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CEREBRAS CEO: AS WE GROW OUR COST OF GOODS WILL COME DOWN
2026-05-14
CEREBRAS CEO: AS WE GROW OUR COST OF GOODS WILL COME DOWN
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2026-05-14
Foxconn: We expect revenue from cloud computing and networking products to grow significantly year-on-year in the second quarter.
Foxconn: We expect revenue from cloud computing and networking products to grow significantly year-on-year in the second quarter.
2026-05-14
Key News 1. US President Trump arrives in Beijing. 2. State Administration for Market Regulation: Strictly investigate algorithm violations and regulate market competition. 3. Chinese scientists successfully develop the "Nine Chapters-4" quantum c
Key News 1. US President Trump arrives in Beijing. 2. State Administration for Market Regulation: Strictly investigate algorithm violations and regulate market competition. 3. Chinese scientists successfully develop the "Nine Chapters-4" quantum computing prototype. 4. Shanghai Futures Exchange adjusts the daily price limits and margin requirements for silver futures contracts. Individual Stock News 1. Sugon releases high-end all-flash storage. 2. Datang Power Generation (6 consecutive daily limit-ups): No invested computing power integration projects yet. 3. 21Vianet introduces new strategic investor, CATL joins. 4. China Jushi: Plans to invest 4.431 billion yuan to build a production line with an annual output of 50,000 tons of electronic yarn and 320 million meters of electronic cloth. 5. Eurotron: Data center power supply business is growing rapidly; has reached a cooperation agreement with Google on a GPU power supply project. 6. Tongding Interconnect clarifies: No business relationship with Nvidia. 7. Yahua Group: Export procedures for lithium concentrate from Zimbabwe have been completed and shipments have commenced. 8. Enjie Shares: Plans to invest 4 billion yuan in a 5 billion square meter lithium battery separator project in Zigong. 9. KuaiKe Intelligent (2 consecutive limit-up days): Advanced TCB hot-press bonding equipment is currently undergoing sampling and verification work with several customers, but has not yet generated revenue. 10. Tongguan Copper Foil: Its independently developed high-frequency, high-speed copper foil products have begun mass production, but currently account for a small percentage of overall shipments. 11. China Shipbuilding Special Gas (20CM, 3 days, 2 limit-up days): Recently, some downstream customers have increased business negotiations with the company regarding tungsten hexafluoride products, but no new long-term or large-scale substantive order agreements have been signed yet. 12. Boway Alloy: Plans to sell its US solar cell assets for approximately US$724 million.
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