On August 18, Zero-One Everything and SF Technology announced an ecological cooperation, aiming to explore the deep integration of artificial intelligence with supply chain management and jointly promote the intelligent development of supply chain management. This partnership combines Zero-One Everything's deep expertise in large model technology with SF Technology's profound understanding of smart supply chains, intending to help SF Technology achieve new breakthroughs in the supply chain sector while allowing Zero-One Everything's Yi series large models to be applied in a wider range of business scenarios.

PepsiCo's Chief Operating Officer Greg Lyon recently stated that the changes the company has experienced in the past three years are greater than in the previous 31 years he has worked there. This shift is largely driven by a significant change in consumer shopping habits, particularly after the pandemic, with people increasingly leaning towards online purchases of food and beverages.

The U.S. Department of Commerce has just announced a significant $4 billion investment aimed at supporting domestic semiconductor wafer production and advancing American technology. This investment is part of the CHIPS Act, intended to boost domestic semiconductor wafer production and enhance the U.S. technological prowess. The fortunate recipient this time is GlobalWafers, which has reached a preliminary non-binding memorandum of understanding (PMT) with the Commerce Department, securing this s

Investors' expectations for Nvidia are higher than the market consensus. Nvidia's CoWoS fourth quarter shipment growth rate is expected to slow down quarter over quarter. The decline in ChatGPT traffic is increasingly influencing AI stocks.

Global server shipment volumes and ODM production plans have been downgraded for 2023. Demand in the AI sector has compressed the volume scale of new server platform releases. The adoption rate of DDR5 is expected to be delayed until the end of the third quarter of 2024.

Large multinational companies are increasingly leveraging generative AI to tackle complex supply chain challenges. Generative AI technologies play a crucial role in building chatbots and other software, automating negotiations and responding to human inquiries. AI-supported platforms can track products and ensure compliance, enhancing the efficiency of supply chain management.