Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]

Group 1 - The TC591 National Robot Standardization Technical Committee and the International Star Flash Alliance signed a strategic cooperation agreement to promote the standardization and industrialization of embodied intelligent robots [1] - The collaboration aims to enhance the integration of robot perception, communication, and decision-making, facilitating the large-scale implementation of multi-robot collaboration scenarios [1] - Star Flash technology utilizes advanced 5G key technologies such as Polar codes, offering six core technical capabilities: low latency, high throughput, high concurrency, high reliability, anti-interference, and precise positioning [1] Group 2 - The coexistence of cellular networks and Wi-Fi is anticipated, with Star Flash technology aligning well with the demands of embodied intelligence, although the current maturity of the industry chain is low [2] - There is potential for Star Flash technology to replace Wi-Fi in certain scenarios or downstream customers under the push for domestic production [2] Group 3 - Huizhou Crystal is the only member of the Star Flash Alliance in the crystal oscillator industry [3] - Tai Ling Micro is an early member of the Star Flash Alliance and is actively participating in the research and development of Star Flash technology [4]