Chip News丨Houmo Intelligence received hundreds of millions of yuan in strategic financing, supported by China Mobile's Industrial Chain Development Fund

Latest update time：2024-07-16

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Daily Chip News

Issue 0716

❶ Houmo Intelligence received hundreds of millions of yuan in strategic financing, supported by China Mobile's Industrial Chain Development Fund

On July 15, Houmo Intelligence officially announced the completion of strategic financing of hundreds of millions of yuan, jointly invested by Beijing Zhongmobile Digital New Economy Industry Fund and Shanghai Zhongmobile Digital Transformation Industry Fund under China Mobile. At the same time, China Mobile Research Institute and Houmo Intelligence officially signed a strategic cooperation agreement to jointly promote the innovative research and development and mass production application of storage-computing integrated AI chips. Houmo Intelligence has officially become a large-scale edge model chip company that China Mobile system supports. It is reported that China Mobile Research Institute will use Houmo Intelligence's advantages in storage-computing integrated algorithm research and development and application market promotion, focusing on product demand analysis, end-side large model research, new product solution design and new scenario exploration, while promoting the formulation and promotion of software tool chain standards.

❷Xinwanda : Plans to establish Vietnam Liwei and invest 2 billion yuan to build a factory

Xinwanda (300207.SZ) announced on July 15 that the company established Vietnam Liwei Co., Ltd. through its subsidiary Hong Kong Xinwei, and invested in the construction of Vietnam Liwei consumer lithium battery factory project with its own funds, with a total investment of no more than 2 billion yuan. The project aims to improve the company's business layout, serve international customers, expand overseas business, and increase global market share.

❸TSMC plans to establish a small-scale pilot production line for FOPLP

According to the "Science and Technology Innovation Board Daily" on the 15th, industry sources pointed out that TSMC has officially established a team for FOPLP (fan-out panel-level packaging) and plans to establish a mini line (small-scale trial production line). FOPLP uses a large rectangular substrate to replace the traditional circular silicon interposer. The large package size can improve area utilization and reduce unit cost, making up for the current insufficient production capacity of CoWoS advanced packaging. (MoneyDJ)

❹ "Zhuji Power" completed RMB 100 million in Series A financing

36Kr learned that on July 15, the general robot company "Zhuji Power" announced the completion of its Series A strategic financing, led by Alibaba, China Merchants Venture Capital, and SAIC Group's Shangqi Capital, and followed by original shareholders Frees Capital, Oasis Capital, and Mingshi Capital. It is worth noting that this is also the first humanoid robot company invested by Alibaba. The funds raised in this round of financing will be mainly used for technology iteration to meet the commercial application of humanoid robots.

Overseas News

❶Verizon Communications explores selling thousands of signal towers in the U.S., which could bring in more than $3 billion in revenue

Verizon Communications, a U.S. broadband and telecommunications services provider, is exploring the sale of thousands of mobile phone towers across the country, according to people familiar with the matter. New York-based Verizon has hired consultants to assess potential buyers' interest in about 5,000 to 6,000 towers, the people said. One of the people said the sale could bring in more than $3 billion.

❷Brain- computer interface startup Synchron says AI will play an important role in devices

On July 15, brain-computer interface startup Synchron Inc. used OpenAI's latest artificial intelligence model to help paralyzed patients communicate with the help of implants. The company's CEO said that this combination of hardware and artificial intelligence is still in its early stages and may eventually have a transformative impact on patients. Synchron, headquartered in New York, is a competitor of Musk's brain-computer interface startup Neuralink Corp. It implants the device into the brain through the jugular vein. When the implant is activated, it can transmit the patient's desired movements to a tablet computer. The device, called Stentrode, can also help patients complete tasks such as writing emails or replying to text messages. The Synchron device is still in the early feasibility study stage, with only a small number of patients testing it.

❸South Korea's semiconductor exports in the first half of the year soared 49.9% year-on-year, of which memory chip exports increased by 88.7% year-on-year

According to data released by the Ministry of Science, Technology and ICT of South Korea on July 15, in the first half of this year, the export value of South Korea's information and communication technology (ICT) industry increased by 28.2% year-on-year to US$108.85 billion, setting a record for the second highest level in the same period in history. Semiconductors, one of the main export products, increased by 49.9% year-on-year to US$65.83 billion. The positive performance of semiconductor exports has driven ICT exports to achieve double-digit growth for six consecutive months. In particular, the export of memory chips has grown rapidly, increasing by 88.7% year-on-year. In addition, the export of computers and peripheral equipment increased by 35.6% year-on-year, while the export of mobile phones decreased by 2.8% year-on-year to US$5.58 billion. In June, ICT exports increased by 31.1% year-on-year to US$21.05 billion, setting a record for the same month in history. The export value of semiconductors was US$13.44 billion, also setting a record for the same month. It is noteworthy that the export of memory chips surged by 85.2% year-on-year to US$8.83 billion.

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