芯报丨东田微：拟投资4亿元建设全球研发中心及华南制造总部项目

Group 1: Company Developments - Dongtian Micro plans to invest 400 million yuan to establish a global R&D center and manufacturing headquarters in Dongguan, aiming to enhance its industrial layout and meet customer needs [1][3] - Hu Silicon Industry announced that the National Integrated Circuit Industry Investment Fund intends to reduce its stake by up to 3%, which amounts to a maximum of 99.15 million shares [1][3] - Jingwang Electronics officially launched its headquarters factory, with a total investment of 2 billion yuan, aiming for sales revenue to exceed 30 billion yuan by 2028 [1][3] - Aixin Semiconductor has been approved to establish the "Guangdong Provincial Semiconductor Measurement Engineering Technology Research Center," recognizing its contributions in the semiconductor measurement equipment field [1][3] Group 2: Industry Insights - NVIDIA's CEO Jensen Huang stated that capital expenditures in the AI sector are reasonable and sustainable, with AI infrastructure development expected to continue for seven to eight years [2] - Apple is preparing to allow third-party voice-controlled AI applications to integrate with its CarPlay system, enabling users to interact with AI chatbots through their vehicle interface [2] - Kioxia Holdings announced an extension of its joint manufacturing agreement with SanDisk, securing over 1 billion USD in investment, with the contract now set to last until 2034 [2]