In March, China Resources announced the stunning news of acquiring SMIC’s shares of JCET Group, a packaging and testing firm invested by China’s National IC Industry Investment Fund (the “Big Fund”). The deal is a delicately calculated move rendering China Resources control over JCET and Sandisk.

PC industry players are eagerly anticipating the arrival of AI PCs to drive a new wave replacement cycle, with Microsoft defining specifications for AI PCs under the Copilot+ PC label that includes the integration of NPUs and chip capabilities reaching 40+ TOPS.

随着技术改善提升和消费者接受度的提高，折叠屏手机已经成为手机领域的一个重要分支，当前该市场出货量正在逐步攀升。根据Counterpoint Research的折叠屏智能手机出货量追踪报告，2024年第一季度全球折叠屏智能手机出货量同比增长49%，创下过去六个季度以来的最高增幅。