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丨Tuesday, August 6, 2024丨

NO.1 Nvidia: Blackwell production is expected to increase in the second half of the year

Recently, the information about the delayed delivery of Nvidia's Blackwell chip has attracted much attention. Some media reported that due to design defects, delivery may be delayed by 3 months or more, or affect major customers such as Meta, Google and Microsoft, which have ordered tens of billions of dollars in chips. In this regard, Nvidia said: "As we have said before, the demand for Hopper is very strong, Blackwell sample trials have begun widely, and production is expected to increase in the second half of the year. Beyond that, we do not comment on rumors."

Comments:The delayed delivery of Nvidia's Blackwell chips has attracted widespread attention in the industry, and the delay may have an impact on Nvidia and its supply chain companies. Despite this, some suppliers said that production and operations are currently normal and they declined to comment on customer news. In addition, some research reports have given a more optimistic view, believing that the production of Blackwell chips may only be suspended for about two weeks, and that TSMC's efforts can catch up in the fourth quarter of 2024.

NO.2 JD.com enters the top 50 of Fortune Global 500 for the first time

On August 5, the 2024 Fortune Global 500 list was released, with a total of 133 Chinese companies on the list, 9 fewer than last year. Among them, large companies in the Internet field rose overall. Among the five Internet giants, except for Alibaba, which dropped 2 places, the rankings of JD.com, Tencent and Meituan all improved. At the same time, Pinduoduo made the list for the first time. Meituan became the Chinese company with the largest ranking improvement in the list, jumping 83 places. JD.com, ranked 47th, entered the top 50 for the first time.

Comments:The performance of Chinese enterprises in the Fortune 500 list also reflects the results of China's economic restructuring. The rise of enterprises in the service industry, high-tech industry and other fields shows that China's economy is developing in a higher quality direction. 46 enterprises have risen in the rankings, and 71 have fallen in the rankings, which shows that Chinese enterprises have both success and challenges in the ever-changing market environment. Enterprises need to continue to innovate and adjust their strategies to adapt to the market.

NO.3 UBTECH and Geely announce strategic cooperation

Recently, UBTECH, Geely and Tianqi Holding have reached a strategic cooperation. The three parties will combine their respective resource advantages to jointly promote the application of humanoid robots in the field of intelligent manufacturing of automobiles and parts, and jointly create innovative demonstration applications. According to reports, in early July, UBTECH's industrial version of humanoid robot Walker S Lite has been stationed in the Zeekr 5G Smart Factory under Geely Holding Group. So far, Walker S Lite has been "trained" in the Zeekr 5G Smart Factory for 21 consecutive days, collaborating with employees to perform handling tasks at the CTU warehousing and loading station.

Comments:The collaborative execution of Walker S Lite's training and handling tasks in the smart factory demonstrates the potential of humanoid robots in improving production efficiency, ensuring product quality and achieving agile delivery. In addition, this case may become a reference case for other companies in the industry, driving the innovation and development of the entire industry in smart manufacturing.

Daily Economic News