Apple is reported to cooperate with Broadcom to develop AI chips, and TSMC's advanced process will welcome big orders again. On December 13, it was reported that Apple intends to invest in self-developed AI chips, jointly develop them with Broadcom, and produce them in TSMC's 3 nm process, and mass-produce them in 2026. The legal person is optimistic that after the development of Apple's self-developed AI chip is completed, the investment is expected, and TSMC's advanced process will usher in another big order. It is understood that Apple's current A-series processors for iPhone and M-series processors for Mac all adopt self-developed strategies, and are exclusively manufactured by TSMC. The legal person believes that once Apple's self-developed chips are extended to AI chips, the cooperation with TSMC will be closer. (Taiwan Province Economic Daily)The Central Committee of the Communist Party of Vietnam decided to give disciplinary punishment and warning to former president Ruan Chunfu. On December 13th, local time, the Political Bureau of the Central Committee of the Communist Party of Vietnam announced the review results and disciplinary decision of former president Ruan Chunfu and former permanent secretary of the Central Secretariat and director of the Central Organization Department Zhang Shimei. After reviewing the recommendations of the Central Inspection Commission, the Political Bureau of the Central Committee of the Communist Party of Vietnam decided to give disciplinary action and warning to Ruan Chunfu and criticize Zhang Shimei. (CCTV News)848 agricultural and livestock products in Inner Mongolia were selected into the national list of famous and excellent new agricultural products. The reporter learned from the Agriculture and Animal Husbandry Department of Inner Mongolia that 30 products including Songshan sweet pepper and Jiuyuan duck-billed fish declared by Inner Mongolia were recently selected into the third batch of national list of famous and excellent new agricultural products in 2024. A total of 848 agricultural and livestock products in Inner Mongolia were selected into the national list of famous and excellent new agricultural products, ranking among the top in the country. (Xinhua News Agency)
Goldman Sachs Asset Management announced the liquidation of three exchange-traded funds.Seiko Technology: It has cooperated with a number of aerospace (low-altitude) enterprises. Seiko Technology (002006) recently said in an institutional survey that the company has cooperated with aerospace (low-altitude) enterprises such as Yiweite, Jieyi Technology and Shenzhen Collaborative Innovation to expand the application of new carbon fiber composite materials and vigorously develop low-altitude economic industries. In the future, the company will continue to deepen, consolidate and iterate the advantages of independent innovation and intelligent manufacturing of carbon fiber equipment in the whole industrial chain, enter the production of carbon fiber composite products as soon as possible by improving the company's precision processing ability and cooperating with enterprises with mature technologies, and vigorously develop the aerospace economic industry, compete for new tracks and build new engines through the brand-new development model of "equipment leading, material collaboration and application support".The Central Meteorological Observatory continued to issue the gale blue warning at 06: 00 on December 13th. It is estimated that there will be 5 winds and gusts of 6-8 in parts of central and eastern Inner Mongolia, northwestern Shanxi, northern Hebei, central Henan and southwestern Shandong from 08: 00 on December 13th to 08: 00 on December 14th. Most of the Yellow Sea, most of the East China Sea, Taiwan Province Strait, east of Taiwan Province, bashi channel, northern and central South China Sea, and Beibu Gulf will have strong winds of 7-8 grades and gusts of 9 grades.
China Air China: Passenger turnover increased by 22% year-on-year in November. Air China announced that the combined passenger turnover of the company and its subsidiaries increased by 22% year-on-year in November 2024. Passenger transport capacity investment increased by 12.9% year-on-year, of which domestic passenger transport capacity investment increased by 3.2%, international passenger transport capacity investment increased by 43.7%, and regional passenger transport capacity investment increased by 19%. In terms of freight transportation, the input of freight transportation capacity increased by 18.4% year-on-year, and the turnover of freight and mail increased by 20.9% year-on-year. In November, one ARJ21-700 aircraft and one C919 aircraft were introduced. By the end of November, the total number of operating aircraft was 927.Reminder: Please pay attention to it during the day (the following are all Beijing time). ① At 07: 50, the outlook index of large-scale manufacturing industry in Japan in the fourth quarter is short-sighted; ② At 10: 35, Hunter, Assistant Chairman of Reserve Bank of Australia, made a speech; ③ 15:00 UK merchandise trade account for October; ④ At 16: 00, Villeroy, Governor of the European Central Bank and Governor of the Bank of France, made a speech; ⑤ 17:00 Speech by Robert Holzmann, ECB Management Committee; 6. At 18: 00, the Bundesbank announced the semi-annual forecast report, and the industrial output of the euro zone in October; ⑦ 19:00 Speech by Mario Centeno, ECB Governing Committee and Governor of Portuguese Central Bank; 8: 21: 30 US import price index in November.Yuanda Jinghua Securities upgraded the rating of Taiwan Optoelectronic Materials to Buy with a target price of 660 yuan NT.