6.19 Information Disparity (AI Compensation, Middle East, Robotics, Nuclear Power, Autonomous Driving, Stablecoins, and Incremental News)

Macro News

1. Tomorrow:【Announcement: The Ministry of Commerce will hold a press conference on June 19 to introduce key work in the business sector】The Ministry of Commerce will hold a press conference at 3 PM on Thursday, June 19, 2025.

Review Data:Review data for June 18 (no new entries, Jinling will be released)

Industry News

• AI Compensation: (AIPCB, CPO)

1. Yesterday, Marvell revised its AI market space for 2028 upwards by 26%, estimating the ASIC + supporting market space to be $55.4 billion, with ASIC at $40.8 billion (CAGR of about 50% from 2023 to 2028), and ASIC supporting at $14.6 billion (CAGR of about 90% from 2023 to 2028).

2. The AI CAPEX investment sentiment continues, with new cloud vendors driving trillion-dollar CAPEX: As new large cloud vendors like Tesla, Stargate, OpenAI, and xAI increase their IDC Capex investments, the overall capital expenditure of North American cloud vendors is expected to rise from $435 billion in 2024 to $593 billion in 2025, with a projected CAGR of 20% from 2025 to 2028, reaching one trillion dollars.

3. Strong overseas computing power demand, NV GPU and CSP AISC are all favorable. The demand for ASIC PCB in performance compensation and thermal limit management is higher than that for GPGPU PCB, and it is expected that the ASIC PCB market size will double by 2026 compared to 2025. The AI PCB industry is in short supply.

4. Some updates from June 6:

   

   

• Middle East Conflict: Nuclear Output? (Military Industry, Nuclear Pollution Prevention, Oil and Gas, etc.)

Outlook Weekly:

Rumors:

Russian media: The US aircraft carrier has turned off its transponder and may be heading towards the Persian Gulf.

• Stablecoins/Cross-Border Payments:

1. During the day:【Central Bank Governor Pan Gongsheng: New technologies such as blockchain and distributed ledgers promote the vigorous development of central bank digital currency stablecoins】

2. News Broadcast: The Renminbi cross-border payment system has signed contracts with six foreign-funded institutions.

   

3. 17:02:24【The Central Financial Committee issued “Opinions on Supporting the Acceleration of Building Shanghai International Financial Center”】Support financial institutions in using blockchain and other technological means to develop supply chain finance.

• Nuclear Fusion:

CCTV: 18:33:34【The large scientific device “Kua Fu” low-noise current drive system has completed testing and passed acceptance】On June 18, reporters from the Hefei Institute of Physical Science, Chinese Academy of Sciences, reported that one of the key systems of the national major scientific infrastructure fusion reactor, the “Kua Fu,” has passed expert testing and acceptance, with overall performance reaching an international leading level.

• Robotics:

1. 18:09:23【China Mobile and Leju released the industry’s first 5G-A humanoid robot】According to the Science and Technology Innovation Board Daily on June 18.

2. 15:07:42【Zhu Xiaohu invests in AI companion robot company Luobo Intelligent】According to the Science and Technology Innovation Board Daily on June 18.

3. Tesla Robot

   

4. Huawei

• Autonomous Driving:

1. During the MWC25 Shanghai on June 18, Huawei’s rotating chairman Xu Zhijun stated that by 2025, 30% of passenger car sales in China will be 5G connected vehicles, increasing to 95% from 2026 to 2030. The industry should seize the growth opportunities of smart connected vehicles.

2. Elon Musk, CEO of Tesla, announced the tentative public trial operation date for Tesla’s highly anticipated autonomous taxi service Robotaxi—set for June 22.

3. On June 18, Cainiao launched a new model of unmanned vehicle and simultaneously started pre-sales. This model is priced at 21,800 yuan, but with limited-time discounts, it is only sold for 16,800 yuan, achieving the practical use of L4 level unmanned delivery vehicles at the price of a bicycle.

   

• Self-Controlled:

1. The Shanghai Institute of Optics and Fine Mechanics has made breakthrough progress in ultra-high parallel optical computing integrated chips.

   

2. “Chinese version of Nvidia” completes IPO guidance, the first GPU stock is coming! On June 18, the information on the CSRC online service platform showed that the IPO guidance status of Moore Threads Intelligent Technology (Beijing) Co., Ltd. has been changed to “Guidance Acceptance.”

3. Recent news: Huawei collaborates with Silicon-based Flow to publish a paper: Ascend 910C’s measured efficiency surpasses H100, CloudMatrix 384 showcases the era of trillion-parameter models.

   

Others

• Dr. Ren is here, to the top?

  

• Switch 2 sold out immediately upon release, short-term supply shortage:According to data released by Nintendo, this model sold 3.5 million units in the first four days after its launch, with many countries and regions experiencing queues and stock shortages, and some retailers even temporarily extended their business hours.

【Disclaimer】

The information mentioned in this article is only a personal compilation and is for personal review use only, not investment advice! The market has risks, and investment should be cautious. Collecting is not easy, and I hope you will like it!

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