Apple(US:AAPL) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-09 01:56Group 1: Apple and Nvidia Developments - Apple has transported five cargo planes filled with iPhones from India to the US between March 27 and 29 to avoid tariffs, with a potential loss of $8 million per day for delays [2] - Apple currently holds over $15 billion worth of iPhone inventory in the US, which is three times the sales volume in the last quarter of the previous year [2] - Nvidia has acquired Lepton AI, founded by a former Alibaba executive, for several hundred million dollars, enhancing its AI infrastructure capabilities [2] Group 2: AI and Automotive Innovations - A report from Stanford University indicates that the performance gap between US and Chinese AI models has nearly closed, with significant advancements in AI systems and benchmarks [3] - Amazon's Zoox is set to test autonomous vehicles in Los Angeles, expanding its testing operations across multiple US cities [3] - Leapmotor and Hesai Technology have entered a strategic partnership, with plans to procure approximately 200,000 units of Hesai's ATX LiDAR for future vehicle models [5] Group 3: Semiconductor and Robotics Developments - Silan Microelectronics is accelerating its SiC chip technology development, achieving a monthly production capacity of 9,000 6-inch SiC MOS chips [7] - Zhongwei Company has signed a project for a micro-processing equipment R&D center in Nanchang, focusing on third-generation semiconductor devices [8] - Infineon has announced a $2.5 billion acquisition of Marvell's automotive Ethernet business to enhance its software-defined vehicle capabilities [8] Group 4: Corporate Restructuring and Acquisitions - Deep Kangjia A is undergoing a potential professional integration with other state-owned enterprises, which may lead to a change in its controlling shareholder [9] - Chenghe Technology plans to acquire at least 51% of Yingri Technology, with an estimated valuation of 1.8 billion RMB for the entire company [9]