Krypton Evening News | China has built the world's largest earthquake early warning system; Meituan Flash Shopping launched a full-link authenticity guarantee system for Baijiu with ten major brands; Alibaba announced a Physical AI cooperation with NVIDIA.
Large Companies:
Samsung Electronics' Q2 Global HBM Market Share Drops to Third, Overtaken by Micron
Data released on Wednesday showed that Samsung Electronics' share in the global high - bandwidth memory (HBM) chip market slipped to third place in the second quarter, while US - based Micron Technology rose to second. According to data from industry tracker Counterpoint Research, Samsung Electronics held 17% of the global HBM chip market in the second quarter, lower than Micron's 21%. SK Hynix led the market with a 62% share.
36Kr learned that on September 24, Meituan Flash Shopping, in collaboration with more than a dozen baijiu brands including Maotai Jiangxiangjiu, Fenjiu, Yanghe, Gujinggongjiu, Jiannanchun, Xifeng, Jinshiyuan, Langjiu, and Shuijingfang, launched the first full - link authenticity assurance system for baijiu in the instant retail industry. Centered around genuine product guarantee, it introduced a number of service measures in pre - sales, after - sales, and delivery of baijiu to promote the protection of intellectual property rights in the baijiu industry and build a healthy and trustworthy flash - shopping baijiu ecosystem.
Alibaba Discloses a Patent for Integrated Circuit Components and Chip Packaging Structures
36Kr learned that the Aiqicha App showed that recently, Alibaba (China) Co., Ltd. disclosed a patent for "integrated circuit components and chip packaging structures". The abstract shows that the patent provides an integrated circuit component and a chip packaging structure. The integrated circuit component includes: a first wafer die with multiple arithmetic units formed thereon, where the multiple arithmetic units are used to perform logical operations in parallel; a second wafer die stacked on the first wafer die, with multiple access control units formed in the second wafer die. Each arithmetic unit corresponds to the multiple access control units, and each arithmetic unit sends at least one data access instruction to at least one access control unit respectively, so that each access control unit responds to the corresponding data access instruction to perform data access.
Alibaba Announces Cooperation with NVIDIA on Physical AI
36Kr learned that at the 2025 Hangzhou Yunqi Conference, Alibaba Cloud and NVIDIA reached a cooperation in the field of Physical AI. Alibaba Cloud's artificial intelligence platform PAI will integrate NVIDIA's Physical AI software stack, providing enterprise users with full - link platform services such as data pre - processing, simulation data generation, model training and evaluation, robot reinforcement learning, and simulation testing, further shortening the development cycle of applications such as embodied intelligence and assisted driving.
On September 24, Hualing Cable's shares opened with a daily limit, trading at 14.65 yuan per share. In terms of news, on September 23, Hualing Cable announced that it plans to acquire the controlling stake of Sanzhu Intelligent in cash or other ways. The connectors produced by Sanzhu Intelligent are the key interfaces and the "last link" in high - end application scenarios such as industrial automation, robotics, and new energy. The announcement shows that the overall valuation of 100% equity of Sanzhu Intelligent in this transaction is expected to be no more than 270 million yuan. The final acquisition ratio, transaction consideration, performance commitment, and other specific details will be subject to the formal transaction agreement signed after going through relevant approval procedures. A staff member from Hualing Cable's securities department said that if the acquisition is successfully completed, it will be beneficial for business synergy and meet customers' needs for systematic and integrated products. "For example, customers don't need to buy both cables and connectors separately. We can sell them together, providing customers with one - stop services." The staff member emphasized that the acquisition is still in the intent stage, and its success is uncertain, and investors need to pay attention to relevant risks.
New Products:
Force Infinity Launches Its First Humanoid Robot, AstroDroid AD - 01
36Kr learned that on September 24, at the Hangzhou Yunqi Conference, Force Infinity launched its first humanoid robot, AstroDroid AD - 01. It is reported that the AD - 01 is 170 cm tall, has 43 degrees of freedom and dexterous hands, and is equipped with trinocular vision, dual - lidar, a multi - modal sensing matrix, and the Hyper - VLA end - to - end large - scale model independently developed by Force Infinity across the entire stack.
Investment and Financing:
Mobvoi Launches the TicNote Color Series
36Kr learned that recently, Mobvoi officially launched the TicNote Color series of products. At the same time, its built - in AI Agent has been upgraded to Shadow AI 2.0, with new functions such as voiceprint recognition, real - time transcription and translation, and knowledge base management.
Today's Views:
California Governor Says No New Electric Vehicle Incentives Will Be Introduced
California Governor Gavin Newsom confirmed on Tuesday that after the $7,500 federal electric vehicle tax credit expires on September 30, California will not introduce new electric vehicle incentives.
ECB Official Cipollone Says Inflation Risks Are Very Balanced
Piero Cipollone, a member of the Executive Board of the European Central Bank, believes that inflation is not under a significant threat in either direction, and the current interest rates are in a good state. Cipollone said in an interview that despite the many uncertainties caused by trade factors, the European economy is still "quite resilient". He said that after the economic slowdown this quarter, the growth of the European economy should return to its previous pattern.
Other Noteworthy News:
36Kr learned that eight departments including the Ministry of Commerce jointly issued the "Guiding Opinions on Vigorously Developing Digital Consumption and Co - creating a Better Life in the Digital Age", which mentioned improving the express logistics and delivery system. Promote the construction of smart logistics, encourage qualified regions to develop drone feeder transportation and last - mile delivery services in an orderly manner, and accelerate the research and formulation of relevant standards for automated delivery vehicles and drones. Strengthen the construction of delivery terminals such as smart food pick - up cabinets and express cabinets, and provide support in R & D innovation, new product access, and product trials. Encourage localities to upgrade county - level e - commerce public service centers and strengthen the digital transformation and construction of county, township, and village outlets. Guide e - commerce platforms to strengthen the construction of an integrated fulfillment system and jointly improve the digital and intelligent level of last - mile delivery with physical stores.
China Has Built the World's Largest Earthquake Early - Warning System
The State Council Information Office held a series of themed press conferences on "High - quality Completion of the 14th Five - Year Plan" this morning (the 24th) to introduce the achievements of emergency management reform and development during the 14th Five - Year Plan period. Wang Kun, the director of the China Earthquake Administration, introduced that China has built the world's largest earthquake early - warning system, with second - level early warnings covering more than 90% of key hazard areas, and minute - level intensity rapid reports providing strong support for rescue and relief decision - making. Since the early - warning system was put into use, 359 earthquake early warnings for magnitude 4 and above have been issued, buying precious time for the public's earthquake prevention and avoidance and the emergency response of industries such as high - speed railways and precision manufacturing.