TechWire

U.S. cuts off some semiconductor technology exports to China

Jensen Huang expects TSMC's U.S. plant to mass-produce Nvidia chips within year

Li Auto falls more than 5% after releasing Q1 earnings results

2025.06.15

18:06

                            According to the Financial Times: Russian air strikes damaged Boeing's (BA.N) offices in Ukraine.
                        
18:03

                            CITIC Securities: It is expected that after mature operation, Robotaxi will drive the penetration rate of online car-hailing to continue to increase
                        
                            According to a research report by CITIC Securities, the pace of Robotaxi commercialization has significantly accelerated since 2025, mainly due to the initial maturity of L4 autonomous driving technology, the lower accident rate of Waymo in operational tests than that of human drivers, and the gradual relaxation of US regulation on Robotaxi. Looking ahead, it is expected that after mature operation, Robotaxi will significantly increase the utilization rate of single vehicles and reduce costs, driving the continued increase in the penetration rate of online ride-hailing in the travel market. Considering the supply and demand thresholds required for network effects, it is expected that new platforms may emerge in the future, but the cooperation model of platform + technology manufacturers will be more feasible, the long-term market space is expected to be significantly enlarged, and the comprehensive financial impact of existing shared travel platforms is expected to be positive.
                        
17:57

                            CITIC Securities: The Middle East conflict may be the trigger for a structural shift in the market
                        
                            According to a research report by CITIC Securities, the geopolitical impact of the Middle East conflict is great, but the actual impact on Chinese assets is limited; however, the Middle East conflict has triggered a sudden change in risk appetite, and the most affected structurally are the high-level, high-volume and highly consensus sectors. The factors that support the rise of micro-cap stocks are cracking, and such sectors are more likely to fluctuate in the future; the weakening of the small ticket and theme rotation mode also means that the logic of returning to the strong industrial trend represented by AI will be strengthened; another clue worth tracking is back to policy, and the continued and generally depressed price signals may become a new catalyst, but it requires patience. Overall, downplaying macro disturbances, returning to industrial trends, and being vigilant against micro-cap fluctuations are still the core strategic ideas for the next stage.
                        
14:55

                            Dubai's Transport Authority has signed a memorandum of understanding with Uber (UBER.N) and WeRide to launch a pilot operation of self-driving vehicles.
                        
10:05

                            Israel has asked the US to join war with Iran
                        
10:03

                            Iran says that conflict will spread in coming days to US bases in the region
                        
10:02

                            Iran's largest natural gas field catches fire in reported Israeli drone strike
                        
09:57

                            Minnesota shooting suspect identified as Vance Boelter, who served on Governor Walz' Workforce Development Board until 2023
                        
08:52

                            Trump pauses immigration arrests at farms, hotels and restaurants
                        
08:51

                            A White House official told Axios: "Whatever happens today [with Israel and Iran] cannot be prevented"
                        
07:54

                            French President Macron promotes France to become a global center for advanced semiconductor manufacturing
                        
                            French President Emmanuel Macron said at a panel discussion at the VivaTech conference in Paris that France needs to produce the world's most advanced 2 to 10 nanometer semiconductors to gain a place in the technology supply chain. Macron acknowledged that to achieve this goal, multinational companies such as TSMC or Samsung may need to set up manufacturing plants in France.
                        
03:18

                            Amazon is investing in three new solar farms in Victoria and Queensland.
                        
03:14

                            Amazon plans to invest a total of A$20 billion from 2025 to 2029 to expand, operate and maintain its data center infrastructure in Australia.
                        
22:33

                            GAC Trumpchi and Huawei jointly implement the first VPD technology pilot project at the airport departure level
                        
                            Today, GAC Trumpchi and Huawei jointly implemented the "Valet Parking Driving (VPD)" technology pilot at Guangzhou Baiyun International Airport for the first time. This is the world's first VPD technology pilot at the departure level of an airport. Baiyun Airport has renovated the departure level roads and parking lot roads. Under the guidance of relevant departments of Guangzhou City, and through the efforts of all parties, the departure level VPD technology pilot was successfully implemented. The Xiangwang M8 Gankun equipped with Huawei Gankun Intelligent Driving became the first pilot model. In the future, M8 Gankun owners will be the first to experience the convenient travel brought by the airport departure level VPD.
                        
18:14

                            Air India said inspections of its Boeing 787 aircraft could result in longer turnaround times and possible delays on some long-haul routes.
                        
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