Competing with Intel for business? The chip giant's stock price rose for 6 consecutive days!

1. AMD stock price hits a new high for 6 consecutive days

According to Cailianshe on August 5, semiconductor giant AMD has risen for six consecutive trading days and has continuously set new historical highs. The reason is that there are signs that the company is taking market share from its larger competitor Intel . AMD's stock price rose 5.5% on August 4, closing at a record high of $118.77, and once hit a record high of $122.49 per share during the session. The stock not only set a closing record for six consecutive trading days, but also rose by more than 2% every day.

It is worth noting that AMD's current round of strength began on July 28, the day after the company expected stronger data center chip sales in the second half of the year. The financial report released at that time showed that AMD's second-quarter revenue and operating gross profit doubled year-on-year, and its profit more than doubled year-on-year. It also expected that 2021 revenue would increase by nearly 60% year-on-year. Since then, AMD's stock price has risen by 35%, while Intel's stock price has only risen by 1% during the same period.

Citi research analyst Danley cited data from the well-known research organization Mercury Research and pointed out that although AMD's microprocessor shipments fell 3.1% month-on-month in the second quarter, its market share increased from 16.1% in the first quarter to 16.9% in the second quarter, while Intel's market share fell from 83.9% in the first quarter to 83.1% in the second quarter.

Source: Tencent Stock Picks

2. A Tesla Model S caught fire and exploded in California, USA

Phoenix.com Technology reported on August 4 that a Tesla suddenly caught fire in North Park, San Diego, USA. From the video shot by witnesses, the fire of this Tesla Model S occurred in the evening. The car was surrounded by raging flames, and there were deafening explosions and sparks flying continuously .

Firefighters rushed to the scene after receiving the alarm call. Due to the presence of the power battery, there was an explosion during the firefighting process. Firefighters continued to spray water to cool the vehicle. As of now, the cause of the fire is still uncertain. Whether it was a short circuit in other vehicle components, spontaneous combustion of the battery pack, or arson, no simple conclusion can be drawn at present. We can only wait for the authoritative agency to give an accurate investigation report.

Source: Phoenix Technology

3. 5G Message Joint Laboratory was established

According to Phoenix Technology on August 5, the 5G Message Working Group has jointly established a 5G Message Joint Laboratory with seven other units including the China Communications Enterprise Association, China Academy of Information and Communications Technology, China Telecom Group, China Mobile Communications Group, China Unicom, ZTE Corporation, and Huawei to carry out 5G message related technology verification work.

The main tasks of the joint laboratory include: 1. Researching 5G message product evaluation schemes and conducting laboratory evaluation work based on the evaluation schemes; 2. Providing test verification and evaluation work for 5G message products on demand, including but not limited to 5G message terminals, CSP 5G message platforms, and ChatBot application cases; 3. Summarizing and jointly formulating relevant specifications with other partners in the industry and promoting them within the industry.

4. The scale of the government cloud and public cloud market in 2020 increased by 61.59% year-on-year

On August 5, IDC Consulting released the 2020 Government Cloud Infrastructure Market Research Report. Data shows that the scale of the government cloud public cloud market in 2020 reached 8.14 billion yuan, a year-on-year increase of 61.59%. In this sub-market, the top four vendors are: China Telecom, Alibaba Cloud, Huawei and Inspur, accounting for 81.7% of the market share.

The scale of the government-specific cloud market reached RMB 18.92 billion in 2020, a year-on-year increase of 12.75%. In this sub-market, the top three vendors are Huawei, Inspur and Tsinghua Unigroup, accounting for 87.05% of the market share.

Source: IDC Consulting

5. Unmanned road sweepers drive onto the streets of Longhua, Shenzhen

Shenzhen Longhua Media released a news report on August 5 that a driverless road sweeper was recently performing cleaning operations around Hongshan 6979 Commercial Center in Minzhi Street, Longhua District, Shenzhen. It is understood that this AI smart road sweeper was independently developed by Shenlan Artificial Intelligence (Shenzhen) Co., Ltd., a high-tech enterprise in Longhua District.

The road sweeper has various cool "black technologies" such as intelligent cleaning, automatic driving, 5G+AI, etc. The body is equipped with laser radar, camera, millimeter wave radar and ultrasonic radar, which can fully perceive the road conditions and accurately identify various types of traffic participants such as vehicles, pedestrians, animals and road environments under different conditions. At present, the road sweeper has also been put into use in the North Station Central Park.

6. Xi'an Daxing Hospital builds a 5G smart medical command center

According to the Shaanxi Daily on August 5, the 5G Smart Medical Command Center of Xi'an Daxing Hospital was officially launched. It is understood that the 5G Smart Medical Command Center of Xi'an Daxing Hospital is a smart hospital system that integrates medical care, management, and services.

It deeply integrates 5G's advanced information technology into the medical emergency system, integrating applications such as 5G remote B-ultrasound, 5G ICU, VR diagnosis and treatment, remote video interaction, and remote emergency command platform. It can provide patients with initial diagnosis and examination in advance at the scene of an emergency or in the ambulance, thereby buying precious time to rescue critically ill patients.

7. German cars face the worst supply shortage in 30 years

According to Automotive News on August 5, chipmaker Infineon Technologies said that two of its factories are temporarily paralyzed, which has weakened its ability to deliver chips to core customers and aggravated Germany's worst supply crisis in nearly 30 years. This also means that compared with its competitors such as TSMC, Infineon will encounter performance bottlenecks in the third quarter of this year and will find it difficult to profit from markets with strong chip demand such as automobiles and even smartphones.

Prior to this, Infineon CEO Pross revealed that two-fifths of Infineon's sales came from the automotive industry. It is worth mentioning that the German automotive industry and its suppliers are currently facing the worst chip supply shortage in 30 years. A survey shows that 83% of German companies are affected by key components such as chips, up from 65% in April.

8. Porsche will launch a temporary chip replacement plan

According to Fast Technology on August 5, Porsche will launch a temporary chip replacement plan, and will replace the chips when the real chips are available. These temporary chips will only be used for non-essential functions of the vehicle and will not affect the safety of the vehicle. In addition, Porsche will reserve the necessary chips for vehicles with higher profits and lower emissions to complete the emission reduction task.

According to Porsche's first-half financial report, global operating revenue reached 16.53 billion euros, sales profit was 2.79 billion euros, and sales return rate was 16.9%, a significant increase over the same period last year. Porsche Chief Financial Officer Meschke said that although Porsche's profits increased significantly in the first half of this year, we will face the major problem of chip shortage in the second half of the year, and the third quarter will definitely be a challenge for us.

9. Deepin Technology Completes Tens of Millions of Dollars in Series A Financing

NetEase Technology reported on August 5 that Deepin Technology announced the completion of a multi-million dollar Series A financing, led by Hillhouse Capital. This is the third round of financing completed by Deepin Technology in one year. The funds raised in this round will be mainly used for the construction of scientific computing platforms represented by a new generation of molecular simulation platforms, as well as the implementation of related technologies in drug and material design scenarios.

Founded in 2019, Deepin Technology is committed to using artificial intelligence and molecular simulation algorithms to create a new generation of infrastructure for the most basic life, energy and material science and engineering research of human civilization, and to provide R&D personnel with intelligent systems for computing and designing the microscopic world.

10. Juxin Microelectronics completed a C round of financing worth hundreds of millions of yuan

According to the investment community on August 5, analog and mixed-signal chip design company Juxin Microelectronics announced the completion of a C round of financing worth hundreds of millions of yuan. This round of financing was jointly invested by a number of well-known semiconductor industry capitals, including Xiaomi Changjiang Industry Fund, Huaye Tiancheng (old shareholders increased their holdings), Hengxin Huaye, etc.

Founded in 2016, Juxin Microelectronics is an innovative chip design company with independent intellectual property rights. It focuses on analog and mixed-signal chip design. It has currently created a good development situation in which multiple product lines represented by smart audio, 3D vision, optical sensing and tactile perception are progressing in parallel.

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