Alibaba Cloud has launched the Lingjun Zhenwu M890 super-node instance, with the first batch now on sale in the Ulanqab region. It is the first domestic super-node configuration reported to run models exceeding 2 trillion parameters; Kimi K3 and Qwen3.8 Max are available via the instance. Technical features include FP8/FP4 low-precision compute support and an ICN Switch 1.0 scale-up interconnect that raises node scale from 16 to 64 cards and boosts inter-card bandwidth to 800 GB/s. Alibaba Cloud

2026-08-12

Alibaba Cloud has launched the Lingjun Zhenwu M890 super-node instance, with the first batch now on sale in the Ulanqab region. It is the first domestic super-node configuration reported to run models exceeding 2 trillion parameters; Kimi K3 and Qwen3.8 Max are available via the instance. Technical features include FP8/FP4 low-precision compute support and an ICN Switch 1.0 scale-up interconnect that raises node scale from 16 to 64 cards and boosts inter-card bandwidth to 800 GB/s. Alibaba Cloud reports training performance is roughly three times that of the previous-generation Zhenwu 810E in autonomous driving and embodied-intelligence training scenarios.

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2026-08-12

Foxconn expects third-quarter revenue to rise strongly YoY.

2026-08-12

韩国8月前10日工作日均出口为30.4亿美元,较7月同期的35.1亿美元回落约13%,但也明显低于6月高点。叠加7月整体出口增速由6月的70.7%降至62.8%,韩国出口的同比增速高点可能已经出现。但这更接近高基数下的动能放缓,而非出口景气反转:8月前10日出口仍同比增长45.3%,半导体出口更增长155.4%至99.5亿美元,占出口总额接近一半。 如果未来出货量维持平稳,而单位价值仍处高位,说明AI需求和产品结构升级正在削弱传统存储周期;如果产能释放后销量重新加速、价格却开始回落,则会重新回到“扩产—供给增加—价格下跌”的传统周期。