(Global TMT2023 September 13) Today's highlights: iPhone 15 series released Apple's stock price fell; Nearly 100 Huawei models pushed the official version of Hongmeng 4.0; the shipment target of Huawei Mate 60 series in the second half of the year may increase by 20%; Alibaba Cloud is open to the whole society; TSMC approves $100 million investment in Arm; The U.S. Department of Justice went to trial against Google's antitrust case.
The iPhone 15 series was released, and Apple's stock price fell
Apple held an autumn conference at its headquarters in Cupertino, California, on Tuesday, and unveiled four new iPhone 15 models, two Apple Watch watches and other products. Among them, the iPhone 15 switched to USB-C interface instead of Lightning interface. The iPhone 15/Plus is equipped with the A16 Bionic chip, and the iPhone 15 Pro series is equipped with the A17Pro chip, which is the industry's first 3nm mobile phone chip. The Pro series benefits from titanium alloy that has reduced weight by 19 grams, unmuted buttons, and introduced new operation buttons. The iPhone 15 base starts at $799, the Pro version is still priced at $999, and the Pro Max starts at $1199, $100 higher than last year. As of September 12, local time, Apple closed at $176.3, down 1.71%, with a market value of $2.8 trillion and $47.8 billion lost overnight.
France asked Apple to stop selling iPhone 12 models
Jean-Noel Barrow, France's minister for digital transformation and telecommunications, said that Apple must stop selling iPhone 12 models in France due to excessive radiation levels. France's radiation regulator ANFR informed Apple that France decided to ban the sale of iPhone 12 models because tests showed that the specific absorption rate (SAR) of the iPhone 12 was slightly higher than the level allowed by law.
Nearly 100 Huawei models pushed the official version of Hongmeng 4.0
After more than a month of public testing and adaptation, the official version of HarmonyOS 4 of a large number of models has finally arrived. HarmonyOS official WeChat message, Huawei Mate50 series, Mate X3, Huawei Mate40 series, P60 series, P50 series, nova 10 series and other nearly 100 models have joined the official version of HarmonyOS 4. At the same time, the Honor 6 models will start the pollen HarmonyOS 4 Beta from October 2023.
Huawei Mate 60 series shipment target in the second half of the year or increase by 20%
On September 12, Huawei said that the new mobile phone will first focus on the domestic market. People close to Huawei also revealed that the performance of Mate 60 series mobile phones exceeded expectations, Huawei increased the shipment target of the series of mobile phones in the second half of the year by 20%, and Huawei shipped at least 40 million new machines throughout the year.
Alibaba Cloud is open to the whole society
Alibaba Cloud announced that the Tongyi Qianwen model has been the first batch of ICP filing and officially opened to the public, users can log in to the official website of Tongyi Qianwen to experience, and enterprise users can call the Tongyi Qianwen API through Alibaba Cloud. Alibaba Cloud said that in the near future, it will open source a large-scale model version with larger parameters for free commercial use by the whole society. Alibaba Cloud hopes to work with the whole industry to build a big model open source ecosystem, lower the threshold for large model use, and make big model technology better for every enterprise and individual.
TSMC approved a $100 million investment in Arm
TSMC said it has approved investing up to $100 million in the IPO of chip design company Arm. The Arm is expected to go public on the Nasdaq this week. TSMC produces chips for Apple, Nvidia and other companies, which are usually based on the Arm architecture. Arm has close cooperation with wafer foundries such as TSMC on intellectual property (IP).
GF invests $4 billion to expand its facility in Singapore
U.S. semiconductor company GlobalFoundries announced on Tuesday that it is investing $4 billion to expand its plant in Singapore. GF President and CEO Thomas Caulfield said in an acceptance on Tuesday: "I believe that in the next decade, the industry will double again. Caulfield said the auto industry seems to be staying strong, AI clouds seem to be strong, industry is gaining ground, and anything consumer-related remains weak. GF manufactures semiconductors designed by companies such as Qualcomm, MediaTek and NXP, serving approximately 200 customers worldwide.
Samsung Electronics raised the price of mobile phone memory chips
Samsung Electronics has raised the price of DRAM and NAND flash chips by 10-20% for major smartphone manufacturers, including Xiaomi, OPPO and Google. Samsung Electronics expects that demand in the memory chip market may exceed supply from the fourth quarter.
The U.S. Department of Justice went to trial against Google's antitrust case
The Justice Department's antitrust case against Google began trial on Tuesday. Google pays Apple, Samsung and other companies more than $10 billion a year to maintain its position as the default search engine on web browsers and mobile devices, stifling competition, the Justice Department said. Google has been a monopolist since at least 2010 and now controls more than 89 percent of the web search market. This is the first lawsuit filed against the latest generation of dominant tech companies. Many legal observers say the outcome will be an important test of the ambitious legal strategy of U.S. regulators.
The Dutch Consumer Association sued Google for infringement of data collection
The Dutch Consumers Association has filed a lawsuit against Google Inc., accusing it of violating privacy in its data collection. The group said the tech company collected personal data in a way that violated privacy rules and wanted Google to stop the practice and demand 750 euros in compensation for each Google user. According to the association, more than 82,000 people have been involved in the claim for damages.
TikTok officially launched its e-commerce service in the United States
TikTok announced the official launch of its e-commerce service TikTok Shop (TikTok E-commerce) in the United States. Previously, TikTok e-commerce has been tested for months among TikTok users in the United States. In addition to short videos and live shopping, TikTok e-commerce has also launched a series of services to merchants and creators, including product display pages, shopping malls, and "affiliate programs" connecting merchants and creators. At the same time, TikTok e-commerce has also launched the "TikTok Performance Plan" to help merchants store, select, package and deliver goods, as well as a secure payment system developed in cooperation with third parties.
Microsoft and Oracle will announce a major collaboration
Microsoft and Oracle will release the latest cooperation news on September 14, local time. Microsoft Chairman and CEO Satya Nadella and Oracle Chairman and Chief Technology Officer Larry Ellison will make the announcement, according to the announcement. Recently, Microsoft and Oracle announced a partnership that allows customers to run enterprise workloads on their cloud services, combining Azure capabilities such as analytics and artificial intelligence with Oracle cloud services such as autonomous databases.
Oracle shares fell their biggest since December 2011
Shares of Oracle closed down 13.5 percent on Tuesday, their biggest drop since December 2011. The software company reported revenue that fell short of expectations and also announced that revenue growth in its cloud infrastructure division was slower than last quarter. Analysts said Oracle's earnings report raises questions about when AI demand translates into broader business revenue.
Tesla's Dojo supercomputer may drive the company's market value to grow significantly
Morgan Stanley said in the report that Tesla's Dojo supercomputer may promote commercial applications such as self-driving taxis and software services, or will drive a significant increase in the company's market value. Dojo is a supercomputer independently developed by Tesla, using chips and infrastructure designed by Tesla and training neural network capabilities with the help of video data from Tesla's fleet. Previously, Tesla had large-scale supercomputing based on NVIDIA GPUs. The new self-developed Dojo supercomputer will help Tesla get rid of its dependence on NVIDIA GPUs, and at the same time mean that Tesla continues to move towards the goal of becoming a real technology company.
Eight companies, including Nvidia, have voluntarily committed to managing AI risks
The White House issued a statement on September 12, saying that on the same day, US Secretary of Commerce Raimondo and other senior government officials will gather AI industry executives at the White House to announce that Adobe, Cohere, IBM, NVIDIA, Palantir, Salesforce, Scale AI and Stability eight companies committed to take voluntary regulatory measures to manage AI technology development risks, including conducting security testing before launch, building systems that put security first, and Add digital watermarks to AI-generated content and more.