11/10(二)

  • 南華早報

    Nvidia’s Jensen Huang scandal casts shadow over South Korea…

    South Korea is facing growing concerns over the fallout from Nvidia CEO Jensen Huang’s alleged affair with a woman suspected of being a Chinese spy, amid fears that the scandal could disrupt global AI supply chains and trigger tighter US export controls on Seoul’s semiconductor champions. The highly publicised “bromance” between Huang and South Korea’s top technology leaders – notably Samsung Electronics executive chairman Lee Jae-yong and SK Group chairman Chey Tae-won – has played a crucial...

    #Seoul#Donald Trump#SK Hynix#GPUs#China#AI

  • 獨家報導

    BMW電池供應鏈大擴張 歐洲牽手三星SDI、美洲結盟LG - 獨家報導

    圖/示意圖 商傳媒|責任編輯/綜合外電報導 為降低對單一供應來源的依賴,德國豪華汽車品牌BMW正擴大其全球電動 […]

    #商傳媒

  • 商傳媒

    BMW電池供應鏈大擴張 歐洲牽手三星SDI、美洲結盟LG

    圖/示意圖商傳媒|責任編輯/綜合外電報導為降低對單一供應來源的依賴,德國豪華汽車品牌BMW正擴大其全球電動車電池供應鏈。根據《Briefs Finance》報導,BMW已與南韓電池製造商三星SDI(Samsung SDI)達成協議,由其供應歐洲廠區的電池芯;同時,LG Energy Solution(LG Energy Solution)也將從2020年代後期起,為BMW在美國的工廠提供電池芯。 此舉是BMW加速推動第六代高壓電池全球生產計畫的一部分,這些電池將用於未來包括iX3在內的電動車型。目前,BMW已在德國、匈牙利、墨西哥、南卡羅萊納州及中國大陸等地組裝最新一代電池。新的合作夥伴將補充現有在歐洲的電池供應商,如中國的寧德時代(CATL)和億緯鋰能(EVE Energy)。 BMW此項策略旨在縮短電池芯供應商與車輛生產基地之間的物流鏈,並加速淘汰舊款電池設計。此舉也符合歐美汽車製造商的普遍趨勢,即減少對來自中國大陸零組件的依賴。中國大陸在電池製造及關鍵材料加工方面佔據主導地位,這使得歐美車廠意識到需要在歐洲和北美洲的工廠附近建立更在地化的產能。 此外,歐盟目前正依據《產業加速法案》(Industrial Accelerator Act)制定相關規範,未來可能要求大部分車輛需在歐盟境內製造,才能符合獲得補貼的資格,這也促使車廠調整其供應鏈布局。

    #BMW#電動車#汽車電池#供應鏈#三星SDI

  • 南華早報

    Building world-class software from Asia: Omnichat’s CEO on…

    [The content of this article has been produced by our advertising partner.] Hong Kong AI customer-experience platform Omnichat has raised US$10 million in Series A funding led by Openspace Capital, with participation from Darwin Ventures and Acorn Pacific Ventures. Founder and CEO Alan Chan plans to use the capital to scale the company's Omni AI Agents platform and accelerate its expansion beyond Asia-Pacific. The journey to this milestone, however, began long before boardroom pitches and global...

    #South China Morning Post#News#Opinion#China#Hong Kong#World