SIASUN(SZ:300024) Guan Cha Zhe Wang·2025-11-03 02:11Group 1: Anshi China and Nexperia - Anshi China has announced that it has established sufficient inventory and accused Nexperia Netherlands of maliciously defaming its management, claiming that Nexperia's assertion of contract payment issues is baseless [1][3] - Nexperia Netherlands has unilaterally decided to stop supplying wafers to Anshi China's packaging and testing factory (ATGD) starting October 26, 2025, despite owing ATGD approximately 1 billion RMB [1][3] - Anshi China has built a robust inventory of finished and in-process products to meet customer demand until the end of the year and is actively validating new wafer production capacity to ensure long-term supply resilience [3] Group 2: Industrial Robotics in China - In September, China's industrial robot production reached 76,300 units, marking a year-on-year increase of 28.3% [4] - The cumulative production from January to September reached 595,000 units, surpassing the total production for the previous year [4] Group 3: Cambrian Technology - Cambrian Technology announced the addition of its wholly-owned subsidiaries as implementation entities for fundraising projects related to large model chip and software platforms [5] - The company plans to use 100 million RMB to increase capital for its Shanghai subsidiary and 8 million RMB each for its subsidiaries in Anhui and Xi'an, without affecting the overall investment amount or operational stability [5] Group 4: TSMC Price Increase - TSMC has reportedly initiated a four-year price increase plan for advanced processes below 5nm, with expected increases ranging from 3% to 10% [6][7] - This price adjustment is seen as a response to rising production costs and inflation, with expectations that it will trigger a new wave of chip price increases across the industry [7] Group 5: Future of AI and Mobile Devices - Elon Musk predicts that in five to six years, most content consumed by humans will be generated by AI, leading to a transformation in mobile devices into AI interaction nodes [8] - He suggests that traditional operating systems and apps will become obsolete, with devices primarily serving as display and audio playback units integrated with AI capabilities [8] Group 6: OpenAI's Revenue and Losses - OpenAI's CEO Sam Altman expressed optimism about the company's revenue, claiming it exceeds the previously reported 13 billion USD [9] - Despite significant revenue generation and partnerships with major companies, OpenAI is still facing substantial losses, with estimates suggesting a quarterly loss exceeding 12 billion USD [9]