BOE enters the field of semiconductor glass substrates and builds research and development test line

According to the bidding information released by China Tendering Information Network, BOE, the largest panel company in China, is vigorously promoting its semiconductor glass substrate business and has recently ordered semiconductor glass substrate equipment including automatic optical inspection (AOI) and chemical copper plating.

Yicheng New Energy: Kaifeng Times has built a 1GW battery automation production line

Kaifeng Times is currently constructing an automated production line for a 3GW/year all vanadium flow battery energy storage system. A 1GW battery automation production line has been built and is expected to reach a capacity of 3GW by 2026.

ASIC is hot, is Nvidia panicking?

The report cites the latest supply chain information, stating that Meta plans to launch millions of high-performance AI ASIC chips (1 million to 1.5 million) between the end of 2025 and 2026. At the same time, cloud service giants such as Google and AWS are also accelerating the deployment of their self-developed ASICs. This indicates that the competitive landscape of the AI server market is quietly changing.