.

Japanese semiconductor equipment manufacturers have experienced a significant revenue boost from China. However, with rising semiconductor investments in other markets like India, China’s share is anticipated to decline. Additionally, Japanese companies are evaluating the potential of an accelerated import substitution in China.

据迈为股份，近日迈为股份（300751）向京东方顺利交付两套OLED激光切割(Film Cut)设备，与今年7月交付的四套OLED激光修复设备一起，应用于其第6代AMOLED(柔性)生产线项目。2024年5月，迈为股份中标京东方该项目，截至9月2日，所有中标设备已搬入客户生产线。