ASML's export licenses for two lithography machines were revoked, and BYD's Q4 pure electric vehicle sales surpassed Tesla's

Hot spotlight

The export licenses of two lithography machines were revoked, and ASML: affected the shipment of equipment to individual Chinese customers

The official website of ASML, a Dutch lithography machine manufacturer, said that the export licenses of its two lithography systems have been partially revoked by the Dutch government, which will affect some Chinese customers. This move means that ASML can only export 1980Di products to China, and a single exposure can manufacture chips with a process of no less than 38nm. Despite the new export controls, ASML expects a series of control measures to affect its business in China by 10%-15% in 2023. (CBN)

BYD became the world's largest manufacturer of pure electric vehicles in the fourth quarter

Tesla delivered 484507 vehicles in Q4 2023, slightly exceeding market expectations, but BYD sold 526409 BEVs in the same period, surpassing Tesla to become the world's largest BEV manufacturer. However, Tesla's annual sales of pure electric models still lead, increasing by 38% to 1.81 million units, and BYD's 1.5748 million units. (Tencent Auto)

Technology companies

Douyin denied that it would no longer operate Xigua Video alone, saying that it would continue to serve good author users for a long time

It is reported that ByteDance is making internal adjustments, and Watermelon Video will be merged into Douyin, and it will no longer operate Watermelon Video separately. Regarding the rumors that Watermelon Video was merged into Douyin, the relevant person in charge of Douyin denied that the relevant information was untrue, and the company would continue to invest in serving the authors and users of Watermelon Video for a long time. (The Paper)

Some Tesla Model 3s have lost their tax-free status: only because of the use of Chinese batteries

The U.S. Treasury Department's new battery purchase rules come into effect, resulting in some electric vehicles losing their eligibility for tax credits of up to $7,500. Starting in 2023, EVs must have more than 50% of their battery components and materials manufactured or assembled in North America to qualify for the $3,750 tax credit, the bill said. EVs that contain battery components manufactured or assembled in countries such as China will no longer be eligible for the $7,500 tax credit provided by the U.S. Inflation Reduction Act. (Drive House)

2023 Global High-end Mobile Phone Battle Report: Apple 71% dominates, and Samsung ranks second with 17%.

According to the Counterpoint report, high-end mobile phone sales will increase by 6% year-on-year in 2023, accounting for nearly 25% of the global market share and nearly 60% of sales. The shift in purchasing patterns to consumers gravitating towards high-quality equipment that can be used for a long time has made the premium segment a key focus for market growth. In terms of different brands, Apple leads the high-end market, and Samsung also has more market share with the Galaxy S23 and foldable series. China, India and other countries will drive the growth of the global high-end market. (IT House)

TSMC's first Japanese factory is about to open: pre-production of 28nm process chips

TSMC's first fab in Japan is expected to start mass production by the end of 2024 and is expected to create about 1,500 high-tech professional jobs. Construction of the plant began in 2022 by TSMC Electronics Corporation Advanced Semiconductor Manufacturing of Japan. TSMC offers a starting salary of 280,000 yen (about 14,000 yuan) per month for Japanese university graduates, which is 40% higher than the local average. (Semiconductor Industry Vertical)

Ali reduced his holdings three times in a month, Kuaigou Taxi lost nearly 4 billion in five years, and the chairman resigned

The short-distance freight platform Kuaigou Dache once again suffered a reduction in its shareholder Alibaba's shareholdings, selling 838,400 shares at HK$0.5045 per share, reducing its shareholding ratio to 8.89%. This is the third time that Alibaba has reduced its holdings in Kuaigou Dache in a single month. Since its establishment in 2014, GoGox has continued to lose money, with a cumulative loss of nearly 4 billion yuan in five years. At present, in addition to the problem of losses, it is also facing intra-city freight competition and regulatory pressure. (Southern Metropolis Daily)

Hema responds to the online order with an additional packaging fee of 1 yuan: due to business adjustments, a packaging fee of 1 yuan will be charged for each order

Recently, a number of netizens found that Hema online orders began to charge 1 yuan packaging fee. If you don't need to use a plastic bag for the purchased item, you can contact the after-sales service. In response to the problem of non-refund of packaging fees for canceling orders, the staff said that it would be handled according to the actual situation of each order. (Tech Planet)

AI weather vane

Ng's latest prediction: Regarding AI, these things will not change in the next decade

Ng Anda, LeCun, Stanford Associate Professor, Microsoft CTO and other big names in the field of AI have predicted their views on the development of AI this year at the beginning of the new year. Ng's vision for the next decade of AI emphasizes the importance of community, AI tool skills, and good data. Professor Stanford focused on the transparency of the underlying model. Microsoft's CTO wants people to be prepared for the exponential growth of AI. (qubits)

Google's Gemini reversal?Stanford Meta Chinese proved that its inference performance is stronger than GPT-3.5

Scholars from Stanford and Meta conducted in-depth research and confirmed that Google's model Gemini does not lag behind OpenAI's GPT model in the task of common sense reasoning. They argue that previous evaluations based on limited datasets failed to fully capture Gemini's true common-sense reasoning potential. And in the new test set, it was proved that Gemini's reasoning ability is much stronger than before. This time, the evaluation is fairer, and the task that requires cross-modal integration of common sense knowledge is designed to provide an in-depth evaluation of Gemini's performance in complex reasoning tasks. (New Zhiyuan)

Smart new products

The Apple Vision Pro will be available in the United States on January 27, 2024

Apple's Vision Pro, which has attracted much attention around the world, is expected to be available in the United States on January 27. According to the exclusive news of the supply chain, Sony is the first supplier of the original Vision Pro silicon-based OLED, and the second supply is from Chinese companies, which will be the key to whether the Vision Pro can expand its production capacity. (Wall Street News)

Released on January 17th!Samsung S24 Ultra render poster and real machine photos are here!

Rendered posters and frontal photos of what appears to be a Samsung Galaxy S24 Ultra have been widely circulated on social media. According to this, the main adjustments of the S24 Ultra are the curvature of the screen and the titanium bezel, and it still supports the S Pen stylus. In terms of model configuration, the camera module with a 200MP main camera on the rear is equipped with a 2K resolution display, a built-in 5000mAh battery, and a 45W charging power. In addition, Samsung is rumored to be preparing to re-enable the earliest star logo on this generation of models. (Antutu)