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Urgent notice from the China Semiconductors Industry Association! How will the tariff storm reshape the industry landscape?
① According to regulations, the origin of "Integrated Circuits" is determined by the principle of changing the four-digit tariff number, meaning the location of wafer fabrication is regarded as the place of origin; ② The China Semiconductor Industry Association suggests that for "Integrated Circuits," whether packaged or unpackaged, the origin for import customs declaration should be based on the location of the "wafer fabrication plant"; ③ Institutions believe that after the U.S. announced its tariff policy, China's counter-tariff measures are significant as they will accelerate the process of domestic substitution.
Under the Deepseek effect, Goldman Sachs puts cold water on the Datacenter boom: the Global Datacenter utilization rate has reached its peak.
From the release of DeepSeek, which is a low-cost competitor to ChatGPT, to Microsoft scaling back its Global AI Datacenter projects, and Alibaba Director Zhang Yong warning about a bubble in USA AI infrastructure investments, multiple warning signals are flashing: the boom in AI Datacenters may soon be facing a cool down.
Alibaba Bets Big On AI With New Cloud Tools As Jack Ma Reemerges In Company Comeback
A Look Into Alibaba Gr Hldgs Inc's Price Over Earnings
Jack Ma makes another appearance, participating in the Alibaba Cloud new fiscal year launch meeting and placing great emphasis on AI and cloud.
① Jack Ma appeared today at the Alibaba Cloud Valley Park, participated in the Alibaba Cloud KO meeting and gave a speech. ② As the soul of Alibaba, every appearance of Jack Ma seems to herald new changes. Currently, Alibaba is promoting the 'AI transformation' of its existing Business.
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