Tianqi Lithium CEO: Electric vessels and trucks will drive lithium demand beyond existing forecasts.

Amid intensifying global competition for lithium resources, Xia Juncheng, CEO of Tianqi Lithium, issued a rare warning: market forecasts for lithium demand are generally too conservative. Emerging applications such as electric trucks, mining equipment, humanoid robots, and AI data centers—scenarios largely overlooked by mainstream models—are expected to bring "significant incremental growth."

wallstreetcn15:20

Yancheng's Green Power Breakthrough: The Energy Bill Along 582 Kilometers of Coastline | Frontline

"East Data Green Computing," "East Data Marine Computing," "Shanghai-Jiangsu Computing"... Yancheng City has made it clear that it will expand the pilot program of direct green electricity connections, strive for the layout of national computing power cluster infrastructure, and build a green computing hub along the eastern coast. This hub will provide low-cost green electricity computing power to Shanghai and the Yangtze River Delta region, supporting AI training, industrial simulation, and big data analysis.

cls.cn10:21

Viewed from a 'different light,' this QDII fund ranks first in performance, with its portfolio emphasizing not South Korean chip stocks but rather technology shares from both China and the United States.

①The annual return of Tianhong Global High-End Manufacturing Mixed (QDII) A reached 75.79%, ranking first among actively managed QDIIs; ②Instead of heavily investing in the Korean stock market, which has gained significant attention this year, the fund achieved outstanding returns by focusing on technology stocks from China and the United States; ③The fund has also strategically invested in leading domestic optical module companies such as Zhongji Xuchuang and Xin Yi Sheng.

cls.cnMay 18 20:56

In the post-Moore's Law era, glass substrates may usher in a new round of 'material revolution.'

Western Securities stated that the peak of Moore's Law is approaching, and the demand for AI computing power is driving a generational leap in packaging materials. Glass-based substrates centered on Through-Glass Vias (TGV) are accelerating the replacement of traditional silicon and organic substrates due to advantages such as low signal loss, adjustable thermal expansion, and controllable costs. Intel, Samsung, and Taiwan Semiconductor are collectively investing in this technology. The global TGV market size is expected to reach nearly USD 8 billion by 2028, with penetration further increasing to 50% by 2030.

wallstreetcnMay 18 15:06

The Token factory has been established in Wuxi, relying on Huawei's Ascend 384 cluster, marking the advent of the 'intelligent unit billing' era for computing power.

① The first batch of Wuxi Token Factory will deploy four Huawei Ascend 384 super-node servers; ② Unicorn companies have emerged in the Token Factory sector; ③ Institutions claim that domestic Token Factories will enter a period of rapid development, with companies possessing certain computing power resources, reasoning optimization capabilities, and cloud service capacities actively planning and implementing initiatives.

cls.cnMay 18 07:07

Cailian Press Venture Capital Weekly: This week, 108 financing deals in the primary market increased by 63.64% week-on-week, with aerospace and embodied intelligence being the most active sectors.

①This week (May 9 - May 15), there were 108 investment and financing events in the domestic market, with a disclosed total financing amount of approximately 9.014 billion yuan. ②Advanced manufacturing and integrated circuit sectors were particularly active, with automobile mobility disclosing the highest total financing amount of about 2.02 billion yuan. ③Qijing Automobile completed an increase in capital of over 1 billion yuan, while Zaihe Truck completed a strategic financing round worth 1 billion yuan, tying as the highest disclosed investment events this week.

cls.cnMay 17 19:57