SIASUN(SZ:300024) Sou Hu Cai Jing·2025-06-29 03:08Group 1: Xiaomi Response - Xiaomi responded to rumors regarding a former director, clarifying that the individual in question had only worked in the company cafeteria for two months and was dismissed for absenteeism, never holding any director position [1] Group 2: Semiconductor Industry Issues - Domestic semiconductor company, Chip Origin, has reportedly not paid salaries since March, engaged in violent layoffs without compensation, and has been accused of treating employees differently [2][4] - Chip Origin, founded in 2015, focuses on integrated circuit core IP, chips, and EDA tools, and is facing cash flow pressures due to high R&D costs and a strategic plan to split its EDA and DPU businesses [4] Group 3: Alibaba Partner Restructuring - Alibaba reported that nine partners have exited, representing one-third of the total, bringing the number of partners to the lowest since its IPO in 2014, now at 17 [5] - The restructuring indicates a shift towards having more frontline business leaders in the decision-making body, with only four partners being senior members not involved in day-to-day operations [5] Group 4: ByteDance's Seed Team Developments - ByteDance's Seed team is actively recruiting for key positions in robotics and embodied intelligence, indicating a strategic shift and ambition in these areas [7] - The Seed team, established in 2023, has already made significant contributions to ByteDance's AI business, with its developed models supporting over 50 applications [7] Group 5: Intel CEO Departure - Former Intel CEO Pat Gelsinger stated that his resignation was a decision made by a "third party," likely the board, and expressed regret over not being able to complete his projects, particularly the IDM 2.0 strategy [8] Group 6: Microsoft Cloud Division Changes - Microsoft has disbanded its Public Sector division in China, redistributing its teams, which has led to employees seeking new positions as the division will no longer exist in the next fiscal year [9] Group 7: AI Developments - Meta is in talks to acquire AI voice startup PlayAI to enhance its AI capabilities and consumer-facing features, with PlayAI having raised $23.5 million in funding [10] - Tencent has open-sourced its Hunyuan-A13B model, which features 80 billion parameters and is designed for efficient inference, showcasing strong performance across various benchmarks [12][13]